Ontic Oren

Enough virtual, it’s time for something real by Oren Teich.

Archive for April, 2008

Accept_360.version++; clean_up_interface();

For the past two years, at Sun and Montavista, I used Accept to manage our requirement process.  Although we’re not using it right now at the new job, I still think that Accept 360 is one of the better requirements management tools I’ve run into out there. Over the past few days, Accept has been rolling out a new update to version 4.6.  I had the chance to sit down with Nils Davis and John Talbott from Accept, who walked me through some of the new features.  

They’ve only bumped the version by .1, this is a fairly major release.  In fact, I kept asking why they didn’t just go to 5.0.  Apparently, they’ve got some great stuff in the hopper for 5.0.  Me, I’d just have called this 5.0, call the next 6, and move along.  But then, I am into version inflation.  Accept has always excelled at that “phase 1” task set.  The ability to cleanly trace requirements from customer input through to implementation is fantastic.  For 4.6, they’ve addressed some of my key issues:

  • A logout button!  this is just downright embarrassing that it took them this long.  Sorry guys, but it is 2008. So now, you don’t need to quit your browser to logout.
  • A whole new L&F skin.  It’s way cleaner.
  • Some real agile support.

The above screenshot shows off the nice new login page.  Notice that logout link in the upper right!  Hooray, finally!  Also notice that they’re starting to bring in some useful information, instead of that lame “click here to launch product” page.  It’s clear that this is just the first step, but one in the right direction.  

Once in the product itself, there’s all sorts of small stuff that just makes a HUGE difference.  For example, they’ve moved the search box out of the tree view on the left and into the header in the upper right.  This box was ALWAYS getting obscured due to size/rendering issues.  There are a number of small and thoughtful changes throughout that on their own aren’t much, but in aggregate make this a much easier product to work through.  Add in the more modern look and feel (again, 2008 guys), and it’s feeling like a real, modern product. 

They’ve also added in some iteration support.  No screenshots of this one.  The summary is you can now create iterations under a release (i1, i2 and i3 are all part of the GA release for example).  you can then assign tasks, requirements, etc to iterations through a nice drag and drop interface.  Perhaps most importantly, you can also stack rank your requirements through drag and drop.  That’s so exciting, it bears repeating: you can stack rank requirements via drag and drop.  I had a project back at Montavista that didn’t use Accept specifically because it lacked this feature.  

Hopefully they’ll get a screencast or two up soon showing off the new product.  In the meantime, give em a call and see if they can show you a demo.  

Lest you think it’s all roses, I did take the time to harp on my favorite issue - one source of truth. I believe the fundamental problem with any requirements system remains how you keep it and your bug tracking system synchronized.  What is the difference between a bug and a requirement anyway? Nothing.  We talked in depth about what the requirements for such an integration might be.  Here’s my take:

 

  • Don’t bother trying to force people to use one system.  Eng will use bug, PM will use accept.  so be it.
  • Don’t bother getting all info into everything.  Links are fine.
  • Make sure there’s some basic sync.  Creating a requirement should auto-create a bug.  Creating a bug should be seen in accept.
  • Just focus on managing the lifecycle.  Don’t worry about the details of the bug.  
I actually think that Rally has done just about a perfect job on this one.  It’s lightweight & useful.  Accept tells me they’re looking into some solutions.  For O’s sake, I hope they come up with them soon. :)
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Using Jira, Confluence & Greenhopper for Agile

Although it took some time, I’ve decided on the tools.  As the title says, I’m going with Atlassian’s suite, plus a really nifty plugin I’ve come across called Greenhopper.  Here’s the overview:

 

  • Create user stories in Jira.
  • Create wiki page for each release (not iteration, but release).  Link up to Jira dashboard.  Provide details, necessary information, any supporting stuff available.
  • Planning poker to estimate user story size.
  • Prioritize user stories with drag and drop via Greenhopper.
  • Drag user stories into iteration releases via Greenhopper.
  • Create sub-tasks for each user story to track hours.
  • Drag tasks on planning board for open, in progress and done via Greenhopper.
  • Use Greenhopper to generate burn down, velocity, and other fun graphs.
The beauty of greenhopper is it provides a trivial and simple interface into a very powerful bug tool.  You get all the benefits of a shared collaboration tool, without the pain.  Greenhopper lets you edit directly in place, use drag and drop, and basically make it all so nice and easy.

Now, all that said, there are times when paper is just the way to go.  We currently have ~85 user stories, and trying to figure out the ranking really is easier when you can have paper in front of you.  Luckily, it’s easy to do both!  By exporting the issues into excel, and then using mail merge from word, finally printing to Avery postcards, I’ve got a great way to create cards.  You can use my attached user-story-cards word file if you want to create your own.

 

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Who are you? What do you do?

Ah, the corporate overview.  The staple of every web site, and the key piece of many presentations.

We’re in the proess of putting such collateral together here at Replicate.  Not wanting to reinvent the wheel, I consulted the oracle for any keen insight or best practices.  After 45 minutes of searching, I’m surprised to find nothing on what makes a good/bad overview, or thoughts in general.  I did find some amazingly, painfully, searingly bad examples (I’ll be kind, and not link, but a quick google search for “corporate overview” will send you crying for some good clean smut).

Obviously, the goal is to convey answers to the standard 6 questions as applicable - Who, what, when, where, how, why.  I think we’ve all been trained a bit too well on these in that order.  Is who really the most important part of any pitch?  Unless it’s to your mom, I don’t think so.  Keeping in mind who we’re trying to convey this information too, most people who haven’t heard of us don’t want to know about the company, the want to know why they should even care in the first place.  To steal from Jerry Weissman, WIIFY (what’s in it for you)?  The WIIFY will vary depending on your target audience.  In our case, we have a few, all rather obvious:

  • The customer: “If you buy our product, you’ll solve a ton of problems and get to go home and spend time with your family”.
  • The partner: “If you work with us, you will keep and gain many happy customers”
  • The investor: “If you invest in our company, you’ll get a great return on your money”

In all these cases, talking about our company seems like the last step, not the first.  Identify their problem, talk about solution, then explain why you’re the one to solve it.  I’d take those favorite six questions and reorder them:

  • Why: What’s the market problem
  • When: I’m gonna care about this when?
  • What: What is the solution?
  • How: How will you help solve it?
  • Where: where can I find the solution?
  • Who: And who are you to actually do it?

Any other thoughts on outlines or best practices?  What’s key in a good corporate overview doc or presentation?

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