Managing Knowledge in Global Software Development Projects: IT Professional January 2014
Managing Knowledge in Global Software Development Projects: IT Professional January 2014
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IT RISKS
Managing
Knowledge in
Global Software
Development
Projects
Torgeir Dingsøyr, SINTEF, Norwegian University of Science and Technology, Norway
Darja Šmite, Blekinge Institute of Technology, Sweden
S
oftware is increasingly being developed companies are still striving to increase the effec-
by global teams.1,2 In companies of all tiveness of global software development projects.
sizes, projects are being set up across As Pär Ågerfalk and Brian Fitzgerald4 describe,
several development sites, separated by global software development projects are chal-
distance, time zones, and cultural differences. In lenging, owing to a lack of informal interactions
the past, companies focused on outsourcing cer- between team members, which can reduce their
tain software projects to low-cost countries. To- awareness of others’ work tasks. Furthermore,
day, companies often instead choose to establish cultural differences can create misunderstand-
their own sites in different countries, enabling ings, and inconsistent work practices can impinge
access to sufficient personnel and technology effective coordination.
knowledge while ensuring the necessary control Knowledge management,5 which is “a method
over staff turnover and protection of intellectual that simplifies the process of sharing, distrib-
capital.3 Recent advancements in version-control uting, creating, capturing, and understanding
systems and the availability of both low-cost of a company’s knowledge,”6 helps ensure the
and high-end communication technology have development of a product that has the right fea-
made global collaboration easier. However, many tures and a sufficient level of quality. Studies of
22 IT Pro January/February 2014 Published by the IEEE Computer Society 1520-9202/14/$31.00 © 2014 IEEE
computer.org/ITPro 23
Potential challenges in
Approach Focus Aim global software development
Systems Technology Knowledge bases Sociocultural differences
Cartographic Maps Knowledge directories Sociocultural differences
Engineering Processes Knowledge flows Sociocultural differences
Organizational Networks Knowledge pooling Geographic and temporal distance
Sociocultural differences
Spatial Space Knowledge exchange Geographic and temporal distance
tacit and explicit knowledge can be exchanged, international companies developing complex em-
but typically, the explicit knowledge exchange is bedded software solutions using product-oriented
less formal than in a knowledge repository. Les- processes.
sons learned reports and templates are typical “Alpha” is headquartered in Sweden and is rap-
examples. Knowledge is usually communicated idly extending its operations into Asia. We held
orally in physical or virtual meetings. Thus, this two workshops focusing on collaborations in-
school can suffer from challenges related both to volving sites in Sweden, China, and India. “Beta”
geographic, temporal, and sociocultural distance. is headquartered in the US. Our study focused
The spatial school focuses on how the design of an on collaborations involving sites in Sweden and
office space can facilitate knowledge management. Russia. Organizations were selected on the basis
This can range from setting up whiteboards close of accessibility and their interest in taking part
to water coolers or coffee machines to making use in this research. Both companies represent typi-
of open-plan offices. A popular approach in agile cal global companies in terms of their knowledge
development is to establish taskboards, which pro- management—neither had an explicit initiative
vide visible information regarding the project status related to knowledge management.
to team members and other stakeholders during Alpha had a mature agile development environ-
formal and informal meetings. The systematic re- ment, while Beta had recently started using agile
view11 didn’t identify any studies of this knowledge development. The time difference between the
management approach in software engineering. sites was seven hours in workshop 1 and 3.5 hours
Notably, this approach depends on physical colo- in workshop 2. Participants from workshop 3 had
cation, and from studies of agile software develop- fully overlapping work hours, after an adjustment
ment, it seems to work well for small teams. on the Russian site. Representatives from both
Thus, when applying such knowledge manage- companies nominated participants and proj-
ment approaches in global settings, temporal and ects for the workshop based on their interest in
geographic distances affect the ability to access improving particular collaborations. Participants
and share knowledge, while sociocultural differ- with different roles (developers, designers, tes-
ences introduce challenges in terms of aligning ters, and team leads) were selected to cover differ-
how knowledge is shared and maintained (see ent experiences. Table 2 provides more detailed
Table 1). We would expect traditional global proj- participant information.
ects to rely on systems and engineering schools, We used the focus group research method16 to
because codified information sharing is less vul- capture employee perceptions, opinions, beliefs,
nerable given the distances. Agile development, on and attitudes regarding knowledge management.
the contrary, implies the dominance of spatial and This method helped us quickly obtain informa-
organizational schools, with its focus on sharing tion on emerging phenomena through struc-
tacit knowledge. The cartographic school can pro- tured, moderated discussions with groups of
vide a cost-effective means for managing knowl- practitioners. In a workshop lasting four hours,
edge globally for both traditional and agile projects. we explored knowledge management strategies,
challenges, and potential improvements, asking
Knowledge Sharing: Focus Groups the following key questions:
To explore how knowledge is shared in global proj-
ects, we organized three focus group workshops t What knowledge is important for efficient
in two organizations. Both organizations are large completion of daily work?
