How do you manage non-user facing work in a strict scrum shop? [closed] - language-agnostic

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We're a medium sized engineering shop (10-20). We are great at prioritizing and structuring work on our user facing stories and making customers happy. But the cobbler's children have no shoes. If it isn't about customers, we have 0 process.
I'm looking for systems to ensure we correctly prioritize and accomplish the non user facing work to keep a dev shop running: QA environments (pretty heavy, in our case), continuous integration systems, the packaging, and so forth.
Now, resources are always limited. We don't want to give the cobblers children 10 pair of the fanciest shoes, and specialized bike shoes to boot. We want to do the right, necessary work, with the same scrummy discipline that is applied to the rest of our development.
Tell me what system works for you: how to you prioritize and organize non-user facing work ? I want systems that are simple and integrate smoothly with scrum.
(I'm aware of a red box at the top of this text, indicating that Stack Overflow's automated question parser thinks this is a subjective question that can't be answered - I think there are likely 2 or 3 excellent answers that can be or have been proven viable - and process is integral to programming. So here is some psuedocode representing our process. Fix this algorithym).
IBacklog GetBacklogForWork(IWork requestedWork)
{
if(requestedWork.IsUserFacing) return new PrioritizedBacklogRepository();
// Everything else. Priority largely based on spare time and who thinks its a neat idea
return new RandomizedPriorityRepository();
}
void HandleIncomingSuggestionsForWork(IEnumerable(IWork) ideas)
{
foreach(work in ideas) GetBacklogForWork(work).Insert(work);
}

Someone involved is using and depending on the results of the project. This is necessarily true; if it weren't true, why would you be doing it?
When you identify the person who most depends upon, or cares most about, the results of the project, you have the "user" that your project is facing. Make that person the customer.

IMO something like "QA environments" is, in a sense, user-facing work.
Quality is admittedly a "non-functional" requirement (so there isn't necessarily an associated "story"). But, you may have a non-functional requirement like "the software must be tested before it's shipped". You can assign a relative priority to such a requirement ("how important is it that software be tested?"), and then execute as usual (decide how to implement that requirement, estimate how long it will take to implement, schedule the implementation, assign the implementation, etc.).

What we do where I work is to have a percentage, right now around 15% give or take a few percent, that is spent on internal tasks that are non-user facing work. This way the technical debt is handled and if the task backlog becomes rather large then a sprint may be spent on it instead of new functionality. The way that last one would get pitched to the user or customer is that there will be a time where just maintenance and preventive work is done so there aren't any new functions coming after the next sprint.
That's one idea that can be tweaked a bit though it isn't necessarily fully flushed out yet.

The way I've seen it work more or less ok is to try to do as much as possible of the non-functional/non-user-facing as PART of a related user-facing activity, or the first user-facing activity that requires it.
This is the easiest to cope with, as it just reflects the needs of the development organization in order to maintain sustainable velocity moving forward.
Additional work which cannot be related will be done using a percentage as described by JB King.
The alternative of pitching it as an investment with such and such ROI to the PO is a theoretically sexy concept, but with real life POs I've seen it rarely works.
Its very hard to get POs to understand the investment, not to mention actually being strong enough to delay functionality for it.
Its sometimes the difficult role of the development teams to be the guys that "slow things down" in order to keep a sustainable situation.
Dev managers sometimes feel really bad about this whole sitation, regardless of the chosen approach. My recommendation both as someone who's been in that spot, as well as an Agile coach, is that as long as you feel you are doing the right thing for the business, focusing on non-functional work that is required NOW and has a relatively quick ROI, you should feel ok about this.
Cautionary note: This is an area where self-organization is really put to the challenge. Organization needs to trust the team to do the right thing, and the team needs to earn and not abuse that trust. Its a sign of maturity for an individual or a team to know the right balance.

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How do one start a successful open source project? [closed]

