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Pontifícia Universidade Católica do Rio Grande do Sul
                        Faculdade de Informática
         Programa de Pós-Graduação em Ciência da Computação




            FTSProc: a Process to Alleviate
        the Challenges of Projects that Use the
               Follow-the-Sun Strategy


Estevão Ricardo Hess                         Jorge Luis Nicolas Audy
Computer Science School                    Computer Science School
PUCRS                                                         PUCRS
Porto Alegre, Brazil                             Porto Alegre, Brazil
estevaorh@gmail.com                                  audy@pucrs.br
Agenda

•   Introduction
•   Related Works
•   FTSProc
•   The Experimental Process
•   FTSProc: Processo Proposto
•   Main Results
•   Conclusions




                                 2
Introduction
• Globalization process;

• During global projects, the time zone difference is difficult to
  manage. However, this difference can also be used as an advantage;

• In this sense, emerge the Follow-the-Sun (FTS) concept;

• The FTS approach utilizes distributed team members spread across
  time zones to achieve a single project outcome. The main objective
  of FTS is to reduce the time-to-market in GSD environments;




                                                                3
Introduction
• This paper shows a proposal process to be used during the
  development phase of the SDLC to alleviate the challenges
  presented in the FTS strategy;
• This process focuses in the handoffs
• The Process was named FTSProc and it was created based in the
  Composite Personae and the process called 24hr Design and
  Development;
• It also uses the Test-driven development (TDD) technique;
• Using the created process, this paper also presents an experiment
  used to validate the proposed process;
• The findings during the experimental process brought evidences
  that a project that uses the FTSProc is more efficient then a project
  that does not use it;
                                                                   4
Related Works
•   Fadel et al. – 2000
    –   24hr Design and Development
    –   To reduce the needed time to develop a software project
    –   Experiment – distributed team in different time zones
    –   Developed a work transfer process
    –   Each development center uses 30 minutes to prepare the hand-off information – overlap
    –   The team stating its shift do a planning meeting to define the job to be developed during the day
        •   Brainstorming
    – This cycles finishes when all features have been developed
•   Denny et al. – 2008
    – Composite Personae
    – Transitions based in the stand-up meetings
    – At the end of the day
        • All developers should add their results in the code repository
        • Fulfill an automated form
              – i. What have you done since last meeting?
              – ii. What are you planning to do until next meeting?
              – iii. Is there any impediments or blocker?
    – Next site continues the work based in the information providede by the previous team
                                                                                                   5
FTSProc

• This process aims to mitigate the challenges of
  coordination, synchronization and communication during the
  handoffs in the development phase of SDLC. In this sense, the main
  objectives of this process are:

  1.   When a team starts a working day (shift), it should simply have the
       perception of the work that must be developed and the work already done
       by previous development center.

  2.   Avoid the needed for synchronous communication between distributed
       teams.

  3.   Ensure that the handoff from a development center to another occurs
       without problems, and that the work can be continued from the point
       where the previous development center left off.                       6
FTSProc

                                        3. Coding




                         4. Check-in




                                                                     2. Brainstorming



                                       Shift


                        5. Hand-off
                           Form


                                                    1. Shift Start




Requirements   Design


                                                                                          Feature
                                                                                        implemented
                                                                                           7
FTSProc – Requirements

• Requirements are defined as                    3. Coding

specifically as possible
[18], preferably using the
concept of User Stories           4. Check-in

[19], having have well-defined
acceptance criteria
                                                                              2. Brainstorming



                                                Shift


                                 5. Hand-off
                                    Form


                                                             1. Shift Start




Requirements      Design


                                                                                                   Feature
                                                                                                 implemented

                                                                                                     8
FTSProc - Design

• Artifacts showing how the
                                              3. Coding
requirements will be
implemented
                               4. Check-in
• TDD usage based in the
acceptance criteria
                                                                           2. Brainstorming



                                             Shift


                              5. Hand-off
                                 Form


                                                          1. Shift Start




Requirements      Design


                                                                                                Feature
                                                                                              implemented
                                                                                                 9
FTSProc

• Requirements clearly defined
                                                 3. Coding


• Unit tests created for the
TDD technique usage
                                  4. Check-in


