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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Modeling Tool for Managing Requirements and Backlogs in Agile Software Development</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Cătălina Floruț</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Robert Andrei Buchmann</string-name>
          <email>robert.buchmann@ubbcluj.ro</email>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>In: J. Fischbach, N. Condori-Fernández</institution>
          ,
          <addr-line>J. Doerr, M. Ruiz, J.-P. Steghöfer, L. Pasquale, A. Zisman, R. Guizzardi, J. Horkoff, A. Perini, A. Susi, M. Daneva, A. Herrmann, K. Schneider, P. Mennig, F. Dalpiaz, D. Dell'Anna, S. Kopczyńska, L. Montgomery, A. G. Darby, and P. Sawyer (eds.</addr-line>
          <institution>): Joint Proceedings of REFSQ-2022 Workshops, Doctoral Symposium, and Poster \&amp; Tools Track</institution>
          ,
          <addr-line>Birmingham, UK, 21-03- 2022, published at</addr-line>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>University Babeș-Bolyai, Faculty of Economics and Business Administration, Business Informatics Research Center</institution>
          ,
          <addr-line>str. T. Mihali 58-60, Cluj Napoca, 400591</addr-line>
          ,
          <country country="RO">Romania</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>Context and motivation. Jira is an established tool for issue tracking, requirements and backlog management. Its popularity has impact on how agile software projects are conceptualized by project team members, often dictated by the data structures being managed within the tool. Question/problem. Although user stories should be traceable to both software artifacts and business processes, both sides being well served by modeling standards (BPMN, UML), the diagrammatic semantics are not leveraged by issue tracking tools; conversely, modeling tools have been more interested in code generation than in supporting issue trackers and agile practices. Principal ideas/results. We propose a diagrammatic alternative to Jira, a modeling tool built around a domain-specific modeling language that integrates Agile Software Project concepts with modeling standards (BPMN, UML), while also ensuring interoperability with Jira. The engineering effort was based on the metamodeling approach known as Agile Modeling Method Engineering. Contribution. The DSML underlying the tool is a conceptual bridge between modeling standards and Jira, and it is developed as a Design Science treatment, iteratively increasing its technological readiness.</p>
      </abstract>
      <kwd-group>
        <kwd>1 Agile project management</kwd>
        <kwd>Metamodeling</kwd>
        <kwd>Domain-specific Conceptual Modeling</kwd>
        <kwd>ADOxx</kwd>
        <kwd>User story conceptualization</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>
        Theory and practice of agile software development are sometimes diverging – while the agile
paradigm's strongly principled foundations introduced its key concepts (e.g. epic, story), the actual
operationalization of those concepts is often distorted by the employed tooling. For example, the
concept of "epic" was introduced in Cohn's seminal book [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ] as a user story too large to be easily
managed, i. e. determined by sizing and complexity and requiring further slicing; however, issue
trackers treat it as a level of aggregation, a way of grouping user stories for reporting purposes - a
potential obstacle in the way of vertical story slicing [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. The original conceptualization is flattened or
oversimplified by tooling decisions – e.g., in different contexts an epic may be considered a type of
backlog item, a large user story, a "container of initiatives" [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. Although the user story's structure is
well known ("as a ...., I want ... because ..."), in practice they are sometimes conflated with "features"
or even "tasks" – an oversimplification witnessed first-hand by the authors of this paper in the local
industry, which triggered the development of the tool hereby reported.
      </p>
      <p>Domain-specific metamodeling tailors granular and rich conceptualizations for specialized purposes
and fields of activity, providing design spaces that reflect those conceptualizations. This paper promotes
a diagrammatic modeling alternative to Jira that captures a superseding conceptualization of Agile
Software Projects assets (particularly epics, stories, sprints, backlog items) that also incorporates
attributes proposed by theoretical frameworks. On the conceptualization side it ensures the
contextualization of those assets with established modeling languages (BPMN, UML); on the
operationalization side, it provides basic interoperability with Jira.</p>
    </sec>
    <sec id="sec-2">
      <title>2. Background, Motivation and Novelty</title>
      <p>
        Domain-specific modeling languages can play a key role in requirements traceability [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]. Modeling
methods have been proposed for various aspects of requirements engineering, however not in direct
relation to first-class concepts of agile practices – e.g. the i* language [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ], the User Requirements
Notation (URN) [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]. Closer to our approach (also in the choice of metamodeling technology) is the User
Story Mapping method [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ] – however it does not report interoperability features, as it focuses on
ontology-based annotations. Repurposing of conceptual modeling for specific forms of requirements
gathering (e.g. mind maps) have been reported in [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ], without being interested in interoperability with
issue trackers. Requirements interdependencies have been recognized for a long time but little was done
in terms of a metamodeling treatment of those dependencies and how they could be traced to business
processes. The Attlasian Marketplace offers extensions for Jira diagrammatic documentation [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]
without the granular metamodel-level integration proposed in this work.
