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Identifying Your Organization’s
        Best Software Practices
                            David Herron
      d.herron@davidconsultinggroup.com
Topics for Discussion
• Common best practices

• What defines a best practice

• How to identify a best practice

• Identifying your best practices




©2013 David Consulting Group        1
Are These Best Practices?
• What do we consider a best practice?
   – Frameworks?
       • CMMI, ITIL, PMI
   – Methodologies?
       • Agile, Lean, Six Sigma
   – Processes?
       • xP, TDD
   – Practices?
       • Estimating, R&I




©2013 David Consulting Group      2
What Defines a Best Practice?
• Common best practices

• Criteria for identifying a best practice

• Characteristics of a best practice
   – Documented
   – Repeatable
   – Transferable
   – Proven performance
   – Provides value




©2013 David Consulting Group           3
Quality Best Practices
• A quality best practice is a process that achieves the definition of
  quality.

             Dr. Tom DeMarco says “a product’s quality is a function of how
                      much it changes the world for the better.”
                       – DeMarco, T., Management Can Make Quality (Im)possible,
                                  Cutter IT Summit, Boston, April 1999



                               Another definition, coined by Gerald Weinberg, is
                                     "Quality is value to some person."
                                – Quality Software Management: Systems Thinking




©2013 David Consulting Group                          4
Measures of Quality

                                                Used to evaluate the effectiveness
           Defect Removal Efficiency
                                                of development quality activities
                                                Used to evaluate the overall
                          Defect Density
                                                quality of the developed software
                                                Used to evaluate the quality of the
                      Delivered Defects
                                                delivered software
                                                Used to determine the quality of
      Test Cases Passed First Time
                                                software being tested
                                                Used to determine if inspections
       Inspection Rate by Document
                                                positively impact quality
                                                Used to monitor trends in the
                               Volatility
                                                number of changes per month



©2013 David Consulting Group                5
Typically There is a Measure Missing


                                                                   Quality (Defects
                    Project                 Cost (000’s)
                                                                     Released)
                PO Special                      $500                      12
             Vendor Mods                        $760                      18
                Pricing Adj.                     $80                       5
                 Store Sys.                     $990                      22

                        Which project had the most effective quality practices?




©2013 David Consulting Group                      6
Tracking Quality with Size

                                 Size        Cost                   Quality
     Project                   (Functional                 Rate      (Defects   Density
                                             (000’s)
                                 Value)                             Released)

       PO
                                  250        $500          $2,000      12        .048
      Special

      Vendor
                                  765        $760          $993        18        .023
       Mods

      Pricing
                                  100         $80          $800        5         .050
       Adj.

  Store Sys.                     1498        $990          $660        22        .014




©2013 David Consulting Group                           7
Characteristics of Effective Sizing
• Meaningful to developer and user
• Defined (industry recognized)
• Consistent (methodology)
• Easy to learn and apply
• Accurate, statistically based
• Available when needed (early)
• Addresses project level information needs




©2013 David Consulting Group         8
Why Function Points?
• Function Point Analysis is a standardized method for
  measuring the functionality delivered to an end user.
    – Consistent method
    – Easy to learn
    – Availability in the lifecycle
    – Acceptable level of accuracy
    – Meaningful internally and externally

• Function Point counts have replaced Line of Code
  counts as a sizing metric that can be used consistently
  and with a high degree of accuracy.




©2013 David Consulting Group       9
The Function Point Methodology
• The software deliverable is sized based upon the functionality
  delivered.
    – Inputs
    – Outputs                            Five key components are
    – Inquiries                    identified based on logical user view
    – Data Stores
                                             Input   Inquiry  Output
    – Interface Files



                                                 Data
                                                Stores


                               Interface            Application
                                  File


©2013 David Consulting Group               10
Identifying the Functionality


                                                                                      PURCHASE
                 USER                                                                  ORDER
                                                 USER        Input                     SYSTEM
Inputs                    ADD, CHG
                          INVOICES                           PAYMENTS
                                                                                  Interface
                                                                          PURCHASE
                                                                          ORDER INFO
                                             PAYMENTS
                         INVOICES
                                                                               Inquiry
                                             VENDOR
                               Data Stores                                          USER
                                                                        PAYMENT
                                                                        STATUS
                               ACCOUNTS PAYABLE
                                                                               Output
                                                                             USER

                                                                         PAID
                                                                         INVOICES




©2013 David Consulting Group                            11
Determine the Functional Size
The FP Lite Process:           TM



