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January 26th, 2012

Business Analysts and Scrum projects: A short case study

Posted by courtney on January 26th, 2012

In a recent post I discussed the question “Are user stories the same as use cases?”. This is a question that frequently arises in our Writing Great Agile User Stories workshop, and it’s often asked by business analysts. I’ve also been in Agile/Scrum training courses with BAs, who at a certain point in the day start worrying about where the BA role fits in a Scrum project.

The quick answer is: there is no Business Analyst role in Scrum – just like there isn’t a DBA role or a SysAdmin role or a designer role. You’re either the Scrum Master, the Product Owner, or part of the Scrum Team. There also isn’t a space carved out for a person to be responsible for requirements gathering and reporting.

The longer answer is that there’s still a lot of work in a Scrum project for a good BA to do. As Roman Pichler puts it:

what’s left to do for business analysts in Scrum? I have seen business analysts working as team members as well as taking on the product owner role successfully. In both cases, though, the individuals experienced a change in their daily work. Business analysts working as a team member often support their peers in product backlog grooming activities. As the business analysis activities are now carried out collaboratively, the business analysts often have time to take on other responsibilities, for instance, working with the testers or the technical writer. As a business analyst working on the team, you should hence expect to pick up new skills, broaden your expertise, and be open to work in new areas.

One small case-study

I recently worked on a short (6-sprint) Scrum project that had a nearly full-time BA allocated as a resource to the team. (Don’t you love that kind of phrasing? “allocated as a resource”. Savour it.)

We were creating a mobile interface for a cut-down set of the functionality available through our client’s current website. Our team was made up of a mix of our client’s staff and Boost staff: a Product Owner, the BA, two developers and a tester from our client; a Scrum Master, designer and me doing the wireframes from Boost.

Here’s what our BA did:

Working with the product owner

  • Research for writing user stories (usually by confirming how the current system works, and where there was and wasn’t flexibility to make changes)
  • Meeting with other parts of the business to explain what we were doing and what we needed, and to find out what they were doing and how that might affect what we were making.

Working with the team

  • Ferreting out system documentation
  • Getting screenshots of the system that I (working outside their network) couldn’t access, and reviewing wireframes with me
  • Helping write and QA’ing test cases
  • Getting wording signed off by other parts of the business (always harder than you think it’s going to be)
  • Getting approval from other parts of the business for use of a third-party plug-in.

Our BA attended all the planning meetings, retrospectives and stand-ups. Her work was managed just like the rest of the team’s: written as tasks and posted on the Scrum board. What she didn’t do was write requirements or use cases, or reports. There was huge value in having her on the team: she was our go-to person for all the tucked-away documentation and hard-to-find system descriptions.

Further reading

A four-part article based on a roundtable discussion amongst a group of Agile experts (including Alistair Cockburn, Roman Pichler and Ken Schwaber) on business analysis and Agile

  • Part 1
  • Part 2
  • Part 3
  • Part 4

Colart Miles has begun a promised series on the Clarus blog

  • Part 1: Are business analysts the stem cells of Scrum?
 
Tags: agile, BA, business analysis, scrum, user stories
Posted in: Agile, Scrum
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January 18th, 2012

Use cases vs user stories in Agile development

Posted by courtney on January 18th, 2012

TL;DR – User stories aren’t use cases. By themselves, user stories don’t provide the details the team needs to do their work. The Scrum process enables this detail to emerge organically, (largely) removing the need to write use cases.

Are user stories the same as use cases?

When running our Writing Great Agile User Stories workshop, I’m frequently asked “So – are user stories the same as use cases?”. Often it’s a business analyst who asks the question; they’re accustomed to working with use cases, and are wondering where use cases fit in a Scrum project, and if they’re replaced by a user story.

Looking around the web, there’s consensus that use cases and user stories are not interchangeable:

  • Alistair Cockburn: A user story is to a use case as a gazelle is to a gazebo
  • ExtremeProgramming.org: User stories serve the same purpose as use cases but are not the same.
  • Mike Cohn: User stories aren’t use cases

My standard answer is that user stories are centred on the result and the benefit of the thing you’re describing, whereas use cases are more granular, and describe how your system will act. And then I say “Just bear me – it will all be clear in soon”. But I thought it was time to dig further down into this.

Use cases and user stories

Let’s start with some definitions.

