Marco de trabajo para adaptar las metodologías ágiles e implantarlas a nivel organizacional

Contexto: La adopción y adaptación de las metodologías ágiles ha sido objeto de estudio en la comunidad y diversas aproximaciones han sido propuestas como solución al problema. La mayoría de las organizaciones comienzan introduciendo prácticas ágiles de manera progresiva, las cuales, junto a las buenas prácticas ya existentes, conforman una nueva metodología ágil adaptada. El problema más importante con el que se enfrentan las organizaciones al adaptar una metodología ágil, son las necesidades específicas del contexto de cada proyecto, porque a pesar de haber definido la adaptación de la metodología en base a las buenas prácticas y procesos existentes en la organización, las condiciones particulares del proyecto y del equipo que lo va a desarrollar, exigen adaptaciones específicas. Otro aspecto importante a resolver es el poder implantar esta adopción y adaptación en toda la organización. Las metodologías ágiles no incluyen actividades que asistan a las organizaciones a solucionar este problema, porque su esfuerzo lo centran en el equipo y el proyecto. Objetivo: El objetivo principal de este trabajo de investigación consiste en “definir un marco de trabajo de adaptación de metodologías ágiles orientado a contextos que permita su implantación en toda la organización a través de ciclos de mejora basados en la reutilización de experiencias adquiridas”. Este marco de trabajo permitirá organizar, gestionar y validar la adaptación de las metodologías ágiles, desplegando en toda la organización las experiencias adquiridas, incorporando pequeñas mejoras en el proceso, y facilitando su reutilización. Todo esto, con el apoyo de la alta dirección. Método: Este trabajo se inició con una investigación exploratoria acompañada de una revisión sistemática para conocer el estado del arte del objeto de estudio, detectando las principales carencias y necesidades de resolución, a partir de las cuales, se delimitó el alcance del problema. Posteriormente, se definieron las hipótesis de investigación y se planteó una solución al problema a través de la definición del marco de trabajo, cuyos resultados fueron evaluados y validados a través de la realización de un caso de estudio. Finalmente, se obtuvieron las conclusiones y se establecieron las líneas futuras de investigación. Resolución: El marco de trabajo presenta una alternativa de adaptación de las metodologías ágiles orientada a contextos, y facilita su implantación en toda la organización. El marco de trabajo idéntica los contextos en los que se desarrollan los proyectos y analiza la causa de los problemas que afectan a la consecución de los objetivos de negocio en cada contexto. Posteriormente, identifica las acciones de adaptación requeridas para reducir o eliminar estas causas y las incorpora en la definición de la metodología ágil, creando de esta manera, una metodología adaptada para cada contexto manteniendo un nivel de agilidad aceptable. Cuando se inicia un nuevo proyecto, se identifica su contexto y se aplica la metodología ágil adaptada definida para dicho contexto. Al final de cada iteración, se analizan las medidas obtenidas y se las compara con la media aplicando una técnica para la evaluación de la consecución de los objetivos. En base a esta comparativa, y a la experiencia adquirida por el equipo, se realizan ajustes en las acciones de adaptación para intentar conseguir una mejora en la siguiente iteración. Una vez finalizado el proyecto, se conoce el impacto de los resultados conseguidos y se puede determinar si se ha alcanzado una mejora en el contexto del proyecto. De ser así, la metodología adaptada es almacenada en un repositorio de experiencias para poder ser reutilizada por otros equipos de desarrollo de la organización. Resultados: El trabajo de investigación fue evaluado y validado satisfactoriamente a través de su experimentación en un caso de estudio, aprobando las hipótesis establecidas. Los aportes y principales resultados de esta investigación son: Definición de un marco de trabajo integral de adaptación de metodologías ágiles, con capacidad de facilitar su implantación en toda la organización. Procedimiento para identificar contextos o escenarios de adaptación. Procedimiento para definir unidades de adaptación a partir de los inhibidores de los objetivos de negocio de la organización. Técnica para analizar la consecución de objetivos en propuestas de mejora de procesos. Conclusiones: Son tres las ventajas principales que han quedado evidenciadas durante la realización del trabajo de investigación: El marco de trabajo proporciona un mecanismo capaz de optimizar el rendimiento de la