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Using Agile in a Waterfall Organization Dan Clemence, Chief Revenue Agent Rhode Island Division of Taxation
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Agenda
Overview of the project What is Agile – Refresher What is Waterfall – Refresher Adapted Approach Approach to Change Success Factors Summary and Q&A
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Project Overview
COTS Implementation 50+ taxes, 100+ forms over 3.5 years Conversion from variety of sources
– Access Databases – Excel Spreadsheets – Mainframe
Imaging and Data Capture Data Warehouse Integration Online Tax Services Portal
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Agile Misconceptions
Speed over accuracy No planning is required Documentation is bad No project management is necessary Does not work for fixed deadline projects
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What is Agile?
We are uncovering better ways of developing software by doing it and helping others do it. 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
That is, while there is value in the items on
the right, we value the items on the left more.
Source: http://www.agilemanifesto.org/
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Pros and Cons of Agile
Pros – Flexible design model – Simultaneous feedback loop – Increased interaction/communication
Cons – Plans are present, but less concrete than waterfall – Feedback loop requires more user collaboration – Misunderstood
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What is Waterfall?
A sequential design process whereby each step flows downward
(such as in a waterfall)
through a series of phases beginning
with requirements through to deployment and maintenance.
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Pros and Cons of Waterfall
Pros – Clear plan/clear vision – Timetables/budgets more accurate – Understood by most
Cons – Rigid and inflexible – Feedback and testing are deferred to later
in the project cycle – Increased number of change orders
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Our Adapted Approach
Iterations – Configuration/unit testing/demonstration – Feedback loop
Early system interaction – Immediate hands on experience with new system – Shorter time to learn new system
Early Incorporation of users – Subject matter experts interact with system to confirm
configuration Side-by-side system testing
– Due to early feedback loop, system testing can occur alongside development team
– User Acceptance test becomes more of a confirmation
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Approach to Change
Teaming – Core subject matter expert team has authority and autonomy – Dedicated subject matter experts provided needed collaboration
with development team for iterative confirmation
Naysayers – With early interaction with the system, naysayers could see things
work in advance of what may have been thought with waterfall
Change – Feedback loop provided means to see change happen quickly and
effectively – Feedback loop provided agency means to adapt and adopt
change earlier
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Success Factors
Senior management agreement to methodology
High levels of communication between the team and the agency
Choose knowledgeable members to be on the team
High availability High level of collaboration with
development & configuration team
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