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Introduction, web project management & risk management
WEB1P Lecture 2 Introduction, web project management & risk management Topics to cover on my part of the unit: cover the decisions and actions taken to develop and maintain a web site. Other units cover the use of web sites in e-business. Web project management Risk management Content management Planning, setting up and configuring a web server Capacity planning and performance monitoring This session, PM and RM, next session, content management, then third, Apache configuration, and we’ll go into the Comms Lab. As there is much material to get through, I give you general overview in the lectures. Use the resources on the WEB1P web site and tutorial resources to do further research. In the revision lecture, consolidate.
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Web project management
Anyone here with experience of project management or project planning, software development? In here for 3 hours. Project management, then risk management.
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Web project management
How are web projects special? Activities in creating a web site Project management methodologies Project life cycles Activity planning Project management for information systems is a well-understood if not always well-practised concept, and there are several approaches traditionally taken. Web development is also increasingly well understood from a technical point of view, and there are many tools and techniques for creating web sites and components of sites. Where there is much less in the way of useful frameworks/approaches/tools/techniques is in the area of managing web development. This lecture aims to explore some of the ways the gap can be filled.
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Look at www.port.ac.uk web site.
Identify site components: white board
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Content formats Suggestions for content types, and how they are formatted on the web, . Site content - many formats. If you don’t already have it, you have to create it, or source it, or commission it. Then it needs collating and editing, and assigning to pages on the web site. You also have to keep track of the versions. In last lecture we’ll look at web content management systems which help to do this Also consider what is behind the pages, e.g. server-side and client-side programs, databases etc
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What needs to be done? Business content – e-commerce aspects
Presentation – content on web site Technical content – client-side, server-side programs, databases etc Server configuration Site naming, capacity, security, maintenance planning, content management…… Problems with web page development: Deceptive simplicity of page creation, confusion between (page construction, page design, site design, application development). ‘end-user computing’ , marketing tactics of software industry Invisible characteristics of web site design: document management, link management, security, infrastructure, information structure, information management, database connectivity, dynamic pages, dynamic content, maintenance, standards, upgrades/service, organizational issues, information ownership, legal and copyright issues(Music industry), social and ethical issues (propaganda), user profiles This will differ for differing types of site: e-commerce, e-marketing, international sites, intranets, B2B portals (Shelford & Remillard, 2003)
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Stages in traditional IS development
Project initiation and PID Requirements engineering System design Software construction Hardware purchase Integration and system testing Installation and cut-over Project close-down Maintenance Compare this with what needs to happen in web development:
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Typical activities for website development
Feasibility study/web strategy Project initiation/assemble team Define site requirements, characteristics Plan site: architecture, functions, appearance Plan and acquire content Create/acquire supporting software Acquire and commission web server/ ISP agreement Site test, launch and handover Maintenance/update of site Evaluation The following are typical activities when creating a web site: Determine the case for the site, perhaps linked to an overall strategy (e.g. implementation of e-Commerce) Determine site requirements: commercial, creative, technical, content Design the site structure: information, interactions and appearance Plan content on each web page: produce or acquire content Determine requirements for server-side software/databases to support functionality of site – produce software ( at this stage a system development life cycle can be used, e.g. prototyping or waterfall) Obtain hardware to host the web site, configure server software, carry out capacity planning Ensure site works before launch, submit site to search engines, publicise. Maintain site – error fixes, keeping content up to date Seek evaluation feedback from customer.
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What is special about web projects?
