Offshore Development: Success With Agile Practices 2008

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IBM Software Group

Offshore development: Making it a success with agile practices and team collaboration Rolf Nelson Team Concert Product Manager [email protected]

© 2008 IBM Corporation

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Agenda  What is Agile and Why are teams adopting it?  Source: Scott Ambler’s agile adoption survey – February 2008

 Why do distributed and especially offshore Agile projects fail more frequently?  What is the Jazz project and Rational Team Concert?  How can Rational Team Concert improve the success rate of distributed and offshore Agile projects?  How do I get started with Rational Team Concert today?

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What is Agile?  An iterative and incremental (evolutionary) approach performed in a highly collaborative manner with just the right amount of ceremony to produce high quality software in a cost effective and timely manner which meets the changing needs of its stakeholders.

 Core principles  “Fits just right” process  Continuous testing and validation  Consistent team collaboration  Rapid response to change  Ongoing customer involvement  Frequent delivery of working software

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Agile has gone Mainstream From the analyst community "Thirty-five percent of .…respondents have projects or pilots underway, and only 12 percent do not see a fit for Agile processes in their organizations. The fact that 88 percent of these organizations (one-third of which have over 10,000 employees) are using or evaluating Agile processes proves that Agile processes have truly hit the mainstream." - Excerpt from “And the Agile Survey Says…” Agile Journal, March 6, 2006

Third-party research suggests even wider adoption Have you adopted any Agile techniques? “No” 35%

“Yes” 65%

Source: Ambler „Agile Adoption Rate Survey‟ of over 4200 Dr. Dobb‟s subscribers, February 2008

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Why Agile?

The confluence of pressures to reduce costs and quickly deliver high quality solutions is forcing development organizations to change the way they work. Liz Barnett – “Tackling Offshore Agile Development” – April 2006

How Have Agile Approaches Affected Your Productivity? 1% 4% 22%

13%

Much Lower Somewhat Lower No Change Somewhat Higher Much Higher

60%

How Have Agile Approaches Affected the Quality of Systems Deployed? 3%

29%

6%

14%

Much Lower Somewhat Lower No Change Somewhat Higher Much Higher

48%

Agile Projects Success Rates (%) (214 co-located projects, 210 not co-located, 129 offshoring/outsourcing)

77.5 All Co-Located Not Co-Located Offshoring

82.7 71.7 59.5

0

20

40

60

80

100

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Challenges with Agile in complex, distributed projects Compliance requirement Low risk

Critical, Audited

Geographical distribution Co-located

Entrenched process, people, and policy

Global

Minimal

Significant

Agile Development Organization distribution (outsourcing, partnerships)

Application complexity Simple, single platform

Complex, multi-platform

Team size Under 10 developers

Third party

In-house

Degree of Governance 100’s of developers

Informal

Formal

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But many offshore projects are not successful. Why? “Offshore makes communication harder both due to distance, which makes it difficult to work face to face, and the timezone effect.” Martin Fowler – “Using an Agile Software Process with Offshore Development” – July 2006

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A few reasons why distributed and offshore projects fail?  Communication, Communication, Communication!  Agile Manifesto states: “The most efficient and effective method of conveying information to and within a development team is face to face conversation”

 Iteration Plan is not well understood, rigid or too high level  It has been suggested that teams use short and flexible iterations of 2-4 weeks and communicate the plan and changes to everyone.

 Code and Build Integration problems are more prevalent  “Use Continuous Integration to Avoid Integration Headaches” – Martin Fowler: Lessons Learned

 Inability to easily determine accurate project status and how I fit in?  Results in team frustration when there are unexpected schedule slips within distributed development teams. Can result in project cancellation or restructuring by management.

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What is the Jazz Project? An effort to create a scalable, extensible team collaboration platform Designed for a workforce that is Ensure regulatory organizationally and globally compliance distributed in a changing

global environment A community at www.jazz.net the site for open, commercial development of Jazz products

“Teams know what is going on without having to ask”

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Jazz is a technology foundation Rational Team Concert is the first Jazz based product Rational Requirements Composer

Rational Quality Manager

Rational Team Concert

Enterprise Reporting

Project Management

Others… Business Partner & IBM Offerings

Best Practice Processes

In Context Collaboration

Team Awareness Dashboards

Security

Events Notification

Search and Query

JAZZ TEAM SERVER Open Lifecycle Service Integrations Client Integrations

Server Integrations

Eclipse

Rational ClearCase 7.1

Web 2.0

Rational ClearQuest 7.1

Visual Studio (4Q)

Rational Build Forge 7.1

Others to come…

Rational Asset Manager 7.1 Subversion

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Rational Team Concert: A closer look Project Transparency

Iteration Planning  Integrated iteration planning and execution  Task estimation linked to key milestones  Out of the box agile process templates

