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  <front>
    <journal-meta>
      <journal-title-group>
        <journal-title>H. Bomström);</journal-title>
      </journal-title-group>
    </journal-meta>
    <article-meta>
      <title-group>
        <article-title>Roadmapper: a Tool for Supporting Com munication in Software Product Roadmapping</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Henri Bomström</string-name>
          <email>henri.bomstrom@oulu.fi</email>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Markus Kelanti</string-name>
          <email>markus.kelanti@oulu.fi</email>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Elina Annanperä</string-name>
          <email>elina.annanpera@oulu.fi</email>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Kari Liukkunen</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Outi Sievi-Korte</string-name>
          <email>outi.sievi-korte@tuni.fi</email>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Kari Systä</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Veli-Pekka Eloranta</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Vincit Oyj</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Visiokatu</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Tampere</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Finland (e-mail: firstname.lastname@vincit.fi)</string-name>
          <email>firstname.lastname@oulu.fi</email>
          <email>firstname.lastname@tuni.fi</email>
        </contrib>
      </contrib-group>
      <pub-date>
        <year>1886</year>
      </pub-date>
      <volume>000</volume>
      <fpage>0</fpage>
      <lpage>0003</lpage>
      <abstract>
        <p>Software product roadmaps are practical tools that provide direction for product development. Software product roadmapping combines the reasoning why something is done with what should be done, often in the form of items to be delivered when constructing a software product. Successful roadmapping activities require collaboration from multiple stakeholder groups, such as business, development and management. However, aligning company goals, business strategy and development eforts is far from trivial. To this end, we conducted an action research study investigating how information exchange should be supported in software product roadmapping. As our results, we contribute the open-sourced and provide insights on how information exchange should be supported in software product roadmapping. Roadmapper supports information exchange in software product roadmapping by allowing diferent parties to clarify their views and making them understandable to other stakeholders, facilitating the discussion when they meet. Thus, Roadmapper visualises a common situational picture of software product development and acts as a group memory - helping to remember what the other stakeholders think about the matter.</p>
      </abstract>
      <kwd-group>
        <kwd>Software roadmapping</kwd>
        <kwd>Software engineering</kwd>
        <kwd>Information needs</kwd>
        <kwd>Visualisation</kwd>
        <kwd>Action research</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>Roadmaps are practical tools for strategic planning
as they facilitate communication between stakeholder
groups, bringing together viewpoints from diferent parts
of an organisation [1]. A roadmap refers to a plan that
presents decision alternatives over time [2], to which the
term roadmapping refers to the roadmap creation process
[3]. Software product roadmapping combines the
reasoning behind product development decisions, i.e. why
something is done and what should be done, usually in
the form of items to be delivered [4]. Clear strategy and
goals, derived from company vision, play a central role
in aligning software product roadmapping – having all
involved stakeholders committed around the same plan
[5]. However, practical business strategy and product
development alignment are far from trivial [6, 7].</p>
      <sec id="sec-1-1">
        <title>This paper presents the open-sourced software prod</title>
        <p>nEvelop-O</p>
        <p>The rest of the paper is organised as follows. In Section
2, we provide the theoretical background of our paper
and explore related scientific research. Next, we describe
our research process in Section 3. The findings of this
paper are presented in Section 4 and discussed in Section</p>
      </sec>
      <sec id="sec-1-2">
        <title>1https://github.com/Vincit/VISDOM-Roadmapper</title>
      </sec>
      <sec id="sec-1-3">
        <title>2https://iteavisdom.org/news/142</title>
      </sec>
      <sec id="sec-1-4">
        <title>3https://www.vincit.com/</title>
        <p>5. Section 5 also presents avenues for further research. business and requirements engineering [17].