metodología ágil adaptada al orientar el proceso a las necesidades específicas del contexto del proyecto. El marco de trabajo permite conservar el conocimiento empírico adquirido por el equipo de desarrollo al registrarlo como experiencia adquirida para la organización. El marco de trabajo optimiza y reduce los tiempos del proceso de implantación de la metodología ágil adaptada en otros equipos de la organización. ABSTRACT Context: The adoption and tailoring of agile methods has been studied in the community and various approaches have been proposed as a solution. Most organizations start introducing agile practices gradually, which ones, together with existing good practices, make a new agile method tailored. When an organization starts to adapt an agile method, the context-specific needs of each project are the main trouble, because even though the agile method tailored has been defined based on best practices and processes in the organization, the specific conditions of the project and its team, require specific adaptations. Another important aspect to be solved is to implement this adoption and adaptation throughout all the organization. Agile methods do not include specific activities for helping organizations to solve this problem, because their effort is focused on the team and the project. Objective: The main objective of this research is to “define a tailoring framework for agile methods oriented to contexts that allows its deployment throughout all the organization using improvement cycles based on the reuse of lessons learned”. This framework will allow organize, manage and validate the tailoring of agile methods, adding small improvements in the process, and facilitating reuse. All this, with the support of senior management. Method: This work began with an exploratory investigation accompanied by a systematic review to determine the state of the art about the object of study, after major gaps and needs resolution were identified, and the scope of the problem was delimited. Subsequently, the research hypotheses were defined and the framework was developed for solving the research problem. The results were evaluated and validated through a case study. Finally, conclusions were drawn and future research were established. Resolution The framework presents an alternative for tailoring agile methodologies and facilitates its implementation throughout all the organization. The framework identifies the contexts or scenarios in which software development projects are developed and analyses the causes of the problems affecting the achievement of business goals in each context. Then the adaptation actions required to reduce or eliminate these causes are defined and incorporated into the definition of agile method. Thus, a method tailored for each context is created. When a new project is started, the context in which it will be developed is identified and the tailored agile method to that context is applied. At the end of each iteration of the project, the measurements obtained are analysed and compared with the historical average of context to analyse the improvement in business goals. Based on this comparison, and the experience gained by the project team, adjustments are made in adaptation actions to try to achieve an improvement in the next iteration. Once the project is completed, the impact of the achieved results are known and it can determine if it has reached an improvement in the context of the project. If so, the tailored agile method is stored in a repository of experiences to be reused by other development teams in the organization. Results The goal of this research was successfully evaluated and validated through experimentation in a case study, so the research hypotheses were approved. The contributions and main results of this research are: A framework for tailoring agile methods, that allows its deployment throughout all the organization. A procedure for identifying adaptation scenarios or contexts. A procedure for defining adaptation units from inhibitors of the business goals of the organization. A technique for analysing the achievement of goals in process improvement proposals. Conclusions: There are three main advantages that have been highlighted during the research: The framework provides a mechanism to optimize the performance of agile methods because it guides the process based on the specific needs of the project context. The framework preserves the empirical knowledge acquired by the development team because it registers this empirical knowledge as experience for the organization. The framework streamlines and shortens the process of deploying the tailored agile method to other teams in your organization.

