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Agile

October 24, 2013


Vision and Mission
The world's leading association for
Business Analysis professionals

Develop and maintain standards for


the practice of business analysis and
for the certification of its practitioners

IIBA® is an international not-for-profit


professional association for
business analysts.
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© I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s
Tom Karasmanis
• IIBA Product Manager
 Tom K arasm anis is a S enior C onsult ant w it h 25 y ears'
experience in I nf orm at ion Technology, including roles as a
B usiness A rchit ect , B usiness/ S y st em s A naly st , P roject Leader,
Technical A rchit ect , and S of t w are E ngineer. H e has w orked in f inancial
serv ices, publishing, healt hcare, public sect or and t elecom m unicat ions.
 Tom serv ed as C hief A rchit ect of t he I I B A f rom 2009 t o 2011. H e is
current ly I I B A P roduct M anager of B ei ng a B A : Techni cal E xcel l ence and
Vendor S how case. Tom is a m anagem ent consult ant in business
archit ect ure and business analy sis, assist ing organizat ions t o build or
im prov e t heir B A pract ices. H e speaks regularly at int ernat ional
conf erences.
 Tom holds a B achelor of A pplied S cience in C hem ical E ngineering f rom
t he U niv ersit y of Toront o and is act iv e in t he business analy sis and
business archit ect ure com m unit ies.

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© I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s
Outline
 Introductions and Housekeeping 12:00
 Vendor Presentations 12:05
• TechnoSolutions 12:05
• Polarion 12:25
• Blueprint 12:40
 Questions and Answers 12:55
 Close 12:59
 Extended Q&A 1:00
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© I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s
Question and Answer
• How to Ask Questions
 Use the Question box to ask questions.
Selected questions w ill be answ er ed Ashu Potnis
at the end, but you can ask at any time.
 Include the vendor ’s name if you w ant
a specif ic vendor to r espond.
 Shor t, specif ic questions, please!
Jim Ferranti

IIBA Host
Tom Karasmanis

Doug Stewart

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© I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s
AGILE

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© I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s
What is AGILE?
 A methodology
 An approach … to software development
 The BABOK classifies Agile methods as a
change-driven approach.

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© I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s
Characteristics of AGILE
• Agile software development projects are:
 Highly dynamic environments
 Changing requirements are expected
 Working software is delivered in short,
iterative cycles
 The focus of business analysis activities is
firmly on undertaking the analysis activities
just enough, just in time
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© I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s
Characteristics of AGILE
• Agile software development projects:
 Are light on formal requirements
documentation
• Whiteboards
• Flip charts
• User stories
 Focus on creating the minimum necessary
documentation to deliver the requirements

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© I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s
Characteristics of AGILE
• Agile software development projects:
 May require that all requirements be
expressed in the form of testable
acceptance criteria
 Typically no change control process
• Traceability important
• Version control important

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© I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s
AGILE Manifesto
• We are uncovering better ways of
developing software by doing it and
helping others do it.

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© I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s
AGILE Manifesto
• Through this work we have come to value:
 Individuals and interactions over processes
and tools
 Working software over comprehensive
documentation
 Customer collaboration over contract
negotiation
 Responding to change over following a plan

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© I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s
Popular AGILE Methods
 Scrum
 Extreme Programming (XP)
 Kanban
 Crystal
 Dynamic Systems Development Method
(DSDM)
 Agile Unified Process (AUP)
 Feature Driven Development (FDD)
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© I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s
SPRINT Elements
• Artefacts • Roles
 User Stories  Product Owner
 Backlog  Scrum Master
 Sprint  The Team
• Ceremonies  Customer
 Sprint Planning
 Daily Scrum
 Sprint Reviews
 Sprint Retrospectives
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© I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s
SPRINT Cycle

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© I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s
Agile
Requirements & Processes

User Stories

Standup
Backlog
Meetings

Releases Sprints

Burndown
Charts
Agile
Rapid iterative development to deliver business
value in short cycles