UnderstandFinally, the conclusions are given in Section 6. ing value creation from a customer perspective [17, 7]
is vital for roadmapping activities, as fragmented
customer knowledge is one of the main issues with software
2. Background and related work product roadmapping [7].</p>
        <sec id="sec-1-4-1">
          <title>2.1. Background</title>
          <p>Roadmaps present decision alternatives over time [2],
and roadmapping as an activity refers to the roadmap
development process [3]. Software features are ”prominent
or distinctive user-visible aspect, quality, or characteristic
of a software system or systems” [10]. However, various
definitions for features are available, and a universally
agreed-upon definition has yet to emerge [ 11].</p>
          <p>Several grey literature reviews – based on the
analysis of articles, blogs, white papers, and books – have
been conducted around software product roadmapping
in recent years (see, e.g. [4, 12, 13, 5]). Software product
roadmapping has been found to combine the reasoning
behind product development decisions, i.e. why
something is done and what should be done, usually in the
form of items to be delivered [4]. Clear strategy and
goals, derived from company vision, play a central role
in aligning software product roadmapping – having all
involved stakeholders committed around the same plan
[5]. Traditional roadmapping approaches face several
issues: the lack of shared and well-communicated
product vision, not reviewing and updating roadmaps, failure
to integrate client feedback channels into roadmapping,
using the wrong tools, unrealistic expectations, lack of
criteria for roadmap item prioritisation, and creating a
single roadmap for all stakeholders [12]. Overly detailed,
feature-driven roadmaps can be prone to failure due to
the inability to react to changes in uncertain business
conditions [12].</p>
          <p>Software product roadmaps can be divided into
four categories: feature-driven, goal-oriented,
outcomedriven, and theme-based roadmaps [13]. Software
product roadmapping as a process can be divided into five
phases: capturing, analysing, and prioritising features,
roadmap validation and agreement, and change
management – of which prioritisation and capturing features
are the most critical ones [14]. Previous research has
shown that at least three perspectives should be present
in feature prioritisation activities: development, finances,
and clients [15, 16]. Other studies continue on similar
lines, promoting customer and partner representatives,
marketing, product management and development as key
stakeholders in software product roadmapping [ 14].</p>
          <p>Roadmaps can be efective tools for strategic planning
by facilitating communication between stakeholders and
bringing together viewpoints from diferent parts of
organisations [1]. Increasing the visibility of software
planning activities within companies is essential in linking</p>
        </sec>
        <sec id="sec-1-4-2">
          <title>2.2. Related work</title>
        </sec>
      </sec>
      <sec id="sec-1-5">
        <title>To remain competitive in turbulent marketplaces, con</title>
        <p>temporary software product companies must be able to
deliver value to both themselves and their customers.
Value-based software engineering [ 18, 19] (VBSE) is an
approach that promotes thinking regarding value when
making decisions in the context of engineering software.
Feature value estimation is a multi-dimensional
problem [20, 19] consisting of several dimensions: customer
value, market competitiveness, economic
value/profitability, cost eficiency, technology &amp; architecture and
company strategy [19]. However, best practices for value
estimation are still missing.</p>
        <p>One of the more interesting related research works
is tied to the VALUE framework [21] and the VALUE
tool [22, 23] – developed to assist companies in
adopting value-based decision-making. The authors have
observed improved stakeholder decision-making with the
tool-assisted representation of stakeholder value
propositions and facilitated meetings. Another example is the
ReleasePlanner tool [24] which formally evaluates
features by distilling their value from multiple criteria to
produce optimal release plans. Other tools, such the
Software Product Management Workbench [25], focus more
on the product management aspects of roadmapping.</p>
        <p>A study [26] was performed among more than 100
(Belgian) product builders, recognising six techniques to
estimate and prioritise values of features:
• Clustering in importance groups: approaches
that divide the requirements into a small number
of diferent importance groups
• Consensus-based approaches: approaches
specifically geared towards reaching consensus
among a group of stakeholders.
• Multi-criteria ranking: approaches that
automatically rank the requirements, based on the
value of multiple relevant criteria and a specific
formula that combines these values into a single
value.
• Pairwise comparison: approaches that rely on
mutually comparing all requirements, and
identifying for each comparison the most valuable
requirement.
• Voting systems: approaches that involve
different stakeholders and ask each one of them to
express their preference in some way or another.
Pre-study
Interviews (N=12)
and workshops
(N=6)</p>
        <p>Implementation
Vincit Oyj building
the first version of
Roadmapper
Action research cycles (N=3)
Diagnosis
Decision
making for the
cycle</p>
        <p>Development
of Roadmapper</p>
        <p>Action taking
and planning
Testing of
Roadmapper
and scenario
development</p>
        <p>Evaluating
Scenario
execution and
observation, 
feedback
collection</p>
        <p>Action group
Bi-weekly meetings</p>
        <p>Specification
of learnings
Analysis of
scenario
execution and
feedback</p>
        <sec id="sec-1-5-1">
          <title>3.1. Study context</title>
          <p>• Financial approaches: approaches based on
financial measures.</p>
        </sec>
      </sec>
      <sec id="sec-1-6">
        <title>This study was conducted as a part of the ITEA3 VIS</title>
        <p>Furthermore, the authors [26] analysed these tech- DOM5 research project between September 2021 and
niques in two dimensions: the number of requirements May 2022. The research project’s high-level goal was
and uncertainty of value estimation – concluding that to develop new visualisations that combine data from
none of the techniques works well in cases where there multiple sources in modern DevOps development [31]
are many requirements and the uncertainty of value esti- and create visualisations related to the health of software
mation is high. Development efort and costs are also one processes. This study is based on the results from an
earof the more traditional ways of estimating the monetary lier study [30] from that project, conducted between 2019
impact of development and are notoriously challenging and 2020, to better understand stakeholders’ information
to predict. Prior research has found that efort estima- and visualisation needs in agile software development.
