Click here to close now.

Welcome!

XML Authors: Elizabeth White, Trevor Parsons, Bob Gourley, Carmen Gonzalez, Dana Gardner

Related Topics: Microservices Journal, Java, XML, .NET, AJAX & REA, Web 2.0

Microservices Journal: Article

The Odd Couple: Marrying Agile and Waterfall

Interfacing between Linear Waterfall and Agile Approaches

This article depicts the best practice approach for integrating Agile approaches and specifically Scrum development with traditional overarching linear approaches, specifically waterfall methodology. The agile PMO, properly defined, can be positioned to secure Agile-Scrum benefits while maintaining the necessary overarching control.

The challenge
Over the last two decades, various Agile approaches have been introduced and practiced. Of these, in last 5 to 7 years, Scrum has gained the most popularity resulting from a combination of simplicity, ease of use, and effective public relations. Scrum success in software development organizations has been a powerful driver for roll outs across products, industries and businesses. As described, this was exacerbated by a focused marketing effort from Scrum evangelists. Unfortunately, most of these organizations were not structured in a way that supports the Agile-Scrum approach and methods. Even more so, scrum in its raw and pure form is not suitable for the majority of organizations.

The first wave of failed Agile-Scrum implementations brought about an even stricter admonition, based on an unwavering belief from Scrum zealots. The main assertion has been that failed implementations are a result of partial embracing of the true scrum spirit and the full benefits of the approach can only be attained if the entire organization is reengineered. This fanatical attitude left many project teams across organizations big and small, struggling with their already idealistic implementations. Some have been figuring out on their own, how to combine the contemporary and traditional worlds. Other teams have completely abandoned the Agile-Scrum concepts reverting back to the traditional linear waterfall approach and method. Yet other teams, ridden with guilt, manage Scrum by name only, and hiss vehemently at any project management proponent who is unfortunate enough to advise on re-embracing Agile in a more cognizant approach.

The concepts which are presented and embodied in Agile-Scrum are too good to be ignored; however implementing it outside pure software development requires adaptation.

Complex scenarios for Agile
The main hurdle in achieving the benefits of Agile- Scrum outside software development is integrating it with existing control mechanisms. These control mechanisms are stipulated due to various organizational prerequisites and are normally actualized by using the Linear Waterfall approach and methodology. Four of these typical organizational prerequisites are depicted below:

  • Big global corporates: in these hierarchical matrix organizations, top down portfolio control is the rule of the day. The free spirited agile approach has a tough time adjusting to the rigorous controls. Specifically the inherent Agile plan-free concepts, make Agile-Scrum difficult for the organization to swallow.
  • Highly regulated industries: some industries are required by compliance and governance bodies to have a strict binding control mechanism. These can be for example medical equipment, aircraft, and pharmaceuticals research and product development business units. While individual teams might operate Agile-Scrum, the development process must follow a rigid Linear Waterfall approach method for traceability and governance.
  • Complex predefined products: some integrated products which include both hardware, software, imbedded and more are developed as a contract with an end customer under a predefined set of requirements. In these cases the degree of requirement flexibility is small, though larger than what is anticipated initially. The concept of a fully flexible backlog of Agile-Scrum suffers considerably in these cases.
  • Generic IT departments: much of the daily and weekly activities in maintenance driven IT departments is ad hoc. Changes to the daily schedules are numerous and immediate. Constant interferences in the teams work are the norm. The concept of time boxing and no interference is difficult to maintain in these situations.

Naturally - many times the four discrete categories detailed above, actually mix; so it is common to find a complex product in a global big corporate which is required to comply with firm regulation.

Based on practical experience, the recommended method to tackle these scenarios and others is by empowering the Agile PMO to act as an enabler, driver and translator between the emerging Agile-Scrum teams and the Linear Waterfall elements.

Refer to the table below for specific guidelines

The Agile PMO - leading the hybrid organization - guidelines

Scenario

Challenge

Possible solution

Comments

Insights

Big global corporates

Strict controls manifested in Linear Waterfall

The Agile PMO is the buffer between Agile-Scrum teams and the Linear view

Burn down charts are translated to phases for control;

Requirement traceability done by PMO architect;

Agile PMO maintains the dictionary between sprint planning, execution and the phase gating mechanism

Product owners can be part of the Agile PMO;

Project initiating and closing managed by the PMO

Scenario

Challenge

Possible solution

Comments

Insights

Highly regulated industries

Strict compliance and paper trail requirement including product risk analysis

The Agile PMO is also resourced by administrative staff to ensure compliance with regulations

Product risk is managed on a lifecycle view with members of the Scrum-Agile team;

Backlog populated by Non-functional yet critical requirement and owned by the Agile PMO

Agile PMO staff maintains traceability of these requirements.

