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LIGHTLY TECHNICAL OBSERVATIONS ON PEOPLESOFT, SQR, AND RELATED AND UNRELATED TOPICS

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Over the Waterfall

If you've ever been a developer on a significant PeopleSoft project—or just about any large development effort—you have probably worked within the Waterfall model.

What is Waterfall? It's the best-known, most widely used software development methodology. Under this model, the project proceeds in an orderly fashion from requirements analysis through design, coding, testing and deployment. As each phase is completed, the work flows down to the next phase, as in a waterfall. Key to this approach is the idea that a phase should be completed and documented before the next phase begins. For example, all design should be complete before one line of code is written.

If your company has done the popular thing and established a "Project Management Office," which in turn produced a large binder describing a development methodology named with a clever acronym, look at the binder and you'll see a version of Waterfall.

The Waterfall model was described in a 1970 paper by W.W. Royce (available here). Ironically, after introducing the basic Waterfall model, Royce wrote that "I believe in this concept, but the implementation described above is risky and invites failure." He then went on to propose fixes, including a more iterative approach (good) and more documentation (not necessarily so good). Unfortunately, his analysis of the model was forgotten and only the part that is "risky and invites failure" was adopted by the industry.

I'm not a fan. There are many practical problems with the Waterfall approach. Waiting for each phase to be fully completed and documented before proceeding means that the project periodically grinds to a halt. Relying on detailed documentation for communication between steps means that errors are copied and magnified as time goes on. Waterfall separates the teams, reducing communication. Scheduling is more difficult because a team can't begin its work until the previous phase is completed. Errors are not caught until late in the process, and there is no clear way of looping back to correct them. (Obviously, this is possible, but it violates the whole idea of Waterfall.)

Waterfall is probably the best method if all of the following are true:

  • Your users know exactly what they need at the beginning of the project, and they won't change their minds later;
  • The requirements analysis team translates these needs perfectly into a document;
  • The design team translates the requirements perfectly into a design document;
  • The programmers translate the design perfectly into code;
  • All teams are available just when they are needed; and
  • Your project is scheduled to start no later than, say, 1995.

Proponents of Waterfall point out that it's important to plan ahead, because an error caught late in the process is much more expensive to fix than one eliminated early by good analysis. That's not as important as it once was, but it's still a consideration. Therefore, time spent up front is a good investment. But the law of diminishing returns is seldom considered. Depending on your project manager, you may be faced with a proliferation of "visioning," scoping, analysis, design, specification, documentation and review steps that tend to drag on, squeezing the construction and testing phases into smaller and smaller windows. This is very dangerous.

There are limits to how good your design can be, no matter how long you spend on it. As I mentioned last week, it is often difficult to know exactly how to do something until you try to do it. It's common for me to begin a project, knowing exactly how I plan to do it, only to find during construction that my assumptions were wrong. It's like solving a maze but being asked to specify the correct path in advance.

So why is Waterfall so popular? Here are a few guesses. Budding project managers learn from experienced project managers, and not necessarily from previous projects or development experience. Old-timers (such as myself) who started out in the mainframe era—when it was difficult to experiment, and up-front design was critical—transfer their experience to current projects. Consulting firms "sell" Waterfall as a way to keep control over projects (and, incidentally, to sell lots of hours). Project managers feel overwhelmed by the idea of "cowboy coders" running off in all directions, and want a more manageable, predictable process. Finally, Waterfall provides an acceptable way of failing. "I used the industry standard methodology, Boss, so that's not the reason the project crashed."

The very good "Ward's Wiki" at c2.com says of Waterfall that it is "largely discredited, but still widely used." That's probably the bottom line. So how do we, as developers, work effectively within Waterfall? How do we reduce the risk inherent in the model? How do we manage the abrupt, inefficient stops and starts in the schedule? How do we get our work done? I'll suggest a couple of ideas next week.

