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     Dispersion, coordination and
    performance in global software
      teams: a systematic review
    Anh Nguyen-Duc, Daniela S. Cruzes, Reidar Conradi
     Department of Computer and Information Science,
     Norwegian University of Science and Technology




                                                    2/21/2013
2



    Agenda

    •   Motivation
    •   Research questions
    •   Review process
    •   Review result
    •   Conclusion




                             2/21/201
3



      Motivation
       • Global software development are becoming more
         and more popular:
              – offshore team, outsourcing, virtual team and open source
                projects
              – 30% of US IT jobs are expected to be offshored by 2015 [1]
              – 160.000 projects registered in Source Forge in the end of
                2011
       • Challenges in globally dispersed projects
              – More complicated task dependencies
              – More difficult team coordination




    [1] ACM Job Migration Task Force, “ Globalization and Offshoring of Software”, Association for Computing Machinery, 2006
4



        Motivation
         • An existing model on team input, process and IS
           project outcome [2]:
                                                          Team coordination
                           Dispersion                                                            Project outcome
                                                          (Social- emotional
                             (Input)                                                                 (Output)
                                                              Process)


         • Existing empirical studies is inconclusive about the
           impact of dispersion on team coordination and project
           outcomes
               –    Dispersion dimensions
               –    Team coordination context
               –    Project outcomes measure
               –    Influence direction

[2] J. A. Espinosa, W. DeLone, and G. Lee, "Global boundaries, task processes and IS project success: A field study," Information
Technology and People, vol. 19, pp. 345-370, 2006
5



     Research questions
    RQ1: Which dimensions of
       dispersion are explored?
    RQ2: How is team                 RQ1        Context factors      RQ4
       coordination influenced
       by these dispersion
       dimensions?
                                   Dispersion
                                                                  Performance
    RQ3: How is team               dimension

       performance influenced
       by these dispersion
       dimensions?                   RQ2
                                                    Team
                                                                     RQ3
                                                 Coordination
    RQ4: Which context factors
       could explain the
       heterogeneity among
       empirical findings on the
       influence directions?
                                                                        2/21/201
6



     Review process
    Literature review    Purpose:
                           Provide knowledge background
       Protocol            Collect key words to build the search string
     development           Construct data extraction form
                         Result:
    Paper selection        27 seed studies


    Data extraction


        Quality
      assessment


     Data analysis

                                                                           2/21/201
7



       Review process
     Literature review          Search string:
                                  (coordinati* or collaborativ* or cooperati* ) AND
        Protocol                  (distributed or offshor* or "open source" or outsourc* or
     development [3]              global or dispers*) AND (software or project or team)

                                Data source:
     Paper selection                  Scopus, ISI Web of Science, Reference list
                                Exclusion criteria:
      Data extraction                1.   Short papers
                                     2.   Not in SE or IS area
                                     3.   Not about dispersed context
          Quality                    4.   No empirical report or validation
        assessment                   5.   Study team coordination without relationships with
                                          project outcomes
       Data analysis

[3] B. A. Kitchenham, “Guidelines for performing Systematic Literature Reviews in Software Engineering”, EBSE
Technical Report, 2007                                                                                     2/21/201
8



       Review process
     Literature review
                               Search result ……………… 11222 unduplicated papers

         Protocol
       development             Selected by reading titles and abstracts ….. 470 papers
     Paper selection
           [3]
                               Selected by reading full text …….…………….48 papers

      Data extraction
                               Extra papers by reference scan ….…………….8 papers
          Quality
        assessment
                               Total papers to be extracted …...……………..56 papers
       Data analysis

[3] B. A. Kitchenham, “Guidelines for performing Systematic Literature Reviews in Software Engineering”, EBSE
                                                                                                           2/21/201
9



     Review process
                        Meta data
    Literature review
                        Study design,
       Protocol         background concept
     development
                        Context setting
    Paper selection     Independent factors

                        Dependent factors
    Data extraction
                        Control factors
        Quality
      assessment
                        Findings,
                        threats to validity
     Data analysis

                                              2/21/201
10



       Review process
                                 CHECKLIST
     Literature review           Problem statement
                                                                                              56 extracted papers
                                 1. Is the aim of the research sufficiently explained
                                 and well motivated?
                                 Research design
         Protocol                2. Is the context of study clearly stated?
                                 3. Is the research design sufficiently prepared
       development               beforehand?
                                 Data collection
                                 4. Are the data collection and measures adequately
                                                                                           Remove 8 papers:
                                 described?                                                1. Poor research design
      Paper selection                                                                      2. Insufficient data
                                 5. Are the measures used in the study relevant for
                                 answering the research question?                          3. Poor/ No data analysis
                                 Data analysis                                                conducted
                                 6. Is the data analysis used in the study adequately
      Data extraction            described?
                                 7a. Qualitative study: Are the interpretation of result
                                 clearly described?
                                 7b. Quantitative study: Are the effect size reported
         Quality                 with assessed statistical significance?
                                                                                                Studies on team
      assessment [4]             8. Are potential confounders adequately controlled
                                                                                            performance: 28 papers
                                 or discussed?
                                 Conclusion
                                 9. Are the findings of study clearly stated and
       Data analysis             supported by the results?
                                 10. Does the paper discuss limitations or validity?

