scrum: physical or virtual

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Why do some development teams favour physical story cards and a physical wall over digital? What are the advantages and disadvantages of using physical over digital? When should you use which and how can you combine them? These are difficult questions to answer and often they are the first questions that a team has to deal with when implementing an agile methodology. This session is an experience report rooted in the academic literature. It will aim to answer the questions above using use case examples from the author’s own experience. It will also incorporate the latest academic research into the field specifically using research from Human Computer Interaction in which Agile teams have been analysed to explain the benefits of physical and digital artefacts.

TRANSCRIPT

Scrum: Physical or virtual walls?Paula de Matos

What is this talk about?

2

versus

About me

Paula de MatosGroup Coordinator and User Experience Analyst at the EBI

Previous incarnations: • Java Technical Lead • Java Developer• Broadcast Engineer• Electronic Engineer

About the European Bioinformatics Institute

• Based on the Wellcome Trust Genome Campus near Cambridge, UK

• Non-profit organisation

• Close to 500 employees

• Aims to provide comprehensive biological data to scientists

My work

5

Team A (6 people)Team B (4 people)

Team C (4 people)

We like a physical cards and walls

We like physical cards and wall

We like software tools to manage our process

How I became an Agile fan?

6

Picture attribution, Toby Bradbury (Flickr) – Creative Commons License

7

Our Scrum-like process

Tasks

What is this talk based on?

• My own experience

• Survey: 23 respondents

• Scientific publications

8

Picture attribution, Flickr, The Bees

Unscientific survey: 23 respondents• Open ended questions

• Aim to get as broad a view as possible

• 65 % of respondents had experience with physical and software tools

9

Picture attribution, Flickr, The Bees

Respondents agile experience

10

Picture attribution, Flickr, The Bees

43%

43%

13%

< 3 years 3-10 years > 10 years

The academic literature

11

Picture attribution, Flickr, The Bees

• Sharp et al. (2006). The Role of Story Cards and the Wall in XP teams: a distributed cognition perspective.

• Sharp et al. (2008). Collaboration and co-ordination in mature eXtreme programming teams.

• Whittaker et al. (1999) Board meetings: the impact of scheduling medium on long term group coordination in software development.

The academic literature

12

Picture attribution, Flickr, The Bees

• Methods: mainly observation and ethnography

• Distributed Cognition Analysis:• Physical theme• Physical artefacts• Information flow

What do I mean by user story and taskboard?

13

What do I mean by user story?

14Picture attribution, Flickr, J Beau

How are user stories stored?

15

Picture attribution, Flickr, Natalia Osiatynska

10/04/2023

16Picture attribution, Flickr,Mircea Turcan

17Picture attribution, Flickr, Drew Stephens

18

Photo attribution: Roger Greenhalgh (Flickr) – under the Creative Commons license

19

What does the “taskboard” look like?

20

TODO IN PROGRESS

DONE

BLOCKERS

21

22

Photo attribution: Levent Ali (Flickr)– Creative Commons license

What are the advantages of physical walls?

23

Visual

24

Photo attribution: C. Fraser (Flickr) – Creative Commons license

Coordination of resources

25

26

Photo attribution: Logan Ingalls (Flickr)– Creative Commons license

It’s easy to update the board

27

Photo attribution: Ha! Designs (Flickr) – Creative Commons license

Sense of achievement

10/04/2023

28

Photo attribution: Welsh government (Flickr) – Creative Commons license

Encourages personal communication between members

10/04/2023

29

Photo attribution: David Cosand (Flickr) – Creative Commons license

Encourages personal communication between members and managers

10/04/2023

30

Photo attribution: David Cosand (Flickr) – Creative Commons license

Holding a card engenders feelings of task ownership and responsibility

31

Photo attribution: Victor1558(Flickr) – Creative Commons license

Encourages reflection

10/04/2023

32

Photo attribution: Mike Baid (Flickr) – Creative Commons license

Size limit of cards promotes collaboration

33

Photo attribution: Roger Mateo Poquet (Flickr) – Creative Commons license

What are the drawbacks of using physical cards?

34

Ghost cards

35Photo attribution: Mosieur J (Flickr) – Creative Commons license

No burndown charts or tie into project management software

36Photo attribution: Jeff Covey (Flickr) – Creative Commons license

Hours, points or estimates need to be tallied manually

37

Photo attribution: Yum9me (Flickr) – Creative Commons license

Geographical location

38

Readability

39

Photo attribution: Jim Barter (Flickr) – under the Creative Commons license

Missing in action

40

Photo attribution: Brenderous (Flickr) – Creative Commons license

Archiving

41

Photo attribution: Damien Oz (Flickr) – Creative Commons license

Space constraints

42

• Title• Estimate• Description• Stack trace• Bug tracker info• Additional

comments• Etc….

No tie into bug trackers and existing documentation

43 Photo attribution: Ivan Walsh (Flickr) – Creative Commons license

44

Unwieldy for large teams

Photo attribution: avlxyz (Flickr) – Creative Commons license

Advantages of software solutions to manage your tasks and wall

45

Geographical location

46

• Team members and management• Meeting rooms

Automatic features – burndown charts, velocity

10/04/2023

47

Information rich story cards

48

Access archived sprints

10/04/2023

49

Tie into existing software systems

50 Photo attribution: Paolo Valdemarin (Flickr) – Creative Commons license

Disadvantages of software solutions to manage your tasks and wall

51

Can become microtasking hell

52

Task 1

Task 1.1

Task 1.1.1

Task 1.1.2

Task 1.2

Task 1.2.1

Keeping it upto date is difficult

53 Photo attribution: Yon Garin (Flickr) – Creative Commons license

Visibility is lost

54 Photo attribution: AV-1 (Flickr) – Creative Commons license

Cards are not distinctive enough

55

Computers are full of distractions

56

Case study: The best of both worlds

57

We maintained the backlog using an agile software tool

58

User stories were exported to Excel

59

Cards were generated using an Excel visual basic script

60

Cards printed and subtasks were assigned using post-it notes

61

Check mockupsusers

Implement design

Test cases

Cards and subtasks were placed on a mobile board

62

At the end of sprint: post-its were chucked out and new stories printed

63

Tips on maintaining physical walls

64

Use effective stationery

65 Photo attribution: Ivan Di Carlo (Flickr) – Creative Commons license

Place your wall in a prominent position

66

Use a transportable board if you need your wall to be mobile

67

Treat your cards with the respect they deserve

68

Tips on choosing software solutions

69

Compile a checklist of what you want the software to do

70

Photo attribution: Mistersnappy (Flickr) – Creative Commons license

Consider your existing software infrastructure

71

Ease of use

72

Photo attribution: Ha! Designs (Flickr) – Creative Commons license

Consider how you will replicate the tactile nature of the taskboard

73

Check mockupsusers

Implement design

Test cases

In summary

74

1st Conclusion

Choose a solution that suits the team, organisation, culture and environment.

75

Photo attribution: Jace Cooke (Flickr) – Creative Commons license

2nd Conclusion

Trial and error.

76

Photo attribution: Everyones idle (Flickr) – Creative Commons license

3rd Conclusion

Don’t underestimate the sensory nature of physical walls… think carefully about how that can be replicated in a software only solution.

77

Photo attribution: Nikki Duggan (Flickr) – Creative Commons license

Thanks

• Cheminformatics and Metabolism team members

• Survey respondents

• The authors of the academic literature cited

78

Contact me

Email: pmatos@ebi.ac.ukLinkedIn: Paula de MatosTwitter: @Paula_deMatos

79

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