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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Reporting the Usage of iStar in a Model-Based Industrial Project to Evolve an e-Commerce Application</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Enyo Gonçalves</string-name>
          <email>enyo@ufc.br</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Ingrid Monteiro</string-name>
          <email>ingrid@ufc.br</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Universidade Federal do Ceará</institution>
          ,
          <addr-line>Campus Quixadá</addr-line>
          ,
          <country country="BR">Brazil</country>
        </aff>
      </contrib-group>
      <fpage>8</fpage>
      <lpage>14</lpage>
      <abstract>
        <p>Software Engineering (SE), Human-Computer Interaction (HCI) and User Experience (UX) are correlated areas in computer science whose techniques are commonly applied, in a complementary way, to industrial projects' development and evolution. Several modelling approaches have been proposed by these areas, which can be used in a model-based approach to develop or evolve systems. When used in evolution, modelling is helpful to understand existing systems and represent new functionalities to be developed. iStar is a goal-based modelling language that can be useful in this scenario. Thus, this paper focuses on reporting the experience of using iStar in an industrial project to evolve an e-commerce application. iStar was used for two purposes: to describe the current context involving the company's ecommerce systems ("AS-IS") and to model the ideal scenario, envisioned from the activities of UX research and design ("TO-BE"). Modelling was done collaboratively, involving the design and development teams of the project. A survey was applied to participants to identify their opinion about the usage of iStar. The survey's analysis points to the increase and equality of the knowledge level about the application to be evolved (context of the project).</p>
      </abstract>
      <kwd-group>
        <kwd>1 iStar</kwd>
        <kwd>Model-Based Engineering</kwd>
        <kwd>Report</kwd>
        <kwd>Industrial Project</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>
        According to Brambilla; Cabot; Wimmer [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ], models are first-class artefacts of software
development based on Model-Driven Engineering (MDE). On the other hand, Model-Based
Engineering (MBE) is a process in which software models play an important role, but they are not
necessarily key artefacts of the development, as is the case of models created to document systems.
      </p>
      <p>
        iStar [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ][
        <xref ref-type="bibr" rid="ref9">9</xref>
        ] is a goal-based modelling language proposed to represent software at the requirements
level. It has been used in MBE and MDE industrial projects. In [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ], the authors describe practical
applications of iStar in the industry, such as analysis of the adoption of open-source software
ecosystems [
        <xref ref-type="bibr" rid="ref18">18</xref>
        ] and regulatory compliance in aviation security [
        <xref ref-type="bibr" rid="ref17">17</xref>
        ]. Sharing successful experiences
using the iStar in industrial projects encourages the adoption of the language in future projects. It also
presents a way to go and identify problems to be avoided.
      </p>
      <p>
        Some studies have been developed relating iStar to the agile methods. iStar was used to represent
social aspects of the Scrum process and identifying key factors for the success or failure in [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ]. The
integration between iStar and Scrum was presented to map the organizational dependencies between
the actors in the process [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ]. The usage of iStar for planning and monitoring sprints in a project based
on Scrum was presented as an experience report in [
        <xref ref-type="bibr" rid="ref16">16</xref>
        ].
