Achieving Balance: The New Pivotal Points of Software Development

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1 White Paper Software Delivery & Testing Achieving Balance: The New Pivotal Points of Software Development A rational model of software is to design it quickly; the economic pressure to improvise presents an interesting challenge. Kent Beck

2 Table of Contents Everything Related to Software Development Is About Balance... 1 Market Trends Insight... 1 Navigating Complexity... 3 Balance a Fast Pace of Release with Testing More... 5 Balance Business Visibility with Development Flexibility... 5 Balance Repeatable and Flexible Processes... 6 Balance Shift Left Versus Shift Right Performance Testing... 7 Conclusion... 7 page

3 You don t just find balance in software development, you have to create it. Everything Related to Software Development Is About Balance Creating a suitable balance in software development is by no means a new issue: for years, organizations have been aware of conflicting trade-offs as they navigate the complexity of software development. But what exactly should organizations be seeking to balance; what are the key pivotal points around which development teams should seek balance? Is it people, processes and tools? Budget, schedule and scope? Quality, functionality and time? The volume of technical debt versus shipping features? Agile versus waterfall development techniques? The reality is that all of these must be balanced, and delivery teams are well aware that they must deal with trade-offs in all of these issues, every day. However, by looking outside of the organization, two key pivotal points are found which drive much of the need to attain balance: current market trends and complexity across multiple devices, platforms and software versions. By understanding and navigating both, organizations can start to shape the right balance in software development to overcome issues such as releasing fast versus testing more; improving business visibility while retaining development flexibility; balancing repeatable and flexible processes; and performance testing during. Market Trends Insight 1. The Age of the Consumer The majority of companies today, whether they appreciate it or not, are reliant on their software and processes; every company is now essentially a software company. At the same time, software development has become a whole company effort to meet the demands of the digital economy. Thanks to the age of the consumer, end users are more informed, savvier and more critical of anything that falls short of a perfect consumer experience. Today s empowered end user continually demands more, faster, which closes the gap between customer expectations and business responsiveness. 1

4 White Paper Achieving Balance: The New Pivotal Points of Software Development The age of the consumer is also reflected in technical trends such as the shift from data-centric, structured and transactional systems ( systems of record ) to context-rich apps and smart products ( systems of engagement ); a trend largely driven by the explosion of mobile devices, social media and the Cloud. In software development, this has created a never-ending requirement to accelerate product cycles and meet mounting consumer demands. Due to the need for rapid delivery, the traditional software delivery process (plan, build, test, release) is breaking down. Any organization that has, for example, a formal requirements definition process or has not adopted automated testing is probably moving too slow. The pressure is on for the entire development team to improve communications and processes to keep pace with the speed of business demand, maintain software quality and meet tight schedules. Due to the need for rapid delivery, the traditional software delivery process (plan, build, test, release) is breaking down. Any organization that has, for example, a formal requirements definition process or has not adopted automated testing is probably moving too slow. 2. Functional Silos Are Dead Having siloed experts once made financial and technical sense. Now these silos restrict information management and create complex heterogeneous environments. This leaves business teams running blind with limited visibility into the development process. Effective collaboration, with cross-functional teams including business stakeholders, domain experts, testers and developers must be the norm to break down silos and ensure accelerated delivery. This can only happen when a strong link is established between core business requirements and associated development activities and test cases. It s not enough to talk collaboration: the right tools must be in place to effectively implement it. 3. Multiple Handoffs Large-scale application development projects are seldom designed, implemented and maintained by one team, which increases the need for multiple hand-offs. If teams are siloed, this means handoffs will happen from development teams to test teams (functional, unit, regression, performance), back to development teams (via issues tracking), on to test teams again, and finally to operations teams for release and deployment. It s no surprise that this causes communication issues and development bottlenecks, when the real goal should be to perform handoffs at an order of magnitude faster. 2

