IS 553 Advanced Systems Development Practices

IS 553Advanced Systems Development Practices James Nowotarski 30 March 2004

Today’s Objectives • Understand what the course is about (i.e., course objectives) • Understand how the course will achieve its objectives • Get acquainted • Level set: • What is a software development methodology/process • Why use a methodology/process • Who are the key players and products in the marketplace • What are the key vocabulary terms to understand

Today’s Agenda Topic Duration • Questionnaire & Intros 20 minutes • Core Concepts 45 minutes *** Break 10 minutes • Core Concepts (cont.) 30 minutes • Course Overview 30 minutes • SD Process: Why or why not? 30 minutes • Marketplace Snapshot 30 minutes

Core Concepts • Software Engineering • The establishment and use of sound engineering principles in order to economically obtain software that is reliable and works efficiently on real machines (Fritz Bauer, 1969) • Computer science discipline that covers not only the technical aspects of building software systems, but also management issues, such as directing programming teams, scheduling, and budgeting (webopedia.com)

People Process Technology Core Concepts The software engineering discipline consists of people, process, and technology components

IS 553 Core Concepts The focus of IS 553 is the process component of software engineering People Process Technology

Core Concepts • Process • Sequence of steps performed for a given purpose • “A specific ordering of work activities across time and place with a beginning, an end, and clearly identified inputs and outputs” -- Tom Davenport • An overloaded term, can apply at multiple levels (macro, micro)

Core Concepts • method • Within the context of software engineering, a formalized approach or series of steps for performing some significant portion of software development • Methodology • A collection of methods based on a common philosophy that fit together in a framework called the systems development life cycle • -- Ken Orr

Core Concepts In IS 553, we will use the terms method and Methodology interchangeably • method/Methodology • A systematic way of doing something • Typically consists of these key content pieces: • Processes (what) • Deliverables (what) • Techniques (how) • Roles (who) • Estimating guidelines (how long)

Example: Analysis phase Key Question: Deliverables Functional requirements Quality requirements Data model Process model What does the system need to do? Steps Techniques 1. Gather requirements 2. Create data model 3. Create process model Interviewing Observation Entity-relationship modeling Normalization Data flow modeling

Example: Implementation Key Question: Deliverables Programs Databases Converted data End user training Operations processes Does the system work? Steps Techniques 1. Build the programs 2. Build the databases 3. Test the system 4. Develop and conduct training 5. Convert the data 6. Migrate to production status Code walkthroughs White box testing Stress testing Parallel testing

Core Concepts • Broad categories of methods • Structured methods • Information engineering • Object-oriented methods • Lightweight/Agile methods

Core Concepts • Methods engineering • Developing and/or selecting and/or tailoring methodology for a particular business situation • “Configuring one-of-a-kind methodology from common building blocks” -- Gezinus Hidding, Loyola University

Planning Analysis Design Implementation Core Concepts Systems development life cycle (SDLC) • A description of the phases of an information system Example

Core Concepts • Life cycle model • The iteration and control strategy adopted by a systems development organization • Examples • Waterfall • Iterative/Evolutionary/Spiral • Incremental

Core Concepts The waterfall model is the granddaddy of life cycle models

Version 1 A D I Version 2 A D I Version 3 A D I Core Concepts Iterative/Evolutionary/Spiral life cycle models advocate multiple “threads” through the SDLC phases

Version 1 A D I Version 2 A D I Version 3 A D I Core Concepts Incremental life cycle models advocate delivering the end product piecemeal

Core Concepts • Routes • A “route” is a preconfigured specialization of a methodology, depending on a variety of factors: • custom vs. packaged solution • degree of project team distribution • project team size • technology platform • application type • Examples • Custom Client/Server: Large Project • Custom Client/Server: Small Project • Rapid Application Development (RAD) • Packaged Systems Development • Data Warehouse • SAP implementation