1. Identify Components                                             USER                USER              PURCHASE
                                                                                                          ORDER
2. Assess Complexity                                                                                       SYSEM
                                                                                      PAYMENTS

3. Apply Weightings                                                  INVOICES
                                                                                      VENDOR
                                                                                                          USER
4. Compute Function Points
                                                                     ACCOUNTS PAYABLE
                                                                                                          USER



  Components                             Low       Average                  High                 Total

  Data Stores                  _______    x7   3      x10         _______       x15               30

  Interfaces                   _______    x5   1      x7          _______       x10               7

  Inputs                       _______    x3   3      x4          _______       x6                12

  Outputs                      _______    x4   1      x5          _______       x7                5

  Inquiries                    _______    x3   1      x4          _______       x6                4

                                                                                                  58

                                                            Function Point Size

©2013 David Consulting Group                                 12
Function Point Quality Measures
• Defect Density
   – Measures the number of defects identified across one or more
     phases of the development project lifecycle and compares that
     value to the total size of the application.
                               Number of defects (by phase or in total)
                                  Total number of function points

• Test Case Coverage
          – Measures the number of test cases that are necessary to adequately
            support thorough testing of a development project.
                                      Number of test cases
                                     Number of function points



©2013 David Consulting Group                    13
Function Point Quality Measures
• Reliability
   – A measure of the number of failures an application experiences
      relative to its functional size.
                  Number of production failures
                  Total application function points

• Rate of Growth
   – Growth of an application’s functionality over a specified period of
     time.
               Current number of function points
               Original number of function points

• Stability
    – Used to monitor how effectively an application or enhancement
      has met the expectations of the user.
                       Number of changes
                Number of application function points
©2013 David Consulting Group        14
Non-FP Quality Measures
  • Defect Removal Efficiency
     – Tracks the number of defects removed by lifecycle phase.

                                           Peer Reviews                        Testing
Range                            Reqs.       Design      Code      Unit Test Sys. Test UAT       Prod      Total
Insertion Rate                            21          30        35          17        11       3                 117
Defects Found                              5          16        27          31        24      12         2       117
Removal Efficiency                     4.3%       13.7%     23.1%       26.5%     20.5%   10.3%       1.7%
                                 Review Effectiveness       41.0% Test Effectiveness      57.3%



  • Customer Satisfaction
     – Gather information relating to delivery
                 performance, communication, management, solutions, etc.
            – Level of importance.




  ©2013 David Consulting Group                                 15
Improve Decision Making
• It is necessary for the organization to put a “stake in the ground”
  relative to current performance level in order to identify opportunities
  to improve development practices.

• Performance measures enable the organization to establish
  reasonable service level measures.

• The organization must have a baseline to serve as a base for on-going
  improvement strategies focused on optimizing software delivery.




©2013 David Consulting Group         16
A Measurement Baseline Model

                                QUANTITATIVE              QUALITATIVE

                                    Size                        Process
                                   Effort                      Methods
Measures                          Duration                       Skills     Identifies
how you                             Cost                         Tools      what you
are doing                                                     Management
                                   Quality                                  are doing


                                  Measured                     Capability
                                 Performance                    Maturity



                 Standard of                    Baseline of
                 performance                   Performance



 ©2013 David Consulting Group                       17
The Baseline Process
• Identify the data set (typically project oriented)
• Collect the data
    – Project measures (e.g., effort, size, cost, duration, defects)
    – Project attributes (e.g., skill levels, tools, process, etc.)
• Analyze the data
    – Performance comparisons (identification of process strengths and
      weaknesses)
    – Industry averages and best practices
    – Performance modeling (identify high impact areas)
• Report the results




©2013 David Consulting Group      18
All Baseline Projects
                                                                                                               COLLECT
                                                                                                           QUANTITATIVE DATA

                                                                                                                    Size
                                                                                                                   Effort
                                                                                                                  Duration
                                                                                                                    Cost
                                                                                                                   Quality

                                                                                                                 Measured
                                         Measured Performance Data                                              Performance
                                                                 Completion                            Function
                               Project         Start Date                      Duration   Effort Hrs
                                                                   Date                                 Points
   A        Project A1                           4/1/2007           7/8/2007     3.3        1873        90.0           19.3
   B        Project B2                           3/1/2007          1/31/2008     11.2     3810.24       139.0          27.4
   C        Project C3                           5/7/2007           7/9/2007     2.1        92.61       28.0            3.3
   D        Project D4                           2/1/2007          9/17/2007     7.6       2041.2       200.0          10.2
   E        Project E5                           3/5/2007          11/1/2007     8.0       2041.2       188.0          10.9
   F        Project F6                          2/12/2007          9/26/2007     7.5         630        132.0           4.8
   G        Project G7                           2/1/2007          9/13/2007     7.5      6773.76       276.0          24.5
   H        Project H8                          2/15/2007          7/26/2007     5.4       2402.4       115.0          20.9
    I       Project I9                           1/1/2007          3/30/2007     2.9         273        58.0            4.7
    J       Project J10                          7/2/2007          9/27/2007     2.9        235.2       70.0            3.4
   K        Project K11                          7/1/2007          11/1/2007     4.1       5913.6       202.0          29.3



