Agile in a Regulated Environment

Now, I don't know what happened when the Initiation phase was done a year ago this month, but I know what I've been doing since October on this project for a healthcare hardware maker.

It's been a while since I was exposed to FDA and HealthCanada and European Common Market regulation- and even then, it was a glancing blow- for medical gases- pretty straight forward.

With testing equipment, the load's a lot different.

The Agile Principal:

"The most efficient and effective method of
conveying information to and within a development
team is face-to-face conversation."

Is pretty much thrown out the window. Like Waterfall, paper seems to be king.

So we adapted. We put all the User Stories, comments, hazard analysis and developer notes on database changeson our wiki. A junior team member goes up to the wiki, picks a User Story, then uses  a <ctrl><a> and <ctrl><c> to save it in the clipboard then<,ctrl><v> to push it to a  Word template, clean it up and then go back for all those nice pictures the devs and managers like (because they never read the tests- sorry- Acceptance Criteria; actually, we have one dev who really reads the stories- shocked the bejesus out of me). Curse me for making Work Flow Diagrams!

Then, we add the title to a spreadsheet template with 6 to 12 bazillion acceptance signatures. Seriously. Signatures. And we get 'em, too! Then save 'em, batch print them to annoy non-project staff.

Add a test case result sheet from the QA guys (who are the only others who actually read the stories- sorry, this a class project; there's someone else who actually reads the stories, we have an actual tech writer stealing hours from my time card), a paper clip and then it gets scanned into some other application that actually freezes the User Story's state and requires an Act of Congress for a change.

This also scares me. I don't spell that well, my grammar's off sometimes when I forget 7th grade sentence parceing and I forget stuff when I'm getting whipsawed while writing a story-editing the one from last month the to which the QA team got (how's that fer grammar, eh?)-seeing my product owner making the mistake of walking by so I can grab him for just a few questions- redoing what the QA wanted me to do because he called me on a quick change instead a comlete job- and a dev asking me questions about a story written a month ago.

So, you're likely to see a few numbering, um, issues and a single word from a previous requirement I forgot to delete. My editor, who happens to be the Risk Analyst and the fellow that wrote the original version of this software, just caught two more of my , er, issues.

So the big changes the team had to make are:

• Realize we have throwback to the Waterfall/Iterative demand that 'Documentation is King.'  We created a process that isn't too heinous, but keeps the stories short, to the point and on the wiki as the primary story keeper while meeting our customer's documentation requirements.
• Sign-offs are not a simple head nod in this environment. In fact, sign-offs are worse than Waterfall.
• When you do the sign-offs after implementation (and after the head nod), it becomes a paperwork process you can hand off to a junior level team member so it doesn't get in the way.
• HIPPA, Good Manufacturing Practice. The Regulatory Guy (Gal) is the king after you meet the business needs.
• Scot needs a remedial English Course. You don't gotta know how to spell in radio.
  

Ubuntu Test Drives

Well, I've had more than week to play with Ubuntu 10.04 and I think it's great. There are a few rocks out there, but overall, it's rock stable, feature rich and totally customizable.

Here's the good:

• Ubuntu, the Open Source Community and a few business have pretty much every application you want. For free. With source code. With the ability to contact developers easily to suggest improvements and features. In other words, Screw the Ribbon. Open Office has everything you need, fer free, there's one exception which I'll discuss in the Disadvantages list.
• It doesn't slow down.
  
• You can blow off PhotoShop. The Open Source Gimp photo 'manipulator' and Open Office's Draw Program pretty much have all the features of PhotoShop and Correl Draw for vector and raster graphics files.
• I've only seen one blue screen and it was my fault.
  
• Much as I love Winamp, Rhythmbox pretty much beats it in every feature.
• I can do without the Outlook replacement Evolution (fingers crossed) because, while it does everything Outlook does. I'm used to and like Thunderbird and its Lightning Add-In, I don't like the way Evolution' calendar works and I like having separated InBoxes for my e-mail accounts. This is obviously a matter of preference.
• There are so few of us using it right now (comparatively speaking) that the evil forces of Virii and Malware pretty much don't care about us. Hence- while you should still run an Anti-Virus Program and software firewall (both free, of course), there's not much out there to hurt your 'puter.
  