GESTÃO DO CONHECIMENTO: UM ESTUDO SOBRE A RELAÇÃO ENTRE A LIDERANÇA TRANSFORMACIONAL, A CONVERSÃO DO CONHECIMENTO E A EFICÁCIA ORGANIZACIONAL

Este estudo teve como objetivo principal analisar a relação entre a Liderança Transformacional, a Conversão do Conhecimento e a Eficácia Organizacional. Foram considerados como pressupostos teóricos conceitos consolidados sobre os temas desta relação, além de recentes pesquisas já realizadas em outros países e contextos organizacionais. Com base nisto identificou-se potencial estudo de um modelo que relacionasse estes três conceitos. Para tal considera-se que as organizações que buscam atingir Vantagem Competitiva e incorporam a Knowledge-Based View possam conquistar diferenciação frente a seus concorrentes. Nesse contexto o conhecimento ganha maior destaque e papel protagonista nestas organizações. Dessa forma criar conhecimento através de seus colaboradores, passa a ser um dos desafios dessas organizações ao passo que sugere melhoria de seus indicadores Econômicos, Sociais, Sistêmicos e Políticos, o que se define por Eficácia Organizacional. Portanto os modos de conversão do conhecimento nas organizações, demonstram relevância, uma vez que se cria e se converte conhecimentos através da interação entre o conhecimento existente de seus colaboradores. Essa conversão do conhecimento ou modelo SECI possui quatro modos que são a Socialização, Externalização, Combinação e Internalização. Nessa perspectiva a liderança nas organizações apresenta-se como um elemento capaz de influenciar seus colaboradores, propiciando maior dinâmica ao modelo SECI de conversão do conhecimento. Se identifica então na liderança do tipo Transformacional, características que possam influenciar colaboradores e entende-se que esta relação entre a Liderança Transformacional e a Conversão do Conhecimento possa ter influência positiva nos indicadores da Eficácia Organizacional. Dessa forma esta pesquisa buscou analisar um modelo que explorasse essa relação entre a liderança do tipo Transformacional, a Conversão do Conhecimento (SECI) e a Eficácia Organizacional. Esta pesquisa teve o caráter quantitativo com coleta de dados através do método survey, obtendo um total de 230 respondentes válidos de diferentes organizações. O instrumento de coleta de dados foi composto por afirmativas relativas ao modelo de relação pesquisado com um total de 44 itens. O perfil de respondentes concentrou-se entre 30 e 39 anos de idade, com a predominância de organizações privadas e de departamentos de TI/Telecom, Docência e Recursos Humanos respectivamente. O tratamento dos dados foi através da Análise Fatorial Exploratória e Modelagem de Equações Estruturais via Partial Least Square Path Modeling (PLS-PM). Como resultado da análise desta pesquisa, as hipóteses puderam ser confirmadas, concluindo que a Liderança Transformacional apresenta influência positiva nos modos de Conversão do Conhecimento e que; a Conversão do Conhecimento influencia positivamente na Eficácia Organizacional. Ainda, concluiu-se que a percepção entre os respondentes não apresenta resultado diferente sobre o modelo desta pesquisa entre quem possui ou não função de liderança.

Gestão de processos de negócio: uma abordagem ao processo de acreditação dos cursos no Gabinete de Avaliação da Qualidade da Escola Superior de Desporto de Rio Maior

Atualmente, as instituições do ensino superior, onde se inclui a Escola Superior de Desporto de Rio Maior do Instituto Politécnico de Santarém, deparam-se com várias questões e desafios relacionados com a sua acreditação e a dos seus ciclos de estudo, e consequentemente, com a melhoria da qualidade do seu desempenho e o acesso a financiamento. Esta realidade exige novas abordagens e o aumento do nível de exigência a todos os intervenientes que contribuem para a qualidade do serviço prestado. No sentido de dar resposta a estes desafios, o Gabinete de Avaliação e Qualidade tem desenvolvido iniciativas e abordagens das quais o presente trabalho é um exemplo. Com este trabalho pretendeu-se, a partir de numa abordagem de Business Process Management, demonstrar a viabilidade e operacionalidade da utilização de uma ferramenta de Business Process Management System neste contexto. Para tal, realizou-se a modelação do processo de avaliação e acreditação desenvolvido pela Agência de Avaliação e Acreditação do Ensino Superior, através da utilização do Business Process Model and Notation. Esta proposta permitiu modelar os processos na instituição, demonstrando a utilização de uma abordagem Business Process Management numa organização desta natureza, com o objetivo de promover a sua melhoria.

