Writing user stories for internal technical tasks [closed] - project-management

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I am attempting to manage my projects a little better so I am looking at attempting to apply some of (eventually all) the features of scrum.
Looking at user stories specifically the high level format seems to be:
As a User I can Feature Description
or
Artifact is Doing Something
How would I write "Upgrade the Database"?
Is it simply Upgrade the Database?
I think I am being thrown off as there is no specific actor/customer and that the customer is the IT department.

AS A [person/role]
I NEED TO [do something]
SO THAT [provides business value].
For your example a user story might look like this:
AS A user of the XYZ application
I NEED TO get reports of ABC faster
SO THAT we can increase our conversion rates.
ACCEPTANCE CRITERIA - The database reliably completes transactions on average in 2 seconds.
I've added an acceptance criteria because without this you will never know when the job is done. Now at this point, you have a business case for upgrading the database. This story would be decomposed into a story where the role is the IT department or DBA, like so:
AS AN administrator for the database server
I NEED TO upgrade to the latest version of FancyDB 11.7
SO THAT we can improve the average transaction time for XYZ users to 2 seconds.
ACCEPTANCE CRITERIA - the new version starts successfully, the XYZ developers sign off on the test installation of 11.7, data migration is successful, we have cut over to the new db
When story decomposition is added to your box of tools, the story must start from where the user is a real part of the business, and the "so that" leads to a real business value. Then decompose the story into one or more stories in which internal users do things "so that" real users get the benefits in need.
Here are a couple of articles that talk about Story Decomposition:
http://jpattonassociates.com/the_shrinking_story/
http://old.cognitive-edge.com/wp-content/uploads/1999/11/56-1999-11-Paradox-of-Story.pdf

Scrum is not very prescriptive and there is nothing in Scrum that forces you to use User Stories for your Product Backlog Items (PBIs). You can definitely do Scrum without capturing requirements/features as user stories, user stories are just one way to do it. Actually, stories do work for many teams, especially web development teams, but this doesn't mean that they work in all cases and on every project (many projects are web development but not all, like in your case). There is no consensus about using stories.
That said, the recommended template for User Stories is actually As a <role>, I want to <action> so that <benefits>. I don't mean to be picky but, if you choose to use stories, I'd warmly suggest to use it as is, without removing any part. First, using a role do help (a same user/person can have several roles) to discover stories. Then specifying the benefits is really important to expose the business value of a story in order to prioritize them well. Regarding the value, you should think of it as end-user/customer ("put on customer glasses" --Mary Poppendieck). It is really not always that easy to express the benefits, but some tools might help and my preferred one is the 5 whys (which is used for root cause analysis).
In your case, this could lead to something like: As the IT department, I want the database to be upgraded so that users can benefits from the latest features of the application and [do a better job|have a better user experience] (not very satisfying though, use the 5 whys).
But personally I don't find that user stories are the best medium for technical tasks even if it is clearly possible to use them and if they have their strengths. Theoretically, stories capture the essence, not the details and should be a support for the discussion. I may be wrong but I don't find that technical tasks offer much room for discussion and creativity. So, depending on who will read them, what the should convey, I might use them or not. Another option could be to mix stories with another formalism for your PBIs. As I said, the point is not to use stories, the point is to have a list of prioritized and estimated items.

Upgrade the database may be one of the tasks involved in implementing another story that brings direct value to the user, for example I as a user can add a new foo to my bar.
If adding a foo to a bar requires a database upgrade behind the scenes, then you would include that work in implementing that user story.
User stories are worded this way to help ensure that any work directly benefits the end user in some way.

This gets to the forefront of why user stories are so great.
What benefit does upgrading your database give to the end user? None? Then don't spend the time and money doing it. Spend that time and money providing something that will give value to your end user.
If it does? Then think about it the other way. Maybe you can only implement a new feature when you have version x of your database software? In the dependency of the story, you could mention that database upgrade required to provide this feature.
tl;dr Don't just upgrade for the sake of it. Make sure upgrading adds tangible value to your customers.