Necessary documentation is part of the backlog

The added administrative effort handled by the PMO is compensated by the increased velocity of the Agile teams.

Administrative PMO staff can also be non-functional product owners to ensure compliance aspects

Scenario

Challenge

Possible solution

Comments

Insights

Complex predefined products

Limited flexibility in product scope tends to deteriorate  Agile implementations to Agile by name only; Also, hardware elements of product can't be performed in an Agile approach

The Agile PMO owns the backlog interfacing with the various components of product development - managing a hybrid Agile-Linear project

This is probably the most difficult and tricky scenario to tackle;

It requires technical as well as leadership propensity and know-how.

Experience shows that by investigating creatively - Agile concepts can be implemented in rigid hardware development environments

Also - rigid product requirements still allow usually 20% flexibility

the most value added can be reaped in this scenario by developing a customized mixed approach;

Agile stage deliveries can be used to increase flexibility.

Concepts of incremental deliveries may sometimes not be achievable in all product aspects

Scenario

Challenge

Possible solution

Comments

Insights

Generic IT departments

Constant changes to team's work, inability to see the big picture due to ad-hoc work interfering;

missing a true product owner

The Agile PMO substitutes the product owner role in acting as a buffer to oncoming requests also protecting effort to reasonable levels

Many disheartened IT departments have become bitter when trying to use Agile to their development and ongoing work; the result has been fatigue laden team, viewing Agile as a vicious manipulation to increase output without genuine management support; more than a single project management approach can be practiced

Noticeably, Kanban works better for these environments;

Time boxing still makes sense, however a certain predefined buffer for ad-hoc work should be built into each sprint; Sprint durations should be flexible

 

 

Important best practices to remember that go hand in hand with the Agile PMO:

  • Implementing Agile-Scrum as a restricting admonition is exploiting the adaptive nature of Agile
  • There is no one right way - no one size fits them all;
  • There is no silver bullet - you can create what works for you;
  • Being agile and adaptive also allows being flexible with how one uses the methods, process and Methodology;
  • Time boxing is great as long as you are flexible to change the durations of the time box if necessary;
  • Sometimes the client isn't directly available, in these cases marketing and product management are a proper alternate;
  • Arbitrary rules don't complete projects, people do! Empower your team and yourself to choose the appropriate mix of approaches that enable product delivery.

Summary
In my book about the Agile PMO I describe how PMOs can succeed only if they create and enhance value through smart portfolio selection (more about that in a future white paper). With the emerging of Agile approaches and specifically Scrum methods new opportunities have become apparent. Integrating them into an existing control structure - typically presented by a waterfall lifecycle - can be frustrating. We have defined a new key player - the Agile PMO which can be positioned to create a transformation / translation layer between the approached and methods, contributing to higher success levels of these integrations.

 

The Agile PMO Michael Nir

More Stories By Michael Nir

Michael Nir - President of Sapir Consulting - (M.Sc. Engineering) has been providing operational, organizational and management consulting and training for over 15 years. He is passionate about Gestalt theory and practice, which complements his engineering background and contributes to his understanding of individual and team dynamics in business. Michael authored 8 Bestsellers in the fields of Influencing, Agile, Teams, Leadership and others. Michael's experience includes significant expertise in the telecoms, hi-tech, software development, R&D environments and petrochemical & infrastructure industries. He develops creative and innovative solutions in project and product management, process improvement, leadership, and team building programs. Michael's professional background is analytical and technical; however, he has a keen interest in human interactions and behaviors. He holds two engineering degrees from the prestigious Technion Institute of Technology: a Bachelor of civil engineering and Masters of Industrial engineering. He has balanced his technical side with the extensive study and practice of Gestalt Therapy and "Instrumental Enrichment," a philosophy of mediated learning. In his consulting and training engagements, Michael combines both the analytical and technical world with his focus on people, delivering unique and meaningful solutions, and addressing whole systems.

