<!DOCTYPE article PUBLIC "-//NLM//DTD JATS (Z39.96) Journal Archiving and Interchange DTD v1.0 20120330//EN" "JATS-archivearticle1.dtd">
<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Socio-Intentional Framework for Agile Methods Tailoring: Past, Present, and Future</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Soreangsey Kiv</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Agile Practice, Systematic Literature Review</institution>
          ,
          <addr-line>Ontology, Knowledge Representation, Real Case Study, Survey, Interview</addr-line>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>TiSEM: Tilburg School of Economics and Management, Tilburg University</institution>
          ,
          <addr-line>5037 AB, Tilburg</addr-line>
          ,
          <country country="NL">Netherlands</country>
        </aff>
      </contrib-group>
      <fpage>36</fpage>
      <lpage>42</lpage>
      <abstract>
        <p>Many software development teams have been implementing agile methods. As a result, a vast amount of knowledge can be found in both academic and industrial databases. Based on this information, many approaches have been developed to guide and facilitate practitioners in finding the most suitable practice. Nevertheless, not many of these approaches could gather these available experiences and make them systematically reusable to help practitioners understand agile practices in depth. In our previous work, we built an evidence-based tool to ease agile practices adoption by eficiently and efectively providing information on agile practices. In addition, we proposed a socio-intentional framework for tailoring agile methods that allows practitioners to analyze agile practices and define the right strategies for adopting them. Even though the evidence-based tool has been validated by a cohort of experts using illustrative examples, a more extensive evaluation of the framework remains to be done. The present paper aims to summarize how the evaluation of the framework in a real-life context will be conducted in future work.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>
        Agile development is nowadays one of the most popular approaches to build software. To
gain the full benefit from adopting agile methods, software development teams can choose
to adopt them on a custom-basis depending on the context and defined criteria [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. As many
software development teams have started to adopt agile methods, a vast amount of valuable
experiences can be found in both academia and industrial knowledge bases. Intuitively, a team
adopts agile methods because there are some things it wants to achieve [
        <xref ref-type="bibr" rid="ref2 ref3 ref4 ref5 ref6 ref7">2, 3, 4, 5, 6, 7</xref>
        ]; we
call this the goal-orientation. Once the team identifies the right practices to achieve its goals,
the adoption result highly depends on factors including the individuals, their interaction, and
collaboration [8, 9]; this is the social aspect. Although there is a vast amount of knowledge about
agile practices adoption and many approaches have been proposed to guide practitioners in
ifnding the most suitable ones, not many of them are systematic or focus on a socio-intentional
perspective.
      </p>
      <p>In our previous work [9], we proposed a socio-intentional framework for tailoring agile
methods that allows practitioners to analyze agile practices and to define the right strategies
for adopting them. Our framework aims to help practitioners decide which agile practices to
implement to achieve their goals and identify how team members should work together to
achieve these goals.</p>
    </sec>
    <sec id="sec-2">
      <title>2. Background: Socio-Intentional Framework for Agile Methods</title>
    </sec>
    <sec id="sec-3">
      <title>Tailoring</title>
      <p>
        In order to build the socio-intentional framework, we started by building an ontology using
papers extracted through a Systematic Literature Review (SLR) that was presented in [10].
Similarly to many models that have been created to represent various aspects of agile methods
[
        <xref ref-type="bibr" rid="ref2 ref5 ref6">5, 2, 11, 6</xref>
        ], using ontologies is a way to share common understanding among practitioners,
eliminate ambiguity, and simplify and reuse processes. As a result, 86 case studies out of 79
individual papers were extracted for building and theoretically validating our model. By following
the corpus-based approach, we validated that our ontology can represent the information related
to agile practices adoption with minimum refinement for the unseen knowledge [ 12]. Figure
1 illustrates the ontology in the form of a UML class diagram. After the ontology validation,
we created a user-friendly tool that allows practitioners to retrieve the information from the
ontology without any experience or knowledge required [13]. This prototype-tool, named
OBAMA - Ontology-Based tool for Agile Methods Adoption, was written in Python programming
language. It was created in a notebook-style where each page serves for a functionality. Using
our tool, users can easily access all the information that has been inserted. In it, by simply
choosing one of the concerns from the combo-box list, the relevant information is displayed
underneath the list in a table format. Users can also filter for more specific information by
providing their goals and team’s situations in our input pages. Figure 2 is an example of how to
describe team’s situations, where Daily Meeting is the practice the team wanted to adopt. To
understand the advantages/disadvantages of our tool, we gathered expert’s opinions through the
same survey we used to validate the ontology. The results show that, despite some functional
limitations, they agree the tool is good enough to serve our purpose.