      </p>
      <p>
        Our approach is to turn to AMME - Agile Modeling Method Engineering (methodology detailed in
the context of a previous project in [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ]) in order to build a domain-specific modeling tool that creates
a layer of abstraction over Jira and over the Agile Software Development domain. In terms of discourse
domain, we're primarily referring to [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ] and subsequent frameworks such as [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ], since earlier attempts
(even the Agile Manifesto) are abstract and principle-oriented rather than outlining first-class
conceptual citizens. Compared to what established modeling standards offer, domain-specific modeling
aims for conceptualizations of narrower scope and deeper specialization, aiming to support a domain
of activity or a narrow technological specificity. For the end-user, the tool provides a visual
management approach of assets that are traditionally handled with Jira - here also contextualized with
business process management and systems architecture aspects; therefore, the proposal is bridged with
BPMN and UML with the help of a metamodeling platform (ADOxx [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ]).
      </p>
    </sec>
    <sec id="sec-3">
      <title>3. Use Cases and Implementation Details</title>
      <p>
        The engineering method (right side of Figure 1) started from an available open source BPMN+UML
implementation in the BEE-UP tool [
        <xref ref-type="bibr" rid="ref12 ref13">12, 13</xref>
        ], made available by the OMiLAB digital innovation
ecosystem [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ]. ADOxx [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ] was used to extend the conceptualization of BEE-UP to obtain a modeling
tool supporting the use cases depicted in Figure 1 (left side).
      </p>
      <p>The user experience and look/feel are inherited from ADOxx and it's typical for a diagrammatic
modeling tool (drag and drop, as well as editing of machine-readable property sheets and hyperlinks for
each individual model element). The internal scripting language of ADOxx was employed to emulate
code generation, repurposed to generate data structures that are importable by Jira. Since ADOxx
manipulates a graph-like structure of diagrammatic models interconnected by semantic links, the new
concepts enable certain traceability features (model queries) for the new conceptualization. The
semantic links are set by the modeler in the same property sheet like other attributes, with the additional
possibility of targeting model elements of entire models, of types constrained by the metamodel design.</p>
      <p>
        Taking cues from multi-perspective enterprise modeling [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ], the proposed modeling language is
partitioned in two viewpoints – structural and behavioral. The structural part (Figure 2) was developed
initially to mirror data structures handled inside Jira (i.e. project decomposition), later enriched with
concepts from theoretical frameworks (SAFe [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]) and finally extended with semantic links to UML
concepts available in the BEE-UP tool. UML already provides diagrams to decompose a system
architecture (deployment diagram, component diagram) or to capture stakeholder expectations (use
cases as proxy for goals). The tool ensures that the rich conceptualization of UML becomes a semantic
context for backlog items typically managed through Jira – e.g. the three segments of a user story (As
a ... I want to ... in order to ...) become a machine-readable structure acting as a traceable n-ary
relationship between stakeholders, expectations (from use case diagrams), business processes (BPMN)
and architectural elements (UML).