t Which knowledge resides locally, and which is One possible explanation for this difference is
shared globally? related to the nature of work conducted in each
t How is knowledge shared and maintained? case. In Alpha, we explored two collaborations in
t What knowledge is easy to share, and what in- which the product components shared a platform.
troduces challenges? The majority of the work was conducted solely in
one location, and only the shared platform part
The moderator instructed the participants, who required joint coordination. In Beta, we explored
engaged in the workshop activities for individual an offshore site, which was represented by par-
brainstorms and group discussions. In the colocat- ticipants from different projects. Most of these
ed workshops, we used whiteboards and flip charts projects involved maintaining systems previously
to structure results. Participants used post-it notes developed in Sweden. This could affect the com-
and markers to document answers to questions plexity of the necessary knowledge management.
posed by the moderator. Here, we present findings from each workshop
In the video-conference workshop involving two in relation to each school (see Figure 1).
sites, one of the moderators documented the re-
sults using a mind-map software tool. The results Systems School
were shown on a shared screen to all participants. In all three workshops, participants described ex-
Meeting minutes were sent to all participants for tensive use of knowledge repositories available in
validation, and then the description of knowledge corporate databases, intranets, and local project
management practices from the minutes was cod- file servers. Figure 1 shows that this approach was
ed into knowledge management schools—for ex- mainly used to manage knowledge globally, and the
ample, “use of knowledge repositories” was coded two most mature agile projects viewed this knowl-
as the systems school. The results were presented edge as easy to manage, while the project in Beta
to the companies for verification and feedback. found much of this knowledge difficult to manage.
A common challenge with this school is that re-
Global Knowledge Management positories easily become information graveyards,
Many knowledge management schools were in where knowledge is stored but not retrieved.
use locally and globally, as shown in Figure 1. Also, codifying knowledge is usually more expen-
Beta seemed to struggle with managing important sive than transferring it orally. Participants from
knowledge both globally and locally, while Alpha all three projects complained about the search
was able to easily manage most knowledge. functions in the repositories. During Alpha’s first
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Systems Global
Cartographic Not identified Not identified Local
Engineering
Organizational
Spatial Not identified Not identified
Systems Global
Cartographic Local
Engineering
Organizational
Spatial
Figure 1. Focus group results coded into knowledge management schools. Participants also stated
whether the knowledge was managed locally or globally and whether it was hard or easy to manage.
workshop, we identified a lack of awareness of wiki page containing indexed links to project in-
how to search effectively. During Beta’s work- formation sources in one of the projects in Beta.
shop, we learned that some knowledge reposito- An overview of “what is where” in global projects
ries contained limited knowledge but were easy is important, because each site might use local
to search, while others contained much more knowledge repositories or many repositories for
information but were difficult to search. different types of knowledge.
The challenge in this approach is thus primar- Gaps in understanding “who knows what” were
ily related to how the knowledge repository is de- stressed in all three workshops. Although colo-
veloped, which supports the theoretical argument cated team members knew each other well, famil-
that this school is robust to temporal and geo- iarity with colleagues from other teams (in large
graphic distance. Sociocultural differences didn’t projects) and from remote sites was challenging.
seem to influence use of the systems school. This Formal meetings usually provided individuals
might be because the sites had a long history of with knowledge about where they could obtain
collaboration—the systems school might be more further knowledge.17 However, if such meetings
problematic for new projects. were held only locally, the cross-site links weren’t
We also observed that progress and future plans created. The knowledge of who has decision
weren’t reported across the sites. Participants of power was missing in both projects in Alpha.
the first Alpha workshop explained that each site Although cartographic knowledge manage-
managed the knowledge locally in its own re- ment solutions seem easy in theory, they require
pository, making the knowledge inaccessible for commitment and joint effort from all collaborat-
remote colleagues. ing parties and thus are difficult to put into prac-
tice. There’s a great need to introduce easy-to-use
Cartographic School cartographic knowledge management strategies
Interestingly, we found only one example of the in global projects, which could help increase
cartographic school. It was a globally maintained awareness and improve coordination.
T
With this school, much of the product and proj- his study shows that knowledge manage-
ect knowledge remains tacit and is accumulated ment is challenging both at local and glob-
in the heads of experts. Distance introduces new al levels, and companies need to focus on
challenges for sharing this knowledge. While both. Rather than selecting one knowledge man-
knowledge locally is shared through personal agement school, companies should carefully con-
contact networks and during formal and informal sider several. Approaches can be perceived as easy
meetings, reliance on an organizational knowledge or hard to implement, depending on the context.
management school in global projects becomes Developers working on global projects need suf-
more challenging. ficient information to create a shared knowledge
Participants from the Alpha project explained of the task and team and to increase task aware-
that certain knowledge—such as code anatomy, ness, thereby improving project coordination.19
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