      </p>
      <p>Thus, we have chosen iStar due to its potential in the modelling of industrial projects and agile
projects. However, the use of the iStar in an agile industrial project to evolve an application has not
been explored. This paper presents an experience report about the usage of iStar in an agile
modelbased industrial project to evolve an e-commerce application. iStar was used to represent the current
context of the application and new functionalities to be included in the solution. A questionnaire applied
to the participants points to some benefits, such as increasing the project knowledge level.</p>
      <p>The paper is structured as follows: Section 2 presents the context of the project, Section 3 describes
the experience of using iStar in the project, Section 4 reports the main results of a questionnaire applied
to the project team to evaluate the usage of iStar and Section 5 shows the conclusions and future work.</p>
    </sec>
    <sec id="sec-2">
      <title>2. Describing project context</title>
      <p>This research was performed in a technology company with an enterprise digital commerce platform
that enables brands and retailers to achieve faster time-to-market, reach their customers across any
channel, and uncover new growth areas. This company has about 1200 employees in 32 different
countries.</p>
      <p>The company has been developing a project in collaboration with Universidade Federal do Ceará
Campus Quixadá in Brazil to evolve the platform administrative tool. Due to the COVID-19 pandemic,
this project has been executed online. The project team has 11 participants, whose profile is detailed in
Table 1.</p>
      <p>
        Initially, we interviewed members of the support team and applied a survey to understand the context
and needs. Next, a set of HCI/UX techniques were applied. The CSD matrix2 was created to clarify
Certainties, Suppositions and Doubts. A proto-persona [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ] was created to represent a set of users and
their interests. Scenario and User journey [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ], which are empathy techniques, were used to understand
the limitations and the users' needs. We also used UX canvas [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ] to describe the proposal of experience
to clients and users, representing their goals, resources, and artefacts. Following, we performed a set of
steps (almost all related to modelling) to understand the existing system and represent the new features
to be introduced. We modelled an overview of the system using Service Blueprint3. Next, we used iStar
2 https://medium.com/angry-channel/csd-matrix-kill-your-doubts-multiply-your-certainties-28cd91a9ce61
3 https://servicedesigntools.org/tools/service-blueprint
to model the administrative module of the system AS-IS. A brainwriting session [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ] was performed to
understand better the new features to be developed. Finally, the iStar model TO-BE was created. It was
used as input to the creation of the prototypes and UML models. Prototyping, creation of UML models,
coding and testing has been occurring incrementally.
      </p>
      <p>Tasks 1-7 and 11 were performed by the designer trainees and the design leader. During tasks 1, 4,
5 and 9, the design team performed the requirements elicitation. Tasks 12 and 13 were performed by
developer trainees and technical leader. Tasks 8-10 were performed collaboratively by all team
members.</p>
      <p>This paper focuses on describing the usage of iStar in this project. So, a detailed step-to-step is
presented in the next section to describe the use of iStar.</p>
    </sec>
    <sec id="sec-3">
      <title>3. Reporting the usage of iStar</title>
      <p>iStar was used to represent the application AS-IS and represent the new functionalities of the system
in development (application TO-BE). All steps were performed online due to the COVID-19 pandemic.
One of the participants (Rch in Table 1) has large experience with iStar modelling and conducted the
use of iStar. Other participants had not previous experience with iStar.</p>
      <p>The first step was to train the project team in iStar, following three steps:
• Theoretical presentation: Presentations of slides with the history, syntax and examples of
iStar;
• Practical use of iStar: collaborative modelling of an example with iStar to practice the
concepts;
• Questionnaire about iStar models: We applied a questionnaire with iStar models and
questions about the understanding of these models.</p>
      <p>The total of training was 4 hours. There is no collaborative online tool available, which allows
creating an iStar model by different modellers simultaneously. So, we had to improvise collaboration
using piStar4 to create the models. We listed below some observations identified during this phase:
• A great part of the team did not identify the and-refinement and or-refinement correctly;
• Contribution, participates-in and is-a are represented by the same arrow with a textual
marker to specify their kind, which causes confusion to some participants.</p>
      <p>Following the AS-IS modelling was performed. All participants accessed the platform previously,
and each one had different levels of knowledge of the system. Design trainees performed a great part
of the initial exploratory tasks, so their knowledge level was greater than other participants. We
presented a short textual description of the system to be used as a starting point. This textual description
was based on the service blueprint model and other previous results.</p>
      <p>
        Thus, we performed a collaborative modelling of the system AS-IS following a DOJO-like [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]
approach. Each participant had between 3 and 5 minutes to comment, add, modify, or remove modelling
elements. Three iterations were necessary to finish the modelling. At the end of each iteration, the team
discussed for about 15 minutes.
