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10 Tips To Improve Project Outcomes
Carey Schwaber
Senior Analyst
Forrester Research
June 12, 2008




For internal use only
Theme




                                                          Business analysts can make
                                                          or break a software project.

                                                       Forrester has identified ten tips
                                                          to help business analysts
                                                         improve project outcomes.




3   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
Tip No. 10: Define the business-IT division of labor


     • Shared responsibilities are too often abdicated
       responsibilities
     • Too little or too much business involvement is a common
       pitfall
     • Careful articulation of roles and responsibilities goes a
       long way


               “Our customer’s attitude is                                  “The business usually
                that requirements are our                                  hands IT a document that
                        problem.”                                            dictates a solution.”



4   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
Sample business and IT requirements responsibilities



             Business responsibilities                                                 IT responsibilities

    Develop business requirements that do not
                                                                            Understand business goals and business context
    presuppose design or implementation details


    Prioritize requirements based on relative need                          Identify and employ appropriate techniques to
    and available resources                                                 define functional and non-functional requirements


    Provide signoffs only after carefully evaluating all                    Communicate about progress toward fulfillment
    materials and ensuring thorough comprehension                           of requirements

    Communicate changing business needs and                                 Manage relationships between requirements and
    collaborate with development to determine the                           other life-cycle artifact to ensure fulfillment of
    impact of these changes                                                 requirements




5    Entire contents © 2008 Forrester Research, Inc. All rights reserved.
April 2008 “The New Business Analyst”
                        Today’s four types of business analyst (two relatively new)




6   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
Tip No. 9: Be part of the team


     • Cross-functional delivery teams are the most effective and efficient
                – Business customer, business analyst, architect, developer, tester,
                  project manager
                – Cross-functional in the sense of including all roles
                – Cross-functional in the sense of blurring lines between roles
     • No matter where they report, business analysts must behave as part
       of the delivery team
     • The alternative is not pretty:
                – Spending inordinate amounts of time documenting all of the things the
                  delivery team might need to know
                – Throwing requirements over the wall and hoping that the delivery team
                  will ask questions as necessary



7   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
How functional silos and cross-functional teams can intersect




                                                                           Delivery team

                                   BA                                          Dev
                PM                                   Dev               Dev             Dev   Dev   Tester   Tester
                                                                               Lead




          Business
                                                                           Architecture              Testing
          analysis




8   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
Tip No. 8: Assess the true impact of change


     • The pressure to improve efficiency of business operations drives
       software integration, which results in hairy dependencies
     • Unmanaged dependencies derail projects time and time again
     • Business analysts need to understand and help communicate the
       impact that changes have on:
                – The application(s) they are made to
                – The applications these applications integrate with
     • This helps set business expectations about:
                – How long certain changes will take to implement
                – Why some changes need to be grouped with other changes




9   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
Tip No. 7: Understand future as well as present business needs


      • The true outcome of a project extends well beyond the initial
        implementation, though this is easy to forget
      • How well do the deliverables suit business needs not just today but
        also tomorrow?
      • “Building for change” is one of today’s most pressing IT imperatives
                 – How easily can software evolve to meet changing business
                   requirements?
                 – How independently, if at all, can the business implement changes in
                   business processes, rules, etc?
      • Business analysts can help by:
                 – Understanding likely areas of business and application change
                 – Working with development to devise strategies for accommodating
                   change
                 – Assuming responsibility for implementing business changes through new
                   development paradigms like business process management

10   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
September 2007 “The Dynamic Business Applications Imperative”
                         It’s too hard to change business apps




11   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
Tip No. 6: Remember non-functional requirements


      • Very few IT organizations adequately define non-functional
        requirements
                 – Performance and security are the most glaringly absent
      • Lack of expertise in these areas on the project team is no excuse
      • Invite individuals with expertise and vested interest in these domains
        to requirements sessions
      • Make requirements sessions worth their time
                 – Prepare them
                 – Engage them
                 – Follow up with them




12   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
www.iRise.com




Peter Indelicato
Senior Product Manager
peter@irise.com
                         Visualize Your Business