• You don't need Snag It. There are a couple of screen grabbers (free) that work very well.
• Ubuntu comes with Open Source versions of Disk Burners, E-mail client. IM client (that will handle all of your IM accounts in a single screeen), FireFox (Linux Version- slightly different), a video editor, video viewer, print manager... yuddah, yuddah. In short, you can get started right after the installation is complete with new, free tools that work as well, if not better than Windows tools and applications.
  
• It doesn't crash.
• There are three ways to download and install software. Two are very easy. One isn't. So use the Ubuntu Software Center or Synetics Package Manager to handle this for you.
• It doesn't crash.
  
• Wireless not only worked right of the box, the client actually knew what security my system has and just asked for the password.
• It doesn't crash.
• If you have a smarphone, the makers of Ubuntu have a new service called Ubuntu One (actually it came out with release 9.04, but I had no idea what it was).... a combination Boxnet.net (i.e. secure cloud file space) and activesynch (for Windows Mobile) on Mozilla's Thunderbird. If you use the built-in email client called Evolution which synchs right out of the box. I don't like its calendar since I'm used to Lightning o the $10 a month for the synch service and 50 Gb of free cloud space is a good deal. You get 2 Gb for free.
• It doesn't crash.
• It will integrate all your social media- including Instant Messaging, Web Services and e-mail in a superb user interface.
• Ir doesn't crash

Now there are some minor issues, nits, really:

• Once I paid my first ten bucks to Ubuntu One, they took down the synch to Windows Mobile option. Arrrrgh.
• While I can install Microsoft VISIO using the WINE application, and it will launch. It craps out very easily and consistently. Yes, I have a certified copy. I couldn't open a 2003 VISIO document and had to make due with creating a bunch of boxes in Draw. It worked, but was a pain. I use VISIO a lot, so I guess my next employer is going to have to gimme a laptop with Windows on it.
• Do NOT put your media files on an external drive and have that drive unavailable when you launch Rhythmbox. It indexes media files on initiation and  it has to re-index when you get your external drive up. You're supposed to be able to put media files up on your Ubuntu Cloud share, but I haven't had time to check that out yet.
• The documentation (web-based) is fine for very unsophisticated users and walk them through simple processes and procedures. You really gotta dig for answers on the community wiki or other websites if you have something more complicated than installing a software package from Ubuntu Software Center. I spent a half hour finding out what to do with a *.bin file containing a program I wanted. It was a simple answer (you right click on it, change the properties by adding 'execute' permission and taking out 'read only' permission and then double click it or right click again and select EXECUTE).

Would I install it on my mother's machine? I'm actually thinking about it. She gets so much adware and malware on her machine it's not funny. I'm thinking not because you do have to be a little technical.

For my wife? Yew betcha. But she's a developer using Visual Studio, so that' out.

The kids? Like a shot. Fast, malware and spyware resistant, FREE software and IT DOESN'T CRASH. Yeah, I'm thinking about doing a demo for them.

Oh Yeah---did I mention it doesn't CRASH?

Ubuntu 10.04

Well, it took a bit of doing, but I've got Ubuntu 10.04 LT on my Lenovo T-61 laptop. I had version 9.04 installed as a dual boot Windows XP/Ubuntu system. All of the issues I've identified were caused my me, not Microsoft nor Canonical, the company that creates and supports Ubuntu.

You say you're not sure what this stuff is? Well, you must have heard of UNIX, right? UNIX (and there are variety of flavors out there such as Sun OS, AT & T, etc.) usually runs on what used to be called 'mini-computers,' which used to be between a PC and a Mainframe. Now it runs on what are known as 'workstations,' which are nothing more than really beefed up PCs. Anyway, LINUX is UNIX which can run on your PC.

The problem has been that despite installation scripts, graphical user interfaces and better installation programs, LINUX has been the haven for the technical among us. Until Ubuntu.

Ubuntu has a philosophy. And in its most recent revisions, shown that it can replace your Microsoft or Apple-centered operating system (in fact, one of the reasons Apple moved away from the Motorola Chips a few years back was to get the Intel x86 architecture. OS 10 and above are based on LINUX.

With Ubuntu, you download a file (called in image file) and burn it to a CD. You then boot your PC with the CD. After it boots, you have the option of playing with Ubuntu to see if you like it, or install it on your PC.

Here's where Ubuntu shines over many other forms of LINUX (because the operating system is 'open source,' anyone can change, adapt and create his/her own version...just like the different flavors of UNIX) since the installation routines have been honed for several years. And its very easy to do.

