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Hybrid Master Thesis Software Engineering Thesis no: MSE-2012:114 01 2013 Knowledge Management in Distributed Agile Projects Mohammad Abdur Razzak Rajib Ahmed School of Computing Blekinge Institute of Technology SE-371 79 Karlskrona Sweden

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Hybrid Master ThesisSoftware EngineeringThesis no: MSE-2012:11401 2013

Knowledge Management inDistributed Agile Projects

Mohammad Abdur Razzak

Rajib Ahmed

School of Computing

Blekinge Institute of Technology

SE-371 79 Karlskrona

Sweden

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This thesis is submitted to the School of Computing at Blekinge Institute of Technology

in partial fulfillment of the requirements for the degree of Master of Science in Software

Engineering. The thesis is equivalent to 2*20 weeks of full time studies.

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Contact Information:Author(s):Mohammad Abdur RazzakE-mail: [email protected]

Rajib AhmedE-mail: [email protected]

University advisor(s):Darja SmiteSchool of Computing

School of ComputingBlekinge Institute of Technology Internet : www.bth.se/comSE-371 79 Karlskrona Phone : +46 455 38 50 00Sweden Fax : +46 455 38 50 57

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Abstract

Knowledge management (KM) is essential for success in Global Soft-ware Development (GSD) or Distributed Software Development (DSD) orGlobal Software Engineering (GSE). Software organizations are managingknowledge in innovative ways to increase productivity. One of the majorobjectives of KM is to improve productivity through effective knowledgesharing and transfer. Therefore, to maintain effective knowledge sharingin distributed agile projects, practitioners’ need to adopt different types ofknowledge sharing techniques and strategies.

Distributed projects introduce new challenges to KM. So, practices thatare used in agile teams became difficult to put into action in distributed de-velopment. Though, informal communication is the key enabler for knowl-edge sharing. But when agile project is distributed, informal communicationand knowledge sharing is challenged by low communication bandwidth be-tween distributed team members as well as social and cultural distance.

In the work presented in this thesis, we have made an overview of empir-ical studies of knowledge management in distributed agile projects. Basedon the main theme of this study, we have categorized and reported our find-ings on major concepts that need empirical investigation.

We have classified the main research theme in this thesis within two subresearch themes:

� RT1: Knowledge sharing activities in distributed agile projects.

� RT2: Spatial knowledge sharing in a distributed agile project.

The main contributions are:

� C1: Empirical observations regarding knowledge sharing ac-tivities in distributed agile projects.

� C2: Empirical observations regarding spatial knowledge shar-ing in distributed agile project.

� C3: Process improvement scope and guidelines for the studiedproject.

Keywords: Knowledge Management, Knowledge sharing, Agile, Distributed,Spatial School.

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Acknowledgments

We are thankful to our supervisor, Dr. Darja Smite, who was thereal source of encouragement and motivation during the whole workof thesis. Her useful suggestions, support, guidance, advice, countlessdiscussion and ideas to bottleneck problems encountered during thisthesis work were just immeasurable. This thesis would not have beenpossible without her valuable time.

We would like to thank Dr. Marcel Bogers, Associate Professor atUniversity of Southern Denmark and Samireh Jalali, PhD student atBlekinge Institute of Technology, for their valuable suggestion duringthis research work. Special thanks to our interviewee and CompanyAlpha for giving us a part of their precious time, the valuable infor-mation and useful feedbacks. We would also like to thank Dr. FinnOlav Bjørnson and Dr. Geir Kjetil Hanssen for lending us their Phdthesis template.

Finally, we are deeply grateful to our families and friends. Wewould like to mention few names Jannatul Ferdous, Pangkaj Paul,Utpol Quraishy and Shafiqul Islam, for their continuous motivationhelped us to overcome all problems which we encountered.