A user story is a short description of something that your customer will do when they come to your website or use your application/software,  focused on the value or result they get from doing this thing. They are written from the point of view of a person using your website or application, and written in the language that your customers would use. A user story is usually written using the format canonised by Mike Cohn: As an [actor] I want [action] so that [achievement]. So, for example: As a Flickr member, I want to set different privacy levels on my photos, so I can control who sees which of my photos.

A use case is a description of a set of interactions between a system and and one or more actors (where ‘actor’ can be people, or other systems: for example, both online shoppers and PayPal can be actors). They are usually created as documents, and generally include this kind of information:

  • Use case title
  • Rationale/description/goal
  • Actor/user
  • Preconditions (the things that must have already happened in the system)
  • Standard path or Main success scenario (what will usually happen, described as a series of steps)
  • Alternate paths or Extensions(variations on the above/edge cases)
  • Post conditions (what the system will have done by the end of the steps).

At first blush, use cases look like a much better way of writing requirements than user stories. How will a team be able to implement something as wafty as As an [actor] I want [action] so that [achievement]. So, for example: As a Flickr member, I want to set different privacy levels on my photos, so I can control who sees which of my photos without some rigorous use cases to detail the requirements for the system? And that’s usually the point when someone in the workshop asks that question.

Writing use cases to flesh out user stories in Agile projects is certainly not unheard of (see here, and here). But it becomes clear as we move through the workshop that user stories are just the start of a process of understanding what the team is making that, by the end of its course, covers off everything a use case would have told you, but in an organic manner.

Acceptance criteria

User stories aren’t just single sentence affairs. The product owner also writes acceptance criteria, which define the boundaries of a user story, and are used to confirm when a story is completed and working as intended. For example, if this is your user story: As a conference attendee, I want to be able to register online, so I can register quickly and cut down on paperwork, the acceptance criteria could include:

  1. A user cannot submit a form without completing all the mandatory fields
  2. Information from the form is stored in the registrations database
  3. Protection against spam is working
  4. Payment can be made via credit card
  5. An acknowledgment email is sent to the user after submitting the form.

Writing the acceptance criteria is the first step of fleshing out the details of your user story

Sprint planning meetings

In the sprint planning meeting, the product owner presents the user stories from the top of their product backlog (ie. their highest priority features) and the team commits to the stories they will complete in the sprint.

As the product owner presents the stories, the team will ask questions to further clarify the user story and the acceptance criteria. Assumptions will quickly be confirmed or corrected, and any ambiguity about the requirements starts to disappear.

This assumption and ambiguity erasure continues as the team estimates the stories (if five people on the team rates a story as a 2, and one person rates it as a 5, there’s probably some questions that need answering). And it’s repeated again as the team writes the individual tasks for each story.

Standups

We’ve been fortunate in our Scrum projects, in that our product owners generally commit to attend the team stand-up. This is another chance for the team to ask questions, and also to make the product owner aware of restrictions, issues and opportunities are appearing as the story progresses.

Wireframing

I do the wireframing for some of our projects, and usually I start by talking to the product owner about the story, and sometimes making some paper or whiteboard sketches. I turn these into wireframes and then there’s normally a couple of quick iterations with the product owner as we ask each other questions, get feedback from other people, and hopefully squeeze in some user testing.

More recently, I’ve started reviewing the draft wireframes with the designers and developers working on the story. This helps flag up any questions they have, or restrictions I might not have been aware of. After the wireframes are approved by the product owner, I’ll brief the designers and developers again if needed.

Design and development

Although most of the details have been thrashed out during the wireframing more can crop up at this stage, and there are often more questions for the product owner about exactly how they want the backend of the system to behave. Pair programming is useful here, because two sets of eyes on a piece of functionality mean yet more questions and clarifications.

No user story is submitted for acceptance by the product owner until the acceptance criteria are satisfied and the definition of done is met.

Overall

This might sound like a lengthy process. In reality, it’s just what a Scrum team does all day. Rather than one person labouring over the use cases, the team works together to surface and satisfy all the requirements. The product owner can refine the original acceptance criteria in response to new information throughout a user story’s progress.