tions based on the subjective assessment of experts are The previous study included interviews and workshops
the most prevalent efort assessment techniques in agile to identify the information needs of software
practitionsoftware development [ 27]. ers. One of the main findings of the previous study was
that unsystematic management of client feedback and
feature requests resulted in several information needs
3. Methodology from multiple stakeholder perspectives. Thus, this study
investigated further how input from multiple stakeholder
This study aimed to support the software roadmap- perspectives can be combined collaboratively to improve
ping process from the viewpoint of diferent stakeholder decision-making related to software product
roadmapgroups. This goal was refined into the following research ping.
question: How should information exchange be supported The design work of Roadmapper was initially based
in software product roadmapping? We conducted an ac- on the findings from the previous study, where a
docution research (AR) study [8, 9, 28, 29] in collaboration ment was composed to outline the goal of Roadmapper
with Vincit Oyj4, or Vincit for short from here on, to and its initial features. The aim was to create a tool that
answer our research question. Three iterative AR cycles visualises how software development eforts related to
were conducted during this study (Figure 1). a higher-level plan – a goal, product vision or story, or
other suitable aims that drive development in a specific
direction. Collecting, estimating, and ordering
development items was expected to increase visibility on the
4https://www.vincit.com/
5https://itea3.org/project/visdom.html
underlying business value expectations and workload es- ing facilitators of what should be done. The action team
timations while deepening the understanding of current discussed each scenario’s general aim, after which Vincit
feature evaluation criteria. Tool support was presumed produced a scenario that would represent as close as
to provide visibility and traceability to software develop- possible to a typical roadmapping session for the
comment decisions, benefiting stakeholder groups such as pany – correspondence to real-world usage determined
management, sales and development as roadmaps can be by Vincit, within reasonable limitations. The resulting
a base for communicating development plans and facili- scenario was then commented on by the researchers and
tating a shared understanding of development goals and revised as needed.
priorities. Three expert reviewers from Vincit represented the</p>
        <p>Vincit agreed to build the necessary software to begin key stakeholders described in the scenarios: a PO, two
studies with stakeholder information needs in software ADs, and one developer. The number of expert
participroduct roadmapping. Vincit is a multi-national small pants was determined by the minimum number of roles
and medium-sized enterprise (SME) established in Fin- needed to carry out the scenarios. Each of these roles
land that specialises in software development, service had specific tasks: PO for leadership and product
experdesign, consulting and software products. At the time of tise, ADs to evaluate the business value of features and
the study, Vincit had around 470 employees globally. represent their client’s needs, and a developer with
tech</p>
        <p>The action research team consisted of four researchers nical knowledge of the product. For practical reasons,
and one assistant from two universities, and of Vincit’s the selected developers were the ones that had developed
employees – one manager responsible for the company’s the tool and could reliably answer technical questions
research activities related to the tool, one user interface the expert reviewers might have. The reasoning for these
(UI) designer, a senior developer, and three junior de- specific roles is further explained in Section 4.1. Vincit
velopers that alternated participating in the action team selected the expert reviewers based on their experience
meetings. Vincit’s participants were selected by the man- and availability for the sessions.
ager responsible for their research activities based on the The scenario descriptions were sent to the three
exavailable resources and the team’s skills, interests and pert participants as attachments to the session invitations.