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Some time ago I observed a few people trying to start an open source project. About a week after the project started it more or less completely dissolved, partly due to issues with how the project itself was managed.
The ideas behind the project were however very well thought and a lot of people are still interested in seeing it realized. So far no one have made any serious attempt to recreate it but a few of us are thinking about doing so. Of course we don't want the project to end the same way it did last time.
Now to my question. How should one start a successful open source project, where successful is defined as "the project does not die unless no one is no longer interested in the software itself anymore?"
Nice question, though it's more worthy of a book than a simple article, IMHO. And I hope it comes as no surprise that most of the best advice is social, not technical.
Here are some observations in no particular order:
Don't make a big infrastructure investment up front Unless you're already an Apache committer (or somesuch), don't shop around for a sponsoring organization or host your own servers, etc. Get up on GitHub in 5 minutes and don't look back. Put your energy in features.
Lower the barrier for entry Don't make potential contributors jump through hoops or undergo a background check before you'll listen to their ideas. Open source projects are networked economies... you need the energy of others. Even misguided activity is better than no activity on your project. You can always steer the codebase in a better direction later.
Minimize custom code Don't write a custom logging tool or XML parsing API... there are open source implementations that are (1) good enough, (2) better maintained, and (3) better than yours will become anyway. The more energy you can focus on your core problem, the better.
Live on the edge People and organizations will only invest in improving your project if they will directly benefit. Eat your own dogfood. Create dependencies in your other projects (like with your employer) on your open source project, even if it isn't "perfect" yet. (Hint: software projects are never perfect, they're either works-in-progress or dead.)
GitHub is a good place because it makes it easy for someone with even just a little bit of interest to fork your project and apply his/her patches to share with others.
But it's really about the attitudes around your project more than where you host it or other simple considerations like that. Be benevolent, serious, and judicious, keep a community going even though it will be pretty small for a while, and so on. Accept patches that should be accepted, reject patches that should be rejected. Just be a good person, developer, and manager, and apply those skills to your project, and it should be fine.
You are saying it yourself. The most important thing is that it should have people who care enough about it to deal with the problems instead of abandoning.
If no one cares enough, it will die again. Try a different project where you do care enough.
"A lot of people interested in seeing it realized" means nothing if nobody will actually do the work, fight the fights and stay put.
I don't think it's set in stone, but for me the biggest point is that your project should fill a gap in the existing ecosystem. In other words, there has to a space for your project to live.
Other than that, I can say that the best way to stay motivated is to work together with people. You say that there are still a lot of people interesting in seeing it realized. So, why don't those people do something about it? Surely they can do something. I think a common misconception is that contributing to an open-source project means you have to be able to write code.
There's more to it:
Write documentation
Create graphical elements
Discuss features and roadmaps
promote the project
etc. etc.
Sure, not all of these points are applicable to every project, but trying to get people to commit to a project will eventually help you and/or your projectmembers to stay commited as well. You don't want to let down all the other folks on the project, do you? ;-)
This is kind of off-topic on SO, but I'll bite anyway.
Most FOSS projects are started by a SINGLE person. Other people come on board after this person has produced some code that does something vaguely useful. So if you want to start a project, do it yourself, set up a site on something like Google Code, and write some code. The last is the most important.

How are open source projects managed [closed]

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I am working in a small team on some projects in my spare time. We are having the problem that we seem to go in circles and are not able to get our products developed - however this is not a problem during my day job. The lack of face-to-face communication seems to have a real impact on productivity.
Any examples of software or methodologies in use by the open source development community would be appreciated.
If you read the history of most open source projects, they start with one person doing a lot of the initial work. If there's a team, it's small, and one person actually leads the team.
To pick one example. In the Python community, they refer to Guido van Rossum as the Benevolent Dictator for Life (BDFL). His word is (more-or-less) final. In many cases there are folks don't agree with him -- but for the sake of the Python community -- they seem to acquiesce to his judgment.
I think every open source project has a (singular) lead programmer who assures that decisions get made, and made in a consistent way.
Back in the olden days, Fred Brooks (The Mythical Man Month) described "chief programmer teams". Same concept. Someone is in charge of the technical content. Emphasis on the one. Nowadays we call the the "architect" or some such term.
No real methodology here, but I think 2 things are important:
Have well defined goals and
responsibilities.
Let each developer
have the last say in how their
allocated part should be done.
In open source projects the only real and strongest motivation is the fun to be had coding the product. Relating to #2 above, if people are told what to do, and they don't agree with it, the motivation starts lacking. Of course there will always be a bit of give-and-take like in any other type of relationship.
Also about the face time, Skype is great for having face to face meetings, which I recommend at least once a week or month (depending on the size and momentum of the project)
This is a difficult question to answer because "open source projects" is a very broad selection of projects. I think the defining characteristic is the project has a single unifying goal (perhaps, a set of related goals).
Are you on any open source mailing lists? I am subscribed to my favorite distro's mailing list and the developers e-mail each other many times a day. Also, there are other avenues of communication such as IRC / Instant Messenger.
I am not a RoR developer, but I would suggest skimming through Getting Real for some inspiration.
My guess is that your private projects are all run and coded by developers. Developers are known to... keep on developing. The big difference, in my experience is that a company has experienced managers that can define when things are DONE. I'd recommend putting someone on the task of defining goals and decide when things are done.
I've been on some projects where we had a lot more talkers than developers. My inclination is to ignore the talkers and listen to the coders. Even then there's usually one person who is in charge of accepting patches. There may be political issues they have to tread lightly around, but for all intents and purposes they have final say.
Linus has had some fairly famous issues with the same problem. Take note of this thread from 2006: Talk is cheap. Show me the code.
One more thing. Since you say in the comments that you do have code, just a lot of rewrites, I'd highly suggest you read Eric Raymond's The Cathedral and the Bazzaar. Eric's a bit of a nutter actually, but the essay is priceless for anyone wanting to run a Free Software project.
I'd have a think about your and your team mate's motivation and goals in this project. Are they to:
a) Create an awesome product
or
b) play around with software, and learn some new things
Both answers are equally valid, and i'm guessing it'd be a mix with a leaning towards one or the other.
If it's more of (a) then look at suggestions on methodology etc. Maybe even consider forming a company around your awesome idea. Because making such a thing takes work.. and well you probably get enough of that at work.
If it's mostly (b) then you're going to have a harder time making an awesome product, but an easier time in that you can forgive yourself for not getting there right away and suffering multiple re-writes. And you will all be learning new skills each time you look at it and work together which are very applicable to your long term careers.
Firstly i suggest you all be clear with each other on why you are there. Then look at paring back on what you are planning on doing, and release early and release often. If your project is made up of three components and one is complete, then release that as a separate component and start building a community of users. This will pay off as these users will possibly help you with your code, plus form a solid core of users for the full product and let you assess how you are going early rather than later.
Good luck.

