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Agile Data
Modeling
July 13, 2016
Agenda
Agile Data Modeling
The Controversy
Misconceptions
Applying Discipline to Agile
3
1
2
4
1
Methodology vs. Mindset-
About me…
• United States Air Force
– Late 1980’s – Data Analyst
• DoD Contractor
– Early 1990’s – Birth of the Relational Model
• Data Modeling (and tool) Instructor
• DW/BI Practice Director
• Founding/Managing Partner – Agilarc LLC
About Agilarc…
• Professional Services Consulting Firm
specializing in
• Enterprise Architecture
• Data Management
• Cloud Services
• Analytics and Business Intelligence
• Agile Services
• Building agility into your best practice driven
architecture is at the heart of what we do.
• Managing Partners with over 50+ years of
combined Data Management experience
The Controversy 2
• Conflicting Goals
– Faster time to market
• Versus…
– Thorough Analysis prior to coding
– Pros and Cons of each
• Code refactoring expensive
• Analysis Paralysis
Misconceptions…
• Agile is a technique (not)
– Agile is a mindset
– Supported by multiple frameworks/techniques
• Why we model data
– Business Rules vs. Business Questions
– Different reasons based on perspective
• Agile framework aligned with DM rationale
– Here’s were things go off the rails
Why we model data…
• Application Development
– Shrink wrapped software
• Multiple business rules
– Supporting internal business processes
• Organizational business rules
• Data Warehousing
• Analytics
• Master Data Management
Agile Defined…
Agile|adjective *
• marked by ready ability to move with quick, easy grace <an agile
dancer>
• having a quick, resourceful, and adaptable character <an agile mind>
Antonyms
awkward, clumsy, gawky, graceless, klutzy, lumbering, ungainly, ungraceful
*Merriam-Webster © 2016
Agile’s Foundational Values
• People come first, before product and before process
– Personal commitment must be made between everyone on the team
– Without the team, there is no product
• Adaptation
– Change…of mind, understanding, circumstance, is inevitable, and essential
– Be ready, willing, and able to respond to changes worth responding to
– Changes may apply to people, process, or product
• Early and frequent value delivery
– The feedback loop is more important than specs on paper
– Focus relentlessly on doing valuable work and ignoring all else
– Customers seeing early and frequent ROI are more engaged and enthusiastic
• Customer collaboration
– Delighting customers requires frequent collaboration
– Spirit of partnership, not vendor-buyer or winner-loser
The Agile Manifesto…
• Applying the Mind-Set to Software Development
Mindset vs. Implementation Frameworks
• Agile is a mind-set
• Frameworks are the
manifestation of the mind-
set
• Understanding the mind-set
first facilitates success with
the frameworks
Agile Frameworks - Scrum
• Core concepts
– Empiricism
– Iteration
– Emergence
– Self-organization
– Prioritization
– Time-boxing
– Delaying detail
Defined Process vs. Empirical Process
Defined process
- Command and control
- Plan what you expect to happen
- Enforce the plan, sometimes
regardless of changing conditions
- Use change control, because
change is expensive
Empirical process
- Learn as we proceed
- Expect and embrace change
- Inspect & Adapt: iterative
improvements
- Estimates are usually wrong.
Don’t commit to them
Iteration Multiplies Feedback
Project Timeline
1 2 3 Release
1
4 5 6
Emergence Defeats Complexity
Cone of Uncertainty
Agile Frameworks - Kanban
• kanban defined (small k vs. big K)
– A Japanese word that means “signal card”
– A manufacturing process that tells an upstream process
to produce more
– Upstream cannot do work until they get the signal that
the downstream is done (limiting WIP)
– Facilitates JIT automation and kaizen (continuous
improvement)
– Semi-prescriptive scheduling system of artifacts,
concepts, and processes for managing the supply chain
and providing inventory control, or managing tasks and
change…requires that some process is already in place
– Formalized by Microsoft in the early 2000s as a product
development method
Simple Example
MoMA Admission System
• Capacity is limited (bandwidth)
• Line is continuous (backlog)
• Cards are created to represent
upstream capacity
• Every patron is provided a card
needed to enter
• When the patron is finished, the
card is dropped off, freeing up
another spot for a new patron
(signal mechanism)
• When there are no free cards, no
more entry is permitted (limiting
WIP)
What’s a “Pull” System?