Lack of standards for development Short time-scales (1 – 6 months) Interactive development More diverse teams Parallel working Outsourced jobs Problems with communication and coordination Use of new tools and technologies Standards for parts of the work, e.g. compliance with accessibility criteria. Benchmarking. Web development projects differ from traditional information system projects in the following ways: Will also depend on purpose of site – see Standards for web site development are still evolving, although software development standards can be applied to certain parts of the development. Industry benchmarks are the best guide; most authors concentrate on team management aspects. Timescales for development are short and user involvement is likely to be high. Because of the wide range of activities and site components, many different skills are required, and parallel working is the norm. Specific jobs (such as server-side program development, logo production) are likely to be outsourced. This means that contract management is required. Many tools and techniques for developing aspects of web sites are new, and often “Beta” in quality, although this situation is improving. Therefore good project management is needed. Broadly speaking, the larger and more complex the project, the greater the need for processes, structures, specifications and so on. With smaller projects the boundaries of who does what, in what order, can often afford to be more blurred and the working methods more fluid Production of a web site is often linked to other agendas, e.g. marketing, business beta releases of software - to demonstrate expertise. Think about what needs to go on a web site. Broadly speaking - a presentation layer and a functional layer - but the presentation layer alone may consists of dozens of elements of different types - text, graphics, video etc Wider set of expertise needed, so to the software engineer mix you might add marketing and commercial experts, technical experts, graphic designers, lawyers… Short timescales, diverse content - parallel working Sourcing elements, in-house, licencing and copyright, outsourcing - with need to manage it - specify job properly, quality control Often prototypes are demoed to customer.. Because it’s new, not much in way of standards or even descriptions. Case studies on web. Also: needs to be maintained and kept up to date Increasing amounts of information – multi-lingual, multi-server, real time Enterprise applications, web services. More part of mainstream business processes – need for reporting and analysis of trends Communication... How can we bring all these elements under control? First, we need to identify the project activities:
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Piecemeal development can have undesirable effects
Consider a framework for organising development This is known as a Project Management Methodology Takes tasks from project life cycle. Many companies/individuals/teams develop computer projects in a piece- meal way which can have undesirable side effects Difference between programme and project – need for overall strategy, feasibility study and commitent to fund – often tied to requirement for consistent project management. Nasty lessons for UK Governmentt with MoD contracts. Definition of project management methodology: Project Management Methodology A project management methodology addresses the principles, practices and procedures for performing project management. Project management improves the probability of project success. Benefits of a PM Methodology Some of the benefits of using a PM Methodology are: Reduced Risk of Project Failure Increased Efficiency/Productivity Improved Quality Improved Communications
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Existing methods Answer the question:
What do traditional methods do to help web site development? Life cycles: waterfall, Boehm spiral, prototyping PRINCE2, Agile methods: DSDM, Extreme programming, RAD, JAD Run through these briefly – which ones are suitable for web development
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Project life cycles …or SDLCs (System Development Life Cycle)
Relate to IS development Can they be applied to web development?
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THE WATERFALL MODEL Analysis Design Implementation Maintenance
Although web dev differs in detail from sw dev, I’d like to suggest that SDLC methodologies can still provide structure to project planning. Review the common ones. Characteristics: a “one-shot” approach, where each stage is completed before the next starts. Recent versions (“modified Waterfall”) allow for feedback between the stages, acknowledging ongoing development in requirements, implications of bug fixing etc. Advantages: allows forecast of project completion times, good control of project Good points: clear progression - complete one task before starting another. Don’t start one task before completing another. Bad points: problems encountered later in the cycle, e.g. at testing, may have implications for previous stages, e.g. implementation or even design - time and cost of rework. Disadvantages: inflexible, difficult to accommodate any necessary rework in a controlled way, not suitable for projects where requirements are evolving. Also “major problems are found late in testing cycle”. More preferred is the modified waterfall approach, where there is feedback between the stages. One student a couple of years ago went to work for Scandia Life on their web development team – used Waterfall – attraction because of time element. Feasibility study and user requirements at the start Implementation divided into coding and testing Assumptions made when using the Waterfall model include: Requirements are known before implementation and there are no unresolved difficulties Requirements will not change (except in minor ways) Project stakeholders accept requirements The architecture for implementation is well-understood There is enough time to carry out the sequence
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Prototyping Prototype = working model of one or more aspects of the new system Constructed to test or validate understanding or assumptions Prototyping integral to agile methods such as JAD, RAD, extreme programming Types of prototyping: Throw-away prototyping Evolutionary prototyping Prototyping definition – creating a prototype of parts of the system, typically user interface, simulated interaction or one or more functions. Main aim of the prototype is to encourage user involvement, hence buy-in, check understanding of requirements, gain feedback on suggested user interface design, assure customer of progress and project control. Prototype process must include indication of why prototype is being produced, how evaluation will be carried out, what has been learned (from feedback and responses to feedback). Prototyping methodologies include Joint Application Development (JAD), Rapid Application Development (RAD), extreme programming. Characteristics of types of prototyping: Throw-away- prototype developed for demonstration then discarded – feedback used to inform ongoing work. Usually “quick and dirty” development without underlying standards, functionality, target architecture. However, problems: can lead to false expectations can be temptation to develop the prototype, without having a good architecture behind it difficult to control Evolutionary – aims to counter above problems by developing prototypes using standards, target architecture: goes through iterations aimed at providing final system (cf DSDM). Iterative prototyping a better idea. Need more rigour when setting it up, i.e. host on destination servers, name files properly, project controls in place Friedlein (2001) recommends T prototyping - breadth and depth with example path through site. Disadvantages: users can misunderstand role of prototype, difficulty in controlling scope of changes suggested by user feedback, possible lack of project standards, additional expense? Need for clarity about what is being learned from the prototype. e.g. demo machine different specification from target machine.