5 While it s a challenge to replace well-defined processes that used to drive the schedule for defining and communicating requirements, a failure to react simply widens the delivery gap, making it harder for business teams to adapt to evolving customer needs. The ideal DevOps solution is an integrated system, where everyone works with their specialized tool of choice, yet can easily connect and maintain communications in real time with other team members. This ensures that the original business intent and specification are known and understood across the entire development team. Improved communications of this kind invariably lead to less costly re-work. 4. Requirements and Agile Practices The nature of Agile development means that requirements may not always be fully defined from the start, since many requirements tools rarely fit with an iterative, adaptive delivery model. This delay in creating requirements and getting them to the delivery team seriously impacts business agility. While it s a challenge to replace well-defined processes that used to drive the schedule for defining and communicating requirements, a failure to react simply widens the delivery gap, making it harder for business teams to adapt to evolving customer needs. Within the Agile environment, the solution is to be more agile in requirements definition, using tools that are familiar to business users, yet which are more closely aligned to the cadence of Agile teams. This makes the delivery process fully iterative including requirements definition. Navigating Complexity 1. Device Proliferation The mobile multiplier effect of different devices, operating systems, application usage patterns and platforms including cloud-based platforms, on-premise servers, third party connections, web apps, mobile apps and more puts immense strain on traditional test and delivery teams. This manifests itself through higher testing costs and complexity, product delays, quality issues and poor customer satisfaction. It all comes at a time when creating a seamless user experience is imperative to any business which engages with its customers through applications. The irony is that some platforms that create complexity can also act as the cure: for example, test infrastructure can be simplified by using Cloud platforms to simulate hundreds of different devices and thousands of concurrent users for load and performance testing. 3

6 White Paper Achieving Balance: The New Pivotal Points of Software Development 2. Complexity of Requirements Management As previously mentioned, the tools to manage requirements and automate project delivery processes are largely disconnected with Agile delivery. Business visibility into the delivery teams status is increasingly difficult as Agile delivery practices break customer requirements into a multitude of stories and tasks that are difficult to track. On the flip side, requirements may be neither complete nor precise, giving developers no idea what an application must do. To optimize delivery, testers must be an integral part of the delivery team and be involved from the beginning of the project to embrace a changing, dynamic way of working. To resolve the complexity, requirements must become a cross-functional practice: multiple stakeholders need to be involved with requirements design, definition, and management. Moreover, access to that information needs to be distributed, easy and intuitive. 3. Optimized Delivery Traditional testing does not go hand in hand with Agile development: the one discipline (Agile) can easily race ahead of the other, leaving testers with a completely disrupted role. To optimize delivery, testers must be an integral part of the delivery team and be involved from the beginning of the project to embrace a changing, dynamic way of working. New practices such as continuous integrated testing and development (where quality tests are done on a smaller scale and more often) need to be adopted, while test coverage can also be expanded by using the latest tools and processes. 4. Shift Left and Shift Right Testing Automation is designed to incorporate functional and performance testing as early in the development process as possible to lower the cost of rework (shift left testing). Meanwhile, monitoring application performance after production (shift right testing) is necessary to actively measure the user experience. The two must be effectively combined to enable continuous testing. By aligning business and testing requirements from the start, organizations can start functional and non-functional testing at Sprint 0 and, crucially, build in quality from the outset. 4

7 When a fast pace of iteration is necessary (typically always!) quality must introduced at the right time and in the right sequence. Balance a Fast Pace of Release with Testing More The demand to deliver faster is unprecedented, and with it, the pressure to meet the deadline will often compromise quality and create software that s unstable or fragile. Typical trade-offs include deferring issues to later sprints (creating technical debt) or bringing a good enough factor or a best guess into the development process instead of making informed decisions about priorities and scope, and ensuring that what is being built is continually connected to the original request. Market Trends and Complexity Create Four Pivotal Points for Balance: Balance a Fast Pace of Release with Testing More Balance Business Visibility with Development Flexibility Balance Repeatable and Flexible Processes Balance Shift Left Versus Shift Right Performance Testing When a fast pace of iteration is necessary (typically always!) quality must introduced at the right time and in the right sequence. To rapidly serve DevOps teams, application testing should be integrated into DevOps and Continuous Delivery workflows, so that functional and performance testing are automatically kicked off and testing is iterative, incremental and continuous throughout the project. An accelerated delivery schedule like this actually helps management to provide quick feedback to development teams since business teams have greater visibility into quality issues. Balance Business Visibility with Development Flexibility Development teams want to use their own familiar tools to speed through the workload by breaking down stories and tasks to describe their payload, while business management wants insight into what those tools are creating and whether the results meet business requirements. If the two sides don t match (which is often the case), the organization has no visibility into what s being delivered and little ability to adapt to evolving customer needs. To avoid costly re-work, improving collaboration and connecting technologies is essential for the organization. Despite differing styles of operation between business and development teams, it can be achieved without the need to adopt new tools or radically transform existing processes. 5