How much would you pay to not have to deal with a client? [closed]

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A friend of mine came to me with a proposal where I pretty much do all the work (design/programming) and he deals with the client. Hes asking for 50% of the contract for the referral and to not have to deal with the client.
Seems like a lot but at the same time I would get nothing if he didn't bring me the client.
I'm wondering what others would do or have done in similar situations.
thanks
Just remember that you are still dealing with a client - your friend. When he gets squeezed by the client, he'll presumably be on your case. And, given you have a prior relationship, this could get quite uncomfortable.
Having someone to deal with the business issues related to contract programming might be a good idea if you feel that this is something you don't do well or don't want to do. Paying 50% of the contract for it seems unreasonable, unless it's actually a partnership. If you're thinking of a partnership that would require a lot more thinking about how well you would work together and some reasonable estimate of how much work you would each actually do.
Personally I wouldn't want to put someone between the client and myself with regard to the requirements and priorities. I think that's just a recipe for building the wrong application. I'd advocate for a closer relationship with the client rather than isolating yourself.
If your friend is willing to go out and find business and needs you to actually get the job done, I'd suggest that you might want to contract with him at the rate that makes sense for you do to the work. That is, your contract ought to be with him. He can add whatever premium seems reasonable and the actual client will accept. Personally, I'd insist, though, on being able to deal directly with the client on the technical details.
I personally thinks that you should go with the deal and experience yourself with equal partnership.
In future, you can get your own project, based on your current partnership.
Then you can earn 100 % without your friend.
Speaking personally, it would depend a lot on how much handholding the client needs, how much I think my partner would deflect that, and how thin the margins are.
I ran a small freelance consulting business for a few years (put myself through college with it), and had situations where I was the sole interface with the client, and other situations where someone else dealt solely with the client. It depended a lot on the situation, but there were definitely situations where earned significantly more per hour worked by not having to deal with the client, even though someone else was taking a significant cut, simply because I spent more time writing code, and less time figuring out what the heck they wanted.
The best situation I had by far was working with a design house who contracted me to do the backend programming for some movie promotion websites. They handled all interactions with the client, and gave me very clearcut definitions of what they needed me to do, and were able to answer all of my technical questions clearly and immediately.
If your friend can offer you a situation like this, you're likely to come out ahead. However, I suspect that given that you're doing design work as well as programming, you're still going to have to do a lot of interfacing with the client, as you iterate on the design. My suspicion is that you're going to have a lot more interaction with the client than you think, either directly or indirectly.
Do not underestimate the marketing/PR/selling headaches. Specially, given the current market situation. Of course, you do need some legal advice to clearly demarcate the responsibilities. Also, since this is the first such job, I'd not mind paying a bit more. Charges always go up on maintenance.