      </p>
      <p>The behavioral part (Figure 3) covers two perspectives: (a) Customer-oriented: business processes
or user experience granularly mapped on user stories and other backlog items. User stories are part of
user experience processes which in turn are contextualized by higher level business processes; Business
Analysis or Requirements Engineers with a process thinking mindset typically collect or design
business process models to provide context or explainability for requirements. The hereby proposed
tool makes this traceable on a machine-readable level, beyond the story dependencies typically handled
by issue trackers. The semantic links can exist in both directions between BPMN and user stories – a
complex task could be decomposed in granular stories detailing who should do what; or, a user story
could be detailed in a BPMN diagram fully depicting the user experience (e.g. sequence of clicks).</p>
      <p>A Project-oriented behavioral perspective gives to the agile project manager the possibility to use
BPMN (with a custom task taxonomy) for describing processes that are internal to the software
development company, beyond the barebone Jira issue lifecycle; this allows to leverage the possible
BPM background of a project manager (possibly developed during a Business Analysis phase) –
software companies are not absolved of monitoring and managing their own internal processes.</p>
      <p>The export to Jira is realized in the internal ADOxx scripting language by reading diagrammatic
contents from the currently opened model and across its semantic links, to generate a CSV file that can
be imported by Jira. The scripting flavor is suggested in the code samples listed in Figure 4.</p>
    </sec>
    <sec id="sec-4">
      <title>4. Evaluative Plan</title>
      <p>
        Considering the taxonomy of Design Science artifact evaluation criteria [
        <xref ref-type="bibr" rid="ref16">16</xref>
        ], we target the following:
      </p>
      <p>
        A. Evolution ("learning capability") is the reason for adopting the AMME methodology to gradually
capture richer conceptualizations as feedback from practitioners. The tool's agile evolution owes to the
iterative nature of the AMME methodology and the fast-prototyping capabilities of the ADOxx
platform. The hereby presented artifact is already in its third evolutionary iteration:
a. the original one was limited to making possible the export from a diagrammatic structure to
Jira's expected data structure;
b. the second iteration evolved the conceptualization beyond Jira's required input;
c. the current iteration added the BPMN and UML integration benefitting from the already
existing open BPMN/UML implementation available in the BEE-UP tool [
        <xref ref-type="bibr" rid="ref12 ref13">12,13</xref>
        ];
d. the backlog for future iterations includes (i) streamlined interoperability with Jira via HTTP
(instead of the intermediate file format); (ii) conversion of a project structure to a Kanban board
allowing users to switch between Scrum and Kanban practices.
      </p>
      <p>
        B. Consistency with technology ("harnessing existing technology") – one key goal was to ensure
interoperability with the most popular issue tracker used at the authors' workplace. Although the
diagrammatic tool provides a richer conceptualization, it supersedes and extends Jira concepts, rather
than disrupting familiarity. The extent to which this familiarity is disrupted will require user-based
evaluation approaches that have been established for AMME-driven tools [
        <xref ref-type="bibr" rid="ref17">17</xref>
        ]:
a. evaluation of modeling task performance: observing how subjects already familiar with setting
up a Jira project describe the same project in a diagrammatic way, after a brief training;
b. interviews to understand the obstacles and mistakes in performing the modeling task – these
may range from lack of semantic transparency (for the choice of graphical symbols or concept
labelling), to the absence of concepts and properties forcing users to textually annotate models
when they cannot express certain details.
      </p>
      <p>Selection of subjects for such protocols must take into consideration experience with Jira and Scrum
for most modeling tasks, and with BPMN/UML modeling for when the BPMN/UML contextualization
is applied to project components and backlog items.</p>
      <p>
        C. Completeness relative to a small set of traceability requirements, satisfied through the
metamodeldriven model query engine [
        <xref ref-type="bibr" rid="ref18">18</xref>
        ] allowing the navigation of semantic links and retrieval of backlog items'
contextual information, e.g.
      </p>
      <p>... retrieving the epics to which a particular controller component (backlog item) belongs:
(((&lt;"Products controller"&gt;&lt;--)&lt;-"Is inside")&lt;-"slicing")&gt;"Epic"&lt;
... retrieving the stakeholders, whose user stories are satisfied by a particular software component
((&lt;"Products controller"&gt;&lt;--)--&gt;"As a")&gt;"Stakeholder role"&lt;</p>
      <p>Such requirements evolve and their evolution is directly addressed by the first criterion discussed
here: if these queries are seen as a proxy for "competency questions" (as understood in the field of
ontology engineering), then the ability to satisfy new queries is achieved by enriching the
conceptualization on metamodeling level, in order to accommodate the level of specificity needed for
these queries. As a concrete example, the second query shown above was only possible in the 3rd
iteration of the tool, when semantic linking to UML actors was enabled for tool users.</p>
    </sec>
    <sec id="sec-5">
      <title>5. Limitations and Outlook</title>
      <p>An intrinsic limitation is that most modeling will be perceived as overhead effort for agile project
managers or for those inexperienced with diagrammatic modeling. A learning curve supported by a
documented modeling procedure is necessary to bridge the Scrum mindset with the BPMN/UML
modeling mindset - however there's no reason why these should be disjoint disciplines since business
process knowledge is relevant on both sides of a software project - customer side (as user experience
context) and project management side (as business processes for the software development business).</p>
      <p>The current technical limitations are also backlog items for the future development of the tool: (a)
interoperability with Jira is currently achieved only through the CSV import-export mechanism, but
Jira also supports HTTP connectivity, which could streamline the communication between the modeling
tool and a Jira server; (b) alternatives to Jira are also considered - experience with FusionForge is also
available to authors; (c) the tool is currently Scrum-centered, but an automatic generation of a Kanban
visual board is also feasible.
6. References</p>
    </sec>
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