      </p>
      <p>The socio-intentional framework for Agile Methods tailoring presented in [9] focuses on the
intentional (why?) and social (who?) dimensions. In the framework, we propose a methodology
to analyze agile practices and define the strategies the team members should apply to successfully
adopt a practice based on the teams’ goals, their situations, and dependencies between team
members. In our framework, a goal is defined as something a team intuitively wants to achieve,
or something drawn from the problems they are experiencing or obstacles they are facing
during their current development process. As an example of the latter, if a team does not
understand the requirement, we can then formulate multiple goals, such as improving customer
understanding and improving communication with customers. In addition to the intentional and
social dimensions, the proposed methodology also addresses most of the important concerns
related to agile practice adoption found in the literature. In other words, in every step in the
process of analyzing agile practices, practitioners can use our OBAMA-tool to easily get the
needed information. As it is hard to analyze the information listed by the tool in textual format,
we proposed to represent the information in graphical models before the analysis. To do that, we</p>
      <p>* Cause
1..* Solve</p>
      <p>Lesson Learned
-Name
-Description
1..*</p>
      <p>Have
--DNeasmcGeriopatilon 1C.o.*nstributCedonbtyribute to *
1..* Achieve</p>
      <p>Principle
-Name
-Description</p>
      <p>1..* Contributed by
Contribute to</p>
      <p>1..*</p>
      <p>Value
-Name
-Description
Belong to 1..* Practic1e..* Achieved by</p>
      <p>-Name
Faced by 1..* -Description</p>
      <p>Adopt *
1..* Required by
1..* Part of
* Adopted by</p>
      <p>Faced by 1..* -NamTeeam * Belong to
Proposed by 1..* -Description</p>
      <p>Performed by 1..*
* Caused by</p>
      <p>Situation
-Name
Have * -Description
Helped/Harmed by *
* Require
* Solved by</p>
      <p>Solution
-Name
-Description
*ReqPuirroepdobsye/Responsible for
*
identified suitable modeling languages and notions by mapping the concepts and relationships
in our ontology model with the notions of diferent modeling frameworks that can represent
either goal or social dimensions. As result, iStar 2.0 [14] was chosen to be used in our framework
as its notions match best with our agile elements. For the agile concepts that cannot be mapped,
we propose extended notions for the representation. Finally, we demonstrated how to use our
framework by applying it to the case of a software development project.</p>
    </sec>
    <sec id="sec-4">
      <title>3. Future Plans for Framework Evaluation</title>
      <p>
        We have demonstrated how to analyse agile practices with the help of the OBAMA tool and
iStar 2.0 using a feasibility study in [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. It was however only based on an illustrative example,
and there is room for broader evaluation on this framework. To fully understand the usefulness
of the framework, we indeed need to conduct more sophisticated empirical research with a real
software development team.
      </p>
      <sec id="sec-4-1">
        <title>3.1. Research Design</title>
        <p>The goal of the research is to evaluate the socio-intentional framework with respect to its
outcomes and users’ acceptance in the context of agile practice adoption within software
development teams. To achieve it, there are two main points that should be investigated: (1) the
efectiveness of the framework , and (2) the perception of the team members during agile practice
adoption while following the framework. The former aims at evaluating if our framework can
help software development teams to advance their agility level. The latter aims at evaluating
whether or not the team members find the framework useful and easy to use.</p>
        <p>The research is designed based on the guidelines for conducting case study research in
software engineering [15].</p>
        <p>From the goal of the research, we derived into three research questions:
• RQ1: What are the overall outcomes of the application of socio-intentional framework?