Generally, technical tasks in the PB are frowned upon because they very rarely directly deliver business value to the customer. That's why User Stories are popular, because they force you to think about the business value of the story, and who it's being delivered to.
So, why are you upgrading the database? Can you identify business value in upgrading it, and why should the Product Owner agree to let you upgrade the database instead of building new features?
Is it because of a new feature that will make it possible or make it easier to do something in your application? In that case, that something should be the PB item, and the database upgrade should be a task within that story. If you already have stories on the PB that would benefit from the upgrade, then you should increase the estimates for one or more of those stories, and add the upgrade as a technical task to the story.
Is it because the vendor of the database is cutting off an old version from support? In that case you could have the upgrade as the story; something like, "As the department manager, I want to be sure that we have support for all of the software so that the continuity of the business isn't at risk if something goes wrong". Even that's pushing it, though. Generally, this kind of reason isn't really part of a project, unless the project has been going on so long the system software goes off support.
Is it for performance? Then the story should be about some aspect of the performance of the application that needs to be improved to deliver business value. Something like, "As a CSR I need to be able to retrieve customer information in a reasonable time so that customers on the phone are satisfied with our service". Then the upgrade becomes a task under that story.
Is it for some totally technical reason? If you can't identify how the upgrade is going to deliver business value, then why would you do it? Why would the Product Owner select it for a Sprint?

It's simply "Upgrade the Database" or maybe "When the new version is installed, there must be a way to migrate the existing database". If you already know more details about this step, then include them. But the story mostly exists to make sure something isn't forgotten; it's not to be detailed.
Later, when you get to implement this story, you can flesh it out (which tables, do we need one or more backups, is there a fall back scenario, etc).
OTOH, if the project is more complex, this can become a "tag", like a post-it notice which must be attached to many stories. That means you must include this as a "sub story" to all stories which change the database. As you can see, these "project-spanning stories" are a bit hard to track with agile methods.

Infrastructure stories do not need to follow the prescribed story template. Just write down what needs to be done and estimate accordingly

How about:
As the application support person I want to be on the latest version of database because it is more reliable / more secure / whatever.
You could even phrase refactoring like that:
As the application developer I want all the data classes in one module so that I can add new fields to the app very quickly.
Who benefits
What you want to do
What the benefit is
Ideally you don't want all the stories to have 1 be developers, but a few make sense (sharpening your ax instead of cutting down trees and all that).

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Breaking a project's first User Story in to tasks [closed]