      </p>
      <p>We started with the modelling of the SD diagram, whose final version had 2 agents, 5 actors, 5
participates-in and 1 dependency. Then, we move on to modelling the SR diagram, whose final version
overview is shown in Figure 2-left.</p>
      <p>We reached a modelling saturation (at which point it was not possible to add more elements to the
modelling, and there was no more discussion/divergence among the participants) after three hours. The
use of iStar was important to unify and discuss the different views on the application, by the end of the
AS-IS modelling. The participants reached a consensus on their views and a common ground on the
project.</p>
      <p>TO-BE modelling was also performed through a DOJO modelling section similar to the previous
one. We used SD and SR diagrams AS-IS as the start point of TO-BE modelling. The results of
requirements elicitation were used as basis to the iStar modelling. We executed modelling moments
(about 1 hour and a half each one) on two different days to reach saturation. The final version of the
TO-BE SD diagram had 3 agents, 14 actors, 5 roles, 19 participates-in and 8 dependency links. Then,
4 https://www.cin.ufpe.br/~jhcp/pistar/
we move on to modelling the SR diagram, whose overview of its final version is shown in Figure
2right. For reasons of project confidentiality, it will not be possible to show a readable version of the
generated models.</p>
      <p>We identified some problems during the modelling: 1) The need for a collaborative modelling tool
to give more autonomy to the participants; and 2) The iStar SR model TO-BE has many nodes and
links, so we had scalability problems during its creation.</p>
      <p>The usage of iStar in this project increased the team’s knowledge of the team about the application
to be evolved and the new features (see Figure 3 for more details). Consequently, this increase in
understanding made the execution of the next steps (prototyping, UML modelling, coding, and test)
easier. The iStar models generated were used as the base for prototyping and UML modelling.</p>
    </sec>
    <sec id="sec-4">
      <title>4. Evaluation</title>
      <p>This section presents the results of the evaluation. The main objective of this study is to analyse the
team's viewpoint about the usage of iStar in the mentioned industrial project. We created a survey with
14 questions presented in Table 2.</p>
      <p>Questions
1) Describe how was the use of iStar
2) Were there strong points? List them
3) Were there weaknesses? List them
4) What are your observations about using iStar regarding communication and knowledge
levelling of the project context?
5) Mark your knowledge level about the context before the use of iStar (scale from 0 - 10)
6) Mark your knowledge level about the context after the use of iStar (scale from 0 - 10)
7) Was there an increase in your knowledge about the context?
8) Mark your knowledge about the new features before the use of iStar (scale from 0 - 10)
9) Mark your knowledge about the new features after the use of iStar (scale from 0 - 10)
10) Was there an increase in your knowledge about the new features?
11) Would you recommend (or not) the use of iStar in other projects? Why? How?
12) Did you have difficulties during the modelling? List them
13) What could be different in the method used?