• Find a systematic way to achieve sustainable pace of work
• Find an approach to introducing process changes that would meet little
resistance and facilitate cultural evolution
• Avoid employee burnout, increase morale, encourage empowerment
and process refinement (Culture Change!)
• Upstream “pulls” from downstream only when bandwidth is
available, rather than pushing from source with no regard for
upstream availability
• Limits WIP, balances demand on the team
• Only workers at the bottleneck remain fully loaded; everyone
else experiences slack
Why?
Kanban Board Development
Backlog Plan Develop Test
2 3 5
User
Story
Defect Task
Inprogress
Done
Done
Done
Inprogress
Inprogress
Done Rules:
Plan: hours
assigned, test case
agreed
Develop: Coding
done, increment in
staging ready for
review with staging
link published
Test: Test case
completed and
verified by Product
Owner
The Kanban Board
Visualize the Workflow
Backlog Plan Develop Test Done Rules:
Plan: hours
assigned, test case
agreed
Develop: Coding
done, increment in
staging ready for
review with staging
link published
Test: Test case
completed and
verified by Product
Owner
5 3 5
User
Story
Defect Task
Bottleneck
Under-utilized
Idle
Slack
Lead Time
WIP Limits
Backlog Plan Develop Test Done Rules:
Plan: hours
assigned, test case
agreed
Develop: Coding
done, increment in
staging ready for
review with staging
link published
Test: Test case
completed and
verified by Product
Owner
3 9 1
User
Story
Defect Task
Core Concepts & Principles
• Start now, with what you have
• Target incremental change
• Current processes, people,
titles, roles
• Every team member is a
leader
• Limit WIP
• Visualize the workflow
• Release frequently
• Identify work types
• Improve continuously
• Process visibility
• Develop sustainable pace
• Create slack
Stop starting…start finishing
Scrum vs. Kanban
Which is “Better?”
Kanban
- Continuous development
- “Support” based
- Ongoing timeframe
- Lead-time-based
- Specialized teams are
okay
- WIP limited directly
- Shared backlog by
multiple teams
- Less prescriptive
Scrum
- Iterative development
- “Product” based
- Discrete timeframe
- Velocity-based
- XF teams
- WIP limited by time-box
- Backlog owned by one
team
- More prescriptive
Bottom line:
The team is more important than the process. Like-minded thinkers
that believe in the Agile mind-set can make either work in any situation.
Data Modeling and Data Management
• Data modeling equals Emergence
– Example: resolving a many-to-many relationship
– Doctors see many Patients, Patients see many Doctors
• Adaptation in the world of Business Rules
– Driving consensus in a data model
– The importance of meta data and taxonomy
• Early and frequent value delivery
– Value vs. features
Data Management
• Data modeling as a component of Data Management
• Data Management “engagement” types
– Master Data Management
– Data Warehousing
– Enterprise Data Model Development
– Meta Data Management
– Data Governance and Stewardship
• Which Framework works best
– Is the team fully dedicated?
– Is there a discrete timeframe?
– Dedicated Product Owner?
– Will we be fixing defects?
– Is work in progress an issue?