• RQ2: What are the perceptions of the practitioners on the usefulness of the framework?
• RQ3: What are the perceptions of the practitioners on the ease of use of the framework?
To answer these questions, triangulation—combining diferent types of data collection
methods will be used. Precisely, we conduct both quantitative and qualitative research using
semistructured interviews. To answer RQ1, we will design the questionnaire, and measure and
compare the results from one sprint to another by following the guidelines of Patel et al.[16].
In this framework, the authors proposed a set of questionnaires we can use to evaluate the
agility level of a team. In addition, the calculation and interpretation of the results were also
explained. The results for the RQ1 serve for validating the usefulness of the framework based on
the outcome. Questionnaires to answer RQ2 and RQ3 are designed based on [17] which were
developed to validate two specific variables, perceived usefulness and perceived ease of use. These
two variables are also known to be fundamental determinants of user acceptance.
- It would be more dificult to understand agile practice with the framework
- The framework allows me to plan my adoption better
- Using the framework can improve my performance as a team member
- The framework addressed my needs for agile practice adoption
- ...</p>
        <p>The perceptions of the practitioners on the ease of the framework
- The framework is confusing
- I perform wrong activities frequently when using the framework
- Using the framework is often frustrating
- I need to consult the person in charge often to keep using the framework
- Using the framework requires a lot of my mental efort
- ...</p>
      </sec>
      <sec id="sec-4-2">
        <title>3.2. Research Procedure</title>
        <p>Our framework aims to help a novice team that does not dispose of any help from an Agile
Coach or Scrum master. This kind of team generally is not aware of where to start and what
they need to focus on to successfully adopt agile methods. To meet these criteria, we will select
two groups of master-level students in Computer Science that have been assigned to develop
software in an agile fashion in the context of their curriculum. The selected groups will have
the most similar background in terms of knowledge and experience in software development.
To compare the results, one group will be introduced to the framework that includes the tool
and the methodology, while another will manage and discover how to implement agile on its
own.</p>
        <p>For both groups, the survey will be conducted in multiple rounds. Each round is conducted
at the beginning of each sprint during the project and it is divided into two parts. In the first
part, the participants will be asked to answer survey questions that would take between 10 to
20 minutes. The purposes, the questionnaire, and the procedure are however diferent between
the two groups. One group (Gr1) will be asked only the questions related to the RQ1 without
any introduction to the framework. For another group (Gr2), the framework will be introduced
in the first round of the survey. During the introduction to the framework, participants will
learn how to select and adopt agile practices using the tool and methodology. Gr2 will be asked
to answer the questions related to all research questions. In the second part, a semi-structured
interview will be conducted. The interview provides the chance to discuss with the participants
the answers they give in the survey. For both groups, we gather insightful information and
in-depth understanding of the teams’ situations so that we can evaluate the teams’ agility levels.
In the case of the Gr2, the interviews aim to also investigate the perceptions of the usefulness
and the ease of the framework. The data collected from the interview will be used as supportive
information for the survey.</p>
      </sec>
    </sec>
    <sec id="sec-5">
      <title>4. Conclusion</title>
      <p>This paper presented a summary of a case study we plan to use to evaluate the socio-intentional
framework. In a real-life context, groups of master-level students are chosen to conduct a
case study. The three main points we aim to investigate: (1) the overall outcome generated by
the application of the framework, (2) the usefulness of the framework, and (3) the ease of the
framework. A combination of surveys and semi-structured interviews will be used for data
collection. While the data from the survey will be regarded as the primary data, the interviews
will be used as supportive information.
[8] E. Van Kelle, J. Visser, A. Plaat, P. van der Wijst, An empirical study into social success
factors for agile software development, in: 2015 IEEE/ACM 8th International Workshop
on Cooperative and Human Aspects of Software Engineering, IEEE, 2015, pp. 77–80.
[9] S. Kiv, S. Heng, Y. Wautelet, M. Kolp, Towards a systematic socio-intentional framework
for agile methods tailoring, in: 2021 IEEE 23rd Conference on Business Informatics (CBI),
volume 2, IEEE, 2021, pp. 143–152.
