CSSE Annual Research Review CORADMO: A Model to Estimate Schedule Acceleration in Agile Projects Dan Ingold! ! April 2014 Introduction ❖ Speedy development is increasingly important [1]! ❖ ❖ ❖ Research develops CORADMO! ❖ ❖ ❖ ❖ ❖ Reduced time-to-market! Response to competitive or adversarial threats! Constructive Rapid Application Development Model! “Rebooting” of CORADMO (2000) presented in [2]! Updated concept of “rapid” [3], factors not phase-specific! Uses rapid-response concepts discovered in [10]! Agile adoption/perception has increased dramatically! ❖ ❖ Developers have embraced agile approach [4]! Early and continuous delivery of software [5] 2 continue to use either an iterative or waterfall development process as their primary method of software delivery. Agile Has Overtaken Traditional Figure 1 Agile Adoption Has Reached Mainstream Proportions (select only one) 10.9% Scrum 6.0% Agile Modeling 3.8% Feature-driven development (FDD) 3.4% Test-driven development (TDD) 2.9% eXtreme Programming (XP) 2.1% Lean development Agile, 35% 1.8% Microsoft Solutions Framework (MSF) for Agile Agile Data Method 1.6% Adaptive Software Development (ASD) 1.3% Six Sigma 0.9% Crystal 0.3% Behavior-driven development (BDD) 0.2% Dynamic Systems Development Method (DSDM) 0.2% 30.6% Do not use a formal process methodology 16.3% Iterative development Iterative, 21% 2.7% Rational Unified Process (RUP) Spiral 1.6% 8.4% Waterfall Waterfall, 13% 2.5% Capability Maturity Model Integration (CMMI) 2.5% ISO 9000 Base: 1,298 IT professionals Source: Forrester/Dr. Dobb’s Global Developer Technographics® Survey, Q3 2009 Source: Forrester Research, Inc. 56100 3 Motivation ❖ Agile chosen when time-certain delivery required [1, 6]! ❖ Schedule planning done at team level [6, 7]! ❖ Detailed planning by iteration! ❖ High-level planning by release, at low-resolution! ❖ Cost/features may vary from plan for given schedule! ❖ Very little literature on agile planning, in terms of achievable effort for given schedule! ❖ Agile schedules reported to be much lower than traditional! ❖ Traditional schedule proportional to ~3 x cube-root(effort) [8, 9]! ❖ Agile schedule appears proportional to square-root(effort) 4 Research Questions ❖ RQ1: Do the durations of larger-scale agile projects remain proportional to the square-root of development effort?! ❖ RQ2: What factors are predictive of schedule reduction or extension in agile development projects?! ❖ RQ3: What is the quantitative effect of the application of these factors on project schedule? 5 Intended Research Contribution ❖ Clarify the relationship between development effort and schedule duration in agile projects! ❖ Identify key factors affecting agile software project development schedule duration! ❖ Quantify effect of each factor on schedule acceleration/ deceleration! ❖ Create a model to allow predictive modeling of schedule acceleration factors 6 Background 7 Cost/schedule Tradeoff [13] 8 Cost/schedule Tradeoff ❖ COCOMO and other models postulate “optimal” schedule [13]! ❖ ❖ Deviation from optimal schedule increases costs! ❖ ❖ ❖ ❖ Many models assume convex relationship of schedule and cost! Given effort in shorter schedule needs more staff or hours! More staff or hours decreases productivity [14]! Extended schedule may increase “social loafing” [15][16]! Schedule-sensitive projects may accept increased costs 9 Agile Claims Improved Schedule ❖ Agile claims to offer better productivity, possibly lower cost [6][52]! ❖ Specific agile practices shown to increase productivity! ❖ ❖ ❖ Agile tends to