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I'm starting a new project from scratch and have written User Stores to describe how a given user will interact with the system. But, I'm having trouble understanding how to break the first user story in to tasks without the first one becoming an epic.
For example, if I were building a car and the first user story said something like "As a driver, I would like to be able to change the direction of motion so that I don't hit things.", that would imply a user interface (steering wheel), but also motion (wheels) and everything necessary to link those together (axle, frame, linkage, etc...). In the end, that first user story always seems to represent about 40% of the project because it implies so much about the underlying architecture.
How do you break user stories down for a new project such that the first one doesn't become an epic representing your entire underlying architecture?
You might want to think of your story as a vertical slice of the system. A story may (and often will) touch components in all of the architectural layers of the system. You might therefore want to think of your tasks as the work needed to be done on each of the components that your story touches.
For example, Let's say you have a story like In order to easily be able to follow my friends' tweets, as a registered user, I want to automatically follow all of my gmail contacts that have twitter accounts.
In order to accomplish this, you will have to pass through the UI layer, service layer, persist some data in the data layer, and make an API call to twitter and gmail.
Your tasks might be:
Add an option to the menu
Add a new gmail authentication screen
Add a twitter authentication screen
Add a contact selection screen
Add a controller that calls into your service layer
Write a new service that does the work
Save contacts to the database
Modify your existing gmail API calling service to get contacts
Add a twitter API calling service to follow selected contacts
There: That's 9 possible tasks right there. Now, as a rule, you want your tasks to take roughly 1/2 a day to 2 days, with a bias towards one day (best practice, for sizing). Depending on the difficulty, you might break down these tasks further, or combine some if they are two easy (perhaps the two API calling services are so simple, you'd just have a modify external API services).
At any rate, this is a raw sketch of how to break the stories down.
EDIT:
In response to more question that I got on the subject of breaking stories into tasks, I wrote a blog post about it, and would like to share it here. I've elaborated on the steps needed to break the story. The link is here.
When we started projects under a Scrum management style, the first set of tasks was always broad, or as you describe it: epic. That's inevitable, the framework of any project is usually the most important, largest, and time-consuming portion, but it supports the rest of the project. In order to pare down the scale on overwhelming-ness of how much there is to do see if you can list the MOST essential parts. Then work on defining those tasks as the starting points. Therefore you have a few tasks as starting points for a broad beginning. Hope that makes sense!
A user story describe the what while a task is more about the how.
There is no perfect formula, just add any task that describe how the user story is going to be implemented, documented or tested.
Keep in mind that a task should be estimated in hours, so try to scale and detail the tasks accordingly.
If you feel that you have too many tasks for a story (even if you have 1-8 hours long tasks), then maybe you should consider rewriting your user story in the first place because it's probably too complex.
Good luck
The story that you implement at the beginning can be refined over time. You dont need to think that every story has to be the final version that the user is going to use.
For example, in a recent project we had to develop an application which involved indexing various websites, and matching them against filters created by users, and finally alerting the user of matches (thing of it as google alert on steroids).
If you look at it from one perspective, there is only one story - "As a user I want to get alerts from matching pages". But look at it from another perspective of "what are the risks we want to mitigate". The first risk was that users wouldn't get relevant or better hits compared to google alerts. The second risk was in learning the technology to build this.
So our first user story was simply "As a user I want relevant hits", then we built just the hit matching algorithm on a hardcoded set of pages and hardcoded filters for some early users and got their feedback.
There might actually be a bit of back and forth here with multiple smaller stories to capture learning like "As a user I want more priority to be given to matches in the URL" etc.. these stories comes from the feedback as we iterate over what the early users consider "relevant hits".
Next, we broadened it to "As a user I want hits from specific websites" and we built the indexing architecture to crawl user specified sites and do hit matching on that.
The third story was "As a user I want to define my own filters", and we built this part of the system.
In this way we were able to build up the architecture piece by piece. Through most of the initial part, only early users could use the system, and many pieces of data were hardcoded etc.
After a point, early users could use the system completely. Then we added stories for allowing new users to register and opened it up to the public.
To cut a long story short, the story you implement first could implement only a small part of the final story, hardcoding and scaffolding everything else. And then you can iterate on it over time till you get the story that you might actually release to the public.
I've come to a crossroads with this issue in the past. User stories are supposed to be isolated so you can do them without any other stories, in whatever order, etc. But I found making that happen just made everything more complicated. To me this fell under the "Individuals and interactions over processes and tools" part of the agile manifesto - or at least my interpretation of it.
The ultimate goal is ship. And to ship you have to build, and to build you have to stop futzing with scrum and just get stuff done and make sure you track it.
So what we did was break a cardinal rule of stories and we made some tech stories like "create a preliminary schema". We also declared that some stories were dependent on others, and noted that on the back of the story card.
In the end I felt this type of story was few and far between, and the difficulty of the alternative justified the exception.