8 White Paper Achieving Balance: The New Pivotal Points of Software Development Balance Repeatable and Flexible Processes Organizations have traditionally formed themselves into functional silos usually with the goal of extracting maximum value from individuals. However, this has created conflicting priorities between development and operations in an environment that already has conflicting processes, tools, goals and success metrics. When both waterfall and Agile practices are in play, maintaining structure in the development process while staying flexible and adaptable is essential: organizations need to move fast and do it without breaking things. Adopting a DevOps culture in the organization helps avoid conflicts in teams, while improved collaboration ensures that everyone within the team knows what everyone else is doing. The focus shifts to the overall outcome rather than individual parts of the process. Adopting a DevOps culture in the organization helps avoid conflicts in teams, while improved collaboration ensures that everyone within the team knows what everyone else is doing. The focus shifts to the overall outcome rather than individual parts of the process. By avoiding typical trade-offs, customer experience is also improved: now every customer will see consistency in response times, first-rate quality and on-time delivery whatever application is being developed. 6

9 Balance is much discussed in software development circles, but rather than being a high level concept, it can be boiled down to real issues exposed by current market trends and ever-increasing complexity. Balance Shift Left Versus Shift Right Performance Testing By focusing too strongly on functionality, content and capabilities, development organizations can under-prioritize the importance of application performance, and how and where performance testing should be addressed. Typically it s at the end of the development cycle, despite performance being an established key to any application s success. Organizations face a hefty challenge in how best to integrate performance testing into the development process: shifting it from an afterthought into a crucial, continuous phase. Shift left and shift right testing is once again relevant. Together they foster testing early in the development process, together with performance monitoring after the application is in production. Introduce an appropriate automation solution into the picture and organizations can also tackle the mobile multiplier effect by building a library of highly repeatable, single script tests, which allow more testing in the time available, plus create re-useable scripts for monitoring performance once the application is in production. For QA teams who need to validate that web, mobile, native, and enterprise applications have consistent functionality and performance on any device (no matter where the end user is located), this is a huge leap in being able to ensure a positive user experience. Conclusion Balance is much discussed in software development circles, but rather than being a high level concept, it can be boiled down to real issues exposed by current market trends and everincreasing complexity: namely, the perceived trade-off of speed versus quality of delivery; breaking down restrictive processes while retaining control; and introducing performance testing and monitoring (the make-or-break of every successful application) throughout the development lifecycle. 7

10 White Paper Achieving Balance: The New Pivotal Points of Software Development To meet these challenges, Micro Focus provides products for the entire DevOps journey: Atlas helps to ensure evolving customer requirements are captured and intelligently communicated to development and operations teams. It enables effective collaboration between business experts, domain experts, testers and developers to ensure accelerated delivery. Silk Central is an open, centralized platform that facilitates collaboration and establishes traceability by integrating requirements, automation, source code control and defect tracking tools. It helps organizations to know when quality goals are being met and when applications are genuinely ready for release. Silk Test test automation allows test teams to standardize validation efforts by testing web apps, mobile apps, and rich-client apps using the same toolset. It supports existing tools and processes without disruption. Silk Performer helps you understand the true user experience by simulating a variety of wired, wireless, and mobile network technologies. Plus you can ensure that applications are battle ready to withstand massive global usage. Silk Performance Manager analyzes user experience and application quality in live production to help you discover performance and functional issues before your customers are impacted. Micro Focus Deployment Automation bridges the DevOps divide by simplifying and automating deployments. Supports continuous delivery and production deployments by seamlessly enabling deployment pipeline automation, reducing cycle times, and providing rapid feedback. Micro Focus s DevOps Products Include: Atlas Silk Central Silk Test Silk Performer Silk Performance Manager Micro Focus Deployment Automation 8

11 Micro Focus UK Headquarters United Kingdom +44 (0) U.S. Headquarters Rockville, Maryland Additional contact information and office locations: N 02/ Micro Focus. All rights reserved. Micro Focus, the Micro Focus logo, Atlas, Silk Central, Silk Performer, and Silk Test, among others, are trademarks or registered trademarks of Micro Focus or its subsidiaries or affiliated companies in the United Kingdom, United States and other countries. All other marks are the property of their respective owners.

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