availability. The action team held bi-weekly remote meet- The participants were also given customised descriptions
ings to synchronise progress, which researchers recorded of specific needs for their dedicated clients in the
siminto a research diary shared between the action team in ulation and a more concrete mission to achieve during
Google Drive6. The research diary included topics of the session, such as “In the upcoming roadmap planning
discussion, possible research avenues, decisions made meeting, your job is to make sure that your customers get
and recordings of dates and participants. The action the features they need on the roadmap.” The features
team aimed to develop a tool to assist software product to be discussed in the expert evaluation sessions were
roadmapping by providing information from multiple the Roadmapper tool’s backlog tickets, imported by the
stakeholder perspectives. software developers from Trello 7. An example task
description can be seen as “Auto-accept user invitations on</p>
      </sec>
    </sec>
    <sec id="sec-2">
      <title>3.2. Summary of action research cycles register”.</title>
      <p>Roadmapper was developed to include the necessary
The Roadmapper tool was developed during three itera- views and features to support software product
roadmaptive AR cycles by Vincit while observed and evaluated ping tasks before the evaluation sessions. The tool was
by the research partners. Each cycle followed similar further developed during the AR cycles based on the
feedsteps: 1) issues were diagnosed to be solved during each back from previous cycles. For each evaluation session,
development cycle, 2) a simulated roadmapping session the Roadmapper was pre-filled with imported Trello
tickwas planned and conducted with three expert reviewers, ets from the development backlog, called tasks within the
3) researchers analysed the results to evaluate whether Roadmapper, related to the scenario description to
simuthe diagnosed issues were solved, and 4) researchers spec- late ongoing development work in a product. Each task
ified the lessons learned, which were validated by the was pre-evaluated for the sessions based on their value
expert reviewers. for specific clients and overall implementation
complex</p>
      <p>Several documents were composed in collaboration ity. The participants were each given tasks to be added
with company representatives before any sessions were based on the scenario description. Then, ADs were
reconducted: facilitator guidelines, scenario descriptions sponsible for evaluating task value for their clients, and
for each session, and invitation letters for the partici- developers were responsible for evaluating task
implepants. The facilitator guideline included instructions on mentation complexity. When these initial steps were
conducting the sessions from beginning to end, remind- complete, the participants were free to organise the
soft</p>
      <sec id="sec-2-1">
        <title>6https://www.google.com/drive/</title>
      </sec>
      <sec id="sec-2-2">
        <title>7https://trello.com/</title>
        <p>ware product roadmap using the tool as they pleased to results cover three main areas of interest: specifying the
complete their mission in the scenario. necessary information content and representation for</p>
        <p>The expert evaluation sessions were conducted in a hy- supporting information exchange, how value and
combrid setting. The study participants, company observers, plexity estimation was perceived by the participants, and
and researchers from Tampere University were located answering the question of what to do next based on this
in a meeting room within the company premises. Re- information via collaborative roadmap planning.
searchers from the University of Oulu participated
remotely due to the travelling restrictions related to the 4.1. Information contents of Roadmapper
COVID-19 pandemic at the time. The sessions were
recorded via Microsoft Teams 8 with informed consent, Roadmapper was designed to facilitate information
exand privacy procedures were explained to the partici- change in software product roadmapping with three main
pants. The facilitator described the session for the partic- types of stakeholders in mind: product owners that
proipants, led the session’s activities, asked clarifying ques- vide the direction and vision for software product
detions, noted the time used, and kept the session moving velopment, account directors that know their clients and
if the participants needed help with what to do. Other their needs within the product’s context, and developers
participants observed the sessions and took notes. The who provide technical expertise on implementing the
PO was asked to share their screen in each session and requested changes to said product. Roadmapper was
lead discussions with ADs and software developers to intended to aid in discussion sessions led by the PO,
comcreate a balanced software roadmap. mitting the relevant stakeholders to the same action plan</p>
        <p>After each session, one researcher watched the related concerning the product. Thus, the essential point is that
recording and created an annotated file by marking the one should not think of our results only from a technical
time when something interesting happened or was dis- roadmapping perspective but as an attempt to support
cussed and wrote a description of what was discussed information exchange in general – where supporting the
without any further analysis. An example of an anno- needs manifests as a roadmapping tool.
tation can be seen in “57:22 - Participant C noted that Roadmapper is divided into five main views. The first
development always featured surprises and that the total default view is the dashboard that visualises the current
amount of time would not be completely known. They roadmap’s value output of the current plan versus a
nunoted that a value indicating development speed (in the merically optimal plan. The dashboard also includes all
same unit that work estimates use) would be useful.” After tasks that still need to be rated. The second main view
completing the annotated file, the notes were grouped is the tasks view, providing an overview and details of
by their overarching theme, such as the numerical scale all the tasks within the project. The third view, clients,
of feature evaluation. Then, the notes under each theme represents a list of clients interested in the product being
were re-read and condensed into a description that con- developed. The weights of each client can be altered to
afveyed the essence of each theme. fect the optimal roadmap. The fourth view, the team view,</p>
        <p>The themes, their meaning and proposed actions to provides a way to manage the persons included within
address deficiencies were reported each iteration in an the selected project, selecting their roles and granting
analysis document shared within the action team. In ad- them access to specific clients. The final view, the plan
dition to research-related topics, any encountered bugs in tab, is the most important as it features the functionality
the tool were reported in the analysis document. The re- needed to create milestones and visualise their current
sults were then further condensed as Powerpoint9 slides composition (Figure 2).