You have a couple of decisions to make during the install. Of course, I blew it. The power was going on and off during a storm and I had to get it done so I could re-do my resume. This is a recipe for disaster.

The first decision you have to make is whether you want to run Ubuntu as the sole operating system on your PC or with Windows or OS 10. If you pick the former, the installation program completely reformats your hard drive and then installs the new OS. If you select the second option (which I did), Ubuntu adds a 'boot manager.'

This is a program that interrupts your PC's start-up routines and allows you to use either Windows/OS 10 or LINUX. This is what got trashed on the second of my installations. Yeah, I know. I use a laptop and the battery should have taken care of it.

Except the battery wasn't installed because I read an article that says you sharply reduce the life of a Lithium battery by not using it and charging it well before it needs to be charged.

Then, I had trouble. Lord did I have trouble. I knew what I did and knew what I had to do to get out of it. I rebooted into the setup routine.

And pressed the wrong button without realizing it (because I didn't read the damn screen). Big Shot IT professional.

I pressed the button that lays in Ubuntu as the only operating system. And I didn't realize what I had done until the re-format routine was half over.

Office 2003. Gone. All my e-mail archives. Gone. All my resume and archive files. Gone. All my website files. Gone.

Wait a sec.

Ubuntu comes with Open Office (a free, open source Microsoft Office replacement) right out of the box.

It comes with FireFox. XMarks will re-synch all my bookmarks. The password synching didn't work for some reason.

It comes with GIMP, an open source alternative to PhotoShop. It also comes with free Instant Messaging, integrated E-Mail/Personal Information Manager (Evolution), allows you to install Thunderbird and its Lightning add-in and a raft of other 'must have' utilities.

There are dozens of free, downloadable open source programs. In fact, Ubuntu doesn't use the Synaptic Program Manager anymore- it has its own Add/Delete software utility now.

The interface is much cleaner than before. All those upper panel icons have been grouped together to make things a lot easier to find.

Hmmm.

Yes, I can install Microsoft Project and VISIO (the only programs that the open source community or Apple have no replacements for) using WINE- a real time application that allows you to run Windows programs under LINUX without the hurky-jerky screens we used to see on Apple machines running similar utilities.

Version 10.04 comes with integrated social media (a one stop application that gathers all the Tweets, Status Changes and FaceBook attaboys you got).

It integrates with Ubuntu One. That's a web site in the 'Internet cloud' that automatically gives you 2 Gigs of free, integrated data space and the option to pay $10/month for 50Gb (yeah, you read that correctly) AND will synch your Smart Phone (even my Windows Mobile 6!).

Maybe I won't miss Windows much at all.

It's been five days and there's been no withdrawl symptoms at all.

I recommend you run it in a dual boot configuration like I did for a few months so you can ease yourself into it. There's a lot to learn if you have trouble (and I realized I had trouble with R9.04- WINE didn't work, the OS didn't recognize the SD Card Reader nor the USB connection to my phone) and it was because of the multiple installs I did on 9.04.

Don't do that.

Ubuntu 9.10: Not Bad, Not Bad At All

Everyone else is installing Windows 7.0. Now I've been in the Microsoft World long enough to know the old saws:

• Never, ever install the first version of a Microsoft Operating System.
• Wait until after the second Service Patch.
• Odd numbered patches will destroy your machine
• The even numbered patches fix the odd numbered patches.

Since I've been out of work for quite a while, I decided to install a dual boot- WinXP and Ubuntu 9.10 (Karmic Something-or-Other).  The installation routine automatically and perfectly partitioned my hard drive (sectioned off- one part for Windows, the other for Ubuntu Linux), found all the drivers (does Linux have Drivers?) and made my stuff work.  It's rock solid, includes a free version of every Microsoft Office application except one (one I use a lot- VISIO and there's no Open Source equivalent yet).

I had 9.04 (Jaunty Something-or-Other...this cuteness crap has got to stop) on an IBM T-23 ThinkPad and it worked grandly. No issues at all. So I held my breath the day after Win7 came out and installed  9.10 Desktop, the latest and greatest version of the Ubuntu line on my T-61 Lenovo ThinkPad.

So far, the only things I haven't been able to do (excluding VISIO- and I'm trying to figure out how a Windows emulator called Wine works and how I can use it) are:

1. Install the software to synch my SmartPhone (Windows Mobile 6.1) with Thunderbird's Lightning add-in. I followed all the instructions to download and install the USB connection software, but it refused to install. I think its because I'm on the latest Ubuntu Version and the developers only have the last stable version up on their server.
   