Scrum Framework

User Stories

Releases Backlog

Burndown
Sprints
Charts

Standup
Meetings
Sprints and Releases

Release 1 Release 2

Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5


Anatomy of a Sprint
Pre-Sprint Sprint

Allocate
Identify Refine
Backlog to Develop Test Deliver
Backlog Requirements
Sprint

User Stories
&
Constraints
Agile Requirements in TopTeam Analyst

TopTeam Analyst
Traceability

Agile Business Rules


Requirements Non-Functional Requirements
User Stories + Visualization and Application Simulation
Constraints
etc. Online Iterative Reviews & Approvals

Baselines, Versioning, Auditing


Author & Organize User Stories

Enter User Story

Organize User
Stories
in folders
Agile Requirements in TopTeam Analyst

Traceability

Business
Baselines
Rules

User
Story
Versioning,
Visualization
Auditing

Online
Approvals
Built for full Traceability TO and FROM User Stories

Define Trace
Schema/Rules for User
Stories
Trace Drill-Down using Diagram or Recursive
Multi-Level Impacts Report
Drill-Down User Stories into Use Case scenarios for
Requirements Visualization

Link “Business Rules” to


User Stories

“Derive” Scenarios from


User Stories as needed
Visualize Scenarios for Complex Interactions
Conduct Visual Application Walkthroughs with
stakeholders
Users Conduct Online Reviews & Approvals of
User Stories & Visualizations via their Web Browsers

Get rapid iterative


Requirements refinement
Versioning, “Diff” and Baselines

Precise “diff” between


User Story versions

Baseline Comparison
Project “Diff”
Prioritize User Stories
Sort on fields to
prioritize
Allocate Backlog Items to Releases

Add one or more Backlog


Items to releases
Manage Sprint Deliverables
Managing Agile Sprints via
TopTeam Integrations
Manage sprint execution using popular Agile project
execution and tracking tools

Rally

JIRA
TopTeam Rally Integration
User Story from
TopTeam Analyst
appears in Rally
repository

One-Click on link takes users to


TopTeam Web for full access to
Traceability, Business Rules and
other 360 degree information about
the User Story
TopTeam VersionOne
Integration
User Story from
TopTeam Analyst
appears in Version One
Repository

One-Click on link takes users


to TopTeam Web for full
access to Traceability,
Business Rules and other 360
degree information about the
User Story
TopTeam JIRA
Integration

User Story from


TopTeam Analyst
appears in JIRA
Repository

One-Click on link takes users


to TopTeam Web for full
access to Traceability,
Business Rules and other 360
degree information about the
User Story
When to use TopTeam Analyst for
Agile Requirements and Processes

Application Knowledge needs to persist after the end of the


Project/Product

Traceability / Compliance is important

Versioning, Differencing, Baselining is important

Enterprise Deployment / Agile needs to “fit” with other hybrid approaches


and existing legacy projects

Geographically Dispersed Team

Need to integrate with HP Quality Center/TFS & other tools


• A No-Compromise, end-to-end Solution for
Visual Requirements Definition and Requirements
Management

• Mature - launched 2005, now in seventh major


release

• Used by more than 500 organizations in 55


countries
integrations

Quality Center Rally

Team System (TFS) JIRA

Microsoft Word

Microsoft Excel

TopTeam Open API


(Integrate anything)
Learn more or try it yourself
TopTeamAnalyst.com
For more information
info@TechnoSolutions.com
"I am enjoying using TopTeam. It allows me more creative time, instead of document
formatting time, so my analysis is better and more detailed."
Carl Knowlan
Senior Analyst & Product Manager
Houston, Texas
Polarion Software®

Agile Business Analysis using Polarion

Jim Ferranti Systems Engineer Polarion Software, Inc.


Overview Our History

Polarion is the creator of the world’s fastest


enterprise scale web-based ALM solution.