for presentation to the expert participants for validation. Conceptually, Roadmapper deals with development
Based on the results, the researchers made recommen- items in a ticket format imported from external project
dations for actions for the next cycle, which were then management tools such as Trello, Jira10 and Gitlab11. The
discussed with the company participants when planning tickets within those systems, with abstraction levels
corthe next cycle. The action team then selected the issues responding to each company’s practices, are called tasks
to be addressed in the next cycle. within the Roadmapper. Each task includes ratings for
value and complexity. Account directors are responsible
for rating task value for each of their clients: how
valu4. Results able that item would be from the client’s perspective. On
the other hand, developers evaluated complexity,
estimatWe report our results and lessons learned from the view- ing the total challenge and efort needed to implement
point of how and why the Roadmapper tool was con- said task to the product.
structed as it was based on the three AR cycles. Our</p>
      </sec>
      <sec id="sec-2-3">
        <title>8https://www.microsoft.com/en-us/microsoft-teams/log-in 9https://www.microsoft.com/en-us/microsoft-365/powerpoint 10https://www.atlassian.com/software/jira 11https://about.gitlab.com/</title>
        <p>Besides numeric metrics, each task was assigned de- are collections of tasks. The milestones are read from left
pendencies and synergies concerning other tasks (Figure to right, the leftmost representing the next development
3). Dependencies dictate whether a task must be com- cycle. Each milestone provides average and total scores
pleted before other tasks from a technical point of view or for values along a client share score, denoting how well
the other way around. The synergy between tasks repre- the proposed milestones follow the current client weights
sents an alternative, optional way of evaluating task value set by the PO. Each client score can be set to denote their
– developing synergistic tasks simultaneously within a importance to the company using Roadmapper,
assumspecific milestone would increase the roadmap’s overall ing that a software product is being developed to be used
value creation concerning the efort spent (complexity by multiple client organisations. Milestone planning in
within Roadmapper). Roadmapper provides discussion support for the
collabo</p>
        <p>Projects represent the most high-level concept within rative identification of valuable tasks, ordering them to
Roadmapper, each project including one roadmap. Indi- deliver value.
vidual roadmaps consist of milestones (Figure 4) – which The expert participants all agreed that the tool, to be
helpful, should focus on simplicity to allow for flexibility
over rigid practices. This guiding principle was followed
during the tool’s construction and provided critical
reasoning on why it ended up as it did. Concrete examples
of this principle can be found in how value and
complexity are estimated and how the tool always reflects the
current situation and is updated as needed. The core idea
of the tool was not to represent everything perfectly but
to present the necessary information in an
understandable format to support collaboration and information
exchange.</p>
        <sec id="sec-2-3-1">
          <title>4.2. Value and complexity estimation</title>
        </sec>
      </sec>
      <sec id="sec-2-4">
        <title>Numerical evaluation of tasks is an old issue in software</title>
        <p>engineering – and an essential aspect of the tool since
it relies on providing numerical task values. The three
AR cycles showed that two main design aspects received
the most feedback from the participants: the numerical
evaluation scale of value and complexity, and
interpreting criticality of tasks – evaluating tasks between the
opposite ends of the spectrum in importance: irrelevant
or business critical for specific clients.</p>
        <p>We found that a five-step scale proved the most
efective in rating tasks when accompanied by textual
descriptions of the values to guide the scale’s usage between
stakeholders. The following scale was used in the third
iteration: 1 for Not relevant, 4 for A bit important, 9
for Somewhat important, 16 for Important, and 25 for
Business critical. Three evaluation scales were tested in
total – a linear scale from one to ten, a linear scale from
one to five, and the third non-linear five-step scale from
one-to-25 – and ended up with the last scale as it best
corresponded to participant needs and produced noticeable
value diferences between tasks.</p>
        <p>The business criticality of tasks was often referred to
as the most important aspect from a customer viewpoint.
Whether or not delivering the task would have
ramifications with doing business with a specific client. Several
discussions were had about evaluating business criticality
separately or indicating it with flags, but the consensus
remained to keep the tool simple to allow for flexibility.
