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Whose view is it anyway?
 Addressing Multiple Stakeholder Concerns




          Feroz Sheikh, Nagaraju Pappu
•   High Performance, Transaction Systems

    •   If you have throughput needs of millions of
        transactions per hour, we are the people to talk to :)

•   Content Management, Semantic Computing &
    Cultural Informatics

    •   agropedia.net 

    •   EduNxt a large scale virtual learning environment
        which won Golden Peacock Award for best
        innovation.

•   Platform Oriented Architectures, SaaS and Cloud
    Computing Solutions
                                                                 2
An Analogy




It takes a lot more to produce the winner than the driver (end user) or the Car (software system)
        alone. There are many stakeholders and they all have to do their job efficiently.           3
People behind the success




                   People who           People who         People who
 People who
                     Run the            Manage the          Build the
Use the System
                    Business              System             System

Usability        Configurability       Fault Tolerance   Modifiability
Performance      Feature Scalability   Manageability     Extensibility
Reliability                            Deployability     Testability
                                       Security                          4
What are the system features?
End User Features                        Behind the Scenes Features




                                                     These behind the scenes
                                                     features for other
                                                     stakeholders is what
                                                     enables systems to scale
Runs 1800 MySQL       Does 10 Bn txns per            without escalating
Servers with 3 DBAs   quarter with a total           operational costs

                      engineering staff of 200                                  5
Architecture Concerns & Agility

  “Abilities” are         Concern of
Quality Attributes       Architecture




    +                     Converting Architecture
                                 Concerns
                             into User Stories
                                                    Building Highly
                                                    Scalable, Large
                                                    Systems




 Agile Discipline    Realizing User Stories

                                                                      6
Challenges and takeouts
    People Who Use       People Who Run               People Who               People Who Build
      the System           the Business             Manage the System             the System

Usability               Configurability             Fault Tolerance           Modifiability
    Performance                                   Manageability            Extensibility
                            Feature Scalability
Reliability                                                                      Testability
                                            Security         Deployability


          Challenges                                              Takeouts
• These concerns are vague                   • Converting their concerns into stories
• Difficult to test and prove                • Converting other stakeholders into
                                                  active users
• Get neglected in prioritization
•    Left to the developers’ skill and       • Individual story boards for all the 4
                                                  buckets of stakeholders
     Guesswork
                                             • Concerns are addressed consciously
                                                                                                  7
Case Study - Banking App
• Client - India’s largest non-banking finance company,
  focusing on Gold Loans

• Context - Building a centralized core banking system to
  manage their network of 10000+ branches all over India

• Business Scenario
  • End customers pledge their gold in return for cash loans
  • Payback the loan over time and take back the gold
  • Loan offered is against the market value of gold items
  • Company offers various loan schemes to attract customers
                                                               8
What are the concerns?
                                           How easily can we
                                            add new Loan
Will the new CBS
                                              schemes?
help increase our
  bottom line?
                       Performance?        What would it take
                     Response time < 2     to manage CBS in
                      sec for new loan    remote data center?
    Privacy?

                       Throughput?         How easily can we
                    Busy branches - 100   adapt to fluctuating
                       requests/sec          Gold Rates?
                                                                9
Categorizing the concerns
  Type 1 - Constraints on the system
        Verifiable and Measurable

                Performance?
              Response time < 2
               sec for new loan        The techniques, design
                                       patterns etc needed to
                                       deal with these concerns
                                       is well understood

                Throughput?
             Busy branches - 100
                requests/sec
                                                                  10
Categorizing the concerns

Will the new CBS    Type 2 - Effect of the system on
help increase our
  bottom line?      the organization, environment
                    & society
                                 It is very difficult to
                                 measure the impact of the
    Privacy?                     system on the organization
                                 and environment. Hence this
                                 category of concerns is not
                                 something we will talk about.



                                                                 11
Categorizing the concerns
                                         How easily can we
                                          add new Loan
Type 3 - Productivity of the                schemes?
stakeholders

Relate to quality attributes
                                         What would it take
                                         to manage CBS in
Such as Manageability, Extensibility,
                                        remote data center?
Modifiability, Testability, Usability

 This is what this presentation
 is about - Addressing
                                         How easily can we
 productivity related concerns          adapt to fluctuating
 of stakeholders                           Gold Rates?
                                                              12
Challenge is...
• Such productivity concerns are ambiguous
• It means different things to different
  stakeholders

• Difficult to find a start and end
• Difficult to measure and quantify
• Difficult to test

                                             13
Lets take an example
              How easily can we
              adapt to fluctuating
                   gold rates        What are the
                                     functions you
                                          do?
            Manage the Gold Rate
             for all branches by
            studying the market
                                     How frequently
                                      do you do it?
Market     Every few days, and it
                                                      Product
Analyst    takes a lot of effort to
                                                      Owner
          manually do it for 10000
                  branches
                                                                14
Lets re-look at the conversation

• Organizational Work
  Market analyst has to
  setup the Gold Rate for
  the branches

• Productivity Concern
  Managing it for 10000
  branches needs a lot of
  time/resources

• Optimize Effort
                                      15
The STORY goes on...
                                         Manageability => Tools
                                         Usability => Bulk UI

                                     How can CBS
                                      help you?