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Abbreviation

� C - Contribution

� RT- Research Theme

� BS- Background Study

� KM- Knowledge Management

� DAP- Distributed Agile Project

� GSE- Global Software Engineering

� GSD- Global Software Development

� KMS- Knowledge Management Schools

� DSD- Distributed Software Development

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List of Figures

1.1 Evolution of research . . . . . . . . . . . . . . . . . . . . . . . . . 51.2 Study design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

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List of Tables

1.1 Focus of the studies . . . . . . . . . . . . . . . . . . . . . . . . . . 6

2.1 Different teams in Alpha . . . . . . . . . . . . . . . . . . . . . . . 162.2 Research activities . . . . . . . . . . . . . . . . . . . . . . . . . . 16

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Contents

Abstract i

Acknowledgments ii

Abbreviation iii

1 Introduction 11.1 Problem Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.2 Motivation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

1.2.1 What are we studying? . . . . . . . . . . . . . . . . . . . . 41.2.2 Why are we interested in it? . . . . . . . . . . . . . . . . . 41.2.3 Why should this be interesting to others? . . . . . . . . . . 4

1.3 Research Questions . . . . . . . . . . . . . . . . . . . . . . . . . . 51.4 Research Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61.5 Thesis Structures . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

2 Research Approach 82.1 Background Study . . . . . . . . . . . . . . . . . . . . . . . . . . 8

2.1.1 Data Collection . . . . . . . . . . . . . . . . . . . . . . . . 82.1.2 Validity Threats . . . . . . . . . . . . . . . . . . . . . . . . 9

2.2 Study 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92.2.1 Aim and Objectives . . . . . . . . . . . . . . . . . . . . . . 92.2.2 Research questions . . . . . . . . . . . . . . . . . . . . . . 102.2.3 Study 1 outcome . . . . . . . . . . . . . . . . . . . . . . . 102.2.4 Research Methodology . . . . . . . . . . . . . . . . . . . . 102.2.5 Validity Threats . . . . . . . . . . . . . . . . . . . . . . . . 12

2.3 Study 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142.3.1 Aim and Objectives . . . . . . . . . . . . . . . . . . . . . . 142.3.2 Research Question . . . . . . . . . . . . . . . . . . . . . . 142.3.3 Study 2 outcome . . . . . . . . . . . . . . . . . . . . . . . 142.3.4 Research Methodology . . . . . . . . . . . . . . . . . . . . 152.3.5 The Case . . . . . . . . . . . . . . . . . . . . . . . . . . . 152.3.6 Limitation and Validity of Threats . . . . . . . . . . . . . 17

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3 Summaries 193.1 Knowledge Sharing in Distributed Agile

Projects (RT1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193.2 Spatial Knowledge Creation and Sharing in a Distributed Agile

Project (RT2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

4 Conclusion and Future work 234.1 Knowledge sharing in distributed agile projects . . . . . . . . . . 234.2 Spatial knowledge sharing in a distributed agile project . . . . . . 244.3 Research Goal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254.4 General Observation . . . . . . . . . . . . . . . . . . . . . . . . . 264.5 Direction for future work . . . . . . . . . . . . . . . . . . . . . . . 27

A Appendix 28A.1 Interview Questions . . . . . . . . . . . . . . . . . . . . . . . . . . 28A.2 Case Study Protocol . . . . . . . . . . . . . . . . . . . . . . . . . 30A.3 Invitation letter to participate on semi-structured interview . . . . 32

References 33

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Chapter 1

Introduction

1.1 Problem Outline

Software development is dependent on Knowledge management (KM), since it isa knowledge intensive job. This enforces software organizations to manage theirknowledge and later use it in smarter innovative ways to solve problems [44].It helps software development organizations to acquire and maintain competi-tive advantage. KM is crucial for success in global software development [39].Global software development is “software work which is attempted or engage indifferent geographical location across the national boundaries in a coordinatedfashion to involve synchronous and asynchronous interaction” [43]. In the glob-ally distributed agile project, team members share project-specific knowledgethrough frequent face-to-face interaction, effective communication and customercollaboration [3]. In agile software development, collaboration and coordinationdepended on communication, which is central for successful software development[48]. Software development depends on the developer’s knowledge and experience[30]. So, success of agile projects relies on effective knowledge sharing amongteams. Some studies identified knowledge sharing is difficult in distributed agileteams due to lack of face-to-face communication between teams [7, 26].