                                                     13
www.iRise.com



                The Problem with
                Business Software
                 Business people can’t interpret text, use cases,
                 process flows and static screen shots
                 Business people don’t know what they want
                 until they see and interact with it
                 Coded prototypes are too expensive
                 Global sourcing brings these risks into sharper
                 focus




                 “50% of project timelines are now spent on rework.”
                                            Standish Group Chaos Report, 2007




                                                                         14
www.iRise.com




                  The Impact
                     Late stage rework
                     Cost overruns
                     Project delays
                     Global sourcing nightmares
                     Missing features
                     Extraneous features
                     Blown business plans
                     Finger pointing

                “In the last year, 70% of projects failed to meet deadlines,
                and 50% of projects fail to meet the needs of the business.
                          80% of the issues stem from poor requirements.”
                                                   Standish Group Chaos Report, 2007



                                                                                15
www.iRise.com




                         The Solution
                           Visualize before you build
                           Business analysts, product managers and
                           UX professionals assemble three
                           dimensional simulations of business
                           software
                           Business and IT stakeholders “test drive”
                           and provide feedback in rapid, iterative
                           definition cycles
                           Dramatically improves communication
                           between business and IT

                “iRise gets business and IT aligned much faster than ever before.”
                                                           COO, Global Wealth Organization




                                                                                      16
www.iRise.com
www.iRise.com




                Studio and Reader
www.iRise.com




                What Can You Simulate With iRise?
                      New custom development
                      Enhancements to current systems
                      Customizations to SAP, Oracle
                      Mobile applications such as iPhone
                      Web 2.0 & Rich Internet Applications




                                                             19
www.iRise.com




                Value of Software Visualization
                  Get to market twice as fast
                  Virtually eliminate rework
                  Outsource more new development
                  Improve customer experience
                  Discover new innovations




                   “General Motors has to succeed through innovation.
                That’s where iRise leads and that’s the whole philosophy
                                              of the company right now.”
                 Dr. Richard Frost, Global Director, Information Systems & Services, General Motors




                                                                                             20
www.iRise.com




                                 What’s in it for Developers?
                                    Forces the business to articulate what they
                                    want in a language everyone can
                                    understand
                                    Doesn’t let them change their minds in the
                                    middle of a project
                                    Gets business off developer’s backs while
                                    they’re designing, coding, delivering
                                    Virtually eliminates rework


                quot;iRise is a rapid, iterative definition solution that helped the bank get the
                most out of our Agile development approach. iRise lets us get more done
                                                                                      faster.quot;
                                                         Alan Buffington, Executive Vice President, KeyBank



                                                                                                      21
The iRise Vision
www.iRise.com




                             By 2020 all business software will be
                             visualized prior to development, the
                               same way that visualization is a
                              common practice in the design of
                                    every car, airplane and
                                     semiconductor today




                                                                     22
iRise Customer Successes
www.iRise.com
Tip No. 5: Make requirements painless for the business


      • Business engagement in the requirements process is a critical
        success factor
      • When business customers are frustrated by requirements practices,
        they lose faith in the project team and may mentally check out
      • But the requirements processes often seem designed to torture
        business stakeholders
                 – One business analyst does dramatic interpretations of 100+ page
                   requirements documents to keep business customers engaged
                 – Several businesspeople a telecom report being forced to spend months
                   on requirements that they know will be obsolete before coding starts
      • Business analysts must:
                 – Stay attuned to business customer satisfaction not just with deliverables
                   but also with methods
                 – Take it upon themselves to make the absolute best use possible of
                   business customers’ time

24   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
Tip No. 4: Measure project progress in terms of requirements


      • Most companies measure software project progress in terms of
        activities
                 – Requirements complete, design complete, coding complete, etc.
      • There is minimal business value in anything other than working
        software
      • Progressive companies measure software project progress in terms
        of fulfilled requirements
                 – 50% of requirements successfully implemented, from start to finish
      • This requires traceability from requirements through to test cases




25   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
Burn-down charts measure requirements fulfillment




                    Stories




26   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
Tip No. 3: Don’t rely solely on text


