Tracking Change - Identification & Categorization - Part II

There are numerous things we can do to help mitigatemaking an abrupt decision on origin, but consider the
change and effectively respond to change that doeshistory of the project and all other relevant factors that
occur. The bullets below outline how we cancontributed to the change. Once this has been
accomplish this, meet the customer's needs the firstsatisfied, I recommend creating classifications for
time, and in turn help better manage our projects,changes and properly coding all changes. If there is
clients and team:uncertainty on how something originated, you can poll
1) Communicate, Communicate, Communicate. Poorthe client and the project team. Asking the client to
communication and failure to restate needs andrate the capture and accuracy of requirements and
specifications can result in misunderstandings. Withoutperformance in delivering a product to meet their
a completely clear view of the client's landscape, theneeds can be very telling. Sometimes we are too
project specs and all other pertinent details will likelyclose to the details to see the real issue or what went
falter in some fashion. Providing the client with a writtenwrong. By involving the project team, you also broaden
account of all conversations, understanding of needyour perspective and create a collective interest in
and clear and thorough specifications can vastlyunderstanding areas needing improvement.
improve all aspects of the project. Staying in close6) Collectively Analyze Change Request Data. With
communication with the client about their needs andaccurate reports on the frequency, timing (when in the
the potential for change may allow you to better planlifecycle did the change surface), and type of requests,
and react to it when it does occur. I find that regularwe are armed to make improvements. This data, just
communication, outside of a formal meeting to discusslike the process involved in determining the origin of
a specific topic or project results in more usefulchanges, should be carefully analyzed. Data patterns
intelligence that can be used to properly managewill help identify areas needing attention, but be sure
current and future projects.and craft your approach to improvement in areas that
2) Manage Change. A thorough understanding of theyou can control and measure.
client's business and potential volatility should be7) Determine Steps Towards Improvement. You now
reviewed up front during project planning. Forecastingunderstand how important it is to be intimately involved
and managing change is part of the risk managementwith your client's business; the ins and outs of the
plan. Change management is not a static event. Evenapplication that has just been built, you have controlled
the best communicator can encounter change. It's howand categorized changes that have arisen, now you
you handle and react to potential change that ismust look toward the future and ongoing, continuous
important. Managing changes involves continuousimprovement. In order to improve the client relationship,
awareness, being proactive in every day activities andthe product output that is being created and to reduce
general openness.chaos that can result from change, it is critical to
3) Create an Agile Development Process, Applyingunderstand how to reduce change in the future.
Short Release Cycles. Getting things in the customer'sClassifying several items as usability items will not tell
hand early and often will assist in ensuring the systemyou much, unless you identify where the usability area
will meet the intended goals. An agile approach, alongwas introduced, what was missing/vague from the
with frequent client reviews may help ward offrequirements that may have contributed to the issue,
significant system changes and will better ensure thethe client's involvement with this portion of the process,
application will be in the client's hands faster, beforeand any other supporting information that may identify
business changes do need to occur. Along with shortwhat could be done differently next time. Working
releases and regular client checkpoints, I like to employprototypes may take longer to create than static
prototyping for features and screens that I believespecifications, but the time spent up front can result in
involve a significant amount of risk, typically for brandsignificant savings and client satisfaction levels later on.
new features or those that have resulted in significantThe complete cost, including the risk of not doing
pre-build discussion. Get the client involved early andadditional up front planning and communication, should
keep them involved throughout.be reviewed carefully.
Additionally, systems integrators and implementersThe above tips will assist in reducing controllable
should be continually developing code in modularchange, identifying the source of changes and taking
elements that, if required, can function independently ofswift steps towards eliminating the same instances
other requirements. Understanding up front what mayfrom reoccurring. Even after the system is released to
change allows us to plan for change in our design.the client, I recommend studying end user behavior,
4) Use the System as the End User. Best casesuch as how they navigate, how they utilize the
scenarios and blue sky approaches to softwarevarious screens and areas where they abandon the
development can lead to treachery andsystem. This data will help identify additional areas of
misunderstanding. Truly delving into the system and theimprovement, outside those that have been specifically
client's business, as will be done in real-world use, isclassified as changes. Project changes are typically
necessary to identify any unnecessary quirks orpositive improvements that surfaced after the project
oddities in design. With a thorough understanding of thewas defined. The key is to determine these
client's business and the offline processes that occur inimprovements at an earlier stage, before they become
conjunction with the software screens, I recommendingrained in the project from inception.
working with the client to develop real-world scenariosWe are often faced with nearsighted decisions that
and personally using the system to fulfill the scenariosimpact the schedule and cost of the project and are
developed. This will help identify navigation difficulties,too quick to forget all the effects of an improperly
improperly labeled buttons, or issues in workflow.designed system. While we all wish for projects to be
5) Track the Origin and Source of Changes. In order tocompleted on time and within budget, there is nothing
make improvements, we need to understand wheremore frustrating than rushing a system or not taking
we started and where we currently stand. Classifyingthe time up front to truly understand what is needed. A
changes, regardless of magnitude and type, islack of complete understanding will be quite evident to
important. When changes surface, I don't recommendthe client.