Do process modelling techniques get better? A comparative ontological analysis of BPMN

Current initiatives in the field of Business Process Management (BPM) strive for the development of a BPM standard notation by pushing the Business Process Modeling Notation (BPMN). However, such a proposed standard notation needs to be carefully examined. Ontological analysis is an established theoretical approach to evaluating modelling techniques. This paper reports on the outcomes of an ontological analysis of BPMN and explores identified issues by reporting on interviews conducted with BPMN users in Australia. Complementing this analysis we consolidate our findings with previous ontological analyses of process modelling notations to deliver a comprehensive assessment of BPMN.

Towards a methodology for deriving contract-compliant business processes

This paper presents a methodology for deriving business process descriptions based on terms in business contract. The aim is to assist process modellers in structuring collaborative interactions between parties, including their internal processes, to ensure contract-compliant behaviour. The methodology requires a formal model of contracts to facilitate process derivations and to form a basis for contract analysis tools and run-time process execution.

A framework of issues in large process modeling projects

As process management projects have increased in size due to globalised and company-wide initiatives, a corresponding growth in the size of process modeling projects can be observed. Despite advances in languages, tools and methodologies, several aspects of these projects have been largely ignored by the academic community. This paper makes a first contribution to a potential research agenda in this field by defining the characteristics of large-scale process modeling projects and proposing a framework of related issues. These issues are derived from a semi -structured interview and six focus groups conducted in Australia, Germany and the USA with enterprise and modeling software vendors and customers. The focus groups confirm the existence of unresolved problems in business process modeling projects. The outcomes provide a research agenda which directs researchers into further studies in global process management, process model decomposition and the overall governance of process modeling projects. It is expected that this research agenda will provide guidance to researchers and practitioners by focusing on areas of high theoretical and practical relevance.

Model driven distribution of collaborative business processes

In this paper, we present a top down approach for integrated process modelling and distributed process execution. The integrated process model can be utilized for global monitoring and visualization and distributed process models for local execution. Our main focus in this paper is the presentation of the approach to support automatic generation and linking of distributed process models from an integrated process definition.

GESTÃO DO CONHECIMENTO: UM ESTUDO SOBRE A RELAÇÃO ENTRE A LIDERANÇA TRANSFORMACIONAL, A CONVERSÃO DO CONHECIMENTO E A EFICÁCIA ORGANIZACIONAL

Este estudo teve como objetivo principal analisar a relação entre a Liderança Transformacional, a Conversão do Conhecimento e a Eficácia Organizacional. Foram considerados como pressupostos teóricos conceitos consolidados sobre os temas desta relação, além de recentes pesquisas já realizadas em outros países e contextos organizacionais. Com base nisto identificou-se potencial estudo de um modelo que relacionasse estes três conceitos. Para tal considera-se que as organizações que buscam atingir Vantagem Competitiva e incorporam a Knowledge-Based View possam conquistar diferenciação frente a seus concorrentes. Nesse contexto o conhecimento ganha maior destaque e papel protagonista nestas organizações. Dessa forma criar conhecimento através de seus colaboradores, passa a ser um dos desafios dessas organizações ao passo que sugere melhoria de seus indicadores Econômicos, Sociais, Sistêmicos e Políticos, o que se define por Eficácia Organizacional. Portanto os modos de conversão do conhecimento nas organizações, demonstram relevância, uma vez que se cria e se converte conhecimentos através da interação entre o conhecimento existente de seus colaboradores. Essa conversão do conhecimento ou modelo SECI possui quatro modos que são a Socialização, Externalização, Combinação e Internalização. Nessa perspectiva a liderança nas organizações apresenta-se como um elemento capaz de influenciar seus colaboradores, propiciando maior dinâmica ao modelo SECI de conversão do conhecimento. Se identifica então na liderança do tipo Transformacional, características que possam influenciar colaboradores e entende-se que esta relação entre a Liderança Transformacional e a Conversão do Conhecimento possa ter influência positiva nos indicadores da Eficácia Organizacional. Dessa forma esta pesquisa buscou analisar um modelo que explorasse essa relação entre a liderança do tipo Transformacional, a Conversão do Conhecimento (SECI) e a Eficácia Organizacional. Esta pesquisa teve o caráter quantitativo com coleta de dados através do método survey, obtendo um total de 230 respondentes válidos de diferentes organizações. O instrumento de coleta de dados foi composto por afirmativas relativas ao modelo de relação pesquisado com um total de 44 itens. O perfil de respondentes concentrou-se entre 30 e 39 anos de idade, com a predominância de organizações privadas e de departamentos de TI/Telecom, Docência e Recursos Humanos respectivamente. O tratamento dos dados foi através da Análise Fatorial Exploratória e Modelagem de Equações Estruturais via Partial Least Square Path Modeling (PLS-PM). Como resultado da análise desta pesquisa, as hipóteses puderam ser confirmadas, concluindo que a Liderança Transformacional apresenta influência positiva nos modos de Conversão do Conhecimento e que; a Conversão do Conhecimento influencia positivamente na Eficácia Organizacional. Ainda, concluiu-se que a percepção entre os respondentes não apresenta resultado diferente sobre o modelo desta pesquisa entre quem possui ou não função de liderança.