Implementing User Stories the Agile Way [closed]

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I'm a newbie to the Agile/TDD world and trying to get my head around some of the basics.
This is related to the way I should go about implementing user stories.
For e.g. lets assume I have below 2 user stories to start with for a hypothetical content management system:
Story 1:
As a Content Author
I need to be able to create News Articles
so that they can be used to attract users to the web site
Story 2:
As an Editor
I need to be able to view existing articles
so that I can review them to improve the quality
The way I would approach this is,
I would grab one of these user stories
break the I need to part of the user story into smaller pieces of tasks
Grab these tasks one by one and come up with Tests to cover the specific task
Implement tasks the TDD way
Area where my dilemma is about the As a part of the user story.
Specially in these examples they indirectly imply some Authentication,Authorization related requirments to me since the user stories mention about two user categories.
So my question is, whether I should have any tasks/tests that control Authentication/Authorization to the system to complete these user stories
Or should I only focus on the I need to part of the user stories in trying to implement the functionality, and wait for any user stories that specifically mention about Authentication,Authorization related requirments?
All your inputs are highly appreciated.
Cheers.
Worry not about the implications at this stage.
A user story should be:
I Independent The user story should be self contained, in a way that
there is no inherent dependency on another user story.
N Negotiable: User
stories, up until they are part of an iteration, can always be changed and
rewritten.
V Valuable: A user story must deliver value to the end user.
E Estimable: You must always be able
to estimate the size of a user story.
S Sized appropriately or Small: User
stories should not be so big as to become impossible to
plan / task / prioritise with a certain level of certainty.
T Testable: The user story or its related description
must provide the necessary information to make testing the development
possible.
[Source, Wikipedia]
If they haven't been wriiten yet, you can add the authorisation stories to your product backlog for the product owner to prioritise. The authorisation stories may be picked up by some other team, such as your network administration or similar, so concentrate on delivering the functionaility requested by the story that you are working on.
You should definitely focus on the I need to part and consider the As a and so that as some kind of context.
There are many loopholes in your stories. The underlying Authorization/Identification part is one, another one I see is that the so that I attract more visitors to my website is something you can't really test, so you should think again and find another one (probably something simple and not very different like so that I can put them on my website to attract more visitors). I believe that with that format the so that part should contain some rough idea of how you'll test your story.
Really I use something much less formal for my stories : a title, a short description and some explanation of how to demo. I also add some priority value (important for the product owner) and a rough estimate of the work amount. The most usefull part is probably the How to demo as it will help writing tests (after breaking the story if necessary, but I also prefer, if possible, keeping stories shorts to avoid the need to break them). Also I try not to break stories to tasks but to smaller stories. Task is often too much about how you will do something and you should focus on what result you want.
In your case, there will most certainly be other stories and one will be about authentication someday, but that should not stop you to code pages now. Just go on step by step, keep your stories simple (you have tests, refactoring later is easy) and you'll quickly get the feeling of what works for you.
You should have a look at the excellent Book Scrum and XP from Trenches and see how they do it.
The phrase
"As a Content Author
I need to be able to create News Articles
so that they can be used to attract users to the web site"
is not the story. It is a summary of the story that fits on a card or in a spreadsheet column and represents the story so you can remember which one you're talking about. The whole story is composed of three parts - Card, Conversation and Confirmation - and the part you need here is the conversation.
Talk to the user or the user representative in your team to find out what it really means.
As a part does not imply Authentication or Authorization. In the same way you can write a user story as:
As a new visitor ...
As a returning visitor ...
Does it mean that visitor has to be authenticated? What authorization vistor has? User stories should not include "hidden requirement". If you need authentication and authorization simply create user story for that.
As a part specifies type of user roles in your application. Each role has some special needs and requirements and uses application from different reason. You should try to collect roles before you start to write user stories.
A user story does not contain only description. It should contain additional information which are added in different phases of the process.
Description in defined format. You don't have to use As a ... I need ... so that ... if you think it doesn't fit your needs but you should use same format for all stories.
DoD - definition of done also known as acceptance criteria. This should be collected with description. User story without DoD is useless. DoD says developer additional information about user story. User story is completed only if it fulfills DoD. You can also create automated acceptance tests based on these criterias.
Priority set by customer - this will help you sort user stories by importance
Estimate - made by team. Estimate is not exact it should be based on comparison among user stories. Usual units of estimate is abstract story point or t-shirt size.
Also be aware that not every user story is decomposed to tasks directly. You can have big high level user story which will be first decomposed to smaller user stories. We call such user story Epic.
You could initially make the assumption that the user is authorized to make changes, then tackle the authorization as separate stories later on (when they become the most important items in your backlog).
This has the benefit of keeping the scope of your stories small so they are easier to work with, and also gets the initial stories in a potentially deployable state earlier on.
At the very least I'd spawn stories for:
authenticate user
signup Author / Editor ... or signup User, assign permissions
If no one knows how that'd be handle those at the story level, I'd talk to/grab the phone/initiate im and check with them. You can TDD your way at the lower level for the feature that you wan't to implement, but any test automation on end-to-end story should go through what the user does.
The thing with those stories is that you might be thinking in the underlying tasks, but from the user point of view you might end up finding that the client wanted more of a blog with openid/login with existing account feeling. Its agile after all, its the way it rolls / full communication instead of an all defined in a large analysis + design phase.
No point in dedicating a sec of thought to usernames/password/hashes/etc when that might not even relate to the project.
Whatever you do, keep it simple.
ps. its all an integral part of the story, it just happens to depend on other stories being in place.