SCM  Integrated stream management  Component level baselines

 Server-based sandboxes  Identifies component in streams and available baselines  ClearCase connector

 Customizable web based dashboards  Real time metrics and reports  Project milestone tracking and status

Work Items  Defects, enhancements and conversations  View and share query results  Support for approvals and discussions  Query editor interface  ClearQuest connector

Build  Work item and change set traceability  Build definitions for team and private builds  Local or remote build servers  Supports Ant and command line tools  Integration with Build Forge

Jazz Team Server  Single structure for project related artifacts  World-class team on-boarding / offboarding including team membership, sub-teams and project inheritance  Role-based operational control for flexible definition of process and capabilities

 Team advisor for defining / refining “rules” and enabling continuous improvement  Process enactment and enforcement  In-context collaboration enables team members to communicate in context of their work

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A few reasons why distributed and offshore projects fail?  Communication, Communication, Communication!  Agile Manifesto states: “The most efficient and effective method of conveying information to and within a development team is face to face conversation”  How do we achieve effective communication across physical or temporal boundaries?  How can I get the information I need from my own context and from my specific role?  How do we communicate our processes across the lifecycle – and to distributed team members?  I have dependencies on my project on other teams. Can I subscribe to events from their project too?  I’m in India and trying to figure out what a specific code change occurred and who made it? I can’t wait till the morning for an email response. I need to know now.

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Enables process awareness and guidance  Team Advisor

• Rules can be run when delivering changes to enforce team or organizational standards – rules can have exceptions for critical business needs • Helps ensure higher quality results through enforcement of agreed-upon standards Using “Rational Method Composer” • Rules are configurable

or “Eclipse Process Framework”

• “Quick Fixes” can be specified to simplify corrective action • Process rules can be defined, refined “on the fly”, enabling continual improvements • Out of the box processes include OpenUP, Scrum, The Eclipse Way, etc

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In-context collaboration – for me, for team, for project Team Central Shows what is happening on project News & events Build status What’s being worked on Changes Configurable (RSS feeds) - New kinds of information easily added Personalizable Each team member can tailor to their needs

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In-context collaboration – for me, for team, for project Team Awareness

Team Central Shows what is happening on project News & events Build status

Shows team members and their online status Shows what they are working on

What’s being worked on Changes Configurable (RSS feeds) - New kinds of information easily added Personalizable Each team member can tailor to their needs

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Who made this change? For what reason?

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A few reasons why distributed and offshore projects fail?  Iteration Plan not well understood, rigid or too high level  It has been suggested that teams use short and flexible iterations of 2-4 weeks and communicate the plan and changes to everyone.  How can I get the whole team on board for the iteration plan?  How does everyone on the team know what their role is in the iteration plan?

 How do we communicate changes to the iteration plan?  How many iterations should we have? What worked last time? What didn’t?  How easily can we change the scope of iterations and when we do, notify just those who are impacted?

Length of Iterations (% respondents) No Iterations

5.6

> 8 Weeks

1.4

7-8 Weeks

1.7

5-6 Weeks

7.2

4 Weeks

22.8

3 Weeks

16.7

2 Weeks

32.8

1 Week < 1 Week

9.2 3.1

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Iteration Planning

Plan and execute on iterations while managing load

Understand how well you are progressing against your targets in real-time

Drag-and-drop work items to change owners/create child parent relationships

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A few reasons why distributed and offshore projects fail?  Code and Build Integration problems are more prevalent  “Use Continuous Integration to Avoid Integration Headaches” – Martin Fowler: Lessons Learned  How can I set up continuous integration and automate the build process?  How can we mitigate broken builds or fix one if it fails even if we did not submit the failed code?  How can I communicate the status of builds to everyone on the team regardless of location?  I need to be able to replicate the build environment in my private build to minimize failures.

 I’m a tester and I need to be notified when the fix I need to test is in a successful build?  I’m a customer and I want to know if the fix I reported is in an intermediate build?

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Continuous Builds and Failure Recovery Create build definitions for team and private builds

Create local or remote build servers

Can reconstruct a workspace from a failed build!

Identify work items and change sets that went into the build

Historical view of the build queue with status 24

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A few reasons why distributed and offshore projects fail?  Inability to easily determine accurate project status and how I fit in?  Results in team frustration when there are unexpected schedule slips within distributed development teams. Can result in project cancellation or restructuring by management.  How do we keep everyone on the team informed of progress without having to ask?  Our program managers are in another country and on a different timezone. I need to keep them informed of status weekly, and it’s taking away from my ability to deliver my work!  The high level executives want status and it is in the tool but they don’t use an IDE? I don’t want to have to extract everything for them so they can see it in PowerPoint / Excel? I wish I could just point them to a URL and let them use a browser to see status?  If I just knew the most important things for me to be working on I’d be fine.  If we all had known that the database component team was behind schedule we could have helped out earlier when we all had some spare cycles.

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Dashboards and reporting Trending by project or by individual team

Team member details Current milestone status

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What are customers saying about Team Concert? "Its automated project management dashboards are transparent to everyone – not just managers. This immediate and automated feedback helps keeps teams on track and motivated to achieve project goals." --Han Jie - Senior Consultant, Siemens

" Where we previously used separate systems, with Rational Team Concert we now have well integrated functionality. Our developers are more efficient because they are better able to focus on important issues. Our project managers greatly value the ability to customize these dashboards and instantly provide status on their milestones!" --Mika Koivuluoma - Production Manager, TietoEnator

"Having a unified and extensible environment is very compelling for us. Rational Team Concert provides the team transparency and visibility needed to keep work progressing so everyone knows what‟s going on without fingerpointing." --Carson Holmes - Unified ALM Services Manager, Noblestar

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Summary: Improve business agility and project success rates IBM Rational Team Concert

Facilitates the principles of high-performance teams

Supports enactment of any process, including multiple built in Agile templates such as Scrum, Agile, Eclipse Way and OpenUP transparent integrated presence wikis OPEN real-time reporting chat automated hand-offs Web 2.0 custom dashboards automated data gathering EXTENSIBILITY Eclipse plug-ins services architecture FREEDOM TO CREATE

Manage Process & Iterations

Communicate In Context

   

Collaboration In Context Team Awareness Integrated / traceable Visible Iteration Planning

   

Scrum & agile templates Process awareness Process Flexibility Starting ad-hoc teams

Improve Integration

   

Continuous Integration  Build Checkpoints  Enable fixing failed builds  JIT code reviews  

Business Visibility

Transparency Objective commonality Project health checks Dashboards Reporting/Metrics

Agile Team Size 6 5

200+ 1

101 to 200

6 8

51-100

16 24 29

21 to 50

66

11 to 20

84

6 to 10

126

1 to 5

95

0

20

40

60

80

Attempt

100 Success

142

114

120

140

160

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The Rational Team Concert Family “Each edition has a server license that includes three developer clients. Allows you to get started with 3 developers with Express-C Edition for no cost – first 3”

Standard Corporate teams

Express Express-C Consultants & students  In-context collaboration  Open source middleware  Up to 10 users/server

Departmental / SMB  Transparent development  Out-of-the-box process automation  Commercial middleware  Up to 50 users/server

 Customizable process  Real-time project health  Lower cost of LDAP administration  Enterprise scalability and extensibility  Up to 250 users/server

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Jazz.net: Delivering greater openness and customer participation in the products they depend on for software delivery 

IBM is opening up the Rational Software Delivery Platform for greater ease of consumption, extensibility and integration to meet the unique usage needs of our customers



IBM is providing transparent, collaborative customer participation in the development of new Rational technologies through an open commercial community Open Commercial Community

Open commercial development Open source contribution of selected Jazz technology Open Source Community

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Additional resources  Find out more about Rational Team Concert http://ibm.com/rational/rtc or http://www.jazz.net  Download a trial version of Rational Team Concert Standard Edition http://www.ibm.com/developerworks/downloads/r/rtc/learn.html?S_TACT=105AGX15&S_CMP=LP

 Explore Rational Team Concert tutorials, demos and other developer learning resources http://ibm.com/developerworks/spaces/jazz  See how the distributed and offshore, agile Jazz team, delivered Rational Team Concert on time using Rational Team Concert. https://jazz.net/blog/index.php/2008/07/07/the-smoothest-end-game-ever-but-why/

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For Business Partners… Check out the Jazz Ensemble (registration required) https://jazz.net/community/ensemble/index.jsp

For Academic Institutions… Check out the Rational Academic initiative – http://www-304.ibm.com/jct09002c/us/en/university/scholars/products/rational/

For Open Source Projects… Check out Rational Team Concert for Open Source (registration required) https://jazz.net/community/academic/?p=openSourceUse

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Additional Software Development Resources  Learn more about Rational Team Concert by visiting: http://www.ibm.com/rational/rtc/

 Video/webcast: Share with others this Jazz update http://www.ibm.com/software/info/television/index.jsp?lang=en_us&cat=dtacollaboration&ite m=xml/D500038R17900L64.xml  Trial Code: IBM Rational Team Concert trial download http://www.ibm.com/developerworks/downloads/r/rtc/learn.html

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Agile Adoption Survey  Done by Scott Ambler in February 2008  Message sent out to Dr. Dobbs Journal mailing list  Data, summary, and slides downloadable from www.ambysoft.com/surveys/

 642 respondents:    

54.8% were developers, 29.4% were in management 41.6% had 10-20 years IT experience, 37.2% had 20+ years 37.7% worked in orgs of 1000+ people 71% worked in North America, 17% in Europe, 4.5% in Asia