To foster dynamic knowledge sharing, improve productivity and coordina-tion in software teams, agile approaches were introduced. Agile team sharesknowledge through several practices [11]: pair-programming, release and sprintplanning, customer collaboration, cross-functional teams, daily scrum meetingsand project retrospectives etc. But, the authors [11] argue that, these practicesare team-oriented and rely on face-to-face interaction between team members.These practices do not facilitate knowledge sharing in distributed agile teamsbut effective for collocated and small teams. In traditional software develop-ment, knowledge is stored explicitly in documentation, but in agile development,knowledge is tacit which is in human mind [29]. So, converting tacit knowledgeto explicit knowledge is one of the greatest challenges of knowledge management[37]. Due to the absence of explicit documentation in agile software development,experts need to spend much time in repeatedly answering the same questions,

1

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Chapter 1. Introduction 2

knowledge is lost when experienced developers leave project. This is cause infor-mal communication sometimes cannot serve as recorded documents, less supportfor reusability and less contribution in organizational knowledge [29].

Nowadays, to reduce the development cost and capture the global market,many software organizations become global. Along that, agile projects also be-come distributed. Software development is considered as a complex, knowledgeintensive and rapidly changing activity. Where number of individuals, teams andorganizations involve fulfilling common goal, interest and responsibilities [13, 36].Technological and strategic knowledge helps developers to communicate; so it isessential to keep the knowledge stored in the organization for the future reuse.Devenport and Prusak [14] define it as “a method that simplifies the processof sharing, distributing, creating, capturing and understanding the company’sknowledge”. As, size of the organization grows rapidly, it becomes harder tofind where the knowledge resides. Research shows, if companies manage theirknowledge in a better way, they can increase quality, and decrease the time anddevelopment cost [42]. To improve the organizational performance, it is impor-tant to manage knowledge in a structured way which will help to convey rightknowledge to right people on right time.

One of the main challenges of KM in agile software development is to con-vert tacit knowledge to explicit knowledge, as well as explicit knowledge to tacitknowledge [30]. Hansen et al. [23] recognized two strategies that an organiza-tion can choose for preserving both tacit and explicit knowledge. Codification,is systematizing and storing information about the company that constitutesknowledge (Knowledge-as-object [1, 24, 34, 47]). This codification strategy de-velops an electronic document system that codifies, store and allows to reuseof knowledge. This codification strategy also helps the new team members toreuse stored knowledge [23]. In the company, anyone can retrieve the codifiedknowledge without having contact with the person who originally developed it[23]. Geographically distributed or dispersed teams are benefited from codifiedknowledge through reuse, learning and innovation. Personalization (Knowledge-as-relationship [9, 37]), supports the flow of information in a company which iscentrally stored information about the knowledge source [4, 22]. Knowledge seek-ers do not need to search in the documentation because this type of knowledgeheavily relies on experts. But in the distributed settings it might be difficult tounderstand tacit knowledge due to language barriers, cultural factors and termused. So, through deep understanding is required to share and capture the tacitknowledge.

Michael Earl [17] has classified knowledge management (KM) strategy intothree categories: technocratic, economic and behavioral. Earl also divided thesethree categories into seven schools, Technocratic: System, Cartographic and En-

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Chapter 1. Introduction 3

gineering, Economic: Commercial and Behavioral: Organizational, Spatial andStrategic. Research shows, technocratic schools are closely related with traditionalsoftware development and those who are developing software through traditionalapproaches, are probably getting benefit from technocratic schools [16]. On theother hand, behavioral schools are more related with the agile approaches andagile teams are more benefiting from the behavioral school. A survey in tradi-tional and agile companies shows, agile companies seem to be more satisfied withtheir knowledge management approaches compared to traditional companies [5].