use more level staffing profile than phased projects! Higher degree of collaboration, reduced communication costs! Pair programming [1][17], refactoring [18]! ❖ No research on schedule effect of larger-scale influences! ❖ This research identifies product, process, project, people, and risk-tolerance influences on project schedule 10 Traditional Schedule Estimation ❖ Schedule derived as Duration = C * (Effort)F [2][19][20]! ❖ ❖ ❖ ❖ CORADMO/COPSEMO postulates square-root relation [2]! ❖ ❖ ❖ ❖ C is a constant in the range 2.0–4.0! F is approximately 0.33! Relationship is extremely well documented, 1000’s of projects [20]! Nobody would use 2 persons for 7.5 months on 16 PM effort! More reasonable to expect 4 persons for 4 months! Claims square-root relation breaks down between 16-64 PM! Sample ISBSG data supports cube-root relationship [21]! ❖ ❖ Curve fitting using Eureqa GA data analysis package! Solves to approximately 4 * (Effort)0.35 11 ISBSG Sample Effort vs Duration PromiseData(ISBSG(2010( 35" Dura%on((in(months)( 30" 25" 20" "" SQRT" 15" CUBRT" 10" COPSEMO" 5" 0" 0" 10" 20" 30" 40" 50" 60" 70" Effort((in(person4months)( 12 80" 90" 100" Agile Schedule Estimation ❖ Literature has not reported agile duration vs effort! ❖ ❖ ❖ Agile proponents seem not to consider project-level schedule! Almost everyone suggests using cube-root relationship! Only (Jalote 2002) suggests square-root as “sanity check”! ❖ This research hypothesizes square-root relation for agile! ❖ Supported by 12-project sample data from AgileTek! ❖ ❖ ❖ AgileTek was small Midwest company using Architected Agile! Data supplied to CSSE around 2004! Company president died shortly thereafter, company disbanded 13 AgileTek Sample Effort vs Duration AgileTek(Data(2004( 20" Dura%on((in(months)( 18" 16" 14" 12" Dura-on" 10" 8" SQRT" 6" CUBRT" 4" 2" 0" 0" 50" 100" 150" Effort((in(person4months)( 14 200" 250" Reduced Schedule in Agile ❖ Agile claims schedule reduction as key benefit [6]! ❖ Simple comparison of cube- and square-root curves! ❖ ❖ Shows 50% (low-end, 25 PM) to 10% (high-end, 360 PM)! Interestingly, agrees with agile claims and reports of 10-60% [12] 15 Cube Root vs Square Root Schedule Square4root(vs.(Cube4root( Dura%on((in(months)( 25.0# 20.0# 10% Reduction 15.0# 20% Reduction 10.0# SQR(Eff)# CUB(Eff)# 5.0# 50% Reduction 0.0# 0# 50# 100# 150# 200# 250# Effort((in(person4months)( 16 300# 350# 400# Schedule Acceleration ❖ Common concept of many models is “impossible zone” of schedule acceleration [19]! ❖ Below 75% of nominal schedule effectively unachievable [13][19]! ❖ Limited by ability to execute tasks in parallel, communications overhead [14] 17 The “Impossible Zone” The “Impossible Zone” [19] 18 CORADMO Schedule Acceleration ❖ Research stems from RT-34 identification of key schedule acceleration factors in rapid-response contractors, agencies [10][25][26]! ❖ Factors include:! ❖ ❖ ❖ ❖ ❖ ❖ Product! Process! Project [27]! People! Risk! Well supported by NPD literature 19 Product Factors ❖ Describe the nature of the system to be developed:! ❖ ❖ ❖ ❖ ❖ Simplicity [26], ! Ability to reuse existing elements [14], [26], [28], ! Ability to defer lower-priority requirements [6], ! Degree that models can be substituted for written documentation [6]! maturity of the component technologies [29] 20 Process Factors ❖ Characterize the development methodology! ❖ ❖ ❖ ❖ Concurrent processes observed to accelerate schedule! ❖ ❖ ❖ ❖ Spiral model [31], ! Rational Unified Process [32], ! Agile methods [6]! Process-streamlining! ❖ ❖ ❖ ❖ ❖ Concurrency of artifact