The success of Polarion Software is best described


by the hundreds of Global 1000 companies and over
1 Million users who rely daily on Polarion’s
Requirements Management, Quality Assurance and
Application Lifecycle Management solutions in their
daily business processes.

Polarion Software ® www.polarion.com 43


Polarion ALM BA Principles

• Business Analysis Planning & Monitoring

• Elicitation

• Agile and Requirements Management

• Agile and Requirements Analysis

• Communication

Polarion Software ® www.polarion.com 44


Polarion ALM The Polarion Solution

Polarion ALM

Everything you need


In One Single ALM
Solution

Polarion Software ® www.polarion.com 45


Polarion ALM Create an Epic

Click on the type of work item you want to create

The window changes


to allow the creation of a
New Epic

Fill in the information and


Click on CREATE

Polarion Software ® www.polarion.com 46


Polarion ALM Building User Stories

From the newly created Epic,


Click on the blue plus ‘+’

Select New User Story

Enter appropriate
Information and
Click on ‘CREATE’

Polarion Software ® www.polarion.com 47


Polarion ALM End Result

My First Epic has been created

Along with the Epic, 3 supporting user stories

Polarion Software ® www.polarion.com 48


Polarion ALM Hybrid Agile Project

Agile Artifact

User Stories

Compliance Artifact

Requirements

Testing Cases

Defects

Polarion Software ® www.polarion.com 49


Polarion ALM The Polarion Solution

• Flexibility

• Agile/Project Analysis

• User Story Specifications

• Traceability

Polarion Software ® www.polarion.com 50


The Polarion Solution Flexibility

Your Processes
Your Methodologies

Polarion Software ® www.polarion.com 51


The Polarion Solution Agile/Project Analysis

Polarion Software ® www.polarion.com 52


The Polarion Solution Agile/Project Analysis

Polarion Software ® www.polarion.com 53


The Polarion Solution Agile/Project Analysis

Polarion Software ® www.polarion.com 54


The Polarion Solution User Stories

Polarion Software ® www.polarion.com 55


The Polarion Solution Traceability & History

Polarion Software ® www.polarion.com 56


The Polarion Solution Review

View Sprint Progress and Burndown Charts

Maintain Full Traceability and Auditability

Retain and Use Agile Artifact Information

Satisfy Agile Practices AND Compliance


Demands at the same time.

Use Familiar Document Views to Agile Backlogs

Define Your Own Agile and Hybrid Artifacts

Powerful Process Workflows

Create and Reuse Agile Frameworks and Templates

Polarion Software ® www.polarion.com 57


Achievements Polarion Customers

Polarion Software ® www.polarion.com 58


Polarion ALM
Next Steps
• Download 30-day FREE trial

• Try it LIVE

• Request proof of concept

• Watch demo
Stay connected with Polarion

Thank you for joining us today


www.polarion.com
Blueprint for Enterprise Agile

Copyright © 2013 Blueprint Software Systems Inc. All Rights Reserved.


Business Clashing with Development

• Regulatory Compliance and Audit


• Business Case and Funding
• Portfolio Prioritization and Management
Business Need • Release Planning
• Requirements persistence (remembering ‘why’)
• Abstracting solution definition
• Change Impact and Costing

REQUIREMENTS Gap ARCHITECTURE

• Focus forward
• Just enough detail
Agile Practice • Stories are transient - answers are in the code
• Limit work in progress – maximize the work not done
• Fast pace, maximize delivery, minimize ceremony

Copyright © 2013 Blueprint Software Systems Inc. All Rights Reserved. 62


Current Agile Practice

• User stories are discarded when done


• No organized abstraction of information
• No auditable tracing to higher level business
objectives/needs/rules ..
• No “analyzing of the business”
• No good solution for portfolio/program-level needs
• Prioritizing, tracking, managing releases difficult
• Could be thousands of Stories
• No record of ‘why’ once the work is done
• Some people believe requirements are not needed