• Development phase starts at
this point                                                                    2. Brainstorming



                                                Shift


                                 5. Hand-off
                                    Form


                                                             1. Shift Start




Requirements       Design


                                                                                                   Feature
                                                                                                 implemented
                                                                                                   10
FTSProc – Starts a shift
• Starts a work day (shift)
                                                 3. Coding

• Download the latest source
code from repository
                                  4. Check-in

• Generates a report with the
covered tests
                                                                              2. Brainstorming


• Generates a report with all                   Shift
information provided by the
team that worked on the
previous shift (Hand-off from)
                                 5. Hand-off
                                    Form


                                                             1. Shift Start




Requirements        Design


                                                                                                   Feature
                                                                                                 implemented
                                                                                                   11
FTSProc – Brainstorming
• Daily planning
                                                   3. Coding

• Task assignments

• Assignments should consider       4. Check-in

the report with information
regarding the previous shift, as
                                                                                2. Brainstorming
well as the result from the unit
tests report provided by the                      Shift
previous site


                                   5. Hand-off
                                      Form


                                                               1. Shift Start




Requirements       Design


                                                                                                     Feature
                                                                                                   implemented
                                                                                                     12
FTSProc – Coding
• This step represents the
requirements implementation                     3. Coding

phase, following the
assignments agreed during the
brainstorm.                      4. Check-in



• At this stage, the team
                                                                             2. Brainstorming
focuses on the feature
development.                                   Shift


                                5. Hand-off
                                   Form


                                                            1. Shift Start




Requirements       Design


                                                                                                  Feature
                                                                                                implemented
                                                                                                  13
FTSProc – Check-In
• Each team member must
perform the check-in of the                     3. Coding

work done during the
day, providing all necessary
information to the next team     4. Check-in

to continue the work where it
was left off.
                                                                             2. Brainstorming



                                               Shift


                                5. Hand-off
                                   Form


                                                            1. Shift Start




Requirements      Design


                                                                                                  Feature
                                                                                                implemented
                                                                                                  14
FTSProc – Hand-Off Form
• Each team member must
take time to fill out the hand-                   3. Coding

off form

• This form is based in the        4. Check-in

stund-up meetings
                                                                               2. Brainstorming
• This state represents the end
of a shift                                       Shift


                                  5. Hand-off
                                     Form


                                                              1. Shift Start




Requirements        Design


                                                                                                    Feature
                                                                                                  implemented
                                                                                                    15
FTSProc – Hand-Off Form
• Each team member must
take time to fill out the hand-                     3. Coding

off form

• This form is based in the         4. Check-in

stund-up meetings
                                                                                 2. Brainstorming
• This state represents the end
of a shift                                        Shift
i.             What has been done during the last period?
                                   5. Hand-off

ii.            How the work should be continued?
                                      Form


                                                                1. Shift Start


iii.           Is there any obstacle blocking the team?
Requirements          Design


iv. What unit tests have been covered during this shift?                                              Feature
                                                                                                    implemented
                                                                                                      16
FTSProc – Feature completed

• This process is interative and                   3. Coding

these five steps will be repited
each day (shift), for each
distributed team                    4. Check-in




                                                                                2. Brainstorming



                                                  Shift


                                   5. Hand-off
                                      Form


                                                               1. Shift Start




Requirements       Design


                                                                                                     Feature
                                                                                                   implemented
                                                                                                     17
Experimental process

• Main objective:
   – To compare the efficiency of a project that utilizes the proposed
     process (FTSProc) to a project that does not utilizes (Ad hoc)
   – Quantity of requirements correctly implemented

• Hypotheses
  – Null Hypothesis (H0):
     • H0:   reqImplFTSProc = reqImplAdHoc

   – Alternative Hypothesis (H1):
     • H1: reqImplFTSProc > reqImplAdHoc

   – Alternative Hypothesis (H2):
     • H2:   reqImplFTSProc < reqImplAdHoc
                                                                         18
Experimental process
• To evaluate the FTSProc:
   – Simple software development project
   – Mathematical System

• Computer Science Master Students from PUCRS University

• Professionals from the PUCRS’ technological park (TECNOPUC)

• Sills requirements
   –   Java
   –   Test-driven Development (TDD)
   –   JUnit
   –   FTS
   –   GSD
                                                                19
Experimental process