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Boehm Spiral ·Boehm’s (pronounced Beem) Spiral combines the Waterfall model with evolutionary prototyping to build up the understanding of the system requirements, then to design, build and test the system. At each cycle, risk analysis is conducted. Each cycle concludes with an evaluation. Combines features of waterfall model, prototyping, and risk analysis · Software development is viewed as a cyclic repetition of a sequence of steps · Accumulated cost is represented by the radial dimension · Progress on a task is represented by the angular dimension Idea – identify the most risky areas first – e.g. most problematic sw, difficult to source images, problems with legal and copyright issues, getting the domain name, Build a succession of prototypes to develop the requirements and design, then the system. On each iteration, reassess the risks based on user reaction. Cycles of design, build and test – each cycle based on requirements which give most benefit to client. Advantages Extremely realistic view of how large scale software systems are developed Identifies, evaluates and reduces risks, tries to eliminate errors at early stages Puts useful software into the hands of users Valuable feedback provided by production use of prototypes Work in parallel Incremental building of successful small system to large one, good for complex and innovative projects Variants exist for different types of project (see Disadvantages: Need for care when planning and controlling the cycles Model easily misunderstood – provides more flexibility than needed for many projects Lack of guidance in the cycle process Need for experts to conduct risk analysis For a reflection on the use of Boehm Spiral, see
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PM methodologies Structured, e.g. PRINCE2, SSADM
Agile/Prototyping, e.g. RAD, DSDM “Socio-technical” e.g. Soft Systems Methodology Several methodologies – will look at two representing the extremes of the discipline SSM – see Vidgen paper.
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PRINCE2 Process Model Process model
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PRINCE2 Concepts PRINCE2 distinguishes between
Technical task of delivering products Management aspects Involvement of the End User (EU) throughout Scopes projects using work breakdown structures and stages Can be tailored to different types of project PRINCE2 highlights and exploits the difference between the Technical task of delivering products (which may include bought-in products) and the Management aspects (Organisation, plans and controls) of managing the technical task PRINCE2 gives guidance on scoping projects by means of standard Product Breakdown Structures: and on controlling a project’s relationship with concurrent projects. End User is given a formal role in approving each stage PRINCE2 developed to manage large and complex projects
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PRINCE2 Stages Large project divided into stages to provide regular formal assessment points Stages produce specific products Exception reports if tolerances exceeded Mid-stage and end-stage assessments Stages end at key control points – project board gives approval to move onto next stage ( Within PRINCE2, a project is subdivided into Stages, identified in project plan, to provide regular, formal assessment points for senior management to monitor progress and control the project. Stages end at key control points. The number of stages is determined by the project board. Stages are characterised by the production of specific products,e.g. specifications, segments of code, test results. As part of the management assessment process, Completeness and Quality of products are measured and controlled. The method describes how a project is divided into manageable stages enabling efficient control of resources and regular progress monitoring throughout the project. The various roles and responsibilities for managing a project are fully described and are adaptable to suit the size and complexity of the project, and the skills of the organisation. Project planning is focused on delivering results, not just when the various activities on the project will be done. Controls: Project initiation meeting Quality reviews Update plans with actuals Post-implementation review Prepare highlight reports Hold mid-stage and end-stage assessments Project closure meeting Project evaluation review A typical stage might be one or more phase of the SDLC
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Advantages and disadvantages of PRINCE2
Controlled and organised start, middle and end Regular reviews Involvement stakeholders Good communications channels Disadvantages Time-consuming? Too complex for most developments Expensive? Controlled and organised start, middle and end Regular reviews of progress against plan and Business Case Involvement of management and stakeholders Good communications channels between project, project management and rest of organisation But – time-consuming? Too complex for most developments Expensive?