And finally, in conclusion

There are exceptions, of course – and there are times when the upfront research needed for use cases is important (I’ve got a blog post brewing on this). But my advice would be: don’t start writing use cases until your team specifically asks for them. And if your team does ask for them, spend some time in a retrospective digging into what they’re not getting from your current processes (for example – are the acceptance criteria unclear; is the product owner  unavailable; are you working with shitty documentation for another system). Then decide as a team how to fix the root problem.

Further reading

Advantages of user stories for requirements – Mike Cohn

Requirements 101: User stories vs use cases – Andrew Stellman

 
Tags: agile, product owner, requirements writing, scrum, use cases, user stories
Posted in: Agile, Scrum
1 Comment
 
January 11th, 2012

Tina Fey’s Four Rules of Improv, as applied to Scrum

Posted by courtney on January 11th, 2012

Driving home for Christmas, I listened to the audiobook version of Tina Fey’s Bossypants.* Listening to her read the chapter Rules of Improvisation That Will Change Your Life and Reduce Belly Fat, it struck me that the four rules of improv that she describes translate well to the spirit [...] Continue Reading…

 
Tags: agile, scrum, user stories
Posted in: Agile, Scrum
6 Comments
 
November 24th, 2011

Scrum, a beginners experience

Posted by Kirstin on November 24th, 2011

I recently joined Boost after spending over a decade in the UK.  Having worked within a traditional project management process over the last 5 years, I was very keen to learn about the benefits of Agile project management, specifically the benefits of Scrum and the comparison with my previous [...] Continue Reading…

 
Tags:
Posted in: Agile, Random thoughts, Scrum
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November 21st, 2011

Agile coaching: I thought I was, but I wasn’t

Posted by Nathan on November 21st, 2011

I’ve been coaching members of the Boost team in Agile off and on over the last few years, and by and large it has been useful and well received. But attending The Coaching Stance class run by the Agile Coaching Institute last week has really opened my eyes and [...] Continue Reading…

 
Tags:
Posted in: Agile, Agile Coaching, Scrum
1 Comment
 
November 17th, 2011

My First Sprint (with Scrum)

Posted by Michael Treacher on November 17th, 2011

As an intern here at Boost I have had the privilege of working with a group of experienced and friendly developers. I have been here two weeks now and already feel settled in completely. One of the great things about working for Boost is that everybody is very approachable [...] Continue Reading…

 
Tags: agile, agile development, agile project management, rails, student work
Posted in: Random thoughts, Ruby on Rails, Scrum
1 Comment
 
November 2nd, 2011

Pair programming: When and why

Posted by Federico on November 2nd, 2011

Here at Boost we’ve been pair programming for a while, and seeing benefits in the form of cohesion and knowledge sharing, as well as the quality of code we produce when working in pairs. As part of the adoption of this practice I set out to research how pair [...] Continue Reading…

 
Tags: agile, agile development, pair programming, professional learning, Quality assurance, research
Posted in: Agile, Development
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August 29th, 2011

The 2011 Scrum Guide – a quick review

Posted by courtney on August 29th, 2011

Here at Boost we’ve been reviewing the updated Scrum Guide by Jeff Sutherland and Ken Schwaber, released in July (you can download the guide at Scrum.org)

Rather than covering techniques (like release planning, burndowns and sprint tasks) the guide focuses on what makes Scrum Scrum: the roles, events and artifacts, [...] Continue Reading…

 
Tags: 2011 scrum guide, product backlog, product owner, scrum, scrum master
Posted in: Agile, Scrum
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August 23rd, 2011

Improving user stories with a Definition of Ready

Posted by Nathan on August 23rd, 2011

In Scrum, the definition of done tells us when a feature is completed to a releasable standard. It sits above the individual acceptance criteria for each user story. For example, here’s the definition of done for development stories from one of our projects:

committed to source code repository
passes appropriate tests [...] Continue Reading…

 
Tags: definition of done, definition of ready, product backlog, scrum, user stories
Posted in: Agile
No Comments
 
August 23rd, 2011

IntuitionHQ wins Booster Seat 2011

Posted by courtney on August 23rd, 2011

The Boost office was buzzing yesterday when we got a call from Rich Chetwynd and Nicole Fougere from Litmos.com to let us know they’d chosen our entry for IntuitionHQ (our online usability testing tool) as the winner of their Booster Seat 2011 competition.

As a result, two people from Boost [...] Continue Reading…

 
Tags: booster seat 2011, IntuitionHQ, usability testing
Posted in: Business
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