2. Recognize and connect to servers on my home network (probably because I haven't really tried yet).
3. Figure out whether I want to use Evolution or Thunderbird as my E-Mail Client/Calendar/PIM (Personal Information Manager).
4. Install the latest Thunderbird Beta because I have no idea how to install non-Ubuntu applications ('packages' in Linux-speak). I download the tar file (a compressed file similar to *.zip files in the Windows World) and double clicked it like the wiki told me. All it did was open the Archive Manager (which was nice to know, I didn't even know it had one) which just displayed the files in the compressed *.tar, so I decompressed the sucker and started double clicking all over the place. Nothing.
5. Move my mail and passwords from my Windows partition to the Ubuntu version of Thunderbird. I suspect this is a Mozilla problem (Mozilla makes Thunderbird) rather than Ubuntu's. Which is why I wanted the latest beta...I know where the mail files are and thought I could simply move them into the Linux machine, but I was using the latest Thunderbird Beta in Windows because the Lightning Calendar Add-in was crapping out all the time and the latest Beta uses a different database for mail and calendar items. But Birdie Synch doesn't work with the latest Betas (obviously- that's why they're Betas). Oy.
   

Unlike earlier versions of Ubuntu, 9.10 automatically detected my T-61's display and the external monitor I use, detected and walked me through my Wi-Fi and Bluetooth connections, found my external, USB connected hard drive. All effortlessly, cleanly and professionally. Laurels for the Ubuntu Team.

But.

You knew this was coming, didn't you?

The documentation designed for brand new computer/unsophisticated Windows users moving into the Linux World (Ubuntu is a flavor of Linux) or folks who've been running Linux command line stuff for 15 years. There's no middle ground. As a professional writer (and technical writer at that), I know that user documentation has a multiplicity of audiences- and the Ubuntu documentation does not. There may be a market for this as Microsoft returns to its every three or four year OS (Operating System) upgrade cycle.

Bottom Line:

1. Yes, I would install Ubuntu on my Mother's machine. The interface is very Windows-like, the on-line help is fabulous for the unsophisticated user who simply wants to use e-mail and surf and maybe write a letter or two...mebbe a couple of games.
   
2. No, I would not install it on my wife's machine- she's a programmer analyst would still be content to work in DOS.
3. I would install it on my daughter and older son's laptops. They are sophisticated users and would role into this OS like butter on bread.

Advantages:

• It's free
  
• It's applications are free (Open Source)
• The interface is as simple or sophisticated as you wish.
• Peripherals connect and work just like a Mac- immediately and without fuss.
• It's rock solid.
• It's fun to use and experiment with.

Disadvantages:

• Sophisticated Windows Users have a learning curve- it's short (I'm thinking less than a week), but its there.
• Documentation could be better for task oriented users- How do I synch my Windows Mobile to my PIM, how do I create a permanent connection to my son's laptop so I can read his comics and he can read mine, etc.  (this may be my issue and not the documentation). The simple explanations, while valid, only take one so far.
• While the software is 'free,' the new Ubuntu Software Center (sort of like Window's Add/Remove Programs) has a less than complete description of each product. But it does tell you whether Ubuntu will automatically update it or whether you need to do it manually. Yeah, I know the websites are always listed, but that made selecting a media player a lengthy process- so I kept the defaults and they work fine. 

Overall Grade (so far): A-.

Linux, Ubuntu 9.10, Open Source, Technical, Desktop

Powered by ScribeFire.

Discovery Zone

I interviewed with an attorney this week. Her company dumped what might turn out to be a major IT project in her hands. She talked to one of my best friends who recommended she talk to me.

The first phone call was frantic... for the attorney and for me. As is typical, her mind was down at the field and controls level and I had to a. figure out what she was saying and b. make it look like I knew what I was talking about.

After about a half dozen questions, I realized where she's at and why she's in trouble.

This company gets sued a lot, I guess, there are a lot of in-house attorneys and, to use her words, "...hundreds of Outside Counsel."

Legal Discovery

Unfortunately, the legal profession uses the same word we IT folks use when we start a project: Discovery. Seems that in a civil lawsuit, Discovery occurs when someone sues someone else. Both sides have to give copies of relevant data (documents, spreadsheets, e-mail, etc.) to the other side. Turns out my new friend's company does this manually. In this day and age!