development [6] [26] [31] [32] [33] [34] [35]! Degree of process streamlining [2] [36] [37] [38] [39]! Coverage, integration, and maturity (CIM) of tools used to support the development process [30]. ! Development Process Reengineering and Streamlining factor in the original CORADMO [2],! Removal of bureaucratic and procedural delays; presence of enabling vs. coercive bureaucracy [36]. ! Kaizen performer-identified streamlining [37], [38], ! Lean approaches such as Kanban [39]. ! COCOMO database analysis found CIM effect 50% for coverage and 25% each for toolset integration and maturity [40] 21 Project Factors ❖ Describe execution of the development effort: ! ❖ ❖ ❖ ❖ Project staff size [41]! Degree and nature of team collaboration[41][42]! CIM of the single-domain models, methods, processes, and tools (MMPTs) employed [30]! CIM of the multi-domain MMPTs used, where required [30] 22 People Factors ❖ Describe the project staff ! ❖ ❖ ❖ ❖ General knowledge, skills, and agility (or, ability to thrive with the more concurrent nature of the agile/lean process) [1], [41], [43]! KSAs specific to the primary problem domain! KSAs spanning multiple problem domains, where needed; ! Team compatibility [26], [42], [44]. 23 Risk Acceptance Factor ❖ Characterizes the project stakeholders' willingness to accept rapid solutions that may require them to compromise on some expectations [1], [25]! ❖ Stakeholders may range from highly risk-averse, to strongly risk-accepting 24 CORADMO Model Factors Accelerators/Ratings Very Low Low Nominal High Very High Extra High PRODUCT FACTORS 1.09 1.05 1.00 0.96 0.92 0.87 Simplicity Extremely complex Highly complex Moderately complex Moderately simple Highly simple Extremely simple Element Reuse None (0%) Minimal (15%) Some (30%) Moderate (50%) Considerable (70%) Extensive (90%) Low-Priority Deferrals Never Rarely Sometimes Often Usually Anytime Models vs. Documents None (0%) Minimal (15%) Some (30%) Moderate (50%) Considerable (70%) Extensive (90%) Key Technology Maturity >0 TRL 1,2 or >1 TRL 3 1–2 TRL 5 or >2 TRL 6 1–2 TRL 6 All > TRL 7 PROCESS FACTORS 1.09 1.05 1.00 0.96 0.92 0.87 Concurrent Operational Concept, Requirements, Architecture, V&V Highly sequential Mostly sequential 2 artifacts mostly concurrent 3 artifacts mostly concurrent All artifacts mostly concurrent Fully concurrent Process Streamlining Heavily bureaucratic Largely bureaucratic Conservative bureaucratic Moderate streamline Minimal CIM Some CIM Moderate CIM General SE tool support CIM Simple tools, weak (Coverage, Integration, integration Maturity) 1 TRL 3 or > 1 TRL 1 TRL 4 or > 2 TRL 4 5 25 Mostly streamlined Fully streamlined Considerable CIM Extensive CIM CORADMO Model Factors Accelerators/Ratings Very Low Low Nominal High Very High Extra High PROJECT FACTORS 1.08 1.04 1.00 0.96 0.93 0.90 Project size (peak # of personnel) Over 300 Over 100 Over 30 Over 10 Over 3 ≤3 Collaboration support Globally distributed; weak comm., data sharing Nationally distributed; some sharing Regionally distributed; moderate sharing Metro-area distributed; good sharing Simple campus; strong sharing Largely collocated; Very strong sharing Single-domain MMPTs (Models, Methods, Processes, Tools) Simple MMPTs, weak integration Minimal CIM Some CIM Moderate CIM Considerable CIM Extensive CIM Multi-domain MMPTs Simple; weak integration Minimal CIM Some CIM or not needed Moderate CIM Considerable CIM Extensive CIM PEOPLE FACTORS 1.13 1.06 1.00 0.94 0.89 0.84 General SE KSAs (Knowledge, Skills, Agility) Weak KSAs Some KSAs Moderate KSAs Good KSAs