Distributed projects introduce new challenges to KM. So, practices that areused in agile teams became difficult to put into action in distributed development.In the agile collocated development, informal communication is the key enablerfor knowledge sharing but when agile project is distributed, informal communica-tion and knowledge sharing is challenging due to low communication bandwidth aswell as social and cultural distance [31]. Due to spatial, temporal and cultural fac-tors, communication also gets aggravated in the distributed settings [25]. Severalstudies [8, 26] reported that, knowledge sharing in the distributed agile projectis difficult due the challenges in communication, specially face-to-face interactionbetween team members in different geographical locations. There are also a lotof knowledge resides in the office space such as white board, taskboards, innova-tion board and so forth. Those knowledge might be helpful for the distributedteam members. However, there are also no study reported so far that, spatialknowledge fostering KM activities for globally distributed teams. To identify thestate issues, this research aims to identify how not to loose the benefits that agilepractices provide with respect to KM in distributed projects.

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Chapter 1. Introduction 4

1.2 Motivation

The overall perspective of this research was:

How not to loose the benefits that agile practices provide with respect to Knowl-edge Management (KM) in distributed projects?

We formulated following questions, to identify specific studies and researchquestions from overall research topic, goal.

1.2.1 What are we studying?

- We studied knowledge sharing approaches (in particular how practitioners ap-plied knowledge sharing techniques and strategies in distributed agile projects)from knowledge management perspective in distributed agile projects.

1.2.2 Why are we interested in it?

-Because software development is a knowledge intensive job and it highly dependson the team members’ (developers, software architect, QA etc.) knowledge andexperience. Distributed projects introduce new challenges to KM. So, practicesthat are used in agile teams became difficult to put into action in distributeddevelopment and that affects success in distributed agile projects. To identifythe stated issues, we wanted to find out how knowledge creation and sharingactivities are performed in distributed agile projects.

1.2.3 Why should this be interesting to others?

-Both research community and practitioners will get benefits from this research.Both will gains deeper understanding about knowledge sharing activities in dis-tributed agile projects. Practitioners might get help by actively applying differenttypes of knowledge sharing techniques and strategies in distributed agile projects.

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Chapter 1. Introduction 5

1.3 Research Questions

Knowledge management is a vast area of research. Due to resource constraints,this research will not cover all related areas. Instead, it will focus on knowl-edge sharing in distributed agile projects. This thesis presents two studies whereknowledge sharing activities were studied from knowledge management perspec-tive in distributed agile projects. Based on the main theme of this research, wehave grouped this research into two sub-themes (see in Figure 1.1). Our firstresearch theme concerns knowledge sharing activities in distributed agile projectsand second research theme is spatial knowledge creation and sharing activities indistributed agile projects.

Figure 1.1: Evolution of research

Research Questions

RQ1: How knowledge sharing activities are performed in distributed agile projects?

RQ2: How spatial knowledge creation and sharing activities are performed in a

distributed agile project?

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Chapter 1. Introduction 6

1.4 Research Design

This research has been divided into two parts (see in Figure 1.2). In addition tothe two research papers, we have also developed two background studies relatedto the knowledge sharing in distributed agile projects. Later, which helped us toestablish our study. Background 1 has been used as input of study 1 and study1 has been used to answer research question 1. Likewise, background study 2and study 1 both have been used as input of study 2 which answered researchquestion 2.

Figure 1.2: Study design

The two studies covered the following topics see in Table 1.1:

Table 1.1: Focus of the studies

Study Focus PaperStudy 1 The intention of this study is to find out knowledge sharing techniques

for both knowledge creation and sharing, strategies applied and P1challenges faced by the practitioners in distributed agile projects.

Study 2 This study presents a case study that discovered spatial knowledge P2sharing activities in a distributed agile project.

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Chapter 1. Introduction 7

1.5 Thesis Structures

The remainder of the thesis consists of two parts.