©2013 David Consulting Group                                19
Reporting and Analyzing the Results

Size is                                             Performance Productivity
                                 2200
expressed                        2000
in terms                         1800                            A representative selection
of functionality                 1600                            of projects is measured
delivered to the
                                 1400
user        Software             1200
                         Size    1000                                         Organizational Baseline
                                  800
                                  600
                                  400
                                  200
                                    0
                                        0   2   4   6   8 10 12 14 16 18 20 22 24 26 28 30 32 34 36
            Rate of delivery is a
                                                                      Rate of Delivery
            measure of productivity                              Function Points per Person Month




  ©2013 David Consulting Group                              20
Quantitative Performance Evaluation

                               Quantitative Assessment:
         COLLECT
     QUANTITATIVE DATA

               Size             Perform functional sizing on all selected projects.
              Effort            Collect data on project level of effort, cost, duration
             Duration             and quality.
               Cost             Calculate productivity rates for each project, including
              Quality              functional size delivered per staff month, cost per
                                   functional size, time to market, and defects delivered.
            Measured
           Performance          Results:
                                                                            Baseline
                                                                           Productivity
                                         Average Project Size                  133
                                         Average FP/SM                        10.7
                                         Average Time-To-Market (Months)       6.9
                                         Average Cost/FP                      $939
                                         Delivered Defects/FP                0.0301




©2013 David Consulting Group               21
Project Attributes – Qualitative Data

Management                     Definition                     Design
•     Team Dynamics            •   Clearly Stated             •  Formal Process
•      High Morale                 Requirements               •  Rigorous Reviews
•      Project Tracking        •   Formal Process             •  Design Reuse
•      Project Planning        •   Customer Involvement       •  Customer Involvement
•     Automation               •   Experience Levels          •  Experienced Development
•      Management Skills       •   Business Impact              Staff
                                                              • Automation

Build                          Test                           Environment
•     Code Reviews             •   Formal Testing Methods     •   New Technology
•     Source Code Tracking     •   Test Plans                 •   Automated Process
•     Code Reuse               •   Staff Testing Experience   •   Adequate Training
•     Data Administration      •   Effective Test Tools       •   Organizational Dynamics
•     Computer Availability    •   Customer Involvement       •   Certification
•     Experienced Staff
•     Automation


©2013 David Consulting Group                   22
Profile of Current Practices
           COLLECT
        QUALITATIVE DATA                      Capability profile of current practices
            Process
           Methods                                                   Management
             Skills
             Tools
          Management
                                               Environment                               Requirements

             Capability
              Maturity


                                                        Test                             Design

                                                                                                  Industry Avg.
                                                                         Build                    Best Practice
                                                                                                  Current State
The process modeling tool realigns the collected evaluation data into six categories -
        Management, Requirements, Design, Build, Test and Environment




   ©2013 David Consulting Group                           23
Qualitative Performance Evaluation

        COLLECT
                               Qualitative Assessment
     QUALITATIVE DATA           Conduct interviews with members of each
          Process
                               project team
         Methods
           Skills               Collect Project Profile information
           Tools                Develop Performance Profiles to display
        Management
                               strengths and weaknesses among the selected
            Capability         projects
             Profiles
                               Results
                                            Project Nam e   Profile Score   Managem ent   Definition   Design   Build   Test    Environm ent
                                  Accounts Payable              55.3           47.73        82.05      50.00    46.15   43.75      50.00
                                  Priotity One                  27.6           50.00        48.72      11.36    38.46   0.00       42.31
                                  HR Enhancements               32.3           29.55        48.72      0.00     42.31   37.50      42.31
                                  Client Accounts               29.5           31.82        43.59      0.00     30.77   37.50      42.31
                                  ABC Release                   44.1           31.82        53.85      34.09    38.46   53.13      42.31
                                  Screen Redesign               17.0           22.73        43.59      0.00     15.38   0.00       30.77
                                  Customer Web                  40.2           45.45        23.08      38.64    53.85   50.00      34.62
                                  Whole Life                    29.2           56.82        28.21      22.73    26.92   18.75      53.85
                                  Regional - East               22.7           36.36        43.59      0.00     30.77   9.38       30.77
                                  Regional - West               17.6           43.18        23.08      0.00     26.92   9.38       26.92
                                  Cashflow                      40.6           56.82        71.79      0.00     38.46   43.75      38.46
                                  Credit Automation             23.5           29.55        48.72      0.00     38.46   6.25       26.92
                                  NISE                          49.0           38.64        56.41      52.27    30.77   53.13      53.85
                                  Help Desk Automation          49.3           54.55        74.36      20.45    53.85   50.00      38.46
                                  Formula One Upgrade           22.8           31.82        38.46      0.00     11.54   25.00      46.15