What kind of specs, documents, analysis do you get from superiors when starting a project? [closed]

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I currently work in a small business (15-20 employees, 5 programmers) where most projects are custom built CMS and a few web applications products.
Since I started working there, I have worked on many projects, but specifications for each project vary a lot. Sometimes we get a little detail, a Word document telling what the client wants, and what we are suggesting (suggested form fields, a short description of display, etc.). Sometimes almost nothing except "do what you think is the best approach for this project/module/request".
My question to you guys, who might work in different kind of businesses, is: How (huge pile of paper? Word docs? Visios?) and what kind of information do you get from your superiors, managers, teamates when starting a project (plenty of analysis, drawings, etc.)? How much detail do you get on this?
Hope my question is clear enough, thank you.
Specs..that's kind of funny...how about never :(.
Seriously a lot of companies assume specs aren't needed, its absolutely unacceptable but this is how it is in a LOT of companies. They assume a one liner and the programmer knows what the program should do, the inputs / outputs and so on.
Unfortunately in my case I have to actually help write the specs..and Im the programmer :(.
I mostly get a lot of verbal direction and I use a voice recorder to record the conversation and transcribe it when I am done. I write my own specs from my customers' words.
Then, as a good consultant should, I take the writeup back to the customer and verify it, and get a signature and build it, and they live happily every after! (no they dont, they change their mind a 100 times)
It can vary depending on what group the work falls under:
Support request - If the change will take a short period of time and is fixing something broken, there is this group. This could be as simple as, "Add Bob to the list of authorized users for that ancient form" where the form is something written years ago and aside from adding and removing users, it isn't touched for fear of breaking things.
Service Advisory Committee request - Items that are up to a few days are in this group as these are kind of like mini-projects as the request may be to create a new form or portal for a group. This could be upgrading some 3rd party software where we have some customizations that make the upgrade not necessarily a simple thing for Operations to do.
Project - In this case there are usually a few Word documents and/or e-mail threads that help nail down requirements in terms of scope, budget, and time. These can take months though there is something to be said for having a prototype to change rather than creating the initial prototype to tell if requirements are really met or not. Course my current project is over a year old, still has a few more months to the timeline and already has a successor coming after it is done,i.e. there is a Phase II to go after Phase I.
Uber project - These merit their own group of documentation and are the million dollar, multiple company projects that usually try to document everything up front rarely works out well here. Thus, there is some adoptioon of agile for these but there are still some growing pains to go through as how we use agile matures. Think installing a dozen modules of some off-the-shelf software that requires both internal and external developers to customize the suite for our specific needs as the software is supposed to be very robust, flexible and help save lots of time and money on how people otherwise do their jobs generally. Think ERP or CRM for a couple of examples here.
We are a 16-person company that creates and supports customized software for small retail shop owners.
The projects we get fall into three general categories (as related to specs):
"Here, automate this form." A sales person explains that our customer only wants this form to appear where they can fill it out and print it to make it look professional to their customer. Our specs is a single piece of paper that looks something like an order form or report. This is always false; they want pop-up lookups, automatic updating from other sources, and "while you're at it" add-ons that more than double the time. These, we've learned to just live in the moment and let the project take its course. By the time we're done, the program doesn't look anything like their original form.
Small changes. Like a simple e-mail explaining that the background color is stale, or a request to sort a report by a different column. These, we just do as time allows.
Big company integrations, where we're tasked with making our software work with some big outfit like Intuit (QuickBook) or FedEx (shipping rates). These often have well thought out documentation and sample code. We get 100's of pages in word documents or pdfs. The problem with these is when their specs are wrong. We find out about inaccuracies when we try to test or certify our integration. In these instances, we usually take longer in certification than we did to originally develop the processes.
In all cases, the real trouble is when a sales person promises a solution to the customer before even asking a programmer what it would take. As recently as 2 weeks ago, a sales person got into real trouble and had to issue a refund (that person is no longer with the company).
None - at least not from management.
Instead, as a developer (and particularly one leading a software project right now), I'm expected to contact my users/customers/etc and work directly with them to come up with our specifications and requirements. The documentation I do request from my team is only what will be useful to the team. I am lucky in that management rarely requests a document that doesn't make sense or won't provide some use to our project.
I currently have a half-dozen or so specs each 60-80 pages. One of them is 80 pages with no table of contents. Good times.
Our Product Managers and senior engineers prepare three planning docs for our data management software projects.
High-level requirements: 1-to-3 sentence descriptions of hardware/software supported or specific feature for this project. (10-15 pages of Excel-like grids)
Technical details: Engineering implementation of each high-level requirements. Up to a page for each, depending on amount of detail. (30-40 pages of filled-in feature details)
Business agreement: Summary of 1 & 2 with engineering schedule and Product Mgmt's market analysis. Everyone signs off on this. (5 pages analysis, 20 technical)
I haven't seen work flows or other Visio-like details in our specs. The prioritized requirements and schedule prove critical, so we understand when to lop things off to save development and testing time.