Core Concepts • Rapid Application Development (RAD) • A shortened route with the following characteristics: • high degree of development tool usage and code generation • Joint Application Development (JAD) workshops instead of interviewing • assumes reuse of existing technical architecture and standards • time-boxing (90-day implementation schedule) • highly iterative

Traditional User Design Tech Design Req’ts Analysis Construct RAD User Design Req’ts Construct Core Concepts RAD vs. Traditional

Core Concepts • Techniques • Provide detailed how-to guidelines • Fall into 2 main categories: • Process techniques • Modeling/Diagramming techniques

Core Concepts Process for Building Data Models • Review existing data models • Define entities • Independent • Dependent, including Intersection entities • Define attributes and keys (primary, foreign) • Define relationships • Finalize ERD • Normalize • Integrate data models as required • Verify completeness of the data model • Validate the data model • With users • With the enterprise’s data administrator Diagramming technique available Process technique available

Core Concepts Modeling/Diagramming Technique

Core Concepts Normalization (Process Technique) 1NF = No repeating groups 2NF = 1NF + no partial dependencies (non-key attribute dependent on portion of primary key) 3NF = 2NF + no transitive dependencies (non-key attribute dependent on another non-key attribute)

Core Concepts • Draw a high-level data model to show how these components of a methodology relate to one another: • Processes (what) • Deliverables (what) • Techniques (how) • Roles (who) • Estimating guidelines (how long)

Optimizing Level Managed Level Defined Level Repeatable Level Initial Level Core Concepts Capability Maturity Model (CMM) • A framework for: • Judging the maturity of an organization’s software processes • Identifying key practices required to increase the maturity of these practices • Levels of maturity

Core Concepts CMM applies to all aspects of software engineering, not just process People Process Technology

Today’s Agenda Topic Duration • Questionnaire & Intros 20 minutes • Core Concepts 45 minutes *** Break 10 minutes • Core Concepts (cont.) 30 minutes • Course Overview 30 minutes • SD Process: Why or why not? 30 minutes • Marketplace Snapshot 30 minutes

Course Objectives IS 553 will enable you to develop, use, and improve systems development practices Specific Objectives • Define the components of a software development process (content, tools, roles, meta-processes). • Analyze key players, products, and philosophies in the software development process "space" (past, present, and future). The course will analyze two current processes -- the Rational Unified Process (RUP), and Agile Methods (exemplified by Extreme Programming (XP)) -- in depth. • Identify key success factors to optimize continuous improvement of a software development process. The course will examine the use of software metrics and the Capability Maturity Model (CMM) in this context. • Examine two key systems development “enablers”: tools and training • Explore implications of distributed systems development teams • Explore implications of other IT trends

Your grade Homework Assignments 25% Quizzes 25% Term Paper 25% Class Participation 25% -------- 100%

Course Map Underpinnings . Introduction . Essentials Content . Rational Unified Process . Agile Implementation . Metrics . CMM . Distributed development . Tools & training Briefings (Term Papers) 1 2 3 4 5 6 7 8 9 10 11 Week Assignments Quizzes (Distr. Dev.) (RUP) (Agile) (CMM)

Course Assignments • Assignment 1 – Critique of article on the spiral approach to systems development • Assignment 2 - Deliverable view of RUP • Assignment 3 – Proposal and rough outline for term paper • Assignment 4 – Risk mitigation plan for offshore development • Assignment 5 - Summary of marketplace development

My role • Facilitate learning • Plan, prepare, and conduct lectures and learning activities • Assess student progress and provide feedback • Relate concepts to real-world problems • Provide classroom environment conducive to learning • Clearly state expectations • Gather and implement suggestions for improving the class • Keep it fun

My coordinates • email: jnowotarski@cti.depaul.edu • phone: 312-261-3838 • office hours: Tuesdays, 4:00-5:30, CTI room 703

Your role • Be proactive • Share your experience • Come to class prepared • Collaborate with other students as appropriate • Ask if you don’t understand or if I’m not clear • Provide constructive feedback (“This class would be better if . . .”)