How to measure "usability" in a specification-requirements document? [closed]

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Starting to look at my last year project now, and so I'm doing the specification-requirements document. Now, it just so happens that this project requires a high degree of "usability" - I dunno if this is the right word in english, but what I mean is that it should be really easy to use from a user PoV. Now - in all the projects I've worked on so far, usability haven't really been a great factor, and so I could just write some gibberish to get around it. I always asked our teachers how they would specify the requirements of usability though, but no one have yet given me an answer I felt was good enough.
Our teachers have always preached that any requirement given on a project should be "test-able", but how do you test how easily accessable your user-interface is?
Say I had a real-time application running. Here it wouldnt be too hard to say "an entry should be deleted in less then 100ms after the initial call". But it's a lot harder to say "The userinterface should be 86% intuitive".
I guess this is a tough nut to crack, but surely I can't be the first person in the world to have thought about this, let alone having problems with it.
... how do you test how easily accessible your user-interface is?
With usability tests.
Basically, you grab a bunch of your friends (because you won't have any money to encourage strangers to participate) give them the documentation a new user would have and ask them to perform the system's key use cases.
Ideally, you want your test users to have at least some of the qualities of your target users, so if your system is aimed at a technical audience then your classmates will work; however, if your system is aimed at the general public then you're going to want to get your friends in Arts, Human Kinetics, etc. to participate.
So how do you turn that into requirements? You identify your key use cases and stipulate what how usable should they be (walk-up usable, a few minutes with the documentation, real actual training...) and then verify that your test subjects can complete the use cases without too much frustration, with the right amount of training, in a reasonable time.
Try to define usability in terms of "test-able" requirements.
You already gave yourself the answer, because usability can be described in terms of requirements like "an entry should be deleted in less then 100ms after the initial call".
What makes a user interface 86% intuitive? This can’t be answered without some form of measurement. You need to ask what features can make a user interface intuitive. Talk to the customer and the potential future users. Gather features (or better dig for them!), which would make working with the piece of software easier.
Maybe you get a list of features like:
The department’s organization must be
shown in a hierarchical tree view.
In this tree view drag & drop must be
possible.
The font size must be
configurable and saved for each user.
On the top of the screen there must
be a list of important links. Each
user may configure and save his own
personal list.
...
Make requirements out of these features. They are “testable” and thus “measureable”. If in the acceptance tests it turns out that 17 out of 20 features are working, you have 85% success.
EDIT: This works in a project environment, where you need to deliver measurements (like in many commercial projects). If you have a "softer" form of project environment where not everybody is poking on figures, then sticking too much on this formalism may be counterproductive since flexibility and agility may suffer from this.
I would advise you against quantifying usability requirements. The problem is not so much that you can't define metrics. You could say, for instance, that
it should take a person not longer than x seconds to find y on the site, or
the conversion rate of the store has to be higher than z%
etc etc
The problem is rather that you have to spend time and resources on finding acceptable target values for your metrics that you can actually reach. What is an acceptable time to find a piece of content?

How do you get non-technical folks to appreciate a non-UI problem? [closed]

