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Copyright © 2013 by J. Morris, T. Holzer, T. Eveleigh,S. Sarkani Permission granted to NDIA to publish and use. Toward a More Agile Systems Engineering Technical Review Process Jason R. Morris, Dr. Thomas Holzer, Dr. Timothy Eveleigh, Dr. Shahryar Sarkani George Washington University 1

1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

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Page 1: 1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

Copyright © 2013 by J. Morris, T. Holzer, T. Eveleigh,S. Sarkani

Permission granted to NDIA to publish and use.

Toward a More Agile Systems Engineering Technical Review

Process Jason R. Morris, Dr. Thomas Holzer,

Dr. Timothy Eveleigh, Dr. Shahryar Sarkani

George Washington University

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Page 2: 1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

Overview Background

Traditional and Agile approach

Case Studies

Conclusion

Copyright © 2013 by J. Morris, T. Holzer, T. Eveleigh,S. Sarkani Permission granted to NDIA to publish and use.

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Page 3: 1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

Background Use of Agile methodologies become hindered

when subject to traditional Systems Engineering Technical Review (SETR) processes

A new Agile SETR process is needed

Researching best overall approach to implementing Agile methodologies while still capturing the essentials of the SETR process.

Copyright © 2013 by J. Morris, T. Holzer, T. Eveleigh,S. Sarkani Permission granted to NDIA to publish and use.

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Page 4: 1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

Traditional Review Process

Copyright © 2013 by J. Morris, T. Holzer, T. Eveleigh,S. Sarkani Permission granted to NDIA to publish and use.

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Reference: Defense Acquisition Guide Chapter 4 Section 4.2.1

Page 5: 1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

Agile Methodology

Copyright © 2013 by J. Morris, T. Holzer, T. Eveleigh,S. Sarkani Permission granted to NDIA to publish and use.

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(customer requirements) from a prioritized list. The team commits to complete the items by the end of the Sprint. During the Sprint, the chosen items do not change. Every day the team gathers briefly to inspect its progress, and adjust the next steps needed to complete the work remaining. At the end of the Sprint, the team reviews the Sprint with stakeholders, and demonstrates what it has built. People obtain feedback that can be incorporated in the next Sprint. Scrum emphasizes working product at the end of the Sprint that is really “done”; in the case of software, this means code that is integrated, fully tested and potentially shippable. Key roles, artifacts, and events are summarized in Figure 1.

A major theme in Scrum is “inspect and adapt.” Since development inevitably involves learning, innovation, and surprises, Scrum emphasizes taking a short step of development, inspecting both the resulting product and the efficacy of current practices, and then adapting the product goals and process practices. Repeat forever.

Figure 1. Scrum

Scrum Roles

In Scrum, there are three roles: The Product Owner, The Team, and The ScrumMaster. Together these are known as The Scrum Team. The Product Owner is responsible for maximizing return on investment (ROI) by identifying product features, translating these into a prioritized list, deciding which should be at the top of the list for the next Sprint, and continually re-prioritizing and refining the list. The Product Owner has profit and loss responsibility for the product, assuming it is a commercial product. In the case of an internal application, the Product Owner is not responsible for ROI in the sense of a commercial

Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer.

Page 6: 1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

Multi-Mission Bus Demonstrator (MBD) Case Study

Commercial Satellite program under Johns Hopkins University Applied Physics Laboratory (JHU/APL)

CubeSat standards

Agile Systems Engineering

Fraction of cost of traditional process

Comparable performance

MBD sponsor did not require normal NASA processes

Copyright © 2013 by J. Morris, T. Holzer, T. Eveleigh,S. Sarkani Permission granted to NDIA to publish and use.

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Reference: Huang, P. M., Darrin, A. G., & Knuth, A. A. (2012). Agile hardware and software system engineering for innovation (pp. 1–10). Presented at the Aerospace Conference, 2012 IEEE, IEEE. doi:10.1109/AERO.2012.6187425

Page 7: 1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

MBD Agile Systems Engineering Process vs Traditional Process

Copyright © 2013 by J. Morris, T. Holzer, T. Eveleigh,S. Sarkani Permission granted to NDIA to publish and use.

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Reference: Huang, P. M., Darrin, A. G., & Knuth, A. A. (2012). Agile hardware and software system engineering for innovation (pp. 1–10). Presented at the Aerospace Conference, 2012 IEEE, IEEE. doi:10.1109/AERO.2012.6187425

Page 8: 1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

MBD Review Process Performed a single review Only Design Review (ODR)

Conducted multiple informal reviews

Schedule of 14 Months

Budget of $10 Million

Project was successful Implemented Agile methods

Created updated SETR process

Met Cost, Schedule, and Performance

Did not sacrifice Engineering Management reviews

Copyright © 2013 by J. Morris, T. Holzer, T. Eveleigh,S. Sarkani Permission granted to NDIA to publish and use.