The caveat of not including separate indicators for
business criticality is that one task may be critical for one
client and irrelevant for others, implying that the
criticality of tasks may only sometimes be related to the overall
business value of tasks – another example of why
supporting discussions in product roadmapping are essential
for companies. Another issue uncovered was rating tasks
when ADs were unsure of the task’s value – situations
such as when a task might have value to the company, but
further discussions were required to determine the actual
value. Resolving this issue was left as future work:
determining whether the task is good enough to decide on and
how to indicate it. Lastly, free-form comments within
tasks were considered helpful in conveying information
such as layouts for planned features and implementation
deadlines – dates that determined when the feature had
to be complete and delivered to receive any value, such
as before an event.</p>
        <p>For future work, a technical debt score was requested
to dictate how the roadmap should be balanced towards
the company’s own needs, which could help
communicate long-term commitments and maintainability
towards clients. Developers would evaluate technical debt
from a technical point of view and display it as a core
metric along with task value and complexity.</p>
        <sec id="sec-2-4-1">
          <title>4.3. Supporting communication in milestone planning</title>
          <p>Milestone planning lies in the heart of Roadmapper,
where the participants answered the question of what
to do next based on this information via collaborative to make a pretty far-reaching ready-made
roadmap planning. This view combines the knowledge of guess that could be reviewed with the
aceach perspective into action, where the inputs of every- counts.” (PO)
one involved are resolved to a common cause. Following
the principle of simplicity and flexibility, we found that For future reference, the participants argued that
inieach task must contain the following information for tial software roadmaps could also be created
automatquick milestone planning: how complex each task was to ically if task dependencies, the value and complexity
complete, how much value the task would create when of tasks, client weights and team capacity were known.
completed, and which tasks were essential to clients – Furthermore, task synergy estimation was considered
confirming the initial presumptions on the tool’s design. helpful and highlighted the collaborative nature of
plan</p>
          <p>The milestones in Roadmapper were purposefully left ning when deciding which items should be completed in
more abstract than they could have been, once again which development cycle.
echoing the principle of simplicity and flexibility. Even The openness of information was considered essential
though the participants intuitively thought of milestones by the participants. Specific views, such as the milestone
as scrum sprints, the abstraction level and purpose of planning view, were initially restricted to being accessible
creating milestones varied. The participants argued that only to the PO. However, all the participants agreed that
some tasks, such as hot-fixes, were out of scope for this open information sharing within the tool was preferred
kind of tool and placed these kinds of tasks directly to over restricting access to information. The participants
strategic development – meaning in practice that they highlighted the tool’s conversational nature, where some
were added to the current or next development sprint roadmapping insights only surface in joint sessions when
as priority tasks and purposefully not included in the looking at the same screen – showing the screen to other
roadmap. An essential mental distinction is that the roles leads to making specific observations earlier. In
roadmap was not considered a concrete sprint plan either, practice, the participants agreed that it would benefit
supporting the findings of the conducted pre-study. Task ADs and developers to access all parts of the tool, with
complexity is abstracted away from actual working hours, read-only access at the very least.
even though the tool provides a sanity-check mechanism The role of ADs was to support the PO while
constructfor comparing the complexity of milestones to estima- ing roadmaps and provide client-related knowledge for
tions of real working time. Nevertheless, this feature the PO by rating task values from the viewpoint of their
is intended to judge the appropriate sizes of milestones clients. A concrete visualisation was suggested as a list
against each other. of tasks sorted by highest value and lowest efort
con</p>
          <p>The participants created software roadmaps with what cerning the specific client to help communicate their
was titled “the greedy algorithm”, first doing tasks that most pressing needs to the PO. Furthermore,
understandprovided the most value with the least complexity. The ing the status of each customer using the product and
PO determined the milestones within a roadmap using providing communication assistance towards the clients
the following process. First, team velocity was needed was considered a priority for further development action
to determine the correct size of a milestone. Then, a bal- by the ADs. The ADs were interested in knowing how
anced composition of tasks was collected within said mile- each client was doing regarding overall value output and
stone based on client weights or other explicitly stated whether their needs were being served.
needs – repeated until as many milestones as needed
were created. The “greedy algorithm” did, however, face
issues that were expected by the action team, further
verifying the initial presumptions: the dependencies of
tasks must be known before they can be meaningfully
arranged.