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SQRSQR colors 08-11-2014
SQRSQR lines, boxes and images 08-10-2014
SQRSQR one-point coordinate grid 08-09-2014
SQRSQR proportional fonts 08-08-2014
SQRSQR print positioning 08-07-2014
SQRSQR reports: The basics 08-06-2014
PS Fear of customization 07-18-2014
SQRSQR variable names 07-02-2014
PS Concatenating strings in PCode05-12-2014
PS HTML and server communication 05-05-2014
PS JavaScript in HTML areas 04-21-2014
PS Using HTML areas 04-18-2014
PS The HTML object 04-11-2014
PS Types of HTML areas 03-14-2014
SQREmbedded SELECTs in SQR 01-31-2014
PS Exporting all PeopleCode 11-30-2013
PS Disabling autocomplete 09-29-2013
SQRSP Debugger for SQR update 09-12-2013
General Stopping... and restarting 09-02-2013
SQRSQR debugger version 2 09-29-2010
SQRA few SQR items 05-20-2009
PS Ignoring "component changed" 05-07-2008
PS App Engine 04-30-2008
PS Commenting code 04-02-2008
PS The "Powered By" page 03-05-2008
PS Formats in PeopleCode vars 01-30-2008
PS Page layout with group boxes 01-09-2008
PS Meta-SQL wrappers 12-19-2007
PS Derived record PeopleCode 12-05-2007
PS A Cancel button 11-28-2007
General "Leading" the test effort 11-07-2007
SQRTemporary tables in SQR 10-31-2007
SQRUpdating long character data 10-24-2007
PS Record.Field specification 10-17-2007
PSSQRRELLANG.SQC 10-03-2007
PS Migrating project definitions 09-26-2007
PS Derived records 09-19-2007
PS Positioning elements on pages 08-29-2007
General Thanks 08-22-2007
SQRSQR "code alerts" 08-08-2007
PS Styles in HTML Areas 08-01-2007
SQRDynamic SQL for performance? 07-25-2007
PS Page Field Name 07-18-2007
PS PeopleCode event order 06-27-2007
SQRFormatting Excel using HTML 06-06-2007
Component-changed state 05-23-2007
PS Selecting styles for page fields05-16-2007
SQRSending email from SQR 05-02-2007
General Contractor networking 04-25-2007
PS Project X--and another project04-18-2007
PS Effective and data entry dates04-11-2007
PS A PeopleSoft home page 04-04-2007
PSSQRHyperion and the future of SQR03-21-2007
General The data doesn't lie 03-14-2007
PSSQRHyperion acquisition 03-07-2007
General Taking ownership 02-28-2007
PS Source control 02-21-2007
PS Sandboxes 02-14-2007
PS Migration instructions 02-07-2007
PS PeopleSoft environment usage 01-31-2007
PS Multiple environment strings 01-24-2007
PS Multiple testing environments 01-17-2007
PS PeopleSoft support environments 01-10-2007
General A single source of truth 01-03-2007
Nothing Smile 12-27-2006
PS Navigating the component buffer 12-20-2006
PS JavaScript and styles 12-13-2006
PS SQL for common HR queries 12-06-2006
SQRSQR program complexity 11-29-2006
SQRFrequent SQR questions 11-22-2006
PS Followup 11-15-2006
PS Expanding subrecords 11-08-2006
PS Bind variables 10-25-2006
PS Attaching objects to projects 10-18-2006
PS Partial transaction completion10-11-2006
PS The multi-process component 10-04-2006
PS Employee rows lost to security09-27-2006
SQRSQR document sections 09-20-2006
PS Empty-string compares in SQL 09-13-2006
SQRNulls, blanks, empty strings 09-06-2006
General Company policy 08-30-2006
PS Auto-lookup exclusion 08-23-2006
PS Effective status 08-16-2006
PS A couple of HRMS/HCM utilities08-02-2006
PS Translate value changes 07-26-2006
General Updating views 07-19-2006
General Set-based updates 07-12-2006
PS SQL set-based processing 07-05-2006
Being happy about bugs 06-28-2006
Busy in the PS marketplace 06-21-2006
General 2-way documentation 06-14-2006
PS Interfaces as views 06-07-2006
PS Hijacked fields 05-31-2006
General Agile software development 05-24-2006
General Working within Waterfall 05-17-2006
General Over the Waterfall 05-10-2006
PS Experimentation in PeopleSoft 05-03-2006
PS Unlimited enhancements? 04-26-2006
PS Testing direct DB updates 04-19-2006
SQRDelayed evaluation of SQL 04-12-2006
PS Database compares 04-05-2006
General Support problem? Call FBI! 03-29-2006
SQRFinding SQR errors 03-22-2006
PS Finding PeopleSoft Queries 03-15-2006