@ThingsExpo Stories
SYS-CON Events announced today that BroadSoft, the leading global provider of Unified Communications and Collaboration (UCC) services to operators worldwide, has been named “Gold Sponsor” of SYS-CON's WebRTC Summit, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. BroadSoft is the leading provider of software and services that enable mobile, fixed-line and cable service providers to offer Unified Communications over their Internet Protocol networks. The Company’s core communications platform enables the delivery of a range of enterprise and consumer calling...
VoxImplant has announced full WebRTC support in the newest versions of its Android SDK and iOS SDK. The updated SDKs, which enable audio and video calls on mobile devices, are now compatible with the WebRTC standard to allow any mobile app to communicate with WebRTC-enabled browsers, including Google Chrome, Mozilla Firefox, Opera, and, when available, Microsoft Spartan. The WebRTC-updated SDKs represent VoxImplant's continued leadership in simplifying the development of real-time communications (RTC) services for app developers. VoxImplant (built by Zingaya, the real-time communication servi...
SYS-CON Events announced today that GENBAND, a leading developer of real time communications software solutions, has been named “Silver Sponsor” of SYS-CON's WebRTC Summit, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. The GENBAND team will be on hand to demonstrate their newest product, Kandy. Kandy is a communications Platform-as-a-Service (PaaS) that enables companies to seamlessly integrate more human communications into their Web and mobile applications - creating more engaging experiences for their customers and boosting collaboration and productiv...
The IoT Bootcamp is coming to Cloud Expo | @ThingsExpo on June 9-10 at the Javits Center in New York. Instructor. Registration is now available at http://iotbootcamp.sys-con.com/ Instructor Janakiram MSV previously taught the famously successful Multi-Cloud Bootcamp at Cloud Expo | @ThingsExpo in November in Santa Clara. Now he is expanding the focus to Janakiram is the founder and CTO of Get Cloud Ready Consulting, a niche Cloud Migration and Cloud Operations firm that recently got acquired by Aditi Technologies. He is a Microsoft Regional Director for Hyderabad, India, and one of the f...
SYS-CON Events announced today that Optimal Design, an Internet of Things solution provider, will exhibit at SYS-CON's Internet of @ThingsExpo, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Optimal Design is an award winning product development firm offering industrial design and engineering services to the consumer, medical, and defense markets.
SYS-CON Events announced today that Vicom Computer Services, Inc., a provider of technology and service solutions, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. They are located at booth #427. Vicom Computer Services, Inc. is a progressive leader in the technology industry for over 30 years. Headquartered in the NY Metropolitan area. Vicom provides products and services based on today’s requirements around Unified Networks, Cloud Computing strategies, Virtualization around Software defined Data Ce...
SYS-CON Events announced today that Ciqada will exhibit at SYS-CON's @ThingsExpo, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Ciqada™ makes it easy to connect your products to the Internet. By integrating key components - hardware, servers, dashboards, and mobile apps - into an easy-to-use, configurable system, your products can quickly and securely join the internet of things. With remote monitoring, control, and alert messaging capability, you will meet your customers' needs of tomorrow - today! Ciqada. Let your products take flight. For more inform...
What exactly is a cognitive application? In her session at 16th Cloud Expo, Ashley Hathaway, Product Manager at IBM Watson, will look at the services being offered by the IBM Watson Developer Cloud and what that means for developers and Big Data. She'll explore how IBM Watson and its partnerships will continue to grow and help define what it means to be a cognitive service, as well as take a look at the offerings on Bluemix. She will also check out how Watson and the Alchemy API team up to offer disruptive APIs to developers.
The 17th International Cloud Expo has announced that its Call for Papers is open. 17th International Cloud Expo, to be held November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, brings together Cloud Computing, APM, APIs, Microservices, Security, Big Data, Internet of Things, DevOps and WebRTC to one location. With cloud computing driving a higher percentage of enterprise IT budgets every year, it becomes increasingly important to plant your flag in this fast-expanding business opportunity. Submit your speaking proposal today!
With IoT exploding, massive data will transform businesses with opportunities to monetize almost anything that can be measured. In this C-Level Roundtable Discussion at @ThingsExpo, Brendan O’Brien, Aria Systems Co-founder and Chief Evangelist, will lead an expert panel of consultants, thought leaders and practitioners who will look at these new monetization trends, discuss the implications, and detail lessons learned from their collective experience. Finally, the panel will point the way forward for enterprises who wish to leverage the resulting complex recurring revenue models, adding valu...