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Agile methods Acknowledge need for flexibility
Focuses on keeping code simple, testing often, delivery of components as soon as they are ready Client approval as project progresses Take into account the way teams work Emphasis on communication and collaboration Methods to control software application development – agile development methods and philosophy - Crystal collects together self-adapting family of "shrink-to-fit," human-powered software development methodologies based on these understandings: Every project needs a slightly different set of policies and conventions, or methodology. The workings of the project are sensitive to people issues, and improve as the people issues improve, individuals get better, and their teamwork gets better. Better communications and frequent deliveries communication reduce the need for intermediate work products. Extreme programming Extreme Programming is a discipline of software development based on values of simplicity, communication, feedback, and courage. It works by bringing the whole team together in the presence of simple practices, with enough feedback to enable the team to see where they are and to tune the practices to their unique situation.
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Dynamic System Development Model
Developed from Rapid Application Development methodology Most project methodologies deliver functionality at expense of timescale and cost DSDM prioritises functionality to meet timescale and cost (MoSCoW) ( Aspect of Rapid Application Development. Needs: planning People management skills Proper documentation Proper procedures
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The project process has five phases: Feasibility Study, Business Study, Functional Model Iteration, Design and Build Iteration and finally Implementation in the working environment. These are preceded by the Pre-Project phase and end with the Post-Project phase making a total of seven DSDM phases. The Pre-Project, Feasibility and Business Studies are done sequentially. They set the ground rules for the rest of development that is iterative and incremental and therefore they must be completed before any further work is carried out on a given project. How the three later phases overlap and merge is left to a particular project to decide. After the project has delivered the solution to the business problem or opportunity, the project team is disbanded and the Post-Project phase comes into play: this covers activities such as keeping the solution operating effectively and checking that the expected business benefits have been achieved.
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Core techniques Time boxing MoSCoW prioritisation Modelling
Prototyping Testing Most essential are: MoSCoW Prioritisation Modelling Timeboxing User Involvement Facilitation Modelling will depend on type of project being conducted – any modelling tools can be used, bearing in mind that DSDM is a variation on RAD. Prototyping and testing are also important – prototyping is incremental with each stage signed off by customer and incremental delivery.
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Time-boxing Overall project timebox 2-6 week timeboxes with stages:
Investigation Refinement Consolidation Immovable end date Prioritised requirements (MoSCoW)
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DSDM - MoSCoW M = Must haves – critical to project success
S = Should haves – important but not critical C = Could haves – could be left out with impacting on project W = Won’t haves – can be left out and done later The requirements of any DSDM project are prioritised using MoSCoW. The o's are there for fun but they could stand for 'on time' and 'on budget'. The MoSCoW rules provide the basis on which decisions are made over the entire project, and during any timebox. Timeboxes are fixed; therefore, the deliverables from the timebox may vary according to the amount of time left. Essential work must be done - less critical work can be omitted. So the MoSCoW rules are applied. Must Haves fundamental to the projects success o Should Haves important but the projects success does not rely on these Could Haves can easily be left out without impacting on the project o Won't Have this time round can be left out this time and done at a later date A clear prioritisation is developed ensuring the essential work is completed within the given timeframe.
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DSDM – Advantages and Disadvantages
Control User involvement Direction Prototyping Testing Disadvantages Buy-in by Organisation and people New roles and processes - training Need full application of principles Knowledge and skills to apply Suitability of project
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Website development - Typical activities
Feasibility study/web strategy Project initiation/assemble team Project initiation document Work planning (WBS, schedule, resources) Define site requirements, characteristics Use-case scenarios Wireframe prototypes Feasibility study - takes place before the project starts - business justification. May lead to: Web strategy - often the case that a web site goes through several evolutions. Having a strategy, or a direction, helps to keep it on track. Project initiation and specification - Uses info from feas std and web strat to deinf the project and its scope, and produce a specification - the requirements against which the we is to be built and tested. You can see a sample one at e-consultancy.com. Project initiation document contains statement of aim, objectives, estimates, initial plans,work allocation Some projects introduce workflow Determine site requirements: commercial, creative, technical, content Architecture and design - WDIE - how you map content onto the web site, and what underlying functions are needed to make site work, e.g. credit, database query. Design the site structure: information, interactions and appearance Plan content on each web page: produce or acquire content – wire frames
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Plan site: architecture, functions, appearance Content
Content map Plan and acquire content Technical Create/acquire supporting software Infrastructure planning Acquire and commission web server/ ISP agreement Site test, launch and handover Maintenance/update of site Evaluation Content – create/ acquire – digital rights, copyright, outsourcing Programming - activities to provide web site functionality - data design, tech infrastructure, client/server side,web appls, integr with other systems, db mgt. Obtain hardware to host the web site, configure server software, carry out capacity planning Testing - is the site working (don’t deter visitors). Types of testing - functional testing (code), user acceptance/usability, scenario/load testing, security/penetration attack, copy proofing, operational (business model) Ensure site works before launch, submit site to search engines, publicise. Maintenance - keeps site up to date and operating correctly once it has been launched. Monitoring and evaluation - further development. Procedures for managing site updates – use of content management systems. Maintain site – error fixes, keeping content up to date Seek evaluation feedback from customer.