             If CBS can automatically
            aggregate Gold Rate from
                third-party sources...

Market
                                                          Product
Analyst   If CBS can provide Bulk Gold
                                                          Owner
             Rate management it will
              save me a lot of effort
                                                                    16
The STORY goes on...
          How easily can we                      Manageability => Tools
          adapt to fluctuating
                                                 Usability => Bulk UI
               gold rates


                                                          By Using quality
                                                          attributes as a guide, the
                                                          ambiguous concern is
                                                          converted to concrete stories




Market     As a market analyst I need Gold
                                              As a market analyst I need Gold
            Rate Groups to manage it in
Analyst                                        Rate Aggregation from third-
           bulk, it will save me X hours of
                                                     party sources ...
                   effort every week


                                                                                          17
Sample Stories
Actor            Feature                                   Value

Central Office   A screen to send notices and              Saves time and effort in sending
Manager          announcements to nearby branches          out the notices by fax


                 Support for running dummy                 Verify that branch setup is
Branch Manager   transactions which leave no trace on      correct before going live. Saves
                 actual data                               errors & downtime post go-live

                 Need a screen to manage branch
IT/System                                                  Saves manual effort every time
                 partitions and allocating a branch to a
Support Staff                                              a new branch is created
                 partition                                           Notice how a stakeholder is
                                                                     converted into an active
                 Need statistics on partition usage and
IT/System                                                            “User” of the system
                                                           Saves effort in gathering this
                 alert when a partition is reaching its
Support Staff                                              data, reduces branch downtime
                 limits                                              They now have a screen/
                                                                     functionality dedicated to
                 Need a way to simulate operations         Reduces time in function testing
                                                                    do their manual
Testers
                 happening from different branches         for every release
                                                                                                   18
Identifying Features...
       Some examples of generic features related to quality attributes...

Quality Attribute     General Productivity Concern         General Features

Configurability        Requires contacting others
                                                           Config as first-class app screens
(End users, product   Requires unfamiliar tools
                                                           Hot reload of the config
owners)               Requires system downtime

                      Requires development effort          Use pluggable design patterns
Modifiability
                      Requires a lot of time to make the   Automatic code generation
(Product sponsors)
                      change and test                      Ways to simulate, export/import

                      Requires training                    Provide bulk screens
Usability
                      Mundane/repetitive tasks             Context sensitive help
(End users)
                      Requires effort to do something      Guided navigation (e.g. wizards)
                      Takes too long to deploy             Auto-update features
Deployability
                      Chances of making mistake in         Installation wizards
(Operational Users)
                      deployment & effort to correct it    Data backup and restore
                                                                                              19
Identifying Features...
Quality Attribute   General Productivity Concern       General Features


                    Requires contacting others
Manageability                                          Built in measurements in code
                    Requires effort to collate data
(Support staff,                                        Dashboards and reporting
                    Requires continuous
CTO/CIO)                                               Push notifications (e.g. alerts)
                    monitoring


                                                       Logging and built-in diagnostics
Maintainability     Requires effort to localize bugs
                                                       Simulation tools to replicate bugs
(Developers,        Difficult to simulate and test
                                                       Release automation tools (auto-
Testers)            Requires effort to push a bug-fix
                                                       update)

                                                       Automation of test scenarios
Testability         Requires effort to simulate
                                                       Simulation tools (e.g. bulk data load)
(Testers, Dev       Requires effort to re-run tests
                                                       Mock components (e.g. payment
team)               Difficult to isolate components
                                                       gateways)

                                                                                                20
The Method of Supportability
1. Identify the stakeholders (across the 3 buckets)

2. Identify stakeholders’ functions that are impacted by the
   addition of the new system

3. Describe the productivity scenario as a statement of
   time, resources or money to be optimized

4. Analyze the scenario using quality attributes to identify
   features required to realize the desired optimization

5. Add the features to the stakeholder’s storyboard


                                                               21
The Essence of Supportability




    How well does the         By building Features
 SYSTEM support ALL its     specifically for them and
 stakeholders to do their     converting them into
function more efficiently          “Active Users”
                                                       22
Multiple Story Boards - Views
                                              A single story board can
                                              loose context, especially in
                                              large projects. So we create
                                              multiple buckets - one for
                                              each category of stakeholders.