Requirements for modelling e-business processes

Companies must not see e-Business as a panacea but instead assess the specific impact of implementing e-Business on their business from both an internal and external perspective. E-Business is promoted as being able to increase the speed of response and reduce costs locally but these benefits must be assessed for the wider business rather than as local improvements. This paper argues that any assessment must include quantitative analysis that covers the physical as well as the information flows within a business. It is noted that as business processes are e-enabled their structure does not significantly change and it is only by the use of modelling techniques that the operational impact can be ascertained. The paper reviews techniques that are appropriate for this type of analysis as well as specific modelling tools and applications. Through this review a set of requirements for e-Business process modelling is derived.

Reengineering helps improve materials procurement in Indian oil refinery

The materials management function is always a major concern to the management of any organisation as high inventory and inefficient procurement processes have a significant effect on profitability. The problems multiply in the face of a very dynamic business environment, as is the present case in India. Hence, the existing system of materials planning, procurement processes and inventory management require reviewing with respect to the changed business environment. This study shows a radical improvement in materials procurement function of an Indian petroleum refinery through Business Process Reengineering (BPR) by analysing current process, identifying key issues, deriving paradigm shifts and developing reengineered processes through customer value analysis. BPR has been carried out on existing processes of 'material planning and procurement' and 'warehousing and surplus disposal'. The reengineered processes for the materials management function triggered several improvement projects that were identified by the group of executives who took part in the reengineering exercise. Those projects were implemented in an integrated framework, with the application of state of the art information technology tools and building partnership alliance among all stakeholders. Considerable improvements in overall functions of the organisation are observed, along with financial benefits. Copyright © 2006 Inderscience Enterprises Ltd.

Re-engineering materials management: a case study on an Indian refinery

Materials management function is always a major concern to the management of any industrial organisation as high inventory and an inefficient procurement process affect the profitability to a great extent. Problems multiply due to a very current business environment in India. Hence, existing materials planning and procurement processes and inventory management systems require a re-look with respect to a changing business environment. This study shows a radical improvement in materials management function of an Indian petroleum refinery through business process re-engineering (BPR) by analysing current processes, identifying key issues, deriving paradigm shifts and developing re-engineered processes through customer value analysis. BPR has been carried out on existing processes of “materials planning and procurement” and “warehousing and surplus disposal”. The re-engineered processes for materials management function trigger a few improvement projects that were identified by the group of executives who took part in the re-engineering exercise. Those projects were implemented in an integrated framework with the application of the state of art information technology tools.