who (NOT WHY) should have the final say on the layout/design of a website that is developed in-house? [closed]

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forget the weird cases/companies, but in general, who, in your view, is the person who should be able to put his/her foot down and say "THIS is the layout. THIS is where the marketing message comes, THIS is where the price comes, THIS is where the testimonial comes"?? - the boss man, the template designer, users (split testing or something?)
I have never seen a never-ending series of stupid arguments and suggestions that lead up to a website that is a total disaster. That is what is happening at my work-place.
Technically, who should have the final say? I am very new to corporate world so I'd like to know how it is done.
Edit: when the client is paying, what they want goes in and what they don't want doesn't. Clear. What about when the website is built in-house? the top brass is acting as if the company is democratic and stuff when its actually not. So, going by their acclaimed democratic process, who should make the decision?
My company is product based and we develop our own website.
The question is WHO... not WHY. So please don't even begin to justify your answer or this question will be closed as argumentative or something. If 8 out of 10 replies say a particular person is responsible, there is no need for an argument there. If the replies are equally distributed, i'll take it that there is no ideal person who has the final say in the real world. But for god's sake please don't turn this into an argument! :D
It doesn't matter so much who it is that makes the decision, as long as there is someone.
What you are facing seems to be the situation where there is noone responsible for these decisions, so everyone is making decisions back and forth, and noone has the final say.
It's natural that the client should have the final say, however it's common that the client doesn't really know what they want or how to describe what they want. In that case someone else has to make the decisions on what should be presented to the client for approval.
Even if there is a democratic process during the development (which is usually a good way to progress), a company is not a democracy. In the end someone has to take the fruits of the process and decide what's good for the final product and what's not.
Ultimately it would be the business owner or the person elected to represent the business owners.
However, they would normally expect to be able to delegate the responsibility for such decisions to a single person further down the hierarchy. This person should have the authority to coordinate the required people and departments and make a decision. In an ideal world this person has the humility to realise that they aren't a web or UI designer and will allow the experts to advise them.
It sounds like the decision making hasn't been delegated to an individual but to a number of people (or the individual who has the authority isn't able or willing to use it). These seems to be relatively common.
Who's paying for it?
The Client! However its the job of the service provider to shape the clients ideas - However, there is always an odd client who has very firm ideas of what they want, in this case not alot you can do other than produce it.
Edit:
In the case of In-House - It works from the top-down then, the Owner -> MD -> Managers etc etc
However you would like to think that the top level managment would know that a designer is a designer and know how to design.
Edit 2: When I did work in such a place it was the job of the Analyst.
I would say that the final say on how a site should look (in terms of design, screen flow and usability) should come from the client.
However designers and developers should try to frame their ideas from a business sense. Remember that most (ok some) designers have spent a large amount of time at university studying elements of graphical design and know what colours work together and what gets people’s attention. Good developers will have some understanding on usability and we all know that usability is important. Whilst the customer should always have the last say we (as service providers) should always be willing to provide input (if warranted).
most programmers find it convenient to just do what their client or employer say. that's where code monkey term comes from I guess.
I could never work like that but I don't expect client to automatically trust me as well. Trust is something that has to be earned by showing confidence, diligence and good ethics. if client doesn't trust his supplier, relationship is doomed. that's why code monkeys can never deliver good results.
The end-user. If its client, then he should decide. Else if its internal website, then the actual user.
Also see the book by Joel about UI. I don't remember the name though.
Everyone has a client - even in-house.
The 'person' who gets the final say are the ones who will be eventually using it.

Documents for a project? [closed]

