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What consultants don’t tell you before you begin an agile transition – Part 2: Impact on some of the traditional roles

March 8th, 2010 Martin Proulx No comments

As a follow up to my previous post, this second post in a series of 4 short articles written in collaboration with my colleagues Stéphane LécuyerJean-René RousseauSylvie TrudelJoël Grenon, and Eric Laramée, addresses the impact an Agile transition typically has on some of the traditional software development roles: the project manager, the architect, the business analyst, and the QA specialist.


One of the first obstacle we routinely encounter in coaching teams through their Agile transition is the mapping of the Scrum roles to the traditional roles. Since Scrum only has three roles (product owner, scrum master, and scrum team), what happens to the project manager, to the architect, to the business analyst, and to the QA specialist after the transition?

Based on our experience, here are possible strategies to properly map the traditional roles to the three roles defined by Scrum.

The Project Manager

Traditionally, the project manager is responsible for determining who, what, and when activities need to be performed and then to ensure the team complies with the plan that was prepared to meet the budget, time and scope constraints.

With the traditional approach, project management is based on compliance with the plan while Agile and Scrum propose a different approach where maximizing the business value is the main vector of project management. Under this new approach, the product manager needs to collaborate with the team members and delegate to them some of his traditional responsibilities since they will determine who does what, and when within the constraints of the project.

In this context, the role of the Scrum Master is to enforce the process and seeks to build an efficient self-organized team. To the question “do we still need a project manager in Agile?”, experience shows us that in most organizations, the answer is yes.

The need for accountability, regulatory compliance and alignment with the framework and IT governance are not covered by the role of the Scrum Master and as such remain the responsibility of the project manager.

However, the project manager needs to adapt its management style and use leadership rather than authority with the team to get things done. In the context of a multi-team organizational structure, the presence of a project manager is also valuable, where he is coordinating the teams and the synchrony between them and between entities external to the project teams.

From our experience, some project managers are more willing to become product owners while others will feel challenged by the role of Scrum Master. In the end, it will be the responsibility of the organization to determine how to redefine the roles and their associated responsibilities.

The Architect

Similar to the project manager, the architect is known to play a different role post-transition compared to that required in traditional development teams. He must act as a consultant to the teams and provide them with the necessary support instead of dictating the rules and guidelines to be followed. The architect should also be familiar with the concepts of emerging architecture, where just enough architecture is planned to allow the team to innovate and find the optimal solutions.

The architect then acts as a catalyst for sharing best practices within the organization. Here is a list of practices summarizing the changes of behavior for the architect:

  • Is an active member of the development teas, helping to build the right software and acting as consultant;
  • Does not attempt to predict the future, he provides a coherent vision but knows that tomorrow’s problems will be easier to solve tomorrow;
  • Is changing its architecture in an incremental way, leaving room for emergence;
  • Does not seek to document everything to perfection, he focuses on a few relevant diagrams and documents the best practices based on his audience;
  • Seeks to validate its concepts through concrete experiences.

Once again, although the role of the architect does change after an agile transition, it remains an important role to be filled.

The Business Analyst

The business analyst is another role that seems neglected by Scrum. To ensure close collaboration between the team and the Product Owner, Scrum ensures that the necessary elements are effectively communicated directly to the team without a formal and complex documentation. However, to ensure continuity of information, we know that functional documentation that is adequate and representative of the software to be developed is essential.

The business analyst becomes a valuable contributor to the Product Owner. The responsibilities of the business analyst are as follows:

  • Supports the Product Owner in gathering and writing the required stories;
  • Does just enough analysis for the functionality to be carried out during the next iteration;
  • Prepares and updates documentation used at the end of each iteration;
  • In collaboration with the QA Specialist, helps determine the quality assurance strategy.

In a multi-team context, the business analyst may be called upon to play the role of Product Owner. He then becomes responsible for core components of the product within the various sub-teams.

The Quality Assurance Specialist

Quality is a fundamental concern in Agile project management and each iteration should produce an increment of quality software. To do this, we recommend incorporating a quality assurance specialist within the Scrum teams, and right from the start of the project. A QA specialist assigned to a Scrum team has the following responsibilities:

  • Participates in planning sessions to raise issues relating to quality;
  • Helps clarify the definition of “Done”‘;
  • Prepares plans for acceptance testing;
  • Validates the increments of product delivered.

Other Roles

As will be presented next week in “Part 3: Impact on the functional and people managers”, managers also get impacted by an Agile transition.