      • Text-based requirements are:
                 – Insufficient, as some things simply can’t be communicated in text
                 – Inefficient, as they take far longer to consume than visual requirements
                 – Ineffective, as text often creates a false sense of agreement
      • A picture, on the other hand, is worth a thousand words
      • Use text-based requirements, but only as a starting point
      • Text-based requirements are critical for:
                 – Non-functional requirements in areas like performance and security
                 – Labeling units of work
                 – Compliance purposes




27   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
28   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
Tip No. 2: Maximize feedback on requirements


      • All defects becomes more expensive to resolve as time passes:
                 – Architecture, functionality, performance, security, usability
      • Defects in requirements have the potential to go unresolved the
        longest
      • Minimize defects in requirements by maximizing the amount of
        feedback you get on requirements
      • Maximize feedback by maximizing requirements visibility:
                 – Posting requirements (in the lunch room, not just on a network drive)
                 – Inviting Tom, Dick, and Harry to requirements walkthroughs
                 – Doing frequent demos for projects sponsors and end users
                 – Delivering working software incrementally




29   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
U.S. averages for defect removal efficiency




                                                                        Defect        Removal       Delivered
                                  Defect origins
                                                                       potentials   efficiency, %    defects


                                    Requirements                            1.00         77           0.23

                                                 Design                     1.25         85           0.19

                                                 Coding                     1.75         95           0.09

                                           Document                         0.60         80           0.12

                                             Bad fixes                      0.40         70           0.12

                                                    Total                   5.00         85           0.75

               Source: Capers Jones, Software Assessments, Benchmarks, and Best Practices, Addison-Wesley 2000


30   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
Tip No. 1: Invest in future project outcomes, too


      • The projects just keep on coming
      • Find the time to make changes that improve all project outcomes, not
        a single project outcome
      • Use this time to investigate, define, and implement changes to
        people, processes, and tools
      • Set your schedule and budget to allow this, with the expectation that
        in doing so you will recoup the time you spend
      • In sum:
                 – Step off the treadmill
                 – Take time to save time




31   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
April 2008 “The New Business Analyst”
                         Business Analysts Rely Heavily On Informal Training Mechanisms




32   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
In summary


      10. Define the business-IT division of labor.
      9. Be part of the team.
      8. Understand and communicate impact.
      7. Define future as well as present business needs.
      6. Remember non-functional requirements.
      5. Make requirements painless for the business.
      4. Measure project progress in terms of requirements.
      3. Don’t rely solely on text.
      2. Maximize feedback on requirements
      1. Invest in future project outcomes, too.



33   Entire contents © 2008 Forrester Research, Inc. All rights reserved.
Thank you



                 Carey Schwaber
                 +1 617.613.6260
                 cschwaber@forrester.com

                 www.forrester.com




34   Entire contents © 2008 Forrester Research, Inc. All rights reserved.

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Catalyze Webcast - Carey Schwaber From Forrester Research - 10 Tips For Driving Better Project Outcomes