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I work for a CMMI level 5 certified company and one thing I hate about is the amount of documents we prepare (As a programmer I already hate documents). We have lots and lots of documents like PID(project initiation doc), Business requirements, System requirements,tech spec, Code review checklist, issue logs, Defect logs, Configuration management plan, Configuration management check list(s), Release documents and lots...
Almost 90% of these docs are just done for the sake of QA audit :) .. What do you think are the most important documents for a project? What documents can be used in the long run by another developer?
Please share your good practices here. I would like to use them for my own projects or the company I am planning to start in the long run.
Thanks
The key document is a good functional spec. There should be one and only one reference document for a system.
Overdoing documentation proliferates a large number of small requirements and spec documents every time someone changes a system or interface. For a system of any complexity, before long you have your spec distributed around several hundred assorted word, excel, visio and even powerpoint files. When this happens you lose clarity about what is current or even whether you have located and identified all pertinent documentation.
The BRD-SRD-Tech spec progression is based on an assumption that the business signs off the BRD, a business analyst signs off the SRD against requirements documented in the BRD and the technical specification is signed off against the SRD. This generates a web of sign-offs, multiple documents with redundant information and makes it difficult and clumsy to keep the spec documents up to date.
Because of this, subsequent requirements documentatation tends to take the form of a series of change request and supplemental requirement and spec docs, each with their own sign-off and audit process. You gain CYA and audit trail (or at least the appearance of an audit trail), but you lose clarity. There is now no definitive reference document for the system and it is difficult to establish what is current or relevant to any particular activity. The net result is that your business analysis process gets bogged down in forensic research, which adds overheads and latency to delivery schedules.
A spec document should be built in such a way that there is one definitive reference for any given system or subsystem. The document should be kept up to date and versioned. Get a good technical documentation tool like Framemaker, so your process can scale, and the document has some structural integrity of the sort lacking on Word.
For me the only real document I ever use is a spec. The more detail the better. However it doesnt need to be all completed at one time, and it doesnt need to be particularly formal. What is far more useful to me than documents that are checked and signed and double checked and double signed is always being able to get the latest version of a document. And being able to talk to people about what they have written, and get a decision in the case of any ambiguity. this is far more useful to me than anything else.
To sum up: a spec is the only document I have ever found useful, however it pales in comparison to having a project manager who knows the proposed system inside out, and can make sensible decisions based on what they know.
Documentation is like tofu -- most people hate it until they realize that under the right conditions, it can be really good.
The problem is that what you consider documentation is mostly made for documentation's sake. You, as a developer, don't see any immediate value in the documents you produce because you know you can do your job without all the TPS reports which you're required to make.
Unfortunately, I'm going to wager that there's not a lot you can do about in a company where you're being forced to eat raw tofu all the time. You'll probably just have to suck it up and write the docs which your company requires, but you can at least do one thing... you can write documents which at least are useful to you, and you can pass them along with your code for others who will maintain it.