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Suppose you're working on an enterprise project in which you have to get management signoff in order for you to develop a new feature set. Usually your management has no problem signing off on some bright shiny new UI feature. Unfortunately they have a hard time appreciating some behind-the-scenes issues that are crucial to the application's well-being such as transactions, data integrity, workflow routing, configurability, security, etc. Since they're non-technical and these issues are not immediately visible, it's not obvious to them that this is crucial.
How have you convinced them that these infrastructural issues have to be dealt with and that it is important to their business process?
Every craft has its unsexy sides. Things that HAVE to be done, but nobody notices them directly. In a grocery store somebody has to organize how and when to fill the grocery shelves so they always look fresh. In a laundry you need somebody who thinks about how the processes should be optimized so that the customer gets his clothes in time.
The tricky part is: The customer won't notice when these subtle things have been done right UNTIL HE NOTICES THEY ARE MISSING! Like when the laundry is not ready on time but two days late, or the veggies in the super market have brown spots and look terrible.
Same goes for IT. You don't notice good transactions until your major customer knocks on your door and tells you that an important and expensive project has failed because the database entries of your product were mysteriously mixed up. You don't notice good security until customer credit card information shows up in Elbonia (and soon after word is in the national newspapers warning customers of your company).
The thing you really have to hammer in again and again and again is that software is NOT static. It has to be cared for even after its initial development phase is over. It is not just a product you buy once and forget about. Every car manufacturer knows that services is of prime importance to the products they build, simply because things WILL occur that have to be fixed and improved. It's the same with software.
So make a presentation, visualize, verbalize, translate your technical information into benefits. Business people don't care about your wish for code aesthetics in a refactoring project, but they WILL understand that your changes will help the product to become more reliable, gain a better reputation and reduce the amount of future service requests. Make them understand by showing them the benefits!
Same thing folks have been doing for thousands of years: draw pictures. Diagram the problems, use visual metaphors familiar to your audience, drag the problem into their territory.
Assuming they're not being intentionally obtuse...
A big +1 for analogies and metaphors. If possible, find one that will resonate with the personal interests of your audience (if it's 1-2 people). For general metaphors, I often find myself using commuter traffic or subways, for some reason.
e.g. We are currently migrating an app from an OODB to Postgres/Hibernate: the bulk of this work is done in Release '4'. Many domain experts have been asking why there are so few user-facing features in R4. I regularly tell them that we have been 'tearing up the city to put in a subway. It is very expensive and undeniably risky, but once it is done, the benefits in R5+ will be astounding, truly.' The true conversation is more involved, but I can return to this theme again and again, well after R4. Months from now, I hope to say "You asked for X and it is now very easy -- precisely because you let us put in that subway back in R4".
The surest way to get upper level management to buy off on development work is to present it in a quantifiable way. Ideally this quantifiable measure is in $$. You need to explain to them the consequences of skimping on data integrity, security, transactions, etc. and how that will affect the customer\user community and eventually the bottom line. You should be careful in these situations because sometimes management expects these non-functional requirements to "just work." If this is the case, you should either estimate high and work on these items alongside the visible UI work (ignorance is bliss) or you need to document these areas of need as you communicate with management so if things do go bad as you anticipate, it's not your job that is on the line.
Unfortunately, it usually takes a disaster or two before this stuff gets the attention it deserves.
It really depends what your management is like, but I've had luck with good old honest-to-goodness fearmongering. If you go through a couple of disaster scenarios, and point out someone's going to get blamed if they occur, that can be enough to make their arsecovering instincts kick in and finally pay attention :)
Car analogies.
Everybody knows that 'system' and it's sufficiently complex to depict the dire situation.
I'm battling with essentially the same kind of situation. Whether it is sign-off by management or acceptance by a user/sponsor, the problem remains one of different vocabularies, priorities and perspectives. I asked a simmilar question here.
I also got diverse answers, tantalizingly close to useful, but not quite definitive enough. Browsing and searching SO using relevant keywords led me to find usable insights in various answers spread out over many unrelated questions. To find and extract these gems led me to pose this question on site-mining.
It would have been useful to be able to flag the various answers and see them all in a single list, but alas, that functionality is not yet available in SO. I suggested it on uservoice.
Hope you find something you can use from the references I gave.
The right kind of countering question is the secret.
Is it okay to crash every 5 web pages?
Do we have to protect the credit card numbers?
Is is okay to have to pay contractors to deploy a patch every weekend?
Did you want it now or did you want it to work?
Robustness. When it comes down to it, you need to talk their language, which is how it affects their bottom line. If its a security or correctness issue, you need to tell them that customers aren't going to want incorrectly acting products, no matter how nice they look.
I like the idea of Technical Debt, because it enables technical issues to be translated (albeit loosely) into money issues -- and money is something most managers do understand.
Although the idea of technical debt was originally applied to architectural issues, it can be used more broadly for any type of situation where there is pressure to take a shortcut -- that is, go into technical debt -- rather than do it right the first time. (Doing it right is the equivalent to saving up to buy something -- it takes time -- rather than buying it on credit and going into debt.)
Just as debts can be good (e.g. home loans) and bad (e.g. credit cards), so technical debt can be good and bad. I won't try to characterise the differences completely, but good technical debt can be tracked accurately, so that you know how much in debt you are.
So, try to explain your important, non-UI problem in terms of technical debt, and the cost of not fixing it in terms of paying interest on that debt.
A descriptive picture really helps non-technical people understand what you are talking about. For example, below is an example from Sun describing how information is processed in one of their somewhat complex applications.
(source: sun.com)
Trying to explain this application in words would be impossible to a non-techy. Pointing at the diagram and say look, this part is our weak point, we need to improve it. That will make sense to them. If they feel like they have some understanding of what you are doing, they will be far more willing to support your request.