  • 1. Welcome to the Catalyze Monthly Webcast Thank you for joining today’s webcast – we will start about 3 minutes or so past the top of the hour. Questions - Please send a Chat message to the Host and Panelists if you have any technical questions before or during the presentation. Q&A Session – We will have time at the end of the webcast for Q&A. Please use the Q&A feature to send any questions to the Host, and we will answer them at the end of the presentation. Posting Slides and Recording - We will be posting the slides and recording from the webcast to Catalyze in the next few days. www.catalyze.org community@catalyze.org
  • 2. 10 Tips To Improve Project Outcomes Carey Schwaber Senior Analyst Forrester Research June 12, 2008 For internal use only
  • 3. Theme Business analysts can make or break a software project. Forrester has identified ten tips to help business analysts improve project outcomes. 3 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 4. Tip No. 10: Define the business-IT division of labor • Shared responsibilities are too often abdicated responsibilities • Too little or too much business involvement is a common pitfall • Careful articulation of roles and responsibilities goes a long way “Our customer’s attitude is “The business usually that requirements are our hands IT a document that problem.” dictates a solution.” 4 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 5. Sample business and IT requirements responsibilities Business responsibilities IT responsibilities Develop business requirements that do not Understand business goals and business context presuppose design or implementation details Prioritize requirements based on relative need Identify and employ appropriate techniques to and available resources define functional and non-functional requirements Provide signoffs only after carefully evaluating all Communicate about progress toward fulfillment materials and ensuring thorough comprehension of requirements Communicate changing business needs and Manage relationships between requirements and collaborate with development to determine the other life-cycle artifact to ensure fulfillment of impact of these changes requirements 5 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 6. April 2008 “The New Business Analyst” Today’s four types of business analyst (two relatively new) 6 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 7. Tip No. 9: Be part of the team • Cross-functional delivery teams are the most effective and efficient – Business customer, business analyst, architect, developer, tester, project manager – Cross-functional in the sense of including all roles – Cross-functional in the sense of blurring lines between roles • No matter where they report, business analysts must behave as part of the delivery team • The alternative is not pretty: – Spending inordinate amounts of time documenting all of the things the delivery team might need to know – Throwing requirements over the wall and hoping that the delivery team will ask questions as necessary 7 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 8. How functional silos and cross-functional teams can intersect Delivery team BA Dev PM Dev Dev Dev Dev Tester Tester Lead Business Architecture Testing analysis 8 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 9. Tip No. 8: Assess the true impact of change • The pressure to improve efficiency of business operations drives software integration, which results in hairy dependencies • Unmanaged dependencies derail projects time and time again • Business analysts need to understand and help communicate the impact that changes have on: – The application(s) they are made to – The applications these applications integrate with • This helps set business expectations about: – How long certain changes will take to implement – Why some changes need to be grouped with other changes 9 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 10. Tip No. 7: Understand future as well as present business needs • The true outcome of a project extends well beyond the initial implementation, though this is easy to forget • How well do the deliverables suit business needs not just today but also tomorrow? • “Building for change” is one of today’s most pressing IT imperatives – How easily can software evolve to meet changing business requirements? – How independently, if at all, can the business implement changes in business processes, rules, etc? • Business analysts can help by: – Understanding likely areas of business and application change – Working with development to devise strategies for accommodating change – Assuming responsibility for implementing business changes through new development paradigms like business process management 10 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 11. September 2007 “The Dynamic Business Applications Imperative” It’s too hard to change business apps 11 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 12. Tip No. 6: Remember non-functional requirements • Very few IT organizations adequately define non-functional requirements – Performance and security are the most glaringly absent • Lack of expertise in these areas on the project team is no excuse • Invite individuals with expertise and vested interest in these domains to requirements sessions • Make requirements sessions worth their time – Prepare them – Engage them – Follow up with them 12 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 13. www.iRise.com Peter Indelicato Senior Product Manager peter@irise.com Visualize Your Business 13
  • 14. www.iRise.com The Problem with Business Software Business people can’t interpret text, use cases, process flows and static screen shots Business people don’t know what they want until they see and interact with it Coded prototypes are too expensive Global sourcing brings these risks into sharper focus “50% of project timelines are now spent on rework.” Standish Group Chaos Report, 2007 14
  • 15. www.iRise.com The Impact Late stage rework Cost overruns Project delays Global sourcing nightmares Missing features Extraneous features Blown business plans Finger pointing “In the last year, 70% of projects failed to meet deadlines, and 50% of projects fail to meet the needs of the business. 80% of the issues stem from poor requirements.” Standish Group Chaos Report, 2007 15