PART I - Summary of studies

Chapter Content2 - Research This section describes the research goal and related research questions.Approach This chapter also gives details overview on research approach, how data

have been collected and analyzed.3 - Summaries Summary of both studies are discussed in this chapter.4 - Conclusion This chapter conclude through overall knowledge gained in this thesis by

answering results of research questions and providing suggestions forpossible direction of future research.

PART II - Included papers

1. Mohammad Abdur Razzak and Rajib Ahmed. Knowledge Sharing in Dis-tributed Agile Projects: Techniques, Strategies and Challenges.

2. Mohammad Abdur Razzak and Rajib Ahmed. Spatial Knowledge Creationand Sharing Activities in Distributed Agile Project.

- We are planning to submit both papers to 8th IEEE International Conferenceon Global Software Engineering, Bari, Italy, 2013.

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Chapter 2

Research Approach

Due to difference in nature of each study of this research, different approacheswere followed to address them individually.

Because this research addresses an issue is rather under-investigated, for thisreason the study takes an explorative approach. Exploratory research helps tofind out what is happening, seeking new insights and gathering ideas [41]. In ex-ploratory research, typical techniques like case study, observation and historicalanalysis are used, which provides both qualitative and quantitative data. Thisresearch consists of two snowballing literature reviews, series of semi-structuredinterviews and a single-case study.

2.1 Background Study

The reason of choosing literature review during background studies is to sum-marize existing evidence, identify gaps in the current research and provide back-ground to position new research activities. In the field of information systemWebster et al. [49] proposed an approach called snowballing systematic litera-ture studies as the main method to find relevant literature. The authors alsohighlight both backward snowballing (from the reference lists) and forward snow-balling (finding citations to the papers). Jalali and Wohlin [27] conducted a studyon database searches vs backward snowballing (which is based on their previouswork) and authors conclude that, in both studies they got similar set of resultswhich inspired us to perform snowballing literature study rather than a systematicliterature study in this thesis.

2.1.1 Data Collection

According to Webster et al. [49] and Samireh Jalali et al. [27], snowballing searchmethod can be summarized into three steps:

� Start the searches in the leading journals and/or conference proceeding toget starting set of papers.

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Chapter 2. Research Approach 9

� Go backward by reviewing the reference lists of the relevant articles foundin step 1 and step 2 (iterate until no new papers are identified).

� Go forward by identifying articles citing the articles identified in the previ-ous steps.

In this research, we performed two snowballing literature review. At the be-ginning, we evaluated the relevancy of papers and then in order to find additionalsources we went through the reference list of the relevant papers. The processwas stopped when we could not add any further relevant papers published in thetime period 1992-2012 (study 1) and 2002-2012 (study 2). The reason of choos-ing 20 years period for study 1 and 10 years period for study 2, was to establishtheoretical consideration of this research.

Data Retrieval

Due to limitations of the Google Scholar, search area was limited to the title of thepapers. Along that other limitations were made e.g. language to be English; thepublication year to be 2012; only within Engineering and Computer Science; andit had to be at least summaries; and only articles and patents. Finally, throughtwo snowballing literature survey we found 37 papers for study 1 (Section 2.2)and 3 papers for study 2 (Section 2.3), that were selected as primary papers forthe data extraction and synthesis. The background of this research was built upbased on those findings.

2.1.2 Validity Threats

We searched in Google Scholar (only once) using search terms and then lim-iting the search to 2012 to identify a starting set of papers for the backwardsnowballing. All papers are categorized as “relevant”, “irreverent” or “mayberelevant” based on the evidence found in the title, abstract or keywords implic-itly or explicitly. Without showing previous judgments both “irreverent” and“maybe relevant” papers were given to second researcher for further analysis.Both researchers’ involved with this process which helped to mitigate reliabilitythreat.

2.2 Study 1

2.2.1 Aim and Objectives

The aim of study 1 is to identify how distributed agile teams contribute to knowl-edge creation and sharing activities.

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Chapter 2. Research Approach 10

� O1.1 Finding techniques applied by the practitioners to create shared knowl-edge among distributed project.

� O1.2 Finding KM strategies applied by the practitioners to share knowledgeamong distributed project.