  End User       Business      Operational               Development
Functionality   Stakeholders   Stakeholders              Stakeholders




                                                                               20
                                                                               23
A look at the view
• A view is basically a story map
• 2 dimensional layout of the stories against release timeline
• Stories are laid out against the Epics/Concerns swim-lanes
• Divided into releases - giving us the big picture




                                                                 24
Drawing the views
• Define the releases
• Define release goals & strategy - highest level stakeholder expectations
• If it is continuous rollout, plan the strategy over time (e.g. quarterly)




                                                                              25
Bring in the stories...



                  Examples shown here are made
                  using a tool called Trello. We
                  use the Trello board as a view,
                  and Lists as releases. Color
                  coded labels are used to identify
                  quality attributes.

                  In the past, we used tools such as
                  Visio or Vue to draw the views.



                                                       26
Bring in the stories...




                          27
Prioritize
•   Build systems that are sound on                        Common      Desirable
    ALL “abilities” - not just
    functionality

•   Addressing these concerns later




                                         Other Qualities
    usually requires additional effort
    - new development, design
    refactoring, regression testing

•   If we postpone it, we are                                                Debugging

    running with a liability

•   This is like getting into a debt -
                                                             Functionality
    “Technical Debt”
                                                                                     28
Prioritize
• Negotiation guided by
  the total effort required
  to build the story

• Keep the technical debt
  in mind while
  prioritizing

• Against the business
  value (time, resource,
  cost optimized)
                              29
Balance the views
• Rearrange the stories based on goals and priorities
• Validate the story map with respective stakeholders




                                                        30
Watch out for the ripple effects
                  Gold Rate Feed from            Manageability
                 third-party sources like
                  Kitco, MoneyControl
                                             Alerts when a
                                             daily feed fails

                         Screen and tools to
Market Analyst
                       configure and test the
                        third-party interface                      IT/System
                                                                 Administrator


Integrability
                   Integration Kit for web
                     services, RSS feeds                         Developer


                                                                                 31
Large Integration Projects
• Large integration
  projects involving
  third-parties may
  need additional
  views

• e.g. Interface
  contracts and
  integration
  milestones
                               32
The Big Picture - An Example




                               33
Basic Principles
Do’s

       • Define the strategic goals and objectives of each release
       • Identify & articulate the scale of the system
       • Give adequate attention to all qualities in each release
       • Discuss with stakeholders and agree to the strategy
Don’ts
       •   Don’t worry about accuracy - none of us are Oracles

           •   We can always change it later or adapt to the environment

       •   Don’t worry about the granularity up-front, we can refine it later

       •   Don’t try to get all of it up-front, you can’t
                                                                               34
Benefits
• Stakeholders are identified and converted into “Users”
• Concerns are converted to INVEST’able stories
• Their business value can be articulated and triaged
  • Justify the cost of building a feature to address a
    concern

  • Compare and prioritize with other stories
• Visually see the evolution of the system
• System evolves balanced in all its qualities
                                                          35
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               www.canopusconsulting.com

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Whose View is it Anyway: Addressing Multiple Stakeholder Concerns