Thankfully, the company is throwing some resources her way and we may be able to solve her problem.

The company is adding some enterprise tools- but these tools aren't connected to anything in the current plans. Yep. No data store, no way to search, no history of use, no ability to browse using a taxonomy and no way to create and send a digital package of documents/data to opposing counsel, much less e-mail confirmations and an audit trail.

So the poor lady has two problems: where do we put all the nicely tagged and redacted data items and once they're there, what happens?

She has 3 Terabytes now. How do we get disparate databases connected (including non-company hosted systems) and then once all that stuff is properly stored in a data center somewhere- how do the other attorneys find and use the documents.

She was mostly concerned about the data store and what she kept calling "the index." She's right. The search engine needs to be able to pull records based on a lot of metadata. At least the metadata tagging will be automated!

Her IT Department has no resources to help her. Its been ravaged by lost and unfilled positions caused by the economy and several company reorganizations.

No wonder she was going nuts. Heck, if I was facing that and didn't know anything about content management, data mapping, batch ETL (Export/Transform and Load. No? It means connect all the databases and make them work nicely together) and the ways and means of attacking and solving the problem (project management and business analysis) and designing a solution (at the abstract and the wireframe levels, certainly), I would have been much more upset than she was. Hey, I can't write a brief or represent someone in court for money...why would her company expect her to be able to do what I do? I don't.


IT Discovery

Here's what the Project Discovery Phase looks like from my perspective- the Business Analyst:

The goal of this phase is to find the new system's boundaries (this will help define the Scope of the project), gather and organize functional requirements and settle on technology and architecture. Once the deliverables (the stuff I hand the client when that part of a project is completed) are in, the customer/company/client then has enough information to intelligently deal with how it wishes to proceed.

I advise and suggest while the company does everything except figure out how to pay for it and decide whether its going to do it. I guess they think that stuff is proprietary and private. OK by me.

I'm a sort of combination resource-subject matter expert-adviser. The Project Manager (if we have one) and I are what's called 'client-facing.' This is a silly term for: we talk to the client/customer.

I usually go in with a Project Manager (if we have one) but much more importantly-- a really smart technical architect or Lead Developer. We grab as many Word Docs, Excel Spreadsheets and paper, passwords, user ids and network paths as we can.

Then we sift and read. I then draw what the company is doing now (called an As-Is Decomposition)  and a proposal for automating one or more processes (called a To-Be Decomposition). The architect and I are beginning to design a possible solution. I start setting up interviews or meetings so I can ask questions and define the high level requirements. The architect is doing a parallel study for the technology (development languages and basic coding standards) and architecture (identifying the likely service layers and a beginning of the database table design).  We constantly confirm and reconfirm the validity of the existing process and what the stakeholders tell us the business needs (business rules).

I write my functional (functional - that means a description of what it does, not how it does it) requirements, a few fancy pictures (remember I told you Technical Writers to always have one graphic in color in anything you write that's more than two pages? The company folks you're working with need as many diagrams and pictures as possible top help them sell the project- preferably in color).  I usually add a couple of 'artist concept' wireframes of a basic interface and a lot of diagrams. 

The architect is writing up his/her technical document. If it's going to be written in .Net, there's a lot of cutting and pasting from the Microsoft Development Network website onto our wiki- I never watched where the J2EE architects steal, sorry, borrow their documentation from but I assume its on the Sun site somewhere or maybe at SourceForge.net.

I then edit the technical document because I have yet to see a developer, even at Microsoft, who knows how to write. I'll also help here with any diagrams or flow charts the architect wants (which I 'suggest' forcefully, see the parenthesis two paragraphs up).

From these two documents (and maybe a Business Case), the company can count function points, bid the project or put everything on hold. Hopefully, the last option doesn't occur because I usually....no...always need the work.

For some unknown and mystical reason, my company gets the contract for the Functional Requirement Document I just wrote. every time. How do you like that? Amazing streak of good luck, no?

My new friend wanted a proposal in plain English. This sparked friendship. I hate lousy writing. But she wanted complete explanations. So I spent most of yesterday evening and this morning writing it. It was seven pages long. I thought I went overboard. But my original friend said I didn't so we'll see what happens.

I think the two color flowcharts and the lovely Activity Diagram will help, as will the seven PowerPoint slides with animation and reuse of the graphics.

I ain't no dummy.

Stay tuned. Let's see if the winning streak continues.

Powered by ScribeFire.