“What’s coming [features to be delivered]
and a rough estimate of when it’s coming.</p>
          <p>After all, it could show the tasks that
generate a lot of value for the customer in
question on a timeline and what comes from
there at any time.” (AD1)
“As PO, I think that if I have an
understanding from the technical experts that there are
dependencies here or that these should be
done at the same time. If I have an
understanding from the account directors that
how much this particular ticket serves this
customer, with what kind of weightings and
what is the order of priority of the tickets
from that account’s point of view, then I
would believe that as a PO I would be able</p>
          <p>Finally, visually and conceptually explicating both
technical and value-related information was considered
to be the most valuable asset of Roadmapper, to which
the PO and ADs provided the following shared testimony
in agreement:
“[the Roadmapper tool] would help. I
have done roadmapping with diferent tools.</p>
          <p>When [using other tools, you’re] carrying
similar types of information with other
ways, or by asking, or in conversations, but
here we get technical expertise information
in a formal way, it is shown and it can be
utilised when planning. And in the same
way numerical information can be obtained
from accounts [account directors], of course
it helps. Information on the basis of which
one does one’s own work seems pretty good
based on this.” (PO)</p>
        </sec>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>5. Discussion</title>
      <sec id="sec-3-1">
        <title>This study aimed to facilitate information exchange be</title>
        <p>tween stakeholder groups in software product
roadmapping. To this end, we contribute an open-sourced
software product roadmapping tool called Roadmapper and
specify lessons learned during its construction with
Vincit.
dependencies of tasks. ADs provided abstracted value
estimations on how beneficial the features would be from
their customers’ perspectives. Roadmapper supports
information exchange by providing the means to collect
and present information the most relevant for each
stakeholder group, allowing them to discuss it and form a
Roadmap that provides a steady output of value while
considering necessities such as technical dependencies.</p>
        <p>Roadmapper helps address the most critical and
problematic phases of product roadmapping: prioritising
features [14]. Roadmapper does this by fostering
communication between stakeholder groups and providing visual
aids to obtain a joint agreement on the product roadmap.</p>
        <p>Furthermore, Roadmapper helps address several other
issues reported in contemporary roadmapping, primarily:
5.1. RQ: How should information
exchange be supported in software
product roadmapping?
• The need for shared and well-communicated
product vision. [5, 12] Roadmapper-facilitated
discussions are aimed at providing a joint
agreement on the roadmap, where the PO is responsible
for following and communicating the company
vision.
• The need for integrating client feedback
channels into roadmapping. [12] When ADs
know their clients’ needs, their primary
responsibility in Roadmapper-facilitated discussions is
to ensure their clients receive value and remain
satisfied with the current product roadmap.
• The need for criteria in roadmap item
prioritisation. [12] Roadmapper provides explicit
means and metrics to prioritise features:
customer value, task complexity, technical
dependencies, and synergy between features. Each
participant is able to see the criteria used for
decisionmaking, increasing the transparency of product
development decisions.</p>
        <p>Software product roadmapping allows stakeholders to
commit to a shared product development plan [5] by
combining perspectives from diferent parts of an
organisation [1]. However, aligning business strategy and
product development remains challenging in practice
[6, 7]. To this end, we created a solution primarily
focused on supporting the discussion between stakeholder
groups to align their perspectives for a shared product
development plan. Besides Roadmapper itself, the main
results of this study are the lessons learned on how tool
support can help foster collaboration in software product
roadmapping. We highlighted three main areas of
interest in our study: the information content and
representation for supporting information exchange, how value and Guided by the principle of simplicity, Roadmapper
complexity estimation was perceived and done by the provides an open-ended and flexible way of evaluating
participants, and how milestone planning tied these as- feature value in a software product roadmapping
conpects together into actions by answering the question of text. In comparison to other tools, unnecessary
comwhat to do next based on this information via collaborative plexity was found to be one of the VALUE tool’s main
roadmap planning. weaknesses [22]. Tools such as ReleasePlanner [24] and</p>
        <p>We successfully supported information exchange in Software Product Management Workbench [ 25] also rely
software product roadmapping with role-specific infor- on a more formal development planning. However, in
mation representation. According to previous research, this study the participants all preferred the free-form
development, finances, and clients’ perspectives should way of roadmapping that focused on ordering feature
be present in feature prioritisation activities [15, 16]. delivery based on value output and implementation
comRoadmapper follows a similar cast of stakeholders by plexity, while indicating implementation synergies and
including a technical perspective from development, a dependencies.