– Bottleneck visibility…
Framework Mapping
Domain Agile Framework
Shrink Wrapped Software Development Scrum
Master Data Management Kanban
Data Warehousing Kanban
Internal Application Development Scrum/Kanban
Data Governance Kanban
Analytics and Reporting Kanban
Enterprise Data Modeling Scrum
Summary…
• Misconceptions lead to Controversy
– Agile a much misunderstood concept
• Agile is a mindset
• Data modeling with a purpose
• Data modeling is a component of Data Management
• Frameworks should match problem domain
Questions…
• Joseph Maggi
 Joseph.maggi@agilarc.com
 412.335.3027
Service Offerings:
• BIDW Architecture
Review/Strategy
• Custom Development
• Data Modeling/Governance
• Daily / Multi-week Scrum
Workshops
• Scrum Coaching
• Process Auditing
IDERA
Download any of our tools free for 14 days
at IDERA.com
Join the conversation at community.idera.com
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Geek Sync I Agile Data Management vs. Agile Data Modeling

  • 2. Agenda Agile Data Modeling The Controversy Misconceptions Applying Discipline to Agile 3 1 2 4 1 Methodology vs. Mindset-
  • 3. About me… • United States Air Force – Late 1980’s – Data Analyst • DoD Contractor – Early 1990’s – Birth of the Relational Model • Data Modeling (and tool) Instructor • DW/BI Practice Director • Founding/Managing Partner – Agilarc LLC
  • 4. About Agilarc… • Professional Services Consulting Firm specializing in • Enterprise Architecture • Data Management • Cloud Services • Analytics and Business Intelligence • Agile Services • Building agility into your best practice driven architecture is at the heart of what we do. • Managing Partners with over 50+ years of combined Data Management experience
  • 5. The Controversy 2 • Conflicting Goals – Faster time to market • Versus… – Thorough Analysis prior to coding – Pros and Cons of each • Code refactoring expensive • Analysis Paralysis
  • 6. Misconceptions… • Agile is a technique (not) – Agile is a mindset – Supported by multiple frameworks/techniques • Why we model data – Business Rules vs. Business Questions – Different reasons based on perspective • Agile framework aligned with DM rationale – Here’s were things go off the rails
  • 7. Why we model data… • Application Development – Shrink wrapped software • Multiple business rules – Supporting internal business processes • Organizational business rules • Data Warehousing • Analytics • Master Data Management
  • 8. Agile Defined… Agile|adjective * • marked by ready ability to move with quick, easy grace <an agile dancer> • having a quick, resourceful, and adaptable character <an agile mind> Antonyms awkward, clumsy, gawky, graceless, klutzy, lumbering, ungainly, ungraceful *Merriam-Webster © 2016
  • 9. Agile’s Foundational Values • People come first, before product and before process – Personal commitment must be made between everyone on the team – Without the team, there is no product • Adaptation – Change…of mind, understanding, circumstance, is inevitable, and essential – Be ready, willing, and able to respond to changes worth responding to – Changes may apply to people, process, or product • Early and frequent value delivery – The feedback loop is more important than specs on paper – Focus relentlessly on doing valuable work and ignoring all else – Customers seeing early and frequent ROI are more engaged and enthusiastic • Customer collaboration – Delighting customers requires frequent collaboration – Spirit of partnership, not vendor-buyer or winner-loser
  • 10. The Agile Manifesto… • Applying the Mind-Set to Software Development
  • 11. Mindset vs. Implementation Frameworks • Agile is a mind-set • Frameworks are the manifestation of the mind- set • Understanding the mind-set first facilitates success with the frameworks
  • 12. Agile Frameworks - Scrum • Core concepts – Empiricism – Iteration – Emergence – Self-organization – Prioritization – Time-boxing – Delaying detail
  • 13. Defined Process vs. Empirical Process Defined process - Command and control - Plan what you expect to happen - Enforce the plan, sometimes regardless of changing conditions - Use change control, because change is expensive Empirical process - Learn as we proceed - Expect and embrace change - Inspect & Adapt: iterative improvements - Estimates are usually wrong. Don’t commit to them
  • 14. Iteration Multiplies Feedback Project Timeline 1 2 3 Release 1 4 5 6
  • 16. Agile Frameworks - Kanban • kanban defined (small k vs. big K) – A Japanese word that means “signal card” – A manufacturing process that tells an upstream process to produce more – Upstream cannot do work until they get the signal that the downstream is done (limiting WIP) – Facilitates JIT automation and kaizen (continuous improvement) – Semi-prescriptive scheduling system of artifacts, concepts, and processes for managing the supply chain and providing inventory control, or managing tasks and change…requires that some process is already in place – Formalized by Microsoft in the early 2000s as a product development method
  • 17. Simple Example MoMA Admission System • Capacity is limited (bandwidth) • Line is continuous (backlog) • Cards are created to represent upstream capacity • Every patron is provided a card needed to enter • When the patron is finished, the card is dropped off, freeing up another spot for a new patron (signal mechanism) • When there are no free cards, no more entry is permitted (limiting WIP)
  • 18. What’s a “Pull” System? • Find a systematic way to achieve sustainable pace of work • Find an approach to introducing process changes that would meet little resistance and facilitate cultural evolution • Avoid employee burnout, increase morale, encourage empowerment and process refinement (Culture Change!) • Upstream “pulls” from downstream only when bandwidth is available, rather than pushing from source with no regard for upstream availability • Limits WIP, balances demand on the team • Only workers at the bottleneck remain fully loaded; everyone else experiences slack Why?
