CEN th Lecture CEN 4021 Software Engineering II Instructor: Masoud Sadjadi Software Project Planning (POMA) Organizing: Processes, Methodologies and Tools

11 th LectureCEN 4021: Software Engineering II Acknowledgements  Dr. Onyeka Ezenwoye  Dr. Peter Clarke 2

11 th LectureCEN 4021: Software Engineering II Agenda  Software Project Planning (POMA) –Organizing  Processes, Methodologies and Tools

11 th LectureCEN 4021: Software Engineering II Processes  In addition to hiring new employees, other new resources necessary for the s/w project must be considered, acquired, established, and installed during the organizing phase.  The process used to develop the s/w must be clearly defined.

11 th LectureCEN 4021: Software Engineering II Processes  The process must be tailored depending on some of the following: –The size and complexity of the project based on the deliverables –The maturity of the organization –The history of the working relationships of the people –The size of the organization –The goals of the s/w project

11 th LectureCEN 4021: Software Engineering II Process Map  There is a need to map the overall process to clearly list the activities carried out with in each step, and to explain any relationships among the steps.  Figure 7.1: –For waterfall-like process –Arrows show the flow of activities. –Dotted arrows indicate the potential for backward flow.

11 th LectureCEN 4021: Software Engineering II

11 th LectureCEN 4021: Software Engineering II Process Map  The conditions for the successful completion or the exit criteria of a step, which allow the work flow to continue to the next step, need to be provided as a companion to the process map.  Typical exit criteria from the design process: –All the functional and nonfunctional reqs. are designed including the following:  The systems and communication interfaces  Database and file structure  Special constraints: performance, security, backup/recovery  etc.

11 th LectureCEN 4021: Software Engineering II Process Map  Typical exit criteria from the design process cont: –All of the design is documented and represented in the preciously specified format and language. –The design document is stored in a configuration management tool. –The design document is reviewed and all errors found have been fixed and captured in the updated design document.  The defined exit criteria for the process steps provide a management and a team approach to controlling the flow of activities.

11 th LectureCEN 4021: Software Engineering II Process Map  There may be overlap in the activities especially from teams that are facing schedule pressure such as the coding team.

11 th LectureCEN 4021: Software Engineering II Processes Configuration Management  Defn: A set of procedures that define, track, and control artifacts produced during the development, support, and maintenance of software.

11 th LectureCEN 4021: Software Engineering II Processes Configuration Management  Configuration management is made up of a complex set of activities including the following key activities: –Definition and Setup –Control and Track  Part 1: Definition and Setup -Defining and listing the artifacts that need to be managed -Defining the granularity of managing the artifacts and designing the directory scheme to accommodate that level of granularity -Defining the rules for accessing the artifacts

11 th LectureCEN 4021: Software Engineering II Processes Configuration Management cont Part 2: Control and track -Defining the security and controls needed to manage the artifacts -Storing, retrieving, locking, and unlocking artifacts based on the predefined rules -Maintaining all of the tools employed to help in configuration management.  Note configuration management spans the entire project.

11 th LectureCEN 4021: Software Engineering II Processes Process Introduction and Education  Members of a project team may come from a variety of backgrounds, all of which use some form of a process. Even if this process is some form of chaotic organization i.e., the process is formulated as the project progresses.  Education and communication of project progress should come in stages.  There are many approaches, one such approach is as follows:

11 th LectureCEN 4021: Software Engineering II Processes Example Process Introduction and Education stages  Stage 1: Process Introduction  Stage 2: Feedback and Modification  Stage 3: Acceptance  Stage 4: Reinforcement

11 th LectureCEN 4021: Software Engineering II Processes Process Introduction and Education  Stage 1: Process Introduction –Provide the intro and education, if necessary, to the general process chosen for the project. –Provide the rationale behind the specific process. –Point out both the positive and the negative as well as any portion of the process that is still untested. –Point out any past history, if available.

11 th LectureCEN 4021: Software Engineering II Processes Process Introduction and Education  Stage 2: Feedback and Modification –Allow team members to debate and study the process on their own. –Ask for written feedback. –Collect and analyze the responses –Make appropriate modifications and prepare for responses to these changes. –Bring the team together, providing the team members with feedback on which suggested modifications were accepted and explaining what was done with both the accepted and the rejected suggestions.

11 th LectureCEN 4021: Software Engineering II Processes Process Introduction and Education  Stage 3: Acceptance –Ask whether any further education is needed and provide it as appropriate. –Ask for concurrence and acceptance of the process.  Stage 4: Reinforcement –Quickly review the process and ask for any further input to its implementation. –Make any adjustments and update the process as needed.

11 th LectureCEN 4021: Software Engineering II Processes Process Introduction and Education  The effort required to organize, communicate, educate, and gain acceptance of the process may be longer than many people would like.  Stage 4 (reinforcement) may be performed repeatedly as needed, but not excessively.  As new employees come on board, they must also be introduced to the project process.  project manager needs to ensure that the team is clear about, and ready to follow the process map.