� O1.3 Finding challenges faced by the practitioners to share knowledge inthe distributed environment.

2.2.2 Research questions

RQ1: How knowledge sharing activities are performed in distributedagile projects?

� RQ1.1: How do team members contribute to knowledge creation in a dis-tributed agile project?

� RQ1.2: How do team members share knowledge in a distributed agileproject?

� RQ1.3: What are the challenges faced by the practitioners when sharingknowledge in a distributed agile project?

2.2.3 Study 1 outcome

� Out1: Description of knowledge management activities (creation and shar-ing) in distributed agile projects.

2.2.4 Research Methodology

Because this research addresses an issue which is rather under-investigated, thisstudy takes an explorative approach. Exploratory research helps to find out whatis happening, seeking new insights and gathering ideas [32, 41]. In some quali-tative research, data collected through observation or interviews are exploratoryin nature. So, extensive interviews might be helpful to handle this situation [45].This type of exploratory research was also helpful to achieve goal by analyzingsimilarities and difference among the cases [12]. The primary focus of this studywas to discover the knowledge sharing practices in distributed agile projects inorder to identify techniques, strategies and challenges.

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Chapter 2. Research Approach 11

Sampling

Convenient sampling was used to select the interviewees. The selection criteriafor these interviewees were based on kind of company they work at, the experienceof the company in distributed agile development (more than 2 years), their rolein the distributed team as well as in the company, project duration and projectdistribution. The participants of this research were Project manager, Team lead,Software Architect, Line manager, Senior Software developer, System developerand Scrum master in different countries involved in distributed agile projects,located in different countries i.e. Sweden, Norway, Germany, Ukraine, China,India, Bangladesh, USA, and Latvia. To get the rounded perspective of thisresearch phenomenon we included different roles from the agile team.

Data Collection

There are three types of interview techniques namely structured, semi-structuredand unstructured [19]. Due to qualitative nature of this study we used semi-structured interviews for conducting series of interviews in software industriesinvolved in distributed agile projects. According to Robson [40], an in-depth semi-structured interview is helpful for finding out what is happening and seeking newinsights. Because of the exploratory nature of this study, seven semi-structuredinterviews were conducted in order to identify how practitioners are creating,storing and sharing knowledge related to software development in geographicallydistributed agile teams. These semi-structured interviews were combination ofboth open and focused questions. It helps both interviewer and interviewee todiscuss on topic in more details. The reason of choosing semi-structured interviewis to prompt and probe deeper into the situation. It also helped the authors toget information from individuals about their own practices, believes, and opinionswhich included both past or present experience. Before the interviews started,the researchers discussed about overall goal of this research to interviewee. Theinterview questions were descriptive and with the base questions there were followup questions asked based on the discussion. We were concerned about some keyterms: shared knowledge creation, knowledge transfer, strategies and challengeswhich later helped us for data analysis and those terms also evolve with inter-view questions (see in Appendix A.1). We conducted Seventeen semi-structuredinterviews from Six different companies. Selected companies are involved withsoftware product development with different organizational setting and structurelocated in different countries. The duration of these interviews were on aver-age 60 minutes and the interview sessions were tape recorded. Among seventeensemi-structured interviews nine were conducted through Skype and eight wereface-to-face depending on distance between interviewer and interviewee.

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Chapter 2. Research Approach 12

Analysis and Synthesis

In qualitative research, data analysis is the most difficult and crucial aspect. Ac-cording to Basit [2], raw data can not help the reader to understand the socialworld or participants view unless such data is systematically analyzed. To orga-nize and make sense of collected data we adopted thematic analysis [10] techniqueduring analysis. Thematic analysis is used to identify, analyze and report patternsor themes within data. It minimally organizes and describes data set in-details.In thematic analysis a theme that captures data with relate to research ques-tions and represent them into a pattern within the data set [10]. This analysisperformed through a process which maintain six phases to establish meaningfulpatterns of the data set. Braun and Clarke [10] provides an outline through thesix phases of analysis. These phases are: familiarization with data, generatinginitial codes, searching for themes among code, reviewing themes, defining andnaming themes, and producing the final report.