customer value perspective conveyed by ADs, and a prod- Based on our findings and the lessons learned while
uct leadership perspective from a PO. Both developers constructing Roadmapper, we conclude that abstractions
and ADs were responsible for rating tasks according to of feature value for clients and implementation
complextheir speciality: developers provided an abstraction of ity, coupled with task dependencies and synergies, form
task complexity, implementation synergies and technical a base on grouping and ordering tasks for a software
product roadmap. Increasing the visibility of presump- oped as it was. The findings of each cycle were reported
tions and expectations of value and complexity promotes back to the participants for verification, and they were
decision-making transparency for all participants and given a chance to comment on them – grounding them
aids in achieving a joint consensus between stakeholder through expert review and validation. However, we
congroups when using the tool to support product develop- sider it part of future work to see whether the conclusions
ment discussions. Finally, the following lines of research presented in this paper can be applied to projects using
provide opportunities for further research. diferent development methods from a general software</p>
        <p>The first avenue for future research is value estimation engineering viewpoint.
in software engineering. Estimating value for features Lastly, two researchers participated actively in the
and other development items, such as paying back tech- research cycles, and three other researchers participated
nical debt, is often challenging. Feature synergy was one in the validation of the results as outsider participants
of the core ways of estimating the value of features in to reduce the risk of bias due to being an active part of
this study. Future research should investigate how the the research. The company participants conducted the
value of diferent development items can be estimated actual development.
and communicated transparently.</p>
        <p>Pre-emptive estimation of technical debt represents
the second direction for future research. Implementing 6. Conclusions
software features often incurs technical debt. Future
research should investigate how decision alternatives in
product roadmapping afect the upcoming technical debt
of the product.</p>
        <p>Lastly, supporting customer-directed communication
ofers a third avenue for future research.
Roadmappingrelated information is often easier to communicate to
internal stakeholders than external stakeholders.
Future research should investigate how customer-directed
communication can be supported when making product
development decisions.</p>
        <p>Roadmaps are valuable tools that represent decision
alternatives over time, combining the why and what should be
done in software product development. However,
aligning business strategy and product development in
practice remains challenging. To address this challenge, we
conducted an AR study on how information exchange
should be supported in software product roadmapping.</p>
        <p>To this end, we contribute an open-sourced software
product roadmapping tool titled Roadmapper. In addition, we
specify lessons learned in supporting the exchange of
information. We emphasise that the tool shows promise
in supporting information exchange in software product
5.2. Validity and limitations roadmapping by explicating tacit knowledge, promoting
There are several limitations associated with this study. the visibility of estimations, transparency of
decisionThe participants of this study and their number were making, and promoting the voice of each stakeholder
decided by the hosting company, representing a selection group to be heard within those discussions – despite the
of personnel suitable for expert reviews. However, the PO small sample of participants and the simulated nature of
noted that they lacked experience in this specific kind of the evaluation sessions.
work where a product was sold to multiple clients, despite The main takeaway from this study is that role-specific
having strong experience otherwise. One potential flaw information representation was found to aid software
in the simulation is that the developers were part of the product roadmapping by facilitating information
exaction team and those that built the tool in reality. The change between stakeholder groups. Roadmapper
suprole of developers in these kinds of discussions should ports information exchange by allowing diferent parties
be studied further in future research. to clarify their views and making them understandable</p>
        <p>The Roadmapper’s backlog items were used instead to other stakeholders, facilitating the discussion when
of actual cases for confidentiality and practical reasons, they meet. Thus, Roadmapper visualises a common
sitwhich led to simulated scenarios that may have afected uational picture of software product development and
how the participants approached using the tool. The first acts as a group memory – helping to remember what
iterations sufered from technical immaturity, potentially the other stakeholders think about the matter. The
findleading to diferent results given more development time ings from this study related to providing the necessary
each cycle. However, the discussions saturate towards information contents for software product roadmapping,
the third session, giving the impression that the tool discussing value and complexity estimation of tasks, and
fulfilled its purpose with its current features. outlining how communication in milestone planning can</p>
        <p>We address validity, concerning the qualitative aspects be supported. Abstractions of feature value and
impleof this study, through a detailed description of data [32] mentation complexity, coupled with task dependencies
by providing supporting quotations for the presented and synergies, were found to form a base for software
ifndings and reasoning how and why the tool was devel- product roadmaps.
support for value-based decision-making: A
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Applications (SEAA), 2016, pp. 34–41. doi:10.1109/SEAA.</p>
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(APSEC), 2017, pp. 279–288. doi:10.1109/APSEC.</p>
        <p>2017.34.
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