14) Is there anything not commented yet that you would like to share?</p>
      <p>A pilot was applied with a non-participant of the project and we made corrections. The questionnaire
was applied to 10 members of the project (the member that created the questionnaire did not answer it),
whose profile was presented in Table 1. The results will be presented in three categories of analysis: 1)
positive points; 2) negative points; 3) evolution in understanding.</p>
      <p>Regarding the positive points, they were mentioned in questions 1, 2, 4, 7, 10 and 11. The most
mentioned advantage by the participants was the support given by the modelling to the learning and
understanding about the context and the problem of the project, as well as about the features and
customizations to be implemented. Examples of this vision are: "With the modelling moments, it was
possible to better understand the current solution and the solution we want to deliver" (DvT); "It helped
to have a more holistic view of the system and its actors." (DgL). Another positive point was the
alignment between team members provided during the modelling: "The discussions helped to put
everyone on the same page" (TcL); "It was possible to align the different perspectives that the team
members have." (DvT). Participants also pointed out some advantages over the iStar language itself,
such as: "The level of details you can do with iStar is very good and the scope of being able to represent
all parts of the system." (DvT); "iStar is a more 'human' language for modelling systems, without many
technical concepts and that contributes to the process of understanding the application that the user
wants to model" (DvT). Other positive points presented were: the opportunity to meet and discuss
multiple points of view; the epistemic nature of the language, that is, being an instrument of reflection
on the problem/solution; the collaboration between team members during modelling and the satisfactory
dynamic conducted during modelling sessions.</p>
      <p>Regarding the negative points, they appeared in questions 1, 3, 4, 11, 12 and 13. We can separate
the negative points, complaints and suggestions for improvement into two large groups. The first is
related to the difficulties identified by the participants in relation to the iStar language (complexity of
concepts and notations) and the modelling activity itself. Examples from this group are: "Sometimes so
much detail can get in the way of those who don't have so much experience" (DvT); “More
documentation is needed on [iStar]” (DvT); "It's quite complete, but I found it very complex and for me
it REQUIRES a lot of practice." (DgT); "My biggest difficulties were 'how to pass what I'm thinking to
the modelling? Do I use X or Y?' " (DgT); "I had difficulties with some concepts initially, such as roles,
agents and actors." (DvT). The second group of problems and suggestions for improvement is related
to the dynamics adopted in the modelling sessions. For example: "The meetings were too long and
discussions often had things that, in my point of view, were not relevant" (TcL); "Sometimes there was
an anxiety to speak when it wasn't my turn yet" (DgL); "[Having] a person responsible for manipulating
[the tool on] the screen ended up taking some of the diagramming experience of the other participants"
(TcL). This last comment highlights the need to using a collaborative modelling tool which all
participants can model by themselves in a shared iStar model.</p>
      <p>
        Additionally, a negative point was presented by DvT: "When the model becomes large, the
understanding is difficult" (DvT). Scalability is one of the most intractable issues in the design of visual
notations in general: a well-known problem with visual representations is that they do not scale well.
Lima et al. [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ] identified 126 studies which mention scalability in iStar models. Thus, this is one more
evidence about scalability problems in iStar models.
      </p>
      <p>The evolution in the knowledge level of the participant is shown in Figure 3.</p>
      <p>The modelling increased the participants' level of knowledge in most cases, but it was more effective
in knowledge about the context/problem in which 9 of the participants indicated some level of
knowledge evolution, of which 4 had a difference in knowledge level between before and after
modelling more than 3 points. Regarding the knowledge level of customizations, 2 participants reported
no difference in evolution, 3 participants showed an evolution of up to 3 points and 5 participants
evolved more than 3 points in this type of knowledge.</p>
      <p>We recognize some threats to validity. The participants and the researcher who applied the
questionnaire are members of the same project. This fact could inhibit the responses of the participants.
We mitigated this threat by informing about the anonymous participation. Another threat is that we
performed only one pilot. We tried to mitigate it by telling the participants to report any problems to
understand the questionnaire. We did not receive any comments about corrections.</p>
    </sec>
    <sec id="sec-5">
      <title>5. Conclusion and Future Work</title>
      <p>This paper presented an experience report about the usage of iStar in an industrial project which
aims to evolve an administrative module of an e-commerce platform. The results detail the context of
the project which presents an overview of the development with HCI/UX and MBE techniques and how
iStar was included in this flow. We described a step-to-step about how iStar was used. Finally, results
of the evaluation based on a survey were presented highlighting positive and negative points, and the
evolution of the understanding. iStar modelling contributed to the comprehension of the context of the
project and the new features to be included.</p>
      <p>
        In order to continue this research, some suggestions for future work may be cited, such as: 1) perform
a focus group to complement the evaluation analyses; 2) analyse improvements and weaknesses
identified and adapt the steps followed to future projects; 3) replicate this study to other industrial
projects, analyse the resulting effects and compare with this one; and 4) analyse the use of iStar
extensions [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ] based on PRISE [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ] [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ] in future industrial projects.
      </p>
    </sec>
    <sec id="sec-6">
      <title>6. References</title>
    </sec>
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