©2013 David Consulting Group                          24
Industry Data Reveals Best Practices

                                        MEASURES              CHARACTERISTICS

   Research                           Software Size               Skill Levels
                                      Level of Effort            Automation
                                      Time to Market               Process
                                     Delivered Defects           Management
                                           Cost                User Involvement
                                                                 Environment



                                       PERFORMANCE
   Analysis                              LEVELS
                                                                   PROFILES



                               •   Correlate Performance Levels to Characteristics
   Results                     •   Substantiate Impact of Characteristics
                               •   Identify Best Practices




©2013 David Consulting Group                             25
Modeled Improvements
           Project Nam e       Profile Score   Managem ent    Definition    Design    Build          Test      Environm ent
Accounts Payable                   55.3           47.73         82.05       50.00     46.15          43.75        50.00
Priotity One                       27.6           50.00         48.72       11.36     38.46          0.00         42.31
HR Enhancements                    32.3           29.55         48.72       0.00      42.31          37.50        42.31
Client Accounts                    29.5           31.82         43.59       0.00      30.77          37.50        42.31
ABC Release                        44.1           31.82         53.85       34.09     38.46          53.13        42.31
                                                                                                                                                                   Baseline
Screen Redesign                    17.0           22.73         43.59       0.00      15.38          0.00         30.77                                           Productivity
Customer Web                       40.2           45.45         23.08       38.64     53.85          50.00        34.62         Average Project Size                  133
Whole Life                         29.2           56.82         28.21       22.73     26.92          18.75        53.85
Regional - East                    22.7           36.36         43.59       0.00      30.77          9.38         30.77         Average FP/SM                        10.7
Regional - West                    17.6           43.18         23.08       0.00      26.92          9.38         26.92         Average Time-To-Market (Months)       6.9
Cashflow                           40.6           56.82         71.79       0.00      38.46          43.75        38.46
Credit Automation                  23.5           29.55         48.72       0.00      38.46          6.25         26.92         Average Cost/FP                      $939
NISE                               49.0           38.64         56.41       52.27     30.77          53.13        53.85         Delivered Defects/FP                0.0301
Help Desk Automation               49.3           54.55         74.36       20.45     53.85          50.00        38.46
Formula One Upgrade                22.8           31.82         38.46       0.00      11.54          25.00        46.15



                                     •     Process Improvements:
                                                                                                                                               Performance Improvements:
                                     •     Peer Reviews
                                                                                                                                                 Productivity ~ +131%
                                     •     Requirements Management
                                                                                                                                                 Time to Market ~ -49%
                                     •     Configuration Management
                                                                                                                                                 Defect Ratio ~ -75%
           Project Nam e       Profile Score    Managem ent    Definition    Design     Build          Test      Environm ent
Accounts Payable                    75.3           61.73         82.05        60.00     60.15          53.75         50.00
Priotity One                        57.6           57.00         55.72        18.36     45.46          22.00         49.31
HR Enhancements                     52.3           32.55         51.72        23.00     42.31          57.50         49.31
Client Accounts                     69.5           53.82         65.59        12.00     50.77          67.50         49.31
ABC Release                         74.1           55.82         69.85        49.09     52.46          63.13         49.31                                         Productivity
Screen Redesign                     67.0           43.73         63.59        21.00     36.38          20.00         51.77                                        Improvement
Customer Web                        59.2           49.45         27.08        58.64     53.85          54.00         49.62
Whole Life                          50.2           49.82         32.21        27.73     31.92          24.75         53.85
                                                                                                                                Average Project Size                   133
Regional - East                     57.7           59.36         49.59        0.00      30.77          9.38          50.77      Average FP/SM                         24.8
Regional - West                     52.6           55.18         30.08        0.00      33.92          19.38         26.92
                                                                                                                                Average Time-To-Market (Months)        3.5
Cashflow                            67.6           66.82         71.79        0.00      49.46          53.75         49.46
Credit Automation                   60.5           41.55         78.72        0.00      50.46          26.25         46.92      Average Cost/FP                       $467
NISE                                79.0           68.64         76.41        62.27     65.77          53.13         53.85      Delivered Defects/FP                 0.0075
Help Desk Automation                79.3           64.55         74.36        47.45     63.85          54.00         58.46
Formula One Upgrade                 52.8           49.82         52.46        0.00      31.54          25.00         56.15




©2013 David Consulting Group                                                                    26
Quantitative and Qualitative Performance
Measurement

                                   COLLECT                      COLLECT
                               QUANTITATIVE DATA             QUALITATIVE DATA

                                    Size                           Process
Collection                         Effort                         Methods
                                  Duration                          Skills
                                    Cost                            Tools
                                   Quality                       Management

Analysis                          Measured                        Capability
                                 Performance                       Maturity

 Results                                             Baseline
                                                   Performance

                               Opportunities for                     Best
 Action
                                 Improvement                       Practices



©2013 David Consulting Group                            27
Summary
• A best practice delivers measurable value

• Measurement is key to identifying and ensuring best practice results

• Use size as a normalizing factor

• Organizational best practices are identifiable




©2013 David Consulting Group         28
Contact Us
Email: d.herron@davidconsultinggroup.com

Phone: 1-610-644-2856, ext 21

http://www.davidconsultinggroup.com




          @DavidConsultGrp
          /DavidConsultGrp
          /company/David-Consulting-Group




©2013 David Consulting Group          29

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Identifying Your Organization's Best Software Practices

  • 1. Identifying Your Organization’s Best Software Practices David Herron d.herron@davidconsultinggroup.com
  • 2. Topics for Discussion • Common best practices • What defines a best practice • How to identify a best practice • Identifying your best practices ©2013 David Consulting Group 1
  • 3. Are These Best Practices? • What do we consider a best practice? – Frameworks? • CMMI, ITIL, PMI – Methodologies? • Agile, Lean, Six Sigma – Processes? • xP, TDD – Practices? • Estimating, R&I ©2013 David Consulting Group 2
  • 4. What Defines a Best Practice? • Common best practices • Criteria for identifying a best practice • Characteristics of a best practice – Documented – Repeatable – Transferable – Proven performance – Provides value ©2013 David Consulting Group 3
  • 5. Quality Best Practices • A quality best practice is a process that achieves the definition of quality. Dr. Tom DeMarco says “a product’s quality is a function of how much it changes the world for the better.” – DeMarco, T., Management Can Make Quality (Im)possible, Cutter IT Summit, Boston, April 1999 Another definition, coined by Gerald Weinberg, is "Quality is value to some person." – Quality Software Management: Systems Thinking ©2013 David Consulting Group 4
  • 6. Measures of Quality Used to evaluate the effectiveness Defect Removal Efficiency of development quality activities Used to evaluate the overall Defect Density quality of the developed software Used to evaluate the quality of the Delivered Defects delivered software Used to determine the quality of Test Cases Passed First Time software being tested Used to determine if inspections Inspection Rate by Document positively impact quality Used to monitor trends in the Volatility number of changes per month ©2013 David Consulting Group 5
  • 7. Typically There is a Measure Missing Quality (Defects Project Cost (000’s) Released) PO Special $500 12 Vendor Mods $760 18 Pricing Adj. $80 5 Store Sys. $990 22 Which project had the most effective quality practices? ©2013 David Consulting Group 6
  • 8. Tracking Quality with Size Size Cost Quality Project (Functional Rate (Defects Density (000’s) Value) Released) PO 250 $500 $2,000 12 .048 Special Vendor 765 $760 $993 18 .023 Mods Pricing 100 $80 $800 5 .050 Adj. Store Sys. 1498 $990 $660 22 .014 ©2013 David Consulting Group 7
  • 9. Characteristics of Effective Sizing • Meaningful to developer and user • Defined (industry recognized) • Consistent (methodology) • Easy to learn and apply • Accurate, statistically based • Available when needed (early) • Addresses project level information needs ©2013 David Consulting Group 8
  • 10. Why Function Points? • Function Point Analysis is a standardized method for measuring the functionality delivered to an end user. – Consistent method – Easy to learn – Availability in the lifecycle – Acceptable level of accuracy – Meaningful internally and externally • Function Point counts have replaced Line of Code counts as a sizing metric that can be used consistently and with a high degree of accuracy. ©2013 David Consulting Group 9
  • 11. The Function Point Methodology • The software deliverable is sized based upon the functionality delivered. – Inputs – Outputs Five key components are – Inquiries identified based on logical user view – Data Stores Input Inquiry Output – Interface Files Data Stores Interface Application File ©2013 David Consulting Group 10
  • 12. Identifying the Functionality PURCHASE USER ORDER USER Input SYSTEM Inputs ADD, CHG INVOICES PAYMENTS Interface PURCHASE ORDER INFO PAYMENTS INVOICES Inquiry VENDOR Data Stores USER PAYMENT STATUS ACCOUNTS PAYABLE Output USER PAID INVOICES ©2013 David Consulting Group 11
  • 13. Determine the Functional Size The FP Lite Process: TM 1. Identify Components USER USER PURCHASE ORDER 2. Assess Complexity SYSEM PAYMENTS 3. Apply Weightings INVOICES VENDOR USER 4. Compute Function Points ACCOUNTS PAYABLE USER Components Low Average High Total Data Stores _______ x7 3 x10 _______ x15 30 Interfaces _______ x5 1 x7 _______ x10 7 Inputs _______ x3 3 x4 _______ x6 12 Outputs _______ x4 1 x5 _______ x7 5 Inquiries _______ x3 1 x4 _______ x6 4 58 Function Point Size ©2013 David Consulting Group 12
  • 14. Function Point Quality Measures • Defect Density – Measures the number of defects identified across one or more phases of the development project lifecycle and compares that value to the total size of the application. Number of defects (by phase or in total) Total number of function points • Test Case Coverage – Measures the number of test cases that are necessary to adequately support thorough testing of a development project. Number of test cases Number of function points ©2013 David Consulting Group 13
  • 15. Function Point Quality Measures • Reliability – A measure of the number of failures an application experiences relative to its functional size. Number of production failures Total application function points • Rate of Growth – Growth of an application’s functionality over a specified period of time. Current number of function points Original number of function points • Stability – Used to monitor how effectively an application or enhancement has met the expectations of the user. Number of changes Number of application function points ©2013 David Consulting Group 14
  • 16. Non-FP Quality Measures • Defect Removal Efficiency – Tracks the number of defects removed by lifecycle phase. Peer Reviews Testing Range Reqs. Design Code Unit Test Sys. Test UAT Prod Total Insertion Rate 21 30 35 17 11 3 117 Defects Found 5 16 27 31 24 12 2 117 Removal Efficiency 4.3% 13.7% 23.1% 26.5% 20.5% 10.3% 1.7% Review Effectiveness 41.0% Test Effectiveness 57.3% • Customer Satisfaction – Gather information relating to delivery performance, communication, management, solutions, etc. – Level of importance. ©2013 David Consulting Group 15
  • 17. Improve Decision Making • It is necessary for the organization to put a “stake in the ground” relative to current performance level in order to identify opportunities to improve development practices. • Performance measures enable the organization to establish reasonable service level measures. • The organization must have a baseline to serve as a base for on-going improvement strategies focused on optimizing software delivery. ©2013 David Consulting Group 16
  • 18. A Measurement Baseline Model QUANTITATIVE QUALITATIVE Size Process Effort Methods Measures Duration Skills Identifies how you Cost Tools what you are doing Management Quality are doing Measured Capability Performance Maturity Standard of Baseline of performance Performance ©2013 David Consulting Group 17
  • 19. The Baseline Process • Identify the data set (typically project oriented) • Collect the data – Project measures (e.g., effort, size, cost, duration, defects) – Project attributes (e.g., skill levels, tools, process, etc.) • Analyze the data – Performance comparisons (identification of process strengths and weaknesses) – Industry averages and best practices – Performance modeling (identify high impact areas) • Report the results ©2013 David Consulting Group 18
  • 20. All Baseline Projects COLLECT QUANTITATIVE DATA Size Effort Duration Cost Quality Measured Measured Performance Data Performance Completion Function Project Start Date Duration Effort Hrs Date Points A Project A1 4/1/2007 7/8/2007 3.3 1873 90.0 19.3 B Project B2 3/1/2007 1/31/2008 11.2 3810.24 139.0 27.4 C Project C3 5/7/2007 7/9/2007 2.1 92.61 28.0 3.3 D Project D4 2/1/2007 9/17/2007 7.6 2041.2 200.0 10.2 E Project E5 3/5/2007 11/1/2007 8.0 2041.2 188.0 10.9 F Project F6 2/12/2007 9/26/2007 7.5 630 132.0 4.8 G Project G7 2/1/2007 9/13/2007 7.5 6773.76 276.0 24.5 H Project H8 2/15/2007 7/26/2007 5.4 2402.4 115.0 20.9 I Project I9 1/1/2007 3/30/2007 2.9 273 58.0 4.7 J Project J10 7/2/2007 9/27/2007 2.9 235.2 70.0 3.4 K Project K11 7/1/2007 11/1/2007 4.1 5913.6 202.0 29.3 ©2013 David Consulting Group 19
  • 21. Reporting and Analyzing the Results Size is Performance Productivity 2200 expressed 2000 in terms 1800 A representative selection of functionality 1600 of projects is measured delivered to the 1400 user Software 1200 Size 1000 Organizational Baseline 800 600 400 200 0 0 2 4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 Rate of delivery is a Rate of Delivery measure of productivity Function Points per Person Month ©2013 David Consulting Group 20
  • 22. Quantitative Performance Evaluation Quantitative Assessment: COLLECT QUANTITATIVE DATA Size  Perform functional sizing on all selected projects. Effort  Collect data on project level of effort, cost, duration Duration and quality. Cost  Calculate productivity rates for each project, including Quality functional size delivered per staff month, cost per functional size, time to market, and defects delivered. Measured Performance Results: Baseline Productivity Average Project Size 133 Average FP/SM 10.7 Average Time-To-Market (Months) 6.9 Average Cost/FP $939 Delivered Defects/FP 0.0301 ©2013 David Consulting Group 21
  • 23. Project Attributes – Qualitative Data Management Definition Design • Team Dynamics • Clearly Stated • Formal Process • High Morale Requirements • Rigorous Reviews • Project Tracking • Formal Process • Design Reuse • Project Planning • Customer Involvement • Customer Involvement • Automation • Experience Levels • Experienced Development • Management Skills • Business Impact Staff • Automation Build Test Environment • Code Reviews • Formal Testing Methods • New Technology • Source Code Tracking • Test Plans • Automated Process • Code Reuse • Staff Testing Experience • Adequate Training • Data Administration • Effective Test Tools • Organizational Dynamics • Computer Availability • Customer Involvement • Certification • Experienced Staff • Automation ©2013 David Consulting Group 22
  • 24. Profile of Current Practices COLLECT QUALITATIVE DATA Capability profile of current practices Process Methods Management Skills Tools Management Environment Requirements Capability Maturity Test Design Industry Avg. Build Best Practice Current State The process modeling tool realigns the collected evaluation data into six categories - Management, Requirements, Design, Build, Test and Environment ©2013 David Consulting Group 23
  • 25. Qualitative Performance Evaluation COLLECT Qualitative Assessment QUALITATIVE DATA  Conduct interviews with members of each Process project team Methods Skills  Collect Project Profile information Tools  Develop Performance Profiles to display Management strengths and weaknesses among the selected Capability projects Profiles Results Project Nam e Profile Score Managem ent Definition Design Build Test Environm ent Accounts Payable 55.3 47.73 82.05 50.00 46.15 43.75 50.00 Priotity One 27.6 50.00 48.72 11.36 38.46 0.00 42.31 HR Enhancements 32.3 29.55 48.72 0.00 42.31 37.50 42.31 Client Accounts 29.5 31.82 43.59 0.00 30.77 37.50 42.31 ABC Release 44.1 31.82 53.85 34.09 38.46 53.13 42.31 Screen Redesign 17.0 22.73 43.59 0.00 15.38 0.00 30.77 Customer Web 40.2 45.45 23.08 38.64 53.85 50.00 34.62 Whole Life 29.2 56.82 28.21 22.73 26.92 18.75 53.85 Regional - East 22.7 36.36 43.59 0.00 30.77 9.38 30.77 Regional - West 17.6 43.18 23.08 0.00 26.92 9.38 26.92 Cashflow 40.6 56.82 71.79 0.00 38.46 43.75 38.46 Credit Automation 23.5 29.55 48.72 0.00 38.46 6.25 26.92 NISE 49.0 38.64 56.41 52.27 30.77 53.13 53.85 Help Desk Automation 49.3 54.55 74.36 20.45 53.85 50.00 38.46 Formula One Upgrade 22.8 31.82 38.46 0.00 11.54 25.00 46.15 ©2013 David Consulting Group 24
  • 26. Industry Data Reveals Best Practices MEASURES CHARACTERISTICS Research Software Size Skill Levels Level of Effort Automation Time to Market Process Delivered Defects Management Cost User Involvement Environment PERFORMANCE Analysis LEVELS PROFILES • Correlate Performance Levels to Characteristics Results • Substantiate Impact of Characteristics • Identify Best Practices ©2013 David Consulting Group 25
  • 27. Modeled Improvements Project Nam e Profile Score Managem ent Definition Design Build Test Environm ent Accounts Payable 55.3 47.73 82.05 50.00 46.15 43.75 50.00 Priotity One 27.6 50.00 48.72 11.36 38.46 0.00 42.31 HR Enhancements 32.3 29.55 48.72 0.00 42.31 37.50 42.31 Client Accounts 29.5 31.82 43.59 0.00 30.77 37.50 42.31 ABC Release 44.1 31.82 53.85 34.09 38.46 53.13 42.31 Baseline Screen Redesign 17.0 22.73 43.59 0.00 15.38 0.00 30.77 Productivity Customer Web 40.2 45.45 23.08 38.64 53.85 50.00 34.62 Average Project Size 133 Whole Life 29.2 56.82 28.21 22.73 26.92 18.75 53.85 Regional - East 22.7 36.36 43.59 0.00 30.77 9.38 30.77 Average FP/SM 10.7 Regional - West 17.6 43.18 23.08 0.00 26.92 9.38 26.92 Average Time-To-Market (Months) 6.9 Cashflow 40.6 56.82 71.79 0.00 38.46 43.75 38.46 Credit Automation 23.5 29.55 48.72 0.00 38.46 6.25 26.92 Average Cost/FP $939 NISE 49.0 38.64 56.41 52.27 30.77 53.13 53.85 Delivered Defects/FP 0.0301 Help Desk Automation 49.3 54.55 74.36 20.45 53.85 50.00 38.46 Formula One Upgrade 22.8 31.82 38.46 0.00 11.54 25.00 46.15 • Process Improvements: Performance Improvements: • Peer Reviews Productivity ~ +131% • Requirements Management Time to Market ~ -49% • Configuration Management Defect Ratio ~ -75% Project Nam e Profile Score Managem ent Definition Design Build Test Environm ent Accounts Payable 75.3 61.73 82.05 60.00 60.15 53.75 50.00 Priotity One 57.6 57.00 55.72 18.36 45.46 22.00 49.31 HR Enhancements 52.3 32.55 51.72 23.00 42.31 57.50 49.31 Client Accounts 69.5 53.82 65.59 12.00 50.77 67.50 49.31 ABC Release 74.1 55.82 69.85 49.09 52.46 63.13 49.31 Productivity Screen Redesign 67.0 43.73 63.59 21.00 36.38 20.00 51.77 Improvement Customer Web 59.2 49.45 27.08 58.64 53.85 54.00 49.62 Whole Life 50.2 49.82 32.21 27.73 31.92 24.75 53.85 Average Project Size 133 Regional - East 57.7 59.36 49.59 0.00 30.77 9.38 50.77 Average FP/SM 24.8 Regional - West 52.6 55.18 30.08 0.00 33.92 19.38 26.92 Average Time-To-Market (Months) 3.5 Cashflow 67.6 66.82 71.79 0.00 49.46 53.75 49.46 Credit Automation 60.5 41.55 78.72 0.00 50.46 26.25 46.92 Average Cost/FP $467 NISE 79.0 68.64 76.41 62.27 65.77 53.13 53.85 Delivered Defects/FP 0.0075 Help Desk Automation 79.3 64.55 74.36 47.45 63.85 54.00 58.46 Formula One Upgrade 52.8 49.82 52.46 0.00 31.54 25.00 56.15 ©2013 David Consulting Group 26
  • 28. Quantitative and Qualitative Performance Measurement COLLECT COLLECT QUANTITATIVE DATA QUALITATIVE DATA Size Process Collection Effort Methods Duration Skills Cost Tools Quality Management Analysis Measured Capability Performance Maturity Results Baseline Performance Opportunities for Best Action Improvement Practices ©2013 David Consulting Group 27
  • 29. Summary • A best practice delivers measurable value • Measurement is key to identifying and ensuring best practice results • Use size as a normalizing factor • Organizational best practices are identifiable ©2013 David Consulting Group 28
  • 30. Contact Us Email: d.herron@davidconsultinggroup.com Phone: 1-610-644-2856, ext 21 http://www.davidconsultinggroup.com @DavidConsultGrp /DavidConsultGrp /company/David-Consulting-Group ©2013 David Consulting Group 29