  • 1. Whose view is it anyway? Addressing Multiple Stakeholder Concerns Feroz Sheikh, Nagaraju Pappu
  • 2. High Performance, Transaction Systems • If you have throughput needs of millions of transactions per hour, we are the people to talk to :) • Content Management, Semantic Computing & Cultural Informatics • agropedia.net  • EduNxt a large scale virtual learning environment which won Golden Peacock Award for best innovation. • Platform Oriented Architectures, SaaS and Cloud Computing Solutions 2
  • 3. An Analogy It takes a lot more to produce the winner than the driver (end user) or the Car (software system) alone. There are many stakeholders and they all have to do their job efficiently. 3
  • 4. People behind the success People who People who People who People who Run the Manage the Build the Use the System Business System System Usability Configurability Fault Tolerance Modifiability Performance Feature Scalability Manageability Extensibility Reliability Deployability Testability Security 4
  • 5. What are the system features? End User Features Behind the Scenes Features These behind the scenes features for other stakeholders is what enables systems to scale Runs 1800 MySQL Does 10 Bn txns per without escalating Servers with 3 DBAs quarter with a total operational costs engineering staff of 200 5
  • 6. Architecture Concerns & Agility “Abilities” are Concern of Quality Attributes Architecture + Converting Architecture Concerns into User Stories Building Highly Scalable, Large Systems Agile Discipline Realizing User Stories 6
  • 7. Challenges and takeouts People Who Use People Who Run People Who People Who Build the System the Business Manage the System the System Usability Configurability Fault Tolerance Modifiability Performance Manageability Extensibility Feature Scalability Reliability Testability Security Deployability Challenges Takeouts • These concerns are vague • Converting their concerns into stories • Difficult to test and prove • Converting other stakeholders into active users • Get neglected in prioritization • Left to the developers’ skill and • Individual story boards for all the 4 buckets of stakeholders Guesswork • Concerns are addressed consciously 7
  • 8. Case Study - Banking App • Client - India’s largest non-banking finance company, focusing on Gold Loans • Context - Building a centralized core banking system to manage their network of 10000+ branches all over India • Business Scenario • End customers pledge their gold in return for cash loans • Payback the loan over time and take back the gold • Loan offered is against the market value of gold items • Company offers various loan schemes to attract customers 8
  • 9. What are the concerns? How easily can we add new Loan Will the new CBS schemes? help increase our bottom line? Performance? What would it take Response time < 2 to manage CBS in sec for new loan remote data center? Privacy? Throughput? How easily can we Busy branches - 100 adapt to fluctuating requests/sec Gold Rates? 9
  • 10. Categorizing the concerns Type 1 - Constraints on the system Verifiable and Measurable Performance? Response time < 2 sec for new loan The techniques, design patterns etc needed to deal with these concerns is well understood Throughput? Busy branches - 100 requests/sec 10
  • 11. Categorizing the concerns Will the new CBS Type 2 - Effect of the system on help increase our bottom line? the organization, environment & society It is very difficult to measure the impact of the Privacy? system on the organization and environment. Hence this category of concerns is not something we will talk about. 11
  • 12. Categorizing the concerns How easily can we add new Loan Type 3 - Productivity of the schemes? stakeholders Relate to quality attributes What would it take to manage CBS in Such as Manageability, Extensibility, remote data center? Modifiability, Testability, Usability This is what this presentation is about - Addressing How easily can we productivity related concerns adapt to fluctuating of stakeholders Gold Rates? 12
  • 13. Challenge is... • Such productivity concerns are ambiguous • It means different things to different stakeholders • Difficult to find a start and end • Difficult to measure and quantify • Difficult to test 13
  • 14. Lets take an example How easily can we adapt to fluctuating gold rates What are the functions you do? Manage the Gold Rate for all branches by studying the market How frequently do you do it? Market Every few days, and it Product Analyst takes a lot of effort to Owner manually do it for 10000 branches 14
  • 15. Lets re-look at the conversation • Organizational Work Market analyst has to setup the Gold Rate for the branches • Productivity Concern Managing it for 10000 branches needs a lot of time/resources • Optimize Effort 15
  • 16. The STORY goes on... Manageability => Tools Usability => Bulk UI How can CBS help you? If CBS can automatically aggregate Gold Rate from third-party sources... Market Product Analyst If CBS can provide Bulk Gold Owner Rate management it will save me a lot of effort 16
  • 17. The STORY goes on... How easily can we Manageability => Tools adapt to fluctuating Usability => Bulk UI gold rates By Using quality attributes as a guide, the ambiguous concern is converted to concrete stories Market As a market analyst I need Gold As a market analyst I need Gold Rate Groups to manage it in Analyst Rate Aggregation from third- bulk, it will save me X hours of party sources ... effort every week 17
  • 18. Sample Stories Actor Feature Value Central Office A screen to send notices and Saves time and effort in sending Manager announcements to nearby branches out the notices by fax Support for running dummy Verify that branch setup is Branch Manager transactions which leave no trace on correct before going live. Saves actual data errors & downtime post go-live Need a screen to manage branch IT/System Saves manual effort every time partitions and allocating a branch to a Support Staff a new branch is created partition Notice how a stakeholder is converted into an active Need statistics on partition usage and IT/System “User” of the system Saves effort in gathering this alert when a partition is reaching its Support Staff data, reduces branch downtime limits They now have a screen/ functionality dedicated to Need a way to simulate operations Reduces time in function testing do their manual Testers happening from different branches for every release 18