Aside from inline documentation, you could set up a wiki to be used by yourself and people on your team. This type of documentation is searchable, which is already a big plus to developers, plus it's more of a living document instead of a homework-like paper you had to write. You already post to SO, so just think of your documentation as pooling your knowledge in a more useful place.
What do you think are the most important documents for a project?
Different people have different needs: for example the documents which the owner needs (e.g. the business contract) aren't the same as the documents which QA needs.
What documents can be used in the long run by another developer?
IMO the most important document (except for the source code) is the functional specification: because what the software is supposed to do (as opposed to, what it is doing) is the one thing that can't necessarily be reverse-engineered. See also How does a good developer keep from creating code with a low bus hit factor?
User Stories, burndown chart, code
I'm a fan of the old 4+1 views:
Use Case view (a/k/a user stories). There are several forms: proper use cases, forward-looking use cases that aren't as well defined and epics which need to be decomposed.
Logical view. The "static" view. UML Class diagrams and the like work well here as a design document. This also includes request and response formats for various protocols. Here is where we document the RESTful requests and responses. This includes the REST URI design.
Process view. The "dynamic" view. UML activity diagrams, sequence diagrams and statecharts and the like for here for design documents. In some cases, simple narratives work well. In other cases, there's a State design pattern, and it requires a combination of class diagrams and statecharts to show how the stateful objects interact.
This also includes protocols (e.g. REST). Here is where we define any special processing for the various REST requests.
This also includes an authentication or authorization rules, and any other cross-cutting aspects like security, logging, etc.
Component view. The pieces we're building for deployment. This includes the stuff we depend on, the structure of the modules and packages, etc. This is often a simple component diagram or a list of components and their dependencies.
Deployment view. We try to generate this from the code as deployed. Since we're using Python, we use epydoc to create the API documentation. We also use Sphinx to import module documentation into this view of the software.
This also includes the parameters, settings, and configuration details.
This, however, isn't sufficient.
When projects start, you have to work up to this through a series of sprints.
The first sprints build just the use case view.
Subsequent sprints build an "architecture" to implement the use cases. The architecture document has 4+1 views, but at a high level of abstraction. It summarizes the structure of the model schemas, the requests and replies, the RESTful processing, other processing, the expected componentry, etc. It never has a Deployment view. We generally reference operator guide and API documents as the deployment view of an architecture.
Then design-and-construction sprints build (and update) detailed 4+1 view documents for various components.
Then release sprints build (and update) the deployment views.
From the project point of view, the most important documents are those that normally include the word Plan, such as the Project Plan, Configuration Management Plan, Quality Plan, etc.
What you are describing is common in process improvements, and normally responds to two major causes. One is that the system really is overeaching and getting in the way of real work being done. Another is actually answered in your question: it is not that the documents are only done for the sake of audits, and your focus should not just be how usefull is the doc for other developers, but for the project or the company as a whole.
One usually looks at things from it's own perspective, sometimes it's necessary to look at the general picture.

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