  • 19. Kanban Board Development Backlog Plan Develop Test 2 3 5 User Story Defect Task Inprogress Done Done Done Inprogress Inprogress Done Rules: Plan: hours assigned, test case agreed Develop: Coding done, increment in staging ready for review with staging link published Test: Test case completed and verified by Product Owner
  • 20. The Kanban Board Visualize the Workflow Backlog Plan Develop Test Done Rules: Plan: hours assigned, test case agreed Develop: Coding done, increment in staging ready for review with staging link published Test: Test case completed and verified by Product Owner 5 3 5 User Story Defect Task Bottleneck Under-utilized Idle Slack Lead Time
  • 21. WIP Limits Backlog Plan Develop Test Done Rules: Plan: hours assigned, test case agreed Develop: Coding done, increment in staging ready for review with staging link published Test: Test case completed and verified by Product Owner 3 9 1 User Story Defect Task
  • 22. Core Concepts & Principles • Start now, with what you have • Target incremental change • Current processes, people, titles, roles • Every team member is a leader • Limit WIP • Visualize the workflow • Release frequently • Identify work types • Improve continuously • Process visibility • Develop sustainable pace • Create slack Stop starting…start finishing
  • 23. Scrum vs. Kanban Which is “Better?” Kanban - Continuous development - “Support” based - Ongoing timeframe - Lead-time-based - Specialized teams are okay - WIP limited directly - Shared backlog by multiple teams - Less prescriptive Scrum - Iterative development - “Product” based - Discrete timeframe - Velocity-based - XF teams - WIP limited by time-box - Backlog owned by one team - More prescriptive Bottom line: The team is more important than the process. Like-minded thinkers that believe in the Agile mind-set can make either work in any situation.
  • 24. Data Modeling and Data Management • Data modeling equals Emergence – Example: resolving a many-to-many relationship – Doctors see many Patients, Patients see many Doctors • Adaptation in the world of Business Rules – Driving consensus in a data model – The importance of meta data and taxonomy • Early and frequent value delivery – Value vs. features
  • 25. Data Management • Data modeling as a component of Data Management • Data Management “engagement” types – Master Data Management – Data Warehousing – Enterprise Data Model Development – Meta Data Management – Data Governance and Stewardship • Which Framework works best – Is the team fully dedicated? – Is there a discrete timeframe? – Dedicated Product Owner? – Will we be fixing defects? – Is work in progress an issue? – Bottleneck visibility…
  • 26. Framework Mapping Domain Agile Framework Shrink Wrapped Software Development Scrum Master Data Management Kanban Data Warehousing Kanban Internal Application Development Scrum/Kanban Data Governance Kanban Analytics and Reporting Kanban Enterprise Data Modeling Scrum
  • 27. Summary… • Misconceptions lead to Controversy – Agile a much misunderstood concept • Agile is a mindset • Data modeling with a purpose • Data modeling is a component of Data Management • Frameworks should match problem domain
  • 28. Questions… • Joseph Maggi  [email protected]  412.335.3027 Service Offerings: • BIDW Architecture Review/Strategy • Custom Development • Data Modeling/Governance • Daily / Multi-week Scrum Workshops • Scrum Coaching • Process Auditing
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