[10] S. Kiv, S. Heng, M. Kolp, Y. Wautelet, Agile methods knowledge representation for
systematic practices adoption, in: Agile Processes in Software Engineering and Extreme
Programming: 20th International Conference, XP 2019, Montréal, QC, Canada, May 21–25,
2019, Proceedings 20, Springer International Publishing, 2019, pp. 19–34.
[11] Y. Wautelet, S. Heng, M. Kolp, I. Mirbel, Unifying and extending user story models,
in: International Conference on Advanced Information Systems Engineering, 2014, pp.
211–225.
[12] S. Kiv, S. Heng, Y. Wautelet, S. Poelmans, M. Kolp, Using an ontology for systematic
practice adoption in agile methods: Expert system and practitioners-based validation,
Expert Systems with Applications 195 (2022) 116520.
[13] S. Kiv, Y. Wautelet, S. Heng, M. Kolp, Obama, an ontology-based software tool for agile
method adoption, arXiv preprint arXiv:2206.02207 (2022).
[14] F. Dalpiaz, X. Franch, J. Horkof, istar 2.0 language guide, arXiv preprint arXiv:1605.07767
(2016).
[15] P. Runeson, M. Host, A. Rainer, B. Regnell, Case study research in software engineering:</p>
      <p>Guidelines and examples, John Wiley &amp; Sons, 2012.
[16] C. Patel, M. Ramachandran, Agile maturity model (amm): a software process improvement
framework for agile software development practices, International Journal of Software
Engineering, IJSE 2 (2009) 3–28.
[17] F. D. Davis, Perceived usefulness, perceived ease of use, and user acceptance of information
technology, MIS quarterly (1989) 319–340.</p>
    </sec>
  </body>
  <back>
    <ref-list>
      <ref id="ref1">
        <mixed-citation>
          [1]
          <string-name>
            <given-names>A. S.</given-names>
            <surname>Campanelli</surname>
          </string-name>
          ,
          <string-name>
            <given-names>F. S.</given-names>
            <surname>Parreiras</surname>
          </string-name>
          ,
          <article-title>Agile methods tailoring-a systematic literature review</article-title>
          ,
          <source>Journal of Systems and Software</source>
          <volume>110</volume>
          (
          <year>2015</year>
          )
          <fpage>85</fpage>
          -
          <lpage>100</lpage>
          .
        </mixed-citation>
      </ref>
      <ref id="ref2">
        <mixed-citation>
          [2]
          <string-name>
            <given-names>J.</given-names>
            <surname>Lin</surname>
          </string-name>
          ,
          <string-name>
            <given-names>H.</given-names>
            <surname>Yu</surname>
          </string-name>
          ,
          <string-name>
            <given-names>Z.</given-names>
            <surname>Shen</surname>
          </string-name>
          ,
          <string-name>
            <given-names>C.</given-names>
            <surname>Miao</surname>
          </string-name>
          ,
          <article-title>Using goal net to model user stories in agile software development</article-title>
          ,
          <source>in: 15th IEEE/ACIS International Conference on Software Engineering, Artificial Intelligence</source>
          , Networking and Parallel/Distributed Computing,
          <string-name>
            <surname>SNPD</surname>
          </string-name>
          <year>2014</year>
          ,
          <year>2014</year>
          , pp.
          <fpage>1</fpage>
          -
          <lpage>6</lpage>
          . doi:
          <volume>10</volume>
          .1109/SNPD.
          <year>2014</year>
          .
          <volume>6888731</volume>
          .
        </mixed-citation>
      </ref>
      <ref id="ref3">
        <mixed-citation>
          [3]
          <string-name>
            <given-names>H. C.</given-names>
            <surname>Esfahani</surname>
          </string-name>
          ,
          <string-name>
            <given-names>J.</given-names>
            <surname>Cabot</surname>
          </string-name>
          ,
          <string-name>
            <given-names>E. S. K.</given-names>
            <surname>Yu</surname>
          </string-name>
          ,
          <article-title>Adopting agile methods: Can goal-oriented social modeling help?</article-title>
          ,
          <source>in: Proceedings of the Fourth IEEE International Conference on Research Challenges in Information Science, RCIS</source>
          <year>2010</year>
          , Nice, France, May
          <volume>19</volume>
          -21,
          <year>2010</year>
          ,
          <year>2010</year>
          , pp.