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What consultants don’t tell you before you begin an agile transition – Part 1: Impact on the organization

March 1st, 2010 Martin Proulx No comments

If you have been reading about Agile for a while and are interested in a transition or if you have already initiated a transformation, you have previously heard all the benefits that Agile can bring to your organization but …

Are you aware of the impacts such a transition will have on your organization? On your team? And on yourself? Would you know how to deal with these impacts?

If you believe that implementing Agile within a company simply means reducing documentation, standing up during daily meetings, using whiteboards and post-it notes, and getting rid of the project manager, you will certainly be shocked to see how profound the changes can be.

In a series of 4 short articles written in collaboration with my colleagues Stéphane Lécuyer, Jean-René Rousseau, Sylvie Trudel, Joël Grenon, and Eric Laramée, we aim to highlight some of the most common (and rarely described) impacts an Agile transition can have on an organization. The articles will be published weekly and will cover the following 4 impacts.

  • Part 1: Impact on the organization
  • Part 2: Impact on some of the traditional roles
  • Part 3: Impact on the functional and people managers
  • Part 4: Why a coach is useful

Adopting Agile practices is not a trivial change; it requires support and time to become effective. The use of external coaches, training materials, and internal support groups can greatly increase the speed and success of adoption. - Forrester Reports “Agile Development: Mainstream Adoption Has Changed Agility”.

Many organizations rely on external consultants to help them successfully transition to Agile. Others initiate a small transition after having researched the best practices. Having gained experience from the implementation of Agile within organizations over the last 8 years, we can attest that the impacts related to the establishment of an Agile development approach affect many areas in the organization. Through our experience, we have prepared a high level description of potential impacts you may want to anticipate before getting deep into your transition.

Impact Description
Organizational structure Most large organizations have a traditional hierarchical structure. When launching a new project, project managers must draft team members from various functional departments.

The Agile approach highly recommends restructuring project teams around a dedicated multidisciplinary team.

Decision making and governance The Agile approach seeks to create autonomous and self-organized teams. It invites people managers to apply a different style of leadership to their teams and pushes the decision-making authority to the level closest to the activity being performed.

Under such model, managers provide guidelines to support the decisions rather than act as the ultimate decision makers.

Compensation mechanisms To support the team concept advocated by Agile, compensation mechanisms should avoid individual rewards and foster a compensation model that takes into account the results of the entire team.

The compensation model must be aligned with the business objectives and the commitment to deliver value.

Relationship with customers At the heart of the Agile approach, is the concept of working closely with the customer (Product Owner). The relationship with the business customers will be strongly affected by the Agile transition.

The traditional form of contract and the expected availability of customers must be revised in order to ensure an effective transition.

Development processes The standard development process used within the organizations must be revised and typically “trimmed-down” to match Agile values, principles and practices.

The revision process should include the initial phases of implementation, deployment and operation.

Tools and technology The acquisition of new tools to support Agile project management and software engineering practices is inevitable.

Although the addition of new tools is not in the heart of an Agile transition, it is nevertheless important to maximize the effectiveness in implementing the new process.

Work space organization To foster collaboration within teams, organizations may need to rearrange the workspace in “war room” or remove office partitions to consolidate all the team members.

This in an attempt to improve communications and collaboration between stakeholders and develop a team spirit and strong collaboration.

In addition, easy access to certain items such as whiteboards, removable flip charts, Post-it notes is often recommended.

Behaviors In addition to practical project management and engineering approaches Agile also has a system of values and principles. In addition to ‘Do’ Agile development, individuals are asked to ‘Be Agile’, that is to say, to be collaborative and transparent, be committed and responsible and also to seek excellence.

As Agile approaches are based on greater accountability of individuals and the self-organization of teams, the leadership style of managers and the need to clearly define a shared vision change every day’s actions.

Roles and responsibilities All roles are affected by the arrival of an Agile approach. As will be presented in Part 2: Impact on some of the traditional roles, while some people might gain power, others will feel they are losing.

New skills will be acquired as motivation and engagement of stakeholders will also be affected.

Next week’s post will address more specifically to impact on the role of the project manager, the architect, the business analyst, and the QA analyst.

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Interesting blog posts (January 22, 2010)

January 22nd, 2010 Martin Proulx No comments

On the importance of creating the right organizational culture (Thanks to Andrew)

By the time we got to 100 people, even though we hired people with the right skill sets and experiences, I just dreaded getting out of bed in the morning and was hitting that snooze button over and over again Corner Office – Tony Hsieh of Zappos – Celebrate Individuality – Question – NYTimes.com.