[4] T. Dybå and T. Dingsøyr, “Empirical studies of agile software development: A systematic review”, Information and
                                                                                                              2/21/201
Soft- ware Technology, vol 50, pp. 833-859, 2008
11



      Review process
                         Tailored thematic analysis [5] (RQ1, RQ2)
     Literature review
                            Extract code …...………………………………………..
                                    RQ1 ……………………………….....53 codes
        Protocol                    RQ2 ………………………………...137 codes
      development           Identify common themes……………………..………..
                                    RQ1 ………………………………….5 themes
     Paper selection                RQ2 ………………………………….8 themes

                         Vote counting (RQ3, RQ4) [6] .….………………………..
     Data extraction               Geographical dispersion ………… 14 studies
                                   Temporal dispersion ………………. 8 studies
         Quality
       assessment

                         [5] D. S. Cruzes and T. Dybå, “Recommended Steps for Thematic Synthesis in Software
      Data analysis      Engineering”, pp. 275–284, ESEM, Calgary, Canada, 2011
                         [6] L.M. Pickard, B.A. Kitchenham, and P.W. Jones, “Combining empirical results in software
                         engineering,” Journal on Information and Software Technology, vol. 40, Dec. 1998, pp 811-821

                                                                                                             2/21/201
12



     Demographics
                        Publication by year
      7
      6
      5
      4
      3                                             No of study
      2
      1
      0
          2003 2005 2006 2007 2008 2009 2010 2011




                                                            2/21/201
13



     Demographics

          Publication by research methods
     14
     12
     10
      8
      6
      4
      2                                     Data collection
      0




                                                              2/21/201
14



     Demographics
                              Global dispersion type

      Global branch

       Outsourcing

       Open source                                           No. of studies

         Laboratory

                      0   2    4   6   8 10 12 14 16 18 20




                                                                              2/21/201
15



     Result
     RQ1: Which dimensions of dispersion are explored?


                             Dispersion
                             dimensions



 Geographical   Temporal     Organizational   Work process    Cultural
  dispersion    dispersion    dispersion       dispersion    dispersion
     (16)           (8)           (8)              (7)           (5)




                                                                      2/21/201
16



     Result
       RQ2: How is team coordination influenced by these
                     dispersion dimensions?

     Coordination problem
     Frequency of communication and
     feedback
     Choice of communication mean
     Coordination delay
     Perception and attitudes toward
     collaboration
     Misinterpretation
     Coordination requirement gaps
     Team structure configuration
     Task scheduling complexity

                                                           2/21/201
17



     Result
       RQ2: How is team coordination influenced by these
                     dispersion dimensions?

     Coordination problem              Geo. Tem.   Org.   Wor. Cul.

     Frequency of communication and
                                        X    X      X           X
     feedback
     Choice of communication mean       X    X             X    X
     Coordination delay                 X    X      X      X
     Perception and attitudes toward
                                        X    X      X           X
     collaboration
     Misinterpretation                       X      X      X    X
     Coordination requirement gaps      X    X
     Team structure configuration       X    X
     Task scheduling complexity              X

                                                                      2/21/201
18



     Result
       RQ2: How is team coordination influenced by these
                     dispersion dimensions?

     Coordination problem              Geo. Tem.   Org.   Wor. Cul.

     Frequency of communication and
                                        X    X      X           X
     feedback
     Choice of communication mean       X    X             X    X
     Coordination delay                 X    X      X      X
     Perception and attitudes toward
                                        X    X      X           X
     collaboration
     Misinterpretation                       X      X      X    X
     Coordination requirement gaps      X    X
     Team structure configuration       X    X
     Task scheduling complexity              X

                                                                      2/21/201
19

              RQ3: How does the team performance
     Result        influenced by these dispersion
                            dimensions?
                       Dispersions is associated with
                       lower team performance




                Negative impact on team
                performance on team &
                task level

                Positive impact on team
                performance on project
                level


                No association with team
                performance


                                                        2/21/201
20
              RQ3: How does the team performance
     Result        influenced by these dispersion
                            dimensions?