          <fpage>223</fpage>
          -
          <lpage>234</lpage>
          . URL: http://dx.doi.org/10.1109/RCIS.
          <year>2010</year>
          .
          <volume>5507382</volume>
          . doi:
          <volume>10</volume>
          .1109/RCIS.
          <year>2010</year>
          .
          <volume>5507382</volume>
          .
        </mixed-citation>
      </ref>
      <ref id="ref4">
        <mixed-citation>
          [4]
          <string-name>
            <given-names>S.</given-names>
            <surname>Ambler</surname>
          </string-name>
          ,
          <article-title>The Agile Unified Process (AUP), Ambysoft</article-title>
          , http://www. agilealliance. hu/materials/books/SWA-AUP. pdf (
          <year>2005</year>
          ).
        </mixed-citation>
      </ref>
      <ref id="ref5">
        <mixed-citation>
          [5]
          <string-name>
            <given-names>Z.</given-names>
            <surname>Shen</surname>
          </string-name>
          ,
          <string-name>
            <given-names>C.</given-names>
            <surname>Miao</surname>
          </string-name>
          ,
          <string-name>
            <given-names>X.</given-names>
            <surname>Tao</surname>
          </string-name>
          ,
          <string-name>
            <given-names>R.</given-names>
            <surname>Gay</surname>
          </string-name>
          ,
          <article-title>Goal oriented modeling for intelligent software agents</article-title>
          ,
          <source>in: Intelligent Agent Technology</source>
          ,
          <year>2004</year>
          .(
          <article-title>IAT 2004)</article-title>
          . Proceedings. IEEE/WIC/ACM International Conference on, IEEE,
          <year>2004</year>
          , pp.
          <fpage>540</fpage>
          -
          <lpage>543</lpage>
          .
        </mixed-citation>
      </ref>
      <ref id="ref6">
        <mixed-citation>
          [6]
          <string-name>
            <given-names>S.</given-names>
            <surname>Kiv</surname>
          </string-name>
          ,
          <string-name>
            <given-names>S.</given-names>
            <surname>Heng</surname>
          </string-name>
          ,
          <string-name>
            <given-names>M.</given-names>
            <surname>Kolp</surname>
          </string-name>
          ,
          <string-name>
            <given-names>Y.</given-names>
            <surname>Wautelet</surname>
          </string-name>
          ,
          <article-title>An intentional perspective on partial agile adoption</article-title>
          .,
          <source>in: ICSOFT</source>
          ,
          <year>2017</year>
          , pp.
          <fpage>116</fpage>
          -
          <lpage>127</lpage>
          .
        </mixed-citation>
      </ref>
      <ref id="ref7">
        <mixed-citation>
          [7]
          <string-name>
            <given-names>S.</given-names>
            <surname>Kiv</surname>
          </string-name>
          ,
          <string-name>
            <given-names>S.</given-names>
            <surname>Heng</surname>
          </string-name>
          ,
          <string-name>
            <given-names>Y.</given-names>
            <surname>Wautelet</surname>
          </string-name>
          ,
          <string-name>
            <given-names>M.</given-names>
            <surname>Kolp</surname>
          </string-name>
          ,
          <article-title>Towards a goal-oriented framework for partial agile adoption</article-title>
          ,
          <source>in: Software Technologies: 12th International Joint Conference, ICSOFT 2017</source>
          , Madrid, Spain,
          <source>July 24-26</source>
          ,
          <year>2017</year>
          ,
          <source>Revised Selected Papers 12</source>
          , Springer,
          <year>2018</year>
          , pp.
          <fpage>69</fpage>
          -
          <lpage>90</lpage>
          .
        </mixed-citation>
      </ref>
    </ref-list>
  </back>
</article>