11 th LectureCEN 4021: Software Engineering II Methodologies  Recall a methodology is a prescribed set principles or rules to accomplish a task.  The process provides the macro steps the methodology provide the micro steps, i.e., the difference between a methodology and a process is a matter of degree.  project managers have traditionally been highly involved in discussion on methodologies for the following reasons: 1.Need to keep up with the new methodologies 2.Promotion was linked to performance using a methodology

11 th LectureCEN 4021: Software Engineering II Methodologies  Project managers must be familiar with the most appropriate methodology.  project managers need to monitor how the methodology is used on the project.  The project manager needs to ensure that the team is prepared to use the methodology. Usually describe at two levels: 1.Higher-level is a more process oriented way i.e., major substeps to be employed are listed and their relationships shown. 2.Deeper level describes the specific methods in each substep.

11 th LectureCEN 4021: Software Engineering II Methodologies  What kind of methodologies have prescribed for your project?

11 th LectureCEN 4021: Software Engineering II Methodologies Methodology Definition:  Functional testing activity: –Review the requirements spec for the description of the desired functionality –Review the design document for the design of the solution to provide the functionality –Review the code, if necessary –Develop the usage scenario and break down the usage scenario into test cases for the functionality –Execute the test cases and record the results –Report any problems found

11 th LectureCEN 4021: Software Engineering II Methodologies Methodology Definition:  Functional testing activity: –Incorporate the fixes and retest to ensure that the fixes are correct –Promote all of the correctly tested functional code to a library  Within this general methodology, very different, specific methods may be employed to accomplish any of the particular substeps.  For example, the generation of test cases may be done using white-box or black-box.

11 th LectureCEN 4021: Software Engineering II Methodologies Methodology Preparation:  managers need to facilitate the debate over a new or complex methodology, so that all fears and apprehensions about it may be exposed and resolved before the next stage of preparation.

11 th LectureCEN 4021: Software Engineering II Methodologies Methodology Preparation:  During the debate, the new methodology should be judged by the following criteria: –Whether it will accomplish the task –Whether it will accomplish the task in some advantageous way that improves productivity, reduces complexity, and enhances quality –Whether the actual project cost will be reduced and the schedule improved.  The project managers must be prepared to address the above criteria as part of the organization and preparation of the methodologies.

11 th LectureCEN 4021: Software Engineering II Methodologies Methodology Preparation:  A new methodology will have a front-end cost in terms of the potentially steep learning curve and extra time required to master the methodology.  After the debate is over and the team embraces the new methodology the education process begins.  Some teams may include a few experts in the new methodology, the project manager should use these team members effectively in the education process.

11 th LectureCEN 4021: Software Engineering II Tools  Tools should reduce work and increase productivity and efficiency.  Tools represent a significant set of resources for software projects.  There have been claims of 50% - 200% gains in productivity as evidence of a particular tools’ effectiveness. On the other hand the expected savings for some tools may not materialize.  project managers should take a realistic note of what should be expected and what effort will be required to achieve the expectation.

11 th LectureCEN 4021: Software Engineering II Tool Identification and Preparation  Some activities the manager should carry out to prepare for the acquisition and use of the tool: –Identify the specific steps and activities that the tool is expected to automate or improve. –Explore realistic expectations for the tool, stated in terms of productivity gain or efficiency gain that the automation of these steps will bring. –Review the various tools available that will meet these expectations. –Review the training needed to attain the level of competency for the expected gains. Tools

11 th LectureCEN 4021: Software Engineering II Tool Identification and Preparation: –Choose the specific tool to be acquired, working out the needed terms and conditions. –Announce the decision. –Set and communicate the realistic expectations in terms of productivity gains that the team should be experiencing. –Schedule and facilitate the necessary training. –Acquire and set up the chosen tool. –Ensure the proper continuous support of the tool is in place. –Communicate the project policy for usage of this tool –Set up the mechanism to enforce the usage policy. Tools

11 th LectureCEN 4021: Software Engineering II Tool Selection:  manager must establish an objective set of criteria for tool selection, i.e., should study the different vendor offerings.  Criteria to evaluate vendor offerings: –The functions that the tool performs and automates –The expected gains in productivity and efficiency from the tool’s functions –The number of users who may simultaneously access the tool –The tool’s performance capacity and reliability Tools

11 th LectureCEN 4021: Software Engineering II Tool Selection:  Criteria to evaluate vendor offerings cont: –The vendor’s experience with the tool –The vendor’s past history in supporting the tool –The amount of training needed to use the tool –The effort required to maintain and support the tool –Contractual terms and conditions for the tool-especially the financial terms  Some “scoring” mechanism must be established for each criterion. Tools

11 th LectureCEN 4021: Software Engineering II Tool Usage Preparation:  The project team must be trained how to use the tool correctly.  In the start-up period of using the tool the team will lose some productivity due to: exploration, frustration, and further learning.  project manager must set expectations with the startup- period in mind.  project manager must be tactful in persuading team members to use new tools. Tools