In first stage, we transcribed all collected interview data into written formin order to conduct a thematic analysis. It helped us to identify possible theme,patterns and develop potential codes [21]. Second phase start with initial codesfrom the extract data. There are different types of Coding techniques suggested indifferent studies such as open, axial, selective, descriptive/topic and pattern/ana-lytic[46, 38, 35]. In our case, we applied Open coding technique and went throughall transcribed textual data by highlighting section of the selected codes. Thatalso helped us to relate coded data with research theme and research questions.In third stage, we analyzed broader level of theme rather than codes that helps tosort different codes into potential themes [10]. As Braun and Clarke suggested, tocode as many potential themes/patterns as possible because initially some themesseems to insignificant but later they may be important in the analysis process.Later, mindmaps tool were used to represent them into theme-piles. This stagegave us sense of the significance of individual themes. Stage four is reviewingthemes. In this stage we identified irrelevant (not enough or diverse) data withrelate to different themes and broken down into separate themes. After refiningall themes we identified “essence” of each theme and different aspects of the dataeach theme captures in stage five. At the end, in stage six, we provided extractdata with relate to research questions and present some dialog that connectedwith different themes in support of results and discussion sections.

2.2.5 Validity Threats

To handle validity threats it is important to identify all possible factors thatmight affect the accuracy or dependability of the results.

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Chapter 2. Research Approach 13

Internal Validity

Internal validity for qualitative research mostly relates to the researchers bias-ness and interpretation of data [6]. For selecting similar knowledge level of ourinterviewees we went through interviewee profile in Linkedin and their years of ex-perience. After all basic findings, interviewer sent formal mail to interviewee withinvitation letter to involve with this research. To mitigate threat of diverging toour biasness interview questions were designed to have majority open ended ques-tions. Also to address our inexperience in interview question design we took helpfrom our experienced advisor. Every interview started with similar introductionand some clarification questions. Then this recoded interview was transcribedimmediately after the interview to reduce the risk of missing some information.Furthermore, researchers sent interview report to interviewee in order to checkwhether interview data correctly transcribed and confirm the content that indi-cates participants thoughts, viewpoints, feelings and experiences. In qualitativeresearch it is an important part to understand interviewee inner words. To main-tain reliability during data analysis we used thematic qualitative data analysistechnique, that helped to identify, analyze and report themes within data. Theextracted data from transcribed data is checked twice for any discrepancy by tworesearchers.

External Validity

External validity is aim of interest in topic or experience that can affect to fulfillresearch outcome [12]. This validity threat is more applicable to research that arequantitative and which tries to generalize outcome of the research. In our researchwe do not conclude to any generalized statement from interviews of seven differentagile teams. This research is a social inquiry artifacts used in distributed agilesoftware development teams for knowledge management.

Qualitative Validity Threats

This research encountered a major risk during information gathering from in-dustry. Involving with academic research its totally depends on willingness andavailability of industrial responsible.There are three types of validity threats withrelevant to qualitative research [33], these are descriptive validity, interpretive va-lidity and theoretical validity [28]. Descriptive validity indicates accuracy aboutdescriptive reporting or information such as, events, objectives, behaviors, set-tings and places [28]. In qualitative research description is an important issueto maintain descriptive validity. Investigator triangulation techniques applied tomitigate this issue where both researchers together collect, transcribed and ana-lyzed the data. The findings from each researcher also reviewed by other one toensure the similarities of their conclusion. Along the investigator triangulation,we also maintained data triangulation, negative case sampling, reflexivity and

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pattern matching [28]. Data triangulation helps to understand phenomenon frommultiple sources (interviewee). In order to compare different participants answerfrom same organization we conducted multiple interviews.

2.3 Study 2

2.3.1 Aim and Objectives

The aim of the study 2 is to find out, how spatial knowledge facilitate KