Agile Development and Software Architecture: Understanding Scale and Risk
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1 Agile Development and Software Architecture: Understanding Scale and Risk Software Engineering Institute Carnegie Mellon University Pittsburgh, PA Robert L. Nord SSTC, April 2012 In collaboration with Felix Bachmann, Ipek Ozkaya, Rob Wojcik, Bill Wood
2 The challenge -1 Tradeoffs and their dependencies must be supported by both Agile software development and architecture practices. 2
3 The challenge -2 First, more capabilities underestimated re-architecting costs Then, more infrastructure need to monitor to gain insight into life-cycle efficiency First, more infrastructure Brown, N., Nord, R., and Ozkaya, I. Enabling Agility Through Architecture. Crosstalk 23, 6 (Nov./Dec. 2010): Then, more capabilities neglected cost of delay to market 3
4 Increased visibility into delivery Focus on Priority Velocity Focus on Integrated Value Focus on Cost Velocity Use metrics to monitor & select development tasks Velocity
5 Agenda Symptoms of failure Concepts of scale Root-cause analysis Architectural tactics that can help Typical problems and their resolution 5
6 Symptoms of failure Teams spend almost all of their time fixing defects, and new capability development is continuously slipping. Integration of products built by different teams reveals that incompatibilities cause many failure conditions and lead to significant out-of-cycle rework. Progress toward meeting milestones is unsatisfactory because unexpected rework causes cost overruns and project completion delays. 6
7 Today s Challenge Dealing with Large Organizational Changes Yesterday s Agile: Teams got better at building software Velocity Reliability Code quality Improvement Cohesion Today s Agile Moving the rest of the business Timelines have changed Collaboration is critical Priorities are larger than the development team Value needs clearer definition Grant, T. Navigate the Future of Agile and Lean. Forrester, January 10,
8 A closer look at scale: Scope Is the project in a new domain or technology? Does the project have new requirements such as standards compliance, system testing, and integration lab environments? Is there a need to align systems engineering and software development activities? 8
9 A closer look at scale: Team Are there multiple teams that need to interact, both internal and external to the organization? What are the dependencies between the work products of system and software engineers? Does the end-to-end delivery of features require resources from multiple teams? 9
10 A closer look at scale: Time Does the work require different schedule constraints for releases? How long is the work product expected to be in service? How important are sustainability and evolution? 10
11 Polling question How would you describe your development context? 1. We follow one Agile methodology as closely as we can 2. We use a mix of Agile methodologies 3. We mix Agile and non-agile techniques a. Waterfall and agile hybrid b. Architecture and agile principles 4. We do not apply any Agile method 11
12 Root-cause analysis Business Response to Change Quality Attributes Customer Collaboration Culture Team Support Architecture Productivity Measures Understand symptoms by investigating Agile software development and software architecture principles and practices in the context of the product and the project. 12
13 Root-cause analysis Response to change Dynamic environment and changing requirements Necessary technology and processes Impact of uncertainty Business Culture Response to Change Team Support Culture Skills and knowledge and clear responsibilities. Clear communication among teams High-level management support Quality Attributes Architecture Customer Collaboration Productivity Measures 13
14 Root-cause analysis Quality attributes Quality attribute requirements tied to business goals Quality attribute analysis Measurement environment Business Culture Response to Change Team Support Architecture Evidence that the architecture satisfies quality attribute requirements Architectural issues (e.g., technical debt) Timeline of critical decisions Quality Attributes Architecture Customer Collaboration Productivity Measures 14
15 Architectural tactics to consider Align feature and system decomposition. Create an architectural runway. Use matrix teams and architecture. 15
16 Support for Development Teams Over Time Desired state that enables agile teams to quickly deliver releases that stakeholders value. State of agile team support Desired State Current State Preparation Preservation Time 16
17 Align feature and system decomposition Tension between high-priority features (vertical decomposition) versus common reusable services (horizontal decomposition) 17
18 Align feature and system decomposition Dependencies between stories and architectural elements enables staged implementation of infrastructure in support of achieving stakeholder value. Dependencies among elements Low-dependency architectures are a critical enabler for scaling up Agile development. 1 Dependencies among stories High-value stories may require implementation of lower value stories as precursors. 2 Decouple teams and architecture to ensure parallel progress as the number of teams increases. 1. Poppendieck, M., and Poppendieck, T. Leading Lean Software Development. Addison-Wesley Professional, Denne, M., and Cleland-Huang, J. Software by Numbers. Prentice Hall,
19 Create an architectural runway The architectural runway provides the degree of architectural stability to support the next n iterations of development. In a Scrum project environment, the architectural runway may be established during Sprint 0. Sprint 0 might have a longer duration than the rest of the sprints. The bigger the system, the longer the runway. Principles of Agile Architecture 1 1. Leffingwell, D. Agile Software Requirements, Addison-Wesley,
20 Use matrix teams and architecture In its simplest instantiation, a Scrum development environment consists of: a single co-located, cross-functional team with skills, authority, and knowledge to specify requirements and architect, design, code, and test the system. As systems grow in size and complexity, the single-team model may no longer meet development demands. Strategies to scale up the overall agile development organization include: replication of team structure and responsibilities hybrids of vertical and horizontal team organization. 20
21 Use matrix teams and architecture Feature development in parallel Feature 1 Feature 1 Feature 1 21
22 Root-cause analysis: Typical problem 1 Symptom Scrum teams spend almost all of their time fixing defects, and new feature development is continuously slipping. Root-cause Inability to manage scope and time at scale Initial focus was general rather than product specific. Time pressure to deliver became the top priority. The team delivered an immature product. A plethora of variation parameters interact detrimentally. There are three different cycles: Customer release (annually, many variants) IV&V Testing (quarterly, 4 variants) Developmental (monthly, 1 variant) 22
23 Solution Stabilize the architecture. Add guidelines over time. Reduce the number of variant parameterizations. Make everyone play from the same sheet music. Postpone adding new features. Replan the release cycles and time boxes. Revisit the testing strategy and team assignments against variants. 23
24 Root-cause analysis: Typical problem 2 Symptom Integration of products built by different Scrum teams reveals that incompatibility defects cause many failure conditions and lead to significant out-of-cycle rework. Root-cause Inability to manage teams at scale Cross-team coordination is poor, even though there are many coordination points and much time spent. Different teams have different interpretations of interfaces. The product owner on each team does not see the big picture. A mismatch exists between the architecture and development. 24
25 Solution Stabilize to remove failures. Postpone adding new features. Identify and collapse common services across teams. Use an architectural runway. infrastructure allows incorporation of anticipated requirements without excessive refactoring. as important as requirements epics that drive the company s vision forward. Scrum Team A Temporary sprint team Scrum Team B Presentation Layer Domain Layer Data Access Layer Teams are assigned to different features, a temporary team prepares layers and frameworks for future teams. Feature API API Framework Common Services Framework Feature Common Services Framework Feature Common Services 25
26 Final thoughts No one tactic alone can take any project to success. Systematic root-cause analysis is essential for understanding risks arising in large-scale software development. There are different aspects of scale to be managed with different approaches, such as scope, team, and time. Embracing the principles of Agile software development and software architecture provide improved visibility of project status and better tactics for risk management. 26
27 References Ambler, S. The Agile Scaling Model (ASM): Adapting Agile Methods for Complex Environments. IBM developerworks, e_scaling_model?lang=en Brown, N., Nord, R., and Ozkaya, I. Enabling Agility Through Architecture. Crosstalk 23, 6 (Nov./Dec. 2010): Denne, M., and Cleland-Huang, J. Software by Numbers, Prentice Hall, Kruchten, P. What Color Is Your Backlog? Agile Vancouver talk, Larman, C., and Voddle, B. Scaling Lean & Agile Development. Addison- Wesley, Leffingwell, D. Scaling Software Agility. Addison-Wesley, Poppendieck, M., and Poppendieck, T. Leading Lean Software Development. Addison-Wesley Professional,
28 Upcoming Bachmann, F., Nord, R., Ozkaya, I. Architectural Tactics to Support Rapid and Agile Stability, CrossTalk: The Journal of Defense Software Engineering, May/June IEEE Software Special Issue on Technical Debt, Nov/Dec Guest Editors: Philippe Kruchten, Robert Nord, and Ipek Ozkaya 28
29 Contact Information Robert L Nord Research, Technology, and System Solutions Program Architecture Practices Initiative [email protected] Software Engineering Institute Customer Relations 4500 Fifth Avenue Pittsburgh, PA USA 29
30 Copyright 2012 Carnegie Mellon University. This material is based upon work supported by the Department of Defense under Contract No. FA C with Carnegie Mellon University for the operation of the Software Engineering Institute, a federally funded research and development center. Any opinions, findings and conclusions or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the United States Department of Defense. NO WARRANTY THIS CARNEGIE MELLON UNIVERSITY AND SOFTWARE ENGINEERING INSTITUTE MATERIAL IS FURNISHED ON AN AS-IS BASIS. CARNEGIE MELLON UNIVERSITY MAKES NO WARRANTIES OF ANY KIND, EITHER EXPRESSED OR IMPLIED, AS TO ANY MATTER INCLUDING, BUT NOT LIMITED TO, WARRANTY OF FITNESS FOR PURPOSE OR MERCHANTABILITY, EXCLUSIVITY, OR RESULTS OBTAINED FROM USE OF THE MATERIAL. CARNEGIE MELLON UNIVERSITY DOES NOT MAKE ANY WARRANTY OF ANY KIND WITH RESPECT TO FREEDOM FROM PATENT, TRADEMARK, OR COPYRIGHT INFRINGEMENT. This material has been approved for public release and unlimited distribution except as restricted below. Internal use:* Permission to reproduce this material and to prepare derivative works from this material for internal use is granted, provided the copyright and No Warranty statements are included with all reproductions and derivative works. External use:* This material may be reproduced in its entirety, without modification, and freely distributed in written or electronic form without requesting formal permission. Permission is required for any other external and/or commercial use. Requests for permission should be directed to the Software Engineering Institute at [email protected]. *These restrictions do not apply to U.S. government entities. 30
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