Strong KSAs Very strong KSAs Single-Domain KSAs Weak Some Moderate Good Strong Very strong Multi-Domain KSAs Weak Some Moderate or not needed Good Strong Very strong Team Compatibility Very difficult interactions Some difficult interactions Basically cooperative interactions Largely cooperative Highly cooperative Seamless interactions 26 CORADMO Model Factors Accelerators/Ratings Very Low Low Nominal High Very High Extra High RISK ACCEPTANCE FACTOR 1.13 1.06 1.00 0.94 0.89 0.84 Partly risk-averse Balanced risk aversion, acceptance Moderately riskaccepting Considerably riskaccepting Strongly riskaccepting - Highly risk-averse 27 Not Traditional “Agile” Factors ❖ CORADMO factors not principles of Agile Manifesto [51]! ❖ Not practices of agile SDMs [6][7][52]! ❖ Factors derived from behavioral analysis of projects exhibiting schedule acceleration [10], and from theory 28 ISD Agility Criteria ❖ Analysis of agility from “first-principles” identifies set of high-level principles distinct from specific agile SDMs [53]! ❖ Method must contribute to at least one of the following:! ❖ ❖ ❖ Creation of change! ❖ Proaction in advance of change! ❖ Reaction to change! ❖ Learning from change! Method component must contribute to at least one, and not detract from any:! ❖ Perceived economy! ❖ Perceived quality! ❖ Perceived simplicity! Method must be continually ready—minimal time/cost to prepare for use 29 ISD Agility Perceived Customer Value Model Factor Creation Proaction Reaction Learning Economy Quality Simplicity Continual Readiness Simplicity X X X X X X X X Element Reuse X X X X X X X X Low-Priority Deferrals X X X X X X X X X Models vs Documents X Technology Maturity X Concurrent Operations X X X X Process Streamlining X X X X Tool Support CIM X X X Project Staff Size X Collaboration Support X Single-domain MMPTs X X Multi-domain MMPTs X X Team Compatibility X Risk Acceptance X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X 30 X X Methodology 31 Initial Evaluation Process ❖ Decomposed five factors into sub-factors, using a six-value Likert rating scale from very low to extra high! ! ❖ Based on earlier research into ! ❖ ❖ ❖ ❖ D = ∏ Fi PM Project macro-risk factors [55]! Performance- and personnel competency-risk factors [44]! Agile factors as summarized by [56]! Performed Wide-band Delphi to assign initial multiplier values [13][57] 32 Commercial Project Factor Analysis Application Type Technology Person Months Duration (Months) Duration / √PM Product Process Project People Risk Multiplier Error % Insurance agency system HTML/VB 34.94 3.82 0.65 VH VH XH VH N 0.68 5% Scientific/engineering C++ 18.66 3.72 0.86 L VH VH VH N 0.80 –7% Compliance - expert HTML/VB 17.89 3.36 0.79 VH VH XH VH N 0.68 –15% Barter exchange SQL/VB/ HTML 112.58 9.54 0.90 VH H H VH N 0.75 –16% Options exchange site HTML/SQL 13.94 2.67 0.72 VH VH XH VH N 0.68 –5% Commercial HMI C++ 205.27 13.81 0.96 L N N VH N 0.93 –3% Options exchange site HTML 42.41 4.48 0.69 VH VH XH VH N 0.68 –1% Time and billing C++/VB 26.87 4.80 0.93 L VH VH VH N 0.80 –14% Hybrid Web/clientserver VB/HTML 70.93 8.62 1.02 L N VH VH N 0.87 –15% ASP HTML/VB/SQL 9.79 1.39 0.44 VH VH XH VH N 0.68 53% On-line billing/tracking VB/HTML 17.20 2.70 0.65 VH VH XH VH N 0.68 4% Palm email client C/HTML 4.53 1.45 0.68 N VH VH VH N 0.76 12% 33 Survey Instrument ❖ Online survey instruments of about 22 questions! ❖ Gone through 10+ refinement iterations! ❖ Divided into six sections! ❖ ❖ ❖ ❖ ❖ ❖ ❖ Introductory and general project data! 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