PS PeopleSoft Query support 03-08-2006
PS JOB table and SetIDs 03-01-2006
PS Migrating the project 02-22-2006
PS Compare and Report options 02-15-2006
PS Comparing and migrating projects 02-08-2006
PS Object security in App Designer 02-01-2006
PS Automation of App Designer 01-25-2006
General Contractors on PS projects 01-18-2006
General "Smart coding" 01-11-2006
SQRDebugger tricks 01-04-2006
PS EFFDT and component processing12-28-2005
PS Referential integrity 12-21-2005
PS Menu navigation using SQL 12-14-2005
SQRA coding standards wish list 12-07-2005
PS More App Designer options 11-30-2005
PS Pages in App Designer 11-23-2005
PS Finding objects on the menu 11-14-2005
PS Magic search record fields 10-31-2005
PS Documenting object attributes 10-24-2005
PS Monitoring server performance 10-17-2005
PS Searching PeopleCode 10-10-2005
PS Speeding up App Designer 10-03-2005
PS Using the message catalog 09-26-2005
PS Good ideas that sometimes aren't09-19-2005
PS And now Siebel 09-12-2005
SQRDate comparisons 09-05-2005
PSSQRFTP options 08-29-2005
PSSQRMoving code across environments08-22-2005
PS Spring cleaning 08-15-2005
SQRBuild your own SQR "IDE" 08-08-2005
PS Change control in App Designer08-01-2005
PS App Engine: disadvantages 07-25-2005
PS App Engine: advantages 07-18-2005
SQRCoding Excel file output 07-11-2005
General Creating Excel files 07-05-2005
PS Dave's next move 06-27-2005
SQRSQR variable oddities 06-20-2005
SQRSQR arrays 06-13-2005
SQRCompiling SQRs 06-06-2005
PS 5-character SETIDs 05-30-2005
PS Use all of the keys 05-23-2005
SQRDynamic SQL in SQR 05-16-2005
PS Running the in-place conv 05-09-2005
PS Searching for fields in DB 05-02-2005
PS Converting setup data 04-25-2005
PS Associating effective-dated tables 04-18-2005
PS Upgrading without an upgrade 04-04-2005
PS Scheduling patches 03-28-2005
PS To patch or not? 03-21-2005
PS Basic tools 03-14-2005
SQRWay back with sqrtools.com 03-07-2005
PS Meta-SQL 02-28-2005
PS Dropping the user index 02-21-2005
PS User indexes 02-14-2005
PS Page changes in App Designer 02-07-2005
General Generate SQL from SQL 01-31-2005
SQRSQR report viewer 01-24-2005
General Bug or enhancement? 01-17-2005
PSSQRTagging objects and code 01-10-2005
General Issue tracking 01-03-2005
PS PeopleSoft 10? 12-27-2004
PS Purging tables 12-20-2004
PS Acquisition 12-13-2004
PS Exporting PCode as text 12-06-2004
PS Simplify SQR code 11-29-2004
PS New site for SQR info 11-22-2004
PS Comparing objects 11-08-2004
PS Applying SQL-from-SQL 11-01-2004
General Generating SQL with SQL 10-25-2004
General Generating SQL 10-18-2004
PS Scrambling data 10-11-2004
PS What's going on with PS? 10-04-2004
SQRPrint positioning in SQR 09-27-2004
PS Oracle vs. PeopleSoft 09-13-2004
General Word, email, and lava lamps 09-06-2004
PS Custom run control: tips 08-30-2004
PS Custom run control: building 08-23-2004
PS PeopleCode, behind the scenes 08-16-2004
PS Language-specific pages 08-09-2004
SQRUsing substitution variables 08-02-2004
SQRSQR substitution variables 08-02-2004
PS HTML areas 07-19-2004
SQRRecursion in SQR 07-12-2004
SQRSQR code formatting 07-06-2004
SQRDebugger beta release 06-28-2004
PS Application Designer tidbits 06-27-2004
PS Configuration for custom SQR 06-14-2004
PSSQRModify or clone? 06-07-2004
PS Identifying custom objects 06-01-2004
PS EFFDT again 05-24-2004
General Change-only interface: impl 05-17-2004
General Change-only interface: concept05-10-2004
PS Cache troubles 05-03-2004
PS Component PeopleCode 04-25-2004
PS EFFDT and EFF_STATUS 04-18-2004
PS SETID in subselects 04-11-2004
PS Denormalized tables 04-04-2004
PS Documenting retired custom 03-28-2004
PS Sharing login IDs 03-21-2004
SQRGlobal and local SQR variables03-14-2004
SQRDISPLAY and MOVE 03-07-2004
PSSQRRun control in SQR 02-29-2004
SQRCommon sources of SQR bugs 02-22-2004
PS Implementation setup data 02-15-2004
PS Managing setup data 02-08-2004
PS Managing objects 02-01-2004
PS Make a home page 01-01-2004