              Perception about
              team performance




              Direct measure of
              team performance at
              project level




                                             2/21/201
21
              RQ3: How does the team performance
     Result        influenced by these dispersion
                            dimensions?

                    No
                consistent
               picture from
                 empirical
                studies on
              the influence
                    of
               dispersions
                 on team
              performance
22



     Result
     RQ4: Which context factors could explain the heterogeneity
        among empirical findings on the influence directions?
     Variables:
         – Lack of data: dispersion type, number of sites, level of
           communication technology and practices
         – Study subject, sample size, quality of study
         – Team performance measure type, Unit of analysis
              Unit of   Geographical              Temporal
             analysis Pos. Neg. Neu.        Pos. Neg. Neu.
             Task        0      5      1      0      0       0
             Team        0      4      1      0      3       1
             Project     1      1      1      3      1       0

                                                                      2/21/201
23



     Implication for future research
     Research   Include and distinguish among different type of
                dispersions

                Report dispersion context and level of communication
                technology and practices
                Further research on how work process & cultural
                dispersion impact team performance
                Further research on impact of dispersion on
                mechanistic coordination
                Further research on dispersion on open source projects




                                                                       2/21/201
24



     Implication for practice
     Practice   Understand that impact of dispersion is context-specific

                Promote technology and working style that support
                effective informal communication
                Configure team structure that addresses coordination
                requirement
                Be aware of positive effect of temporal dispersion on
                team performance
                Look for evidence at team and work unit level to decide
                the cost-benefit of being distance.
25



     Q&A

     Contact
     • Anh Nguyen-Duc: anhn@idi.ntnu.no
     • Daniela S. Cruzes: dcruzes@idi.ntnu.no
     • Reidar Conradi: Reidar.Conradi@idi.ntnu




                                                 2/21/201

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Dispersion, coordination and performance in GSD: a systematic review

  • 1. 1 Dispersion, coordination and performance in global software teams: a systematic review Anh Nguyen-Duc, Daniela S. Cruzes, Reidar Conradi Department of Computer and Information Science, Norwegian University of Science and Technology 2/21/2013
  • 2. 2 Agenda • Motivation • Research questions • Review process • Review result • Conclusion 2/21/201
  • 3. 3 Motivation • Global software development are becoming more and more popular: – offshore team, outsourcing, virtual team and open source projects – 30% of US IT jobs are expected to be offshored by 2015 [1] – 160.000 projects registered in Source Forge in the end of 2011 • Challenges in globally dispersed projects – More complicated task dependencies – More difficult team coordination [1] ACM Job Migration Task Force, “ Globalization and Offshoring of Software”, Association for Computing Machinery, 2006
  • 4. 4 Motivation • An existing model on team input, process and IS project outcome [2]: Team coordination Dispersion Project outcome (Social- emotional (Input) (Output) Process) • Existing empirical studies is inconclusive about the impact of dispersion on team coordination and project outcomes – Dispersion dimensions – Team coordination context – Project outcomes measure – Influence direction [2] J. A. Espinosa, W. DeLone, and G. Lee, "Global boundaries, task processes and IS project success: A field study," Information Technology and People, vol. 19, pp. 345-370, 2006
  • 5. 5 Research questions RQ1: Which dimensions of dispersion are explored? RQ2: How is team RQ1 Context factors RQ4 coordination influenced by these dispersion dimensions? Dispersion Performance RQ3: How is team dimension performance influenced by these dispersion dimensions? RQ2 Team RQ3 Coordination RQ4: Which context factors could explain the heterogeneity among empirical findings on the influence directions? 2/21/201
  • 6. 6 Review process Literature review  Purpose:  Provide knowledge background Protocol  Collect key words to build the search string development  Construct data extraction form  Result: Paper selection  27 seed studies Data extraction Quality assessment Data analysis 2/21/201
  • 7. 7 Review process Literature review  Search string: (coordinati* or collaborativ* or cooperati* ) AND Protocol (distributed or offshor* or "open source" or outsourc* or development [3] global or dispers*) AND (software or project or team)  Data source: Paper selection  Scopus, ISI Web of Science, Reference list  Exclusion criteria: Data extraction 1. Short papers 2. Not in SE or IS area 3. Not about dispersed context Quality 4. No empirical report or validation assessment 5. Study team coordination without relationships with project outcomes Data analysis [3] B. A. Kitchenham, “Guidelines for performing Systematic Literature Reviews in Software Engineering”, EBSE Technical Report, 2007 2/21/201
  • 8. 8 Review process Literature review Search result ……………… 11222 unduplicated papers Protocol development Selected by reading titles and abstracts ….. 470 papers Paper selection [3] Selected by reading full text …….…………….48 papers Data extraction Extra papers by reference scan ….…………….8 papers Quality assessment Total papers to be extracted …...……………..56 papers Data analysis [3] B. A. Kitchenham, “Guidelines for performing Systematic Literature Reviews in Software Engineering”, EBSE 2/21/201
  • 9. 9 Review process Meta data Literature review Study design, Protocol background concept development Context setting Paper selection Independent factors Dependent factors Data extraction Control factors Quality assessment Findings, threats to validity Data analysis 2/21/201
  • 10. 10 Review process CHECKLIST Literature review Problem statement 56 extracted papers 1. Is the aim of the research sufficiently explained and well motivated? Research design Protocol 2. Is the context of study clearly stated? 3. Is the research design sufficiently prepared development beforehand? Data collection 4. Are the data collection and measures adequately Remove 8 papers: described? 1. Poor research design Paper selection 2. Insufficient data 5. Are the measures used in the study relevant for answering the research question? 3. Poor/ No data analysis Data analysis conducted 6. Is the data analysis used in the study adequately Data extraction described? 7a. Qualitative study: Are the interpretation of result clearly described? 7b. Quantitative study: Are the effect size reported Quality with assessed statistical significance? Studies on team assessment [4] 8. Are potential confounders adequately controlled performance: 28 papers or discussed? Conclusion 9. Are the findings of study clearly stated and Data analysis supported by the results? 10. Does the paper discuss limitations or validity? [4] T. Dybå and T. Dingsøyr, “Empirical studies of agile software development: A systematic review”, Information and 2/21/201 Soft- ware Technology, vol 50, pp. 833-859, 2008
  • 11. 11 Review process Tailored thematic analysis [5] (RQ1, RQ2) Literature review Extract code …...……………………………………….. RQ1 ……………………………….....53 codes Protocol RQ2 ………………………………...137 codes development Identify common themes……………………..……….. RQ1 ………………………………….5 themes Paper selection RQ2 ………………………………….8 themes Vote counting (RQ3, RQ4) [6] .….……………………….. Data extraction Geographical dispersion ………… 14 studies Temporal dispersion ………………. 8 studies Quality assessment [5] D. S. Cruzes and T. Dybå, “Recommended Steps for Thematic Synthesis in Software Data analysis Engineering”, pp. 275–284, ESEM, Calgary, Canada, 2011 [6] L.M. Pickard, B.A. Kitchenham, and P.W. Jones, “Combining empirical results in software engineering,” Journal on Information and Software Technology, vol. 40, Dec. 1998, pp 811-821 2/21/201
  • 12. 12 Demographics Publication by year 7 6 5 4 3 No of study 2 1 0 2003 2005 2006 2007 2008 2009 2010 2011 2/21/201
  • 13. 13 Demographics Publication by research methods 14 12 10 8 6 4 2 Data collection 0 2/21/201
  • 14. 14 Demographics Global dispersion type Global branch Outsourcing Open source No. of studies Laboratory 0 2 4 6 8 10 12 14 16 18 20 2/21/201
  • 15. 15 Result RQ1: Which dimensions of dispersion are explored? Dispersion dimensions Geographical Temporal Organizational Work process Cultural dispersion dispersion dispersion dispersion dispersion (16) (8) (8) (7) (5) 2/21/201
  • 16. 16 Result RQ2: How is team coordination influenced by these dispersion dimensions? Coordination problem Frequency of communication and feedback Choice of communication mean Coordination delay Perception and attitudes toward collaboration Misinterpretation Coordination requirement gaps Team structure configuration Task scheduling complexity 2/21/201
  • 17. 17 Result RQ2: How is team coordination influenced by these dispersion dimensions? Coordination problem Geo. Tem. Org. Wor. Cul. Frequency of communication and X X X X feedback Choice of communication mean X X X X Coordination delay X X X X Perception and attitudes toward X X X X collaboration Misinterpretation X X X X Coordination requirement gaps X X Team structure configuration X X Task scheduling complexity X 2/21/201
  • 18. 18 Result RQ2: How is team coordination influenced by these dispersion dimensions? Coordination problem Geo. Tem. Org. Wor. Cul. Frequency of communication and X X X X feedback Choice of communication mean X X X X Coordination delay X X X X Perception and attitudes toward X X X X collaboration Misinterpretation X X X X Coordination requirement gaps X X Team structure configuration X X Task scheduling complexity X 2/21/201
  • 19. 19 RQ3: How does the team performance Result influenced by these dispersion dimensions? Dispersions is associated with lower team performance Negative impact on team performance on team & task level Positive impact on team performance on project level No association with team performance 2/21/201
  • 20. 20 RQ3: How does the team performance Result influenced by these dispersion dimensions? Perception about team performance Direct measure of team performance at project level 2/21/201
  • 21. 21 RQ3: How does the team performance Result influenced by these dispersion dimensions? No consistent picture from empirical studies on the influence of dispersions on team performance
  • 22. 22 Result RQ4: Which context factors could explain the heterogeneity among empirical findings on the influence directions? Variables: – Lack of data: dispersion type, number of sites, level of communication technology and practices – Study subject, sample size, quality of study – Team performance measure type, Unit of analysis Unit of Geographical Temporal analysis Pos. Neg. Neu. Pos. Neg. Neu. Task 0 5 1 0 0 0 Team 0 4 1 0 3 1 Project 1 1 1 3 1 0 2/21/201
  • 23. 23 Implication for future research Research Include and distinguish among different type of dispersions Report dispersion context and level of communication technology and practices Further research on how work process & cultural dispersion impact team performance Further research on impact of dispersion on mechanistic coordination Further research on dispersion on open source projects 2/21/201
  • 24. 24 Implication for practice Practice Understand that impact of dispersion is context-specific Promote technology and working style that support effective informal communication Configure team structure that addresses coordination requirement Be aware of positive effect of temporal dispersion on team performance Look for evidence at team and work unit level to decide the cost-benefit of being distance.
  • 25. 25 Q&A Contact • Anh Nguyen-Duc: anhn@idi.ntnu.no • Daniela S. Cruzes: dcruzes@idi.ntnu.no • Reidar Conradi: Reidar.Conradi@idi.ntnu 2/21/201