How is unified communications transforming the way businesses operate? In his session at WebRTC Summit, Arvind Rangarajan, Director of Product Marketing at BroadSoft, will discuss how to extend unified communications experience outside the enterprise through WebRTC. He will also review use cases across different industry verticals. Arvind Rangarajan is Director, Product Marketing at BroadSoft. He has over 19 years of experience in the telecommunications industry in various roles such as Software Development, Product Management and Product Marketing, applied across Wireless, Unified Communic...
Buzzword alert: Microservices and IoT at a DevOps conference? What could possibly go wrong? Join this panel of experts as they peel away the buzz and discuss the important architectural principles behind implementing IoT solutions for the enterprise. As remote IoT devices and sensors become increasingly intelligent, they become part of our distributed cloud environment, and we must architect and code accordingly. At the very least, you’ll have no problem filling in your buzzword bingo cards.
Internet of Things (IoT) will be a hybrid ecosystem of diverse devices and sensors collaborating with operational and enterprise systems to create the next big application. In their session at @ThingsExpo, Bramh Gupta, founder and CEO of robomq.io, and Fred Yatzeck, principal architect leading product development at robomq.io, will discuss how choosing the right middleware and integration strategy from the get-go will enable IoT solution developers to adapt and grow with the industry, while at the same time reduce Time to Market (TTM) by using plug and play capabilities offered by a robust I...
@ThingsExpo has been named the Top 5 Most Influential Internet of Things Brand by Onalytica in the ‘The Internet of Things Landscape 2015: Top 100 Individuals and Brands.' Onalytica analyzed Twitter conversations around the #IoT debate to uncover the most influential brands and individuals driving the conversation. Onalytica captured data from 56,224 users. The PageRank based methodology they use to extract influencers on a particular topic (tweets mentioning #InternetofThings or #IoT in this case) takes into account the number and quality of contextual references that a user receives.
SYS-CON Events announced today that Dyn, the worldwide leader in Internet Performance, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Dyn is a cloud-based Internet Performance company. Dyn helps companies monitor, control, and optimize online infrastructure for an exceptional end-user experience. Through a world-class network and unrivaled, objective intelligence into Internet conditions, Dyn ensures traffic gets delivered faster, safer, and more reliably than ever.
IoT is still a vague buzzword for many people. In his session at @ThingsExpo, Mike Kavis, Vice President & Principal Cloud Architect at Cloud Technology Partners, discussed the business value of IoT that goes far beyond the general public's perception that IoT is all about wearables and home consumer services. He also discussed how IoT is perceived by investors and how venture capitalist access this space. Other topics discussed were barriers to success, what is new, what is old, and what the future may hold. Mike Kavis is Vice President & Principal Cloud Architect at Cloud Technology Pa...
The only place to be June 9-11 is Cloud Expo & @ThingsExpo 2015 East at the Javits Center in New York City. Join us there as delegates from all over the world come to listen to and engage with speakers & sponsors from the leading Cloud Computing, IoT & Big Data companies. Cloud Expo & @ThingsExpo are the leading events covering the booming market of Cloud Computing, IoT & Big Data for the enterprise. Speakers from all over the world will be hand-picked for their ability to explore the economic strategies that utility/cloud computing provides. Whether public, private, or in a hybrid form, clo...
The WebRTC Summit 2015 New York, to be held June 9-11, 2015, at the Javits Center in New York, NY, announces that its Call for Papers is open. Topics include all aspects of improving IT delivery by eliminating waste through automated business models leveraging cloud technologies. WebRTC Summit is co-located with 16th International Cloud Expo, @ThingsExpo, Big Data Expo, and DevOps Summit.
As Marc Andreessen says software is eating the world. Everything is rapidly moving toward being software-defined – from our phones and cars through our washing machines to the datacenter. However, there are larger challenges when implementing software defined on a larger scale - when building software defined infrastructure. In his session at 16th Cloud Expo, Boyan Ivanov, CEO of StorPool, will provide some practical insights on what, how and why when implementing "software-defined" in the datacenter.
While not quite mainstream yet, WebRTC is starting to gain ground with Carriers, Enterprises and Independent Software Vendors (ISV’s) alike. WebRTC makes it easy for developers to add audio and video communications into their applications by using Web browsers as their platform. But like any market, every customer engagement has unique requirements, as well as constraints. And of course, one size does not fit all. In her session at WebRTC Summit, Dr. Natasha Tamaskar, Vice President, Head of Cloud and Mobile Strategy at GENBAND, will explore what is needed to take a real time communications ...