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Reference: Huang, P. M., Darrin, A. G., & Knuth, A. A. (2012). Agile hardware and software system engineering for innovation (pp. 1–10). Presented at the Aerospace Conference, 2012 IEEE, IEEE. doi:10.1109/AERO.2012.6187425

Page 9: 1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

DOD Agile and SETR Background Projects under the United States Department of

Defense (DOD) are governed by law and policy

DODI 5000.02 governs Acquisition of Defense Systems

Each military service implements policy that requires the use of a SETR process

Implementing Agile methods becomes difficult when subject to strict processes

Some military services have implemented pilot programs to allow for Agile methods

Copyright © 2013 by J. Morris, T. Holzer, T. Eveleigh,S. Sarkani Permission granted to NDIA to publish and use.

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Page 10: 1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

DOD Case Studies Research of Agile methods with SETR processes being conducted Multiple military services are being considered with projects from each

service

Service I Project A

Large DOD Project with Budget >$140 Million

Pilot program for Agile Software Engineering

Obtained permission from leadership to deviate from normal SETR process

Service II Project B

Medium sized DOD Project with Budget of around $100 Million

Software Database system that collects health and status information on Major US Weapons Systems

Obtained permission from leadership to deviate from normal SETR process post traditional CDR

Copyright © 2013 by J. Morris, T. Holzer, T. Eveleigh,S. Sarkani Permission granted to NDIA to publish and use.

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Page 11: 1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

DOD Service I Project A Agile SETR Process

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• Release Planning Review (RPR) vice SRR and SFR • Sprint Preliminary Design Review (S)PDR vice PDR

– Performed prior to each Sprint – Limited participation to must have personnel

• Removed CDR using Daily Build/Test/Integration cycle as alternative • Release Demonstration (RD) vice TRR • Performed a typical SVR and OTRR on final release roughly every 4th

Sprint

Service I Project A Weapon System Development Life Cycle

Page 12: 1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

DOD Service II Project B Agile SETR Process

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• Sprint Audits performed every 4th Sprint – Independent Senior Engineer – Ensure review of process

• Final build used traditional SVR and TRR

Page 13: 1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

Preliminary Agile SETR Process

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• Use Release Planning Review (RPR) in place of SRR/SFR • Perform Sprint Audits (SA) for N Sprints determined at PDR • CDR not required • All other reviews are unchanged

Page 14: 1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

Tenants of the Preliminary Agile SETR Process

Define Requirements at Release Reviews

Sprint Audits align with Agile methods

CDR covered using Sprints

Test and Production reviews unchanged

Allows for multiple iterations

Copyright © 2013 by J. Morris, T. Holzer, T. Eveleigh,S. Sarkani Permission granted to NDIA to publish and use.

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Page 15: 1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

Conclusions Implementing an Agile SETR process allows for

use of Agile Methods while keeping the value of a traditional review process

Commercial and Government projects can benefit from a new Agile SETR process

Leaders can leverage research to implement an Agile SETR process within their organization

Copyright © 2013 by J. Morris, T. Holzer, T. Eveleigh,S. Sarkani Permission granted to NDIA to publish and use.

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Page 16: 1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

Future Work Measure, evaluate and document process improvements

Continue collection of Case Studies

Perform detailed interviews to capture tenants

Good changes to the SETR process

Bad changes to the SETR process

Finalize Agile SETR process for Leadership implementation

Copyright © 2013 by J. Morris, T. Holzer, T. Eveleigh,S. Sarkani Permission granted to NDIA to publish and use.

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Page 17: 1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

References Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum

primer.

Defense Acquisition Guide Chapter 4 Section 4.2.1

DODI 5000.02, AT&L, U. (2008). INSTRUCTION, 1–80.

Huang, P. M., Darrin, A. G., & Knuth, A. A. (2012). Agile hardware and software system engineering for innovation (pp. 1–10). Presented at the Aerospace Conference, 2012 IEEE, IEEE. doi:10.1109/AERO.2012.6187425

Copyright © 2013 by J. Morris, T. Holzer, T. Eveleigh,S. Sarkani Permission granted to NDIA to publish and use.

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Page 18: 1 Toward a More Agile Systems Engineering Technical Review ... · Agile Methodology Reference: Deemer, P., Benefield, G., Larman, C., & Vodde, B. (2010). The scrum primer. Copyright

Contact Information Jason Morris

George Washington University Doctoral student

Email: [email protected]

Copyright © 2013 by J. Morris, T. Holzer, T. Eveleigh,S. Sarkani Permission granted to NDIA to publish and use.

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