Hinweis der Redaktion

  1. As we all see that global software development happens everywhere. Software projects are dispersing globally to search for cost reduction and time to market shorten, proximity to customer. In our study we consider the term global team in a broad range. It includes at least the offshore, outsource, virtual team and open source projects. In these projects the team members are working in different geographical dispersion. Here are some figures illustrate for the increase of global teams.30% of US IT jobs are expected to be offshored by 2015 [1]160.000 projects registered in Source Forge in the end of 2011, which is doubled compared with that in 2004.Working in global team is a challenge not only for manager but also developer. When the projects disperse in multiple locations, the dependencies among the task and task carieer become more complicated. And it also more difficult for task management and coordination.
  2. In Information System literature,Team coordination is considered as the important factors that influence the global project success. In this context, team coordination is defined as extra activity to o manage dependencies between task and task carrier.There are several previous works highlight the importance of team coordination in global projects. The inconsistency among the papers may be caused the different aspects of dispersion are investigated, the different team coordination context and different way of define project outcomes.
  3. From this observation, conducted a systematic review to systemize the knowledge on this area and to identify the gaps for the future research. Basically I have four research questions, which fit into the input=process-outcome framework
  4. From this slide I would like to present the review process we have gone through. We have 6 main steps .. We follow the review guideline written by Kitchenham
  5. In the next step, we identify search terms, data sources, inclusion and exclusion criteria.
  6. When conducting the paper selection, at first the result from the search engine is 11222 papers
  7. The form is constructed, tested and modified in the adhoc review step
  8. when team members locate in different physical places. . Temporal dispersion occurs when team members are separated through different working hours, time zones, and/or working schedules. Temporal dispersion also accounts for situations in which team members probably located at the same site but work different shifts or even flexible hours.Organizational dispersion occurs when team members are from different organizations. The team collaboration may face with organizational level issues, such as difference or even conflict of orragnizational strategy and objective, difference in organizational structure of different part of the team and formal issues like obligation or contract. Work process dispersion happens when team members work in different working environment and engineering process. The difference can be from adopted development methodologies, work infrastructure like computer, network or set of development and communication tool. Also some studies address the difference in distribution of experience and expertise among locations.Cultural dispersion is found as team members’ difference in communication language, cultural background, custom and national context.These dimensions are not clearly seperated and there are some overlaps and correaltion among them.
  9. The picture shows the influence of geographical dispersion on team performance. We try to connect this relationship with the concept of team coordination in the between.The studies are categorized by the measure of the dispersion dimension. Red part shows the negative impact, green part show the positive impact and the grey part show the neutral result.All papers that compare distributed works with collocated works show that distribution is associated with lower team performance. The main reason is that the team need to invest more time and effort on team coordination.Papers quantify geographical dispersion shows a mixed result. Four studies reports … Three studies shows no association … and One study shows a