QSM Resources

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Articles and Whitepapers

In the interest of supporting the software development industry, the following resources are available free of charge.

Big Rock Estimation: Using Agile Techniques to Provide a Rough Software Schedule / Resource Estimate

By Aaron Jeutter ( February 2017 )

This is the third article in the QSM Agile Round Table series.  The QSM Agile Round Table was formed to discuss the role of estimation in agile environments.  QSM customers shared their questions, challenges, and experiences on the relevance and benefits of scope-based estimation in an agile environment.  The Round Table spent several meetings on the key topic of sizing an agile release. The discussion centered around two main questions:

  1. How can you determine the size of a release early in absence of a “big upfront requirements phase,” and thus when the requirements are only known at a very high level and subject to refinement and change?
  2. How can you determine size in a consistent way across multiple products, projects, and agile teams so that you have good historical data on which to base an estimate?

This and the next article in the QSM Agile Round Table series are based on those discussions. Aaron Jeutter, a participant in the Round Table from Rockwell Automation, presented the technique of “Big Rock Sizing.”  This technique is used at Rockwell Automation for early sizing and estimating based on high level requirements that will be refined using agile techniques as the work progresses.

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In Agile, What Should We Estimate?

By Andy Berner ( December 2016 )

Instead of debating #YesEstimate vs. #NoEstimates, we can ask a more useful question: “what should we estimate and why?”  To answer this, we need to distinguish between consumable value and potentially deliverable software. Both are useful concepts but for different purposes.  By choosing small enough developer-sized bites, we can time-box potentially deliverable software to get frequent feedback and review.  But a meal that provides consumable value that satisfies our users and customers must consider the tradeoff of benefits to both the business and the consumer.  In the second article of QSM's Agile Round Table series, Andy Berner explains why setting goals for consumable value and estimating what it takes to reach those goals are both needed to guide the choices every organization needs to make about what to develop and how to allocate resources. A version of this article was originally published on AgileConnection.

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QSM Annual IT Budgeting Solution

By Doug Putnam ( November 2016 )

The time has come to begin the annual ritual: IT budgeting. Not only is this task difficult, it is made worse by the fact that most organizations do it in an overly simplistic way. This often results in up to 40% of the projects grossly missing the mark, which wreaks havoc on the enterprise resource plans and results in disappointed business stakeholders. What is if it didn't have to be this way? In this whitepaper, Doug Putnam outlines QSM's five step budgeting process: data collection, feasibility assessment, building the actual budget, adjusting "at risk" and overly conservative projects, and finally, identifying alternatives to add value to the business or to fit organizational budget constraints. This budget planning data can be fed into a Project Portfolio Management (PPM) system to facilitate specific resource allocations and portfolio management. 

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Using Software Project Metrics

By Donald Beckett ( November 2016 )

Software measurement by itself does not resolve budget, schedule or staffing issues for projects or portfolios, but it does provide a basis upon which informed decisions can be made. Here are examples of how to use metrics to determine present capabilities, assess whether plans are feasible, and explore trade-offs if they are not. This is the third article of a three part series by QSM's Don Beckett for Projects at Work. You can read the first article here and the second here.

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A Lead Role in Software Success

By Donald Beckett ( November 2016 )

When organizations base their decisions on desires instead of data, it usually backfires. Here are four important actions that executives, PMO directors and program leaders can take to improve the predictability and success rate of their software development and enhancement projects. This is the second article of a three part series by QSM's Don Beckett for Projects at Work. You can read the first article here.

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Win New Business with an Agile Bidding Solution Based on SLIM

By Doug Putnam ( November 2016 )

In today’s competitive marketplace you have to be on your game if you expect to win new IT integration contracts.  You need to put together a masterpiece proposal on a shoe string budget.  You are working with scarce requirements, a short time fuse, limited availability of technical solution engineers, limited business intelligence and losing isn’t an option. This article by QSM's Doug Putnam discusses how the SLIM agile bidding solution will save you time and money and allow you to make more informed bidding decisions.

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Obey the (Software) Project Laws

By Donald Beckett ( November 2016 )

Many business leaders are unacquainted with the wealth of knowledge about how software projects behave. No surprise, they are unable to explain why these projects fail repeatedly, much less do something about it. In the first of a series of articles for Projects at Work, QSM's Don Beckett outlines the five fundamental “laws” of software development that all executives (and teams) should understand and follow.

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The QSM Agile Round Table

By Laura Zuber ( October 2016 )

For well over a decade, agile software development methods have been adopted by a wide variety of software organizations across the globe.  QSM has worked with these types of software organizations for more than 35 years to establish data-driven, defensible estimation and lifecycle management practices as the foundation of quality software projects and products. The QSM Agile Round Table was formed to provide a platform to brainstorm the role of estimation in agile environments, and chart a path toward better understanding for all stakeholders.  A mixture of long-standing and newer customers shared their questions, challenges, and experiences to answer the big question, and effectively communicate the relevance and benefits of scope-based estimation.  This article by QSM's Laura Zuber is the first of the QSM Agile Round Table series of publications that will present specific concepts and practices that connect SLIM and agile, creating common ground for the benefit of all.  It is our hope that this series will answer some of your questions, and that you will share your thoughts.  

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Estimation Center of Excellence

By Larry Putnam, Jr. ( October 2016 )

Why do so many companies fail at software development projects? More often than not, they haven’t built a foundation of process, people and tools to accurately plan and estimate. An Estimation Center of Excellence is a great starting point to bring these components together and maximize their benefits. In this article for Projects at Work, Larry Putnam, Jr. describes how all of these components work together to help organizations achieve software project success.

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