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Intangibles: Agree content format, sources, delivery dates for content providers Capacity planning and server configuration Security planning Implement change control/content management Determine site performance metrics Determine maintenance types and schedule Plan for evaluation Deliverables aren’t just pieces of content, also include the decisions you make: Most web project management activities are the same as for traditional information system development. The above are some activities which are specific to web development. Web strategy – overall plan for the direction of the site, needed to guide upgrades or redevelopment. Focused on providing Return on Investment (ROI) for owning company. Digital rights – ownership of digital content. Project manager may need to acquire/pay for rights to use certain content. Certain functions can be acquired from software vendors, e.g. secure payment systems Content management – configuration management for web content. Many content management systems exist, some open source. Content management systems often include work flow designed to streamline content production and approval. Performance monitoring – web administrator can use the web server log files to determine characteristics of visitors (e.g. number, time of day visiting site, client browsers), robustness of site, average and peak site traffic. This information is used to inform decisions about maintenance and site upgrade.
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Current ideas for website development
Often combination of Waterfall and prototyping project life cycles, some working in parallel “Agile” methodologies used for development Workflow – borrowed from editing industries Benchmarking – experience from previous projects, other web site developments Need for experienced staff
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Web project phases, work stages and deliverables
Preproduction 1. Project clarification Project brief; outline budget and schedule 2. Solution definition Consultancy recommendations Project specification document 3. Project specification Production Content delivery plan; asset tracking mechanism; content preparation; storyboards 4. Content 5. Design and construction Project milestones; change control documents 6. Testing, launch and handover Testing; marketing initiatives; handover briefing and documentation Example from Friedlein (2001) Maintenance 7. Maintenance Maintaining plan/SLA; training and development Evaluation 8. Review and evaluation Project review; site performance analysis From Friedlein (2001)
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To appreciate some of the problems of planning for web site development:
Read Vidgen paper (hand-out) – for discussion next week. Have a go at producing a plan, based on current knowledge. Choice – groups to plan technical content, groups to plan presentation, groups to plan logistics (naming, maintenance etc)
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Activity planning Why we plan the development activities
Creating a project schedule Work breakdown structure Gantt chart How do you produce plans Have a go Two tools…… Assume you are planning the activities – have chosen a methodology and life cycle – these will add tasks into plan. Plan as set of targets – with start and completion date for each activity (or window). Each activity linked with a deliverable, whether it is tangible (artefact, plan) or intangible (decision). May go through several drafts in planning stage Why we do it Take end date and budget into account Make sure resources will be available when required Avoid different activities competing for same resource Indicate who will be doing what Produce detailed plan against which actual achievement can be measured Replan project during its life to correct drift from target Accurate costings
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Work breakdown structure
Reduces complexity by breaking work down into manageable parts Helps identify main stages of work/reduces risk of forgetting stages Ensures tasks happen in the right order Reduces risk of repeating tasks
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WBS Stage 1 Stage 2 Stage 3 Stage 4 1st Activity 2nd Activity
3rd Activity Decomposition Break down by functions, physical components Name for each activity 1st Task 2nd Task 3rd Task 4th Task 5th Task 6th Task
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Gantt chart (Hentry Gantt, American engineer)
Shows WBS against a time axis Shows duration of each task Shows dependencies between tasks Used to show when the project will finish Used to monitor progress
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GANTT CHART Activities Stage A Stage B Stage C Stage D Time Units C A
Last Update Calendar date Stage A C Stage B Stage C A Stage D Some characteristics of activities: Duration Deliverables Resource requirement Precedence Working in parallel In-house/outsourced Critical path 1 2 3 4 5 6 7 8 Time Units
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Project management summary
Web development project activities Some project management methodologies and life cycles Ways of scheduling the work.
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