Class Participation Subjective evaluation of participation: A Consistently asks good questions, makes valuable observations, and answers questions effectively B Frequent participant, but not all questions, answers, and observations are effective, or not consistently active C Participates infrequently, or questions/answers do not reflect adequate preparation, or late to class D Very rare participation, or questions/answers reflect little or no preparation, or very late to class F Displays no sign of life, or absent for entire class

Today’s Agenda Today’s agenda Topic Duration • Questionnaire & Intros 20 minutes • Core Concepts 45 minutes *** Break 10 minutes • Core Concepts (cont.) 30 minutes • Course Overview 30 minutes • SD Process: Why or why not? 30 minutes • Marketplace Snapshot 30 minutes

Justifying a Methodology • Vendors and consultants have not done much to substantiate quantitatively the value of their methodologies • What would you say if asked to provide justification?

Common Drivers Behind Methodology Adoption • Project failure leads to realization that “we need a more formal process” • Codify best practices, so as to increase predictability and reliability of software development process • especially as IT organization grows • Continued pressure on time to market and quality (web services) • Certification (e.g., Capability Maturity Model) • Desire to stay current and/or sustain/develop competitive edge • Need to support distributed development teams (multi-site and/or multi-organization)

Methodology - Who needs it? “Any first attempt at converting folklore into knowledge, and a guessing game into a discipline, is liable to be misread as a downgrading of individual ability and its replacement by a rule book. Any such attempt would be nonsense, of course. No book will ever make a wise man out of a donkey or a genius out of an incompetent. The foundation in a discipline, however, gives to today’s competent physician a capacity to perform well beyond that of the ablest doctor of a century ago, and enables the outstanding physician of today to do what the medical genius of yesterday could hardly have dreamt of. No discipline can lengthen a man’s arm. But it can lengthen his reach by hoisting him on the shoulders of his predecessors. Knowledge organized in a discipline does a good deal for the merely competent; it endows him with some effectiveness. It does infinitely more for the truly able; it endows him with excellence.” From Managing for Results, by Peter F. Drucker

Today’s Agenda Today’s agenda Topic Duration • Questionnaire & Intros 20 minutes • Core Concepts 45 minutes *** Break 10 minutes • Core Concepts (cont.) 30 minutes • Course Overview 30 minutes • SD Process: Why or why not? 30 minutes • Marketplace Snapshot 30 minutes

What does a methodology product consist of? • Content • processes, deliverables, etc. • pre-defined routes • Delivery vehicle (e.g., browser) • Tools for authoring and publishing content • Tools for applying the methodology to a specific project • project planning and estimating tools • process management tools • project management tools • Deliverable templates tightly coupled with a development and/or execution platform • Training and support • Maintenance

Methodology Marketplace No single vendor dominates this market • IBM’s Rational Software is collecting a fair amount of mindshare • 3 key categories to consider: • methodologies developed and delivered by consultants • methodologies from software tool vendors • methodologies from industry consortia or other groups • Tremendous variability among the products • Content • Delivery vehicles • Integration with development tools

Methodologies Developed and Delivered by Consultants Consulting firms methodologies have greatest depth and breadth of content, but not all sell their methodology as a standalone product

Methodologies from Software Development Tool Vendors Customers are increasingly demanding (and receiving) process guidance from their tool vendors

Methodologies from Industry Consortia or Gurus There is a growing interest among large corporate shops in so-called “agile” methods from industry gurus

Key Trends: Content • Component-based development (CBD) • Software reuse • Agile processes • Development of mobile applications • Development with/for web services • Distributed development teams, especially offshore • Attention to security

How Does a Methodology Stay Fresh? • Experience • New technologies that cause changes in development processes • Consortia/Gurus • Academics “ . . . those looking for true best practices and leading edge methodologies should turn to the consulting industry rather than tool or software vendors” -- Giga Information Group

IS 553 Advanced Systems Development Practices