• Participants distributions

• 8 participants

• 2 grupos
   • FTSProc X Ad hoc

• 2 sites

• Simulated time zones
    One Day = 20 minutes

• Lab
    Keep control


                               20
Experimental process – Results


                 Number of requirements correctly
             and partially implemented in each project:

  Implemented requirements      FTSProc             Ad hoc
          Correctly               12                  4
           Partially               0                  8
       Not implemented             0                  0
            Total                 12                  12




                                                             21
Experimental process – Results

                                 Time for each Shift



               FTSProc                                       Ad hoc
                Hora     Hora                                 Hora     Hora
  Atividade                      Tempo Total    Atividade                      Tempo Total
               Inicial   Final                               Inicial   Final
 Análise dos                                   Análise dos
               18:05     18:10    5 Minutos                  17:52     17:57    5 Minutos
  requisitos                                    requisitos
   Shift 1     18:12     18:32   20 Minutos       Shift 1    18:02     18:22   20 Minutos

   Shift 2     18:40     19:00   20 Minutos      Shift 2     18:22     18:42   20 Minutos

   Shift 3     19:06     19:26   20 Minutos      Shift 3     18:45     19:05   20 Minutos

   Shift 4     19:27     19:34    7 Minutos      Shift 4     19:06     19:26   20 Minutos




                                                                                   22
Experimental process – Results

           The work handoff from one center to another occurred in an appropriate way?
                                               FTSProc   Ad hoc
                                       Yes        4        3
                                        No        0        1
                                       Total      4        4


      At the beginning of each shift, you could see directly how the work should be continued?
                                               FTSProc   Ad hoc
                                        Yes       4         0
                                        No        0         4
                                       Total      4         4


 Do you believe that the work handoff from a development center to another led to a significant work
                                             overhead?
                                               FTSProc   Ad hoc
                                        Yes       0        1
                                        No        4        3
                                       Total      4        4
                                                                                                 23
Results Discussion

• After presenting the results and the evidence for the confirmation
  of the H1 hypothesis, which shows that the efficiency of a project
  that uses the FTSProc is greater than a project developed in an
  adhoc way, this section presents other factors that corroborate to
  this result.
• Analyzing the qualitative results, we found that the advantage of
  the FTSProc lies in the fact that the FTSProc team realizes clearly
  and quickly how the work should be continued. Thus, the time for
  this identification is smaller than the adhoc team, resulting in a
  greater time for requirements development during each working
  day (shift). This advantage is due two main factors related to the
  FTSProc: usage of TDD and the main three questions that the
  process proposed.
                                                                  24
Conclusions

• This research presents a handoff process proposal
  to projects that use the FTS strategy.
• The objectives of the proposed process in this
  work are focused on reducing the challenges
  posed by FTS strategy.
• To evaluate the proposed process, an experiment
  was conducted, which demonstrated that the
  FTSProc actually achieves its goals,
  – alleviates the challenges present in projects that use
    the strategy FTS.
                                                         25
Contributions
• Theory
• The creation of a process for the work handoff during the
  development phase.

• The process was proposed with data from the literature.
  After running the experiment and analyzed its results, we
  found that the process was indeed effective.

• Since while the literature does not present a specific
  process for the development phase, this study
  proposed, performed an experiment, and pointed
  evidences of the effectiveness of the proposed process.26
Contributions

• Market

• Currently searching for competitive advantages such as
  cost reduction and productivity gains, companies are
  using offshore operations.

• This work can contribute to increasing the productivity
  gain, since the created process facilitates the use of the
  FTS strategy for the development phase, thus decreasing
  the time spent during the this phase of SDLC.

                                                         27
Limitations

• In the experimental process, due some schedule
  constraints, the number of participants able to join
  the experiment was low (8 people). Therefore, it
  was an impediment to use statistical methods to
  verify the hypothesis, opting then by a qualitative
  interpretation to analyze the results.
• This interpretation presented evidences of the
  greater efficiency of the project that used the
  FTSProc, but not allowed to obtain conclusions
  with a significant confidence level, what could be
  achieve through experiments with statistical
  analysis of the results                         28
Limitations

• Specific generalization of the experiment due the
  fact that the scope of the project was fictitious and
  created by the researcher.
• Application of an experimental research
  method, as the subjective influence of the
  researcher or the participants in the results.




                                                   29
Future Studies

• With the purpose of substantiating the evidence
  presented by experimental method, as a future
  study, it is suggested the experiment replication
  with a larger number of participants to evaluate
  the FTSProc, which allows a significant statistical
  validation for obtaining conclusions on the
  hypotheses.



                                                   30
Future Studies

• To carry out a study case to evaluate the use of the
  process created in a real environment;
• Would be possible to verify the behavior of the
  process in a real environment
• It would be possible to prove the results found in
  this study, through a controlled experiment, are
  equivalent in a real environment



                                                  31
Future Studies

• Studies aiming to expand this process to other
  phases of the SDLC are relevant.
• Other phases might be contemplated with a
  process to facilitate the FTS strategy usage.
• At the end might be possible to create a process
  comprised by several sub-processes, which
  contemplate all phases of SDLC.
• Thus, the entire software project could be
  accomplished using the FTS strategy and
  therefore, reducing the time of construction in all
  phases of a project.
                                                  32

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FTSProc: a Process to Alleviate the Challenges of Projects that Use the Follow-the-Sun Strategy

  • 1. Pontifícia Universidade Católica do Rio Grande do Sul Faculdade de Informática Programa de Pós-Graduação em Ciência da Computação FTSProc: a Process to Alleviate the Challenges of Projects that Use the Follow-the-Sun Strategy Estevão Ricardo Hess Jorge Luis Nicolas Audy Computer Science School Computer Science School PUCRS PUCRS Porto Alegre, Brazil Porto Alegre, Brazil estevaorh@gmail.com audy@pucrs.br
  • 2. Agenda • Introduction • Related Works • FTSProc • The Experimental Process • FTSProc: Processo Proposto • Main Results • Conclusions 2
  • 3. Introduction • Globalization process; • During global projects, the time zone difference is difficult to manage. However, this difference can also be used as an advantage; • In this sense, emerge the Follow-the-Sun (FTS) concept; • The FTS approach utilizes distributed team members spread across time zones to achieve a single project outcome. The main objective of FTS is to reduce the time-to-market in GSD environments; 3
  • 4. Introduction • This paper shows a proposal process to be used during the development phase of the SDLC to alleviate the challenges presented in the FTS strategy; • This process focuses in the handoffs • The Process was named FTSProc and it was created based in the Composite Personae and the process called 24hr Design and Development; • It also uses the Test-driven development (TDD) technique; • Using the created process, this paper also presents an experiment used to validate the proposed process; • The findings during the experimental process brought evidences that a project that uses the FTSProc is more efficient then a project that does not use it; 4
  • 5. Related Works • Fadel et al. – 2000 – 24hr Design and Development – To reduce the needed time to develop a software project – Experiment – distributed team in different time zones – Developed a work transfer process – Each development center uses 30 minutes to prepare the hand-off information – overlap – The team stating its shift do a planning meeting to define the job to be developed during the day • Brainstorming – This cycles finishes when all features have been developed • Denny et al. – 2008 – Composite Personae – Transitions based in the stand-up meetings – At the end of the day • All developers should add their results in the code repository • Fulfill an automated form – i. What have you done since last meeting? – ii. What are you planning to do until next meeting? – iii. Is there any impediments or blocker? – Next site continues the work based in the information providede by the previous team 5
  • 6. FTSProc • This process aims to mitigate the challenges of coordination, synchronization and communication during the handoffs in the development phase of SDLC. In this sense, the main objectives of this process are: 1. When a team starts a working day (shift), it should simply have the perception of the work that must be developed and the work already done by previous development center. 2. Avoid the needed for synchronous communication between distributed teams. 3. Ensure that the handoff from a development center to another occurs without problems, and that the work can be continued from the point where the previous development center left off. 6
  • 7. FTSProc 3. Coding 4. Check-in 2. Brainstorming Shift 5. Hand-off Form 1. Shift Start Requirements Design Feature implemented 7
  • 8. FTSProc – Requirements • Requirements are defined as 3. Coding specifically as possible [18], preferably using the concept of User Stories 4. Check-in [19], having have well-defined acceptance criteria 2. Brainstorming Shift 5. Hand-off Form 1. Shift Start Requirements Design Feature implemented 8
  • 9. FTSProc - Design • Artifacts showing how the 3. Coding requirements will be implemented 4. Check-in • TDD usage based in the acceptance criteria 2. Brainstorming Shift 5. Hand-off Form 1. Shift Start Requirements Design Feature implemented 9
  • 10. FTSProc • Requirements clearly defined 3. Coding • Unit tests created for the TDD technique usage 4. Check-in • Development phase starts at this point 2. Brainstorming Shift 5. Hand-off Form 1. Shift Start Requirements Design Feature implemented 10
  • 11. FTSProc – Starts a shift • Starts a work day (shift) 3. Coding • Download the latest source code from repository 4. Check-in • Generates a report with the covered tests 2. Brainstorming • Generates a report with all Shift information provided by the team that worked on the previous shift (Hand-off from) 5. Hand-off Form 1. Shift Start Requirements Design Feature implemented 11
  • 12. FTSProc – Brainstorming • Daily planning 3. Coding • Task assignments • Assignments should consider 4. Check-in the report with information regarding the previous shift, as 2. Brainstorming well as the result from the unit tests report provided by the Shift previous site 5. Hand-off Form 1. Shift Start Requirements Design Feature implemented 12
  • 13. FTSProc – Coding • This step represents the requirements implementation 3. Coding phase, following the assignments agreed during the brainstorm. 4. Check-in • At this stage, the team 2. Brainstorming focuses on the feature development. Shift 5. Hand-off Form 1. Shift Start Requirements Design Feature implemented 13
  • 14. FTSProc – Check-In • Each team member must perform the check-in of the 3. Coding work done during the day, providing all necessary information to the next team 4. Check-in to continue the work where it was left off. 2. Brainstorming Shift 5. Hand-off Form 1. Shift Start Requirements Design Feature implemented 14
  • 15. FTSProc – Hand-Off Form • Each team member must take time to fill out the hand- 3. Coding off form • This form is based in the 4. Check-in stund-up meetings 2. Brainstorming • This state represents the end of a shift Shift 5. Hand-off Form 1. Shift Start Requirements Design Feature implemented 15
  • 16. FTSProc – Hand-Off Form • Each team member must take time to fill out the hand- 3. Coding off form • This form is based in the 4. Check-in stund-up meetings 2. Brainstorming • This state represents the end of a shift Shift i. What has been done during the last period? 5. Hand-off ii. How the work should be continued? Form 1. Shift Start iii. Is there any obstacle blocking the team? Requirements Design iv. What unit tests have been covered during this shift? Feature implemented 16
  • 17. FTSProc – Feature completed • This process is interative and 3. Coding these five steps will be repited each day (shift), for each distributed team 4. Check-in 2. Brainstorming Shift 5. Hand-off Form 1. Shift Start Requirements Design Feature implemented 17
  • 18. Experimental process • Main objective: – To compare the efficiency of a project that utilizes the proposed process (FTSProc) to a project that does not utilizes (Ad hoc) – Quantity of requirements correctly implemented • Hypotheses – Null Hypothesis (H0): • H0: reqImplFTSProc = reqImplAdHoc – Alternative Hypothesis (H1): • H1: reqImplFTSProc > reqImplAdHoc – Alternative Hypothesis (H2): • H2: reqImplFTSProc < reqImplAdHoc 18
  • 19. Experimental process • To evaluate the FTSProc: – Simple software development project – Mathematical System • Computer Science Master Students from PUCRS University • Professionals from the PUCRS’ technological park (TECNOPUC) • Sills requirements – Java – Test-driven Development (TDD) – JUnit – FTS – GSD 19
  • 20. Experimental process • Participants distributions • 8 participants • 2 grupos • FTSProc X Ad hoc • 2 sites • Simulated time zones  One Day = 20 minutes • Lab  Keep control 20
  • 21. Experimental process – Results Number of requirements correctly and partially implemented in each project: Implemented requirements FTSProc Ad hoc Correctly 12 4 Partially 0 8 Not implemented 0 0 Total 12 12 21
  • 22. Experimental process – Results Time for each Shift FTSProc Ad hoc Hora Hora Hora Hora Atividade Tempo Total Atividade Tempo Total Inicial Final Inicial Final Análise dos Análise dos 18:05 18:10 5 Minutos 17:52 17:57 5 Minutos requisitos requisitos Shift 1 18:12 18:32 20 Minutos Shift 1 18:02 18:22 20 Minutos Shift 2 18:40 19:00 20 Minutos Shift 2 18:22 18:42 20 Minutos Shift 3 19:06 19:26 20 Minutos Shift 3 18:45 19:05 20 Minutos Shift 4 19:27 19:34 7 Minutos Shift 4 19:06 19:26 20 Minutos 22
  • 23. Experimental process – Results The work handoff from one center to another occurred in an appropriate way? FTSProc Ad hoc Yes 4 3 No 0 1 Total 4 4 At the beginning of each shift, you could see directly how the work should be continued? FTSProc Ad hoc Yes 4 0 No 0 4 Total 4 4 Do you believe that the work handoff from a development center to another led to a significant work overhead? FTSProc Ad hoc Yes 0 1 No 4 3 Total 4 4 23
  • 24. Results Discussion • After presenting the results and the evidence for the confirmation of the H1 hypothesis, which shows that the efficiency of a project that uses the FTSProc is greater than a project developed in an adhoc way, this section presents other factors that corroborate to this result. • Analyzing the qualitative results, we found that the advantage of the FTSProc lies in the fact that the FTSProc team realizes clearly and quickly how the work should be continued. Thus, the time for this identification is smaller than the adhoc team, resulting in a greater time for requirements development during each working day (shift). This advantage is due two main factors related to the FTSProc: usage of TDD and the main three questions that the process proposed. 24
  • 25. Conclusions • This research presents a handoff process proposal to projects that use the FTS strategy. • The objectives of the proposed process in this work are focused on reducing the challenges posed by FTS strategy. • To evaluate the proposed process, an experiment was conducted, which demonstrated that the FTSProc actually achieves its goals, – alleviates the challenges present in projects that use the strategy FTS. 25
  • 26. Contributions • Theory • The creation of a process for the work handoff during the development phase. • The process was proposed with data from the literature. After running the experiment and analyzed its results, we found that the process was indeed effective. • Since while the literature does not present a specific process for the development phase, this study proposed, performed an experiment, and pointed evidences of the effectiveness of the proposed process.26
  • 27. Contributions • Market • Currently searching for competitive advantages such as cost reduction and productivity gains, companies are using offshore operations. • This work can contribute to increasing the productivity gain, since the created process facilitates the use of the FTS strategy for the development phase, thus decreasing the time spent during the this phase of SDLC. 27
  • 28. Limitations • In the experimental process, due some schedule constraints, the number of participants able to join the experiment was low (8 people). Therefore, it was an impediment to use statistical methods to verify the hypothesis, opting then by a qualitative interpretation to analyze the results. • This interpretation presented evidences of the greater efficiency of the project that used the FTSProc, but not allowed to obtain conclusions with a significant confidence level, what could be achieve through experiments with statistical analysis of the results 28
  • 29. Limitations • Specific generalization of the experiment due the fact that the scope of the project was fictitious and created by the researcher. • Application of an experimental research method, as the subjective influence of the researcher or the participants in the results. 29
  • 30. Future Studies • With the purpose of substantiating the evidence presented by experimental method, as a future study, it is suggested the experiment replication with a larger number of participants to evaluate the FTSProc, which allows a significant statistical validation for obtaining conclusions on the hypotheses. 30
  • 31. Future Studies • To carry out a study case to evaluate the use of the process created in a real environment; • Would be possible to verify the behavior of the process in a real environment • It would be possible to prove the results found in this study, through a controlled experiment, are equivalent in a real environment 31
  • 32. Future Studies • Studies aiming to expand this process to other phases of the SDLC are relevant. • Other phases might be contemplated with a process to facilitate the FTS strategy usage. • At the end might be possible to create a process comprised by several sub-processes, which contemplate all phases of SDLC. • Thus, the entire software project could be accomplished using the FTS strategy and therefore, reducing the time of construction in all phases of a project. 32