  • 19. Identifying Features... Some examples of generic features related to quality attributes... Quality Attribute General Productivity Concern General Features Configurability Requires contacting others Config as first-class app screens (End users, product Requires unfamiliar tools Hot reload of the config owners) Requires system downtime Requires development effort Use pluggable design patterns Modifiability Requires a lot of time to make the Automatic code generation (Product sponsors) change and test Ways to simulate, export/import Requires training Provide bulk screens Usability Mundane/repetitive tasks Context sensitive help (End users) Requires effort to do something Guided navigation (e.g. wizards) Takes too long to deploy Auto-update features Deployability Chances of making mistake in Installation wizards (Operational Users) deployment & effort to correct it Data backup and restore 19
  • 20. Identifying Features... Quality Attribute General Productivity Concern General Features Requires contacting others Manageability Built in measurements in code Requires effort to collate data (Support staff, Dashboards and reporting Requires continuous CTO/CIO) Push notifications (e.g. alerts) monitoring Logging and built-in diagnostics Maintainability Requires effort to localize bugs Simulation tools to replicate bugs (Developers, Difficult to simulate and test Release automation tools (auto- Testers) Requires effort to push a bug-fix update) Automation of test scenarios Testability Requires effort to simulate Simulation tools (e.g. bulk data load) (Testers, Dev Requires effort to re-run tests Mock components (e.g. payment team) Difficult to isolate components gateways) 20
  • 21. The Method of Supportability 1. Identify the stakeholders (across the 3 buckets) 2. Identify stakeholders’ functions that are impacted by the addition of the new system 3. Describe the productivity scenario as a statement of time, resources or money to be optimized 4. Analyze the scenario using quality attributes to identify features required to realize the desired optimization 5. Add the features to the stakeholder’s storyboard 21
  • 22. The Essence of Supportability How well does the By building Features SYSTEM support ALL its specifically for them and stakeholders to do their converting them into function more efficiently “Active Users” 22
  • 23. Multiple Story Boards - Views A single story board can loose context, especially in large projects. So we create multiple buckets - one for each category of stakeholders. End User Business Operational Development Functionality Stakeholders Stakeholders Stakeholders 20 23
  • 24. A look at the view • A view is basically a story map • 2 dimensional layout of the stories against release timeline • Stories are laid out against the Epics/Concerns swim-lanes • Divided into releases - giving us the big picture 24
  • 25. Drawing the views • Define the releases • Define release goals & strategy - highest level stakeholder expectations • If it is continuous rollout, plan the strategy over time (e.g. quarterly) 25
  • 26. Bring in the stories... Examples shown here are made using a tool called Trello. We use the Trello board as a view, and Lists as releases. Color coded labels are used to identify quality attributes. In the past, we used tools such as Visio or Vue to draw the views. 26
  • 27. Bring in the stories... 27
  • 28. Prioritize • Build systems that are sound on Common Desirable ALL “abilities” - not just functionality • Addressing these concerns later Other Qualities usually requires additional effort - new development, design refactoring, regression testing • If we postpone it, we are Debugging running with a liability • This is like getting into a debt - Functionality “Technical Debt” 28
  • 29. Prioritize • Negotiation guided by the total effort required to build the story • Keep the technical debt in mind while prioritizing • Against the business value (time, resource, cost optimized) 29
  • 30. Balance the views • Rearrange the stories based on goals and priorities • Validate the story map with respective stakeholders 30
  • 31. Watch out for the ripple effects Gold Rate Feed from Manageability third-party sources like Kitco, MoneyControl Alerts when a daily feed fails Screen and tools to Market Analyst configure and test the third-party interface IT/System Administrator Integrability Integration Kit for web services, RSS feeds Developer 31
  • 32. Large Integration Projects • Large integration projects involving third-parties may need additional views • e.g. Interface contracts and integration milestones 32
  • 33. The Big Picture - An Example 33
  • 34. Basic Principles Do’s • Define the strategic goals and objectives of each release • Identify & articulate the scale of the system • Give adequate attention to all qualities in each release • Discuss with stakeholders and agree to the strategy Don’ts • Don’t worry about accuracy - none of us are Oracles • We can always change it later or adapt to the environment • Don’t worry about the granularity up-front, we can refine it later • Don’t try to get all of it up-front, you can’t 34
  • 35. Benefits • Stakeholders are identified and converted into “Users” • Concerns are converted to INVEST’able stories • Their business value can be articulated and triaged • Justify the cost of building a feature to address a concern • Compare and prioritize with other stories • Visually see the evolution of the system • System evolves balanced in all its qualities 35
  • 36. appcomu aju Plting. agarconsu N us canop h .cnr@ gp om Sheiksconsultin Feroz canopu @ feroz ption not an o ce * rman perfo www.canopusconsulting.com

Editor's Notes