  • 16. www.iRise.com The Solution Visualize before you build Business analysts, product managers and UX professionals assemble three dimensional simulations of business software Business and IT stakeholders “test drive” and provide feedback in rapid, iterative definition cycles Dramatically improves communication between business and IT “iRise gets business and IT aligned much faster than ever before.” COO, Global Wealth Organization 16
  • 18. www.iRise.com Studio and Reader
  • 19. www.iRise.com What Can You Simulate With iRise? New custom development Enhancements to current systems Customizations to SAP, Oracle Mobile applications such as iPhone Web 2.0 & Rich Internet Applications 19
  • 20. www.iRise.com Value of Software Visualization Get to market twice as fast Virtually eliminate rework Outsource more new development Improve customer experience Discover new innovations “General Motors has to succeed through innovation. That’s where iRise leads and that’s the whole philosophy of the company right now.” Dr. Richard Frost, Global Director, Information Systems & Services, General Motors 20
  • 21. www.iRise.com What’s in it for Developers? Forces the business to articulate what they want in a language everyone can understand Doesn’t let them change their minds in the middle of a project Gets business off developer’s backs while they’re designing, coding, delivering Virtually eliminates rework quot;iRise is a rapid, iterative definition solution that helped the bank get the most out of our Agile development approach. iRise lets us get more done faster.quot; Alan Buffington, Executive Vice President, KeyBank 21
  • 22. The iRise Vision www.iRise.com By 2020 all business software will be visualized prior to development, the same way that visualization is a common practice in the design of every car, airplane and semiconductor today 22
  • 24. Tip No. 5: Make requirements painless for the business • Business engagement in the requirements process is a critical success factor • When business customers are frustrated by requirements practices, they lose faith in the project team and may mentally check out • But the requirements processes often seem designed to torture business stakeholders – One business analyst does dramatic interpretations of 100+ page requirements documents to keep business customers engaged – Several businesspeople a telecom report being forced to spend months on requirements that they know will be obsolete before coding starts • Business analysts must: – Stay attuned to business customer satisfaction not just with deliverables but also with methods – Take it upon themselves to make the absolute best use possible of business customers’ time 24 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 25. Tip No. 4: Measure project progress in terms of requirements • Most companies measure software project progress in terms of activities – Requirements complete, design complete, coding complete, etc. • There is minimal business value in anything other than working software • Progressive companies measure software project progress in terms of fulfilled requirements – 50% of requirements successfully implemented, from start to finish • This requires traceability from requirements through to test cases 25 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 26. Burn-down charts measure requirements fulfillment Stories 26 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 27. Tip No. 3: Don’t rely solely on text • Text-based requirements are: – Insufficient, as some things simply can’t be communicated in text – Inefficient, as they take far longer to consume than visual requirements – Ineffective, as text often creates a false sense of agreement • A picture, on the other hand, is worth a thousand words • Use text-based requirements, but only as a starting point • Text-based requirements are critical for: – Non-functional requirements in areas like performance and security – Labeling units of work – Compliance purposes 27 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 28. 28 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 29. Tip No. 2: Maximize feedback on requirements • All defects becomes more expensive to resolve as time passes: – Architecture, functionality, performance, security, usability • Defects in requirements have the potential to go unresolved the longest • Minimize defects in requirements by maximizing the amount of feedback you get on requirements • Maximize feedback by maximizing requirements visibility: – Posting requirements (in the lunch room, not just on a network drive) – Inviting Tom, Dick, and Harry to requirements walkthroughs – Doing frequent demos for projects sponsors and end users – Delivering working software incrementally 29 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 30. U.S. averages for defect removal efficiency Defect Removal Delivered Defect origins potentials efficiency, % defects Requirements 1.00 77 0.23 Design 1.25 85 0.19 Coding 1.75 95 0.09 Document 0.60 80 0.12 Bad fixes 0.40 70 0.12 Total 5.00 85 0.75 Source: Capers Jones, Software Assessments, Benchmarks, and Best Practices, Addison-Wesley 2000 30 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 31. Tip No. 1: Invest in future project outcomes, too • The projects just keep on coming • Find the time to make changes that improve all project outcomes, not a single project outcome • Use this time to investigate, define, and implement changes to people, processes, and tools • Set your schedule and budget to allow this, with the expectation that in doing so you will recoup the time you spend • In sum: – Step off the treadmill – Take time to save time 31 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 32. April 2008 “The New Business Analyst” Business Analysts Rely Heavily On Informal Training Mechanisms 32 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 33. In summary 10. Define the business-IT division of labor. 9. Be part of the team. 8. Understand and communicate impact. 7. Define future as well as present business needs. 6. Remember non-functional requirements. 5. Make requirements painless for the business. 4. Measure project progress in terms of requirements. 3. Don’t rely solely on text. 2. Maximize feedback on requirements 1. Invest in future project outcomes, too. 33 Entire contents © 2008 Forrester Research, Inc. All rights reserved.
  • 34. Thank you Carey Schwaber +1 617.613.6260 cschwaber@forrester.com www.forrester.com 34 Entire contents © 2008 Forrester Research, Inc. All rights reserved.