Análisis Comparativo de Las Metodologías SCRUM y PMI en Su Aplicación A La Gestión de Proy
Análisis Comparativo de Las Metodologías SCRUM y PMI en Su Aplicación A La Gestión de Proy
M. A. López-González (B)
Grupo INGENIERIA DE PROYECTOS, Dpto. de INGENIERIA, iONE Ingeniería
& Peritaciones S.L. C/Dr. Fleming Nº 45, 02004 Albacete, Spain e-mail:
[email protected]
Historically, project administration has been developed and has evolved into the
concept accepted nowadays. From the moment, in 1920, when Henry Gantt
introduced his famous scheduling graph, the Gantt diagram, to this day, different
methods and systems have been developed for project planning, control,
administration, monitoring, and execution.
In the beginning of the ’80s, Nonaka and Takeuchi [10] identified and defined an
agile development model, after analyzing how new products were developed in the
most important technological manufacturing companies (Fuji-Xerox, Canon,
Honda, Nec, Epson, Brother, 3M, and Hewlett Packard). In their study, they
compared the new teamwork modality with the advance in melee formation (scrum)
of Rugby players. This way, the term “SCRUM” was coined to name this teamwork
modality. SCRUM, like other agile methodologies, is based in the four postulates
of the “Agile Manifesto,” defined in 2001 by 18 advocates of these methods. In
addition to the postulates of these four values in which it is based, the Agile
Manifesto establishes 12 principles [1]. Although the SCRUM methodology
emerged in technology products manufacturing companies, it is applicable not only
to projects with unstable requirements, but also to all projects requiring speed and
flexibility [8].
Tomanek et al. [11] developed a comparison between two work schemes,
PRINCE2 and SCRUM. Shiohama et al. [9] analyzed the determination of sprint
length or actuation sequences and proposed several methods for effort estimation
and duration of these efforts. In a similar sense, Zahraoui and Abdou Janati Idrissi
[12] proposed several factors to be considered in the calculation and estimates of
efforts and the sprint length.
López-Martínez et al. [6] have identified the disadvantages arising from the
adoption of the SCRUM methodology in software development. They encompass
work habit changes in four groups: people, processes, projects, and the organization.
On the other hand, Gartzenetal. [4] address the uncertainty generated in project
management and how this uncertainty diminishes with the application of SCRUM
agile methods to product development outside the software context, especially in
the development of prototypes for new technology products.
2 Comparative Analysis of the SCRUM and PMI … 19
Finally, Klein and Reinhart [5] present the results of their research work on the
socalled agile engineering, on the transfer of agile procedures such as SCRUM that
were exclusive of software engineering and which are applicable to the development
of mechatronic systems and also to the development of machines for their
construction.
In the present work, a comparison is developed of the Classic Methodology in
the Integrated Project Management, according to the Project Management
Foundation Guidelines PMBOK® 5th edition [7], with regard to the “SCRUM” agile
methodology approach, according to the Guide to the SCRUM body of Knowledge
SBOKTM [8].
concepts: project objectives, times, and costs, as Table 2.1 indicates. This table is a
review of the study made by Figueroa et al. [3].
When comparing the development phase structure of both methodologies, it can
be seen that both the Classic methodology (PMBOK®) and SCRUM (SBOKTM)
are
Table 2.1 Classic and SCRUM
Characteristic Classic SCRUM
methodologies’
characteristics Focus In processes In people
obstacles that could arise and solve them immediately, thus minimizing unnecessary
risks for the project.
Classic methodology considers 23 processes distributed in five process groups,
while SCRUM proposes 18 processes in the other five groups. This noticeable
reduction of 22% in the number of SCRUM processes compared to the classic
Table 2.2 Processes of the Classic and SCRUM methodologies (PMBOK and SBOK)
Classic / SCRUM Classic SCRUM
Planning / Plan and Estimate Project Management Plan. Create User Stories
Requirements Identification Approve, Estimate and Assign User
Scope Definition. Stories.
WBS (Work Breakdown Structure) Estimate Tasks.
Creation. Create Sprint Backlog.
Activities Definition
Legend:
Initiate Activities’ Sequence Definition.
Plan and Estimate Estimation and Duration of Used
Implement Resources.
Review and Retrospect Schedule Development.
Release.
Budget.
Quality Planning.
Human Resources Planning.
Communication Planning.
Risk Management Planning.
Procurement Planning.
Execution / Implement Execution Management. Create Deliverables.
Quality Assurance Management. Conduct Daily Standup.
Project Team Development. Maintenance of the Prioritized Product
Backlog
Performance and Control / Work Performance and Control. Convene SCRUM of SCRUMs.
Review and Retrospect Project Scope Control. Demonstrate and Validate Sprint.
Risk Monitoring and Control. Retrospect Sprint.
methodology implies that resources that should be allocated for the completion of
these processes can be assigned to other tasks, thus streamlining management,
reducing time, and therefore costs, without losing information or diminishing
project management capacity.
Schedule differences arise when the civil work of the transformer substation is
divided into its different components. Due to Sprint planning in SCRUM, periods
of different duration are required, compared to the classic methodology, depending
on the estimated execution time.
The project schedule changes, regrouping or dividing line items related to the
classic management planning to adjust it to SCRUM Sprints, as shown in Table 2.3.
4.2.1.5 SET civil work 02/28/17 05/16/17 4.2.1.5 SET civil work 02/28/17 05/16/17
A01 Earth moving 02/28/17 03/09/17 A01, Earth moving, 02/28/17 04/12/17
A02 concrete and
A02 Concrete 03/09/17 03/31/17 and steel
A03 Steel 03/31/17 04/12/17 A03
5 A01, A02, and A03 Earth moving, concrete and 02/28/17 04/12/17
steel
6 A04, A05, A06, A07, Masonry, Earthing 03/31/17 05/08/17
and network,
A08 Sanitation network,
Illumination, and metallic
structure
7 A09 Control building civil work 02/28/17 05/16/17
For the second case, line items breakdown represents the 4.2.2.2. A02 execution
line item is shown in Table 2.4 schedule. It matches Sprint 12, 13, and 14 of the
Release Planning Schedule in Table 2.7.
Regarding the acting roles in each methodology, Table 2.8 shows there is no direct
correspondence between them. Roles in SCRUM are distributed among the four
participant figures: the Client, the Product Owner, the SCRUM Master, and the
SCRUM Team.
Table 2.8 Role identification
Role Classic SCRUM
from Classic to SCRUM
“Big shot” Manager Client
2.3.4 Summary
2.4 Conclusions
In this work, the advantages and disadvantages of the Agile Methodology SCRUM
as a replacement for the Classic PMBOK methodology are discussed in an objective
manner, for construction projects. Many aspects of the agile methodologies have
been clarified as well as their possible use in a successful project. It is of crucial
importance
Table 2.9 Documents generated in the Classic and SCRUM methodologies (PMBOK and
SBOK)
Classic / SCRUM Classic SCRUM
(continued)
Table 2.9 (continued)
2 Comparative Analysis of the SCRUM and PMI … 29
that all the SCRUM Core Team members have a deep knowledge of the
methodology and its principles. It has been shown that there is no direct
acknowledgement of the roles among participants, management processes, and
generated documentation from one method to the other.
30 M. A. López-González et al.
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