On why an Agile approach is better suited to deliver value (Thanks to Alfonso)

Most organizations that depend on software are struggling to transform their lifecycle model from a “development” focus to a “delivery” focus. This subtle distinction in wording represents a dramatic change in the principles that are driving the management philosophy and the governance models – Improving Software Economics

On the meaning of Agile transformation for managers

What many people mistakenly do is equate agile project management with doing more work, with less documentation and fewer people. Although the premise is to get more done in a more favorable way, I have never met a team that could successfully implement agile principles without having to slow down first - VersionOne – Agile Adoption For Managers.

On the fact that the true value of an organization is not mapped via its organizational chart

But it’s not the fact that you have many more boxes and lines that I’m most envious of.  It’s your “white space” I want – Oh, Yeah? Well, My Org Chart is Bigger and More Beautiful Than Yours!

On the need to manage self-organized teams when required

The interesting thing is, the further we go into agile management territory the less typical the managerial job we expect. Teams are self-organizing and cross-functional, and sometimes we think a manager should just get out of the way. By the way, surprisingly often this is exactly the best choice. But whenever one of the asshole-moments is needed, it is time to show up and do what has to be done. Otherwise the atmosphere starts rotting as people wait for someone who will fix things. Someone who will do something about this guy adding a new technology every time he reads some nice article. Someone who will deal with that lass taking a few days off because she doesn’t really care about the project being late and the team working their butts off to get back on the right track. That’s always a job for a manager, and a harsh one, no matter how self-organized the team is - Good Managers Sometimes Have to Play Assholes – NOOP.NL.

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8 Challenges To Address For A Successful Transition To Agile

June 29th, 2009 Martin Proulx No comments

We all know that getting the right information (meaningful and accurate) to the right people in the most timely fashion so they can make the best business decision is the ultimate objective of a business intelligence projet. Using an Agile approach aims to address these requirements but transitioning to an improved approach does generate some challenges.

Below is what we believe are the “8 challenges to address for a successful transition to Agile” for your BI projects. Although some of these challenges may seem overwelming at first, addressing them early in the process will greatly increase the chances of success in the long run.


  1. Educating your users so they understand their new role  - showing up only at the beginning and at the end of the project is no longer an option
  2. Training your architects and software developers on flexibility – not everything has to be binary
  3. Teaching your users the need to invest in invisible components – underlying technical architecture and infrastructure may not be visible to the users but they are a critical part of a BI project
  4. Making the users accept to divide large deliverables into smaller components – flexibility outweights the risk of not having the small components all at once
  5. Multi-years monolithic projects do not work – an incremental and iterative approach combined to timely budget allocation has proven to be a better strategy
  6. Informing everyone that refactoring is a success criteria and not an indication of failure – time saved from advanced detailed planning more than makes up for the time invested in refactoring later in the process
  7. Needing specialists with specific roles on the team is not a constraint – team members need to recognize they have a role to play on the team and should not stick to their defined job description
  8. Agile is a well documented methodology where all the answers are readily available – Agile is an approach based on key principles and relies on people’s ability to “do the right thing” in order to deliver quality output on time
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Top 10 indications that you are ready for a successful transition to Agile

June 17th, 2009 Martin Proulx No comments

With the challenging economic times, very few organizations are ready and willing to allocate large budgets and extended time lines before they get to leverage their investment. As such, transitioning to an approach that provides more flexibility and faster results seems like a logical choice.

Below is what we believe are the “Top 10 indications that you are ready for a successful transition to Agile” for your BI projects. It is obvious that an organization can begin a successful transition to Agile without having all 10 conditions but it is important to remember that the chances of success and the duration of the transtion will decrease as the number of conditions available increases.


  1. Your business users are already heavily involved in the development activities
  2. Your development team is successful in developing within defined time boxes
  3. Face-to-face and open communications are preferred to paper documentation and email communications
  4. Your organization has already had success implementing an Agile approach for other projects
  5. You are comfortable letting your customers take full control of the development process (requirements definition, answering questions during development, specify the required tests, ensure the results meet the expectations, and sign-off on the completed work) while maintaining flexibility on their priorities
  6. Your project team is used to prioritizing their needs and is able to determine which items are more critical (and which ones can wait)
  7. Management recognizes that adapting to the situation at hand is far better than spending countless hours in defining a detailed project plan
  8. The business sponsor, end users, and the development team are comfortable with iterative and incremental development and delivery
  9. Your organization has already invested into a data warehouse on which to build
  10. Your management team and the company culture can tolerate that people make mistake as long as they can learn from them (and that the mistakes aren’t huge and irreparable)
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