Copyright © 2013 Blueprint Software Systems Inc. All Rights Reserved. 63


Plugging the Gap

Enterprise Agile supported by adding persistent


requirements

Role: Business Analyst (BA) Role: Product Owner (PO)


Application: RDM Toolset Application: Agile ALM Toolset

Requirements User Stories / Work Items


Persistent Data Transient Data

June 5, 2013 Copyright © 2013 Blueprint Software Systems Inc. All Rights Reserved. 64
Example Requirements Taxonomy

Provides Context or Elaboration


At any level
Bus iness Process Information Model
Feature
Theme

Non-Functional
Non-Functional constrain
Non-Functional
Requirement
Requirement
Requirement
Feature
Feature
Epic problem analysis
solution specification
Non-Functional
Non-Functional
Non-Functional
Requirement
constrain Feature
Feature
Feature
Feature UI Storyboa rd
Requirement
Requirement Feature UI
UI
Feature Us e Case
Mockups
Mockups
Mockups
Non-Functional
Non-Functional constrain
Non-Functional
Requirement
Requirement
Requirement
Feature
Feature
Feature
Epic
Feature Other
Feature
Feature
User Story Forms
Si mulation

Feature
Feature
Feature
Epic
Feature
Feature
Feature
Tasks

Copyright © 2013 Blueprint Software Systems Inc. All Rights Reserved. 65


Completeness and Impact Analysis

Copyright © 2013 Blueprint Software Systems Inc. All Rights Reserved. 66


Incremental Requirements Definition

Persistent
requirements

Backlog

Discovery iterations release

June 5, 2013 Copyright © 2013 Blueprint Software Systems Inc. All Rights Reserved. 67
Blueprint for Enterprise Agile

Discovery & Scoping Iteration 0 Iteration 1 Iteration n


New New
Requirements Requirements

Ana l yze Business,


Sta keholder Input, Ini tial
Defi ne Scope, Requirements Requirements
Requirements
Bus iness Ca se,
Funding
Update Update
Business Analyst; Update, Update, Update,
Blueprint; Persistent Add, Add, Add,
Refine Refine Refine
Product Owner;
Groom Groom
Agile ALM; Transient
Ini tial Product Product Product
Ba ckl og Ba ckl og Ba ckl og

Plan/Create
Plan/Create

Update, Update,

Demo

Demo
Add, Add,
Refine Refine
Burn Burn
Down Down
Itera tion Itera tion
Ba ckl og Ba ckl og

Copyright © 2013 Blueprint Software Systems Inc. All Rights Reserved. 68


Case Study – Blueprint Software

BLUEPRINT Simulation
Epics
UIUI
UIUI
Mockups
Mockups
Mockups
Mockups

Tests Storyboard
User Stories
User Stories
User Stories Use Case

MICROSOFT TEAM FOUNDATION SERVER

Copyright © 2013 Blueprint Software Systems Inc. All Rights Reserved. 69


Blueprint for Enterprise Agile

Project Implementation
Template Service

Sample Project Whitepaper


Getting Started Guide
Copyright © 2013 Blueprint Software Systems Inc. All Rights Reserved.
Questions

Copyright © 2013 Blueprint Software Systems Inc. All Rights Reserved. 71


Question and Answer
• How to Ask Questions
 Use the Question box to ask questions.
Selected questions w ill be answ er ed Ashu Potnis
at the end, but you can ask at any time.
 Include the vendor ’s name if you w ant
a specif ic vendor to r espond.
 Shor t, specif ic questions, please!
Jim Ferranti

IIBA Host
Tom Karasmanis

Doug Stewart

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© I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s
Contact Information
Register for m ore webinars on the Learning and
Development page of our website – under Webinars.

Ashu Potnis Jim Ferranti


Technosolutions Polarion
apotnis@technosolutions.com jim.ferranti@polarion.com

Doug Stewart
Blueprint
doug.stewart@blueprintsys.com

© International Institute of Business Analysis


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