Increasing the use of simulation in business

The nature of Discrete-Event Simulation (DES) and the use of DES in organisations is changing. Two important developments are the use of Visual Interactive Modelling systems and the use of DES in Business Process Management (BPM) projects. Survey research is presented that shows that despite these developments usage of DES remains relatively low due to a lack of knowledge of the benefits of the technique. This paper considers two factors that could lead to a greater achievement and appreciation of the full benefit of DES and thus lead to greater usage. Firstly in relation to using DES to investigate social systems, both in the process of undertaking a simulation project and in the interpretation of the findings a 'soft' approach may generate more knowledge from the DES intervention and thus increase its benefit to businesses. Secondly in order to assess the full range of outcomes of DES the technique could be considered from the perspective of an information processing tool within the organisation. This will allow outcomes to be considered under the three modes of organisational information use of sense making, knowledge creating and decision making which relate to the theoretical areas of knowledge management, organisational learning and decision making respectively. The association of DES with these popular techniques could further increase its usage in business.

Modelling and benchmarking business processes: The supply-line example

Benchmarking techniques have evolved over the years since Xerox’s pioneering visits to Japan in the late 1970s. The focus of benchmarking has also shifted during this period. By tracing in detail the evolution of benchmarking in one specific area of business activity, supply and distribution management, as seen by the participants in that evolution, creates a picture of a movement from single function, cost-focused, competitive benchmarking, through cross-functional, cross-sectoral, value-oriented benchmarking to process benchmarking. As process efficiency and effectiveness become the primary foci of benchmarking activities, the measurement parameters used to benchmark performance converge with the factors used in business process modelling. The possibility is therefore emerging of modelling business processes and then feeding the models with actual data from benchmarking exercises. This would overcome the most common criticism of benchmarking, namely that it intrinsically lacks the ability to move beyond current best practice. In fact the combined power of modelling and benchmarking may prove to be the basic building block of informed business process re-engineering.

The evolving role of information specialists:change agents in process redesign

The research investigates the past, present and potential future role of Information Specialists (ISps) in process oriented companies. It tests the proposition that ISps in companies that have undertaken formal process reengineering exercises are likely to become more proactive and more business oriented (as opposed to technically oriented) than they had previously been when their organisations were organised along traditional, functional lines. A review of existing literature in the area of Business Process Reengineering and Information Management reveals a lack of consensus amongst researchers concerning the appropriate role for ISps during and after BPR. Opinion is divided as to whether IS professionals should reactively support BPR or whether IT/IS developments should be driving these initiatives. A questionnaire based ‘Descriptive Survey’ with 60 respondents is used as a first stage of primary data gathering. This is followed by follow-up interviews with 20 of the participating organisations to gather further information on their experiences. The final stage of data collection consists of further in-depth interview with four case study companies to provide an even richer picture of their experiences. The results of the questionnaire are analysed and displayed in the form of simple means, frequencies and bar graphs. The ‘NU-DIST’ computer based discourse analysis package was tried in relation to summarising the interview findings, but this proved cumbersome and a visual collation method is preferred. Overall, the researcher contends that the supposition outlined above is proven, and she concludes the research by suggesting the implications of these findings. In particular she offers a ‘Framework for Understanding and Action’ which is deemed to be relevant to both practitioners and future researchers.

Openness, knowledge, innovation and growth in UK business services

We explore the causal links between service firms' knowledge investments, their innovation outputs and business growth based on a bespoke survey of around 1100 UK service businesses. We combine the activity based approach of the innovation value chain with firms' external links at each stage of the innovation process. This introduces the concept of 'encoding' relationships through which learning improves the effectiveness of firms' innovation processes. Our econometric results emphasise the importance of external openness in the initial, exploratory phase of the innovation process and the significance of internal openness (e.g. team working) in later stages of the process. In-house design capacity is strongly linked to a firm's ability to absorb external knowledge for innovation. Links to customers are important in the exploratory stage of the innovation process, but encoding linkages with private and public research organisations are more important in developing innovation outputs. Business growth is related directly to both the extent of firms' service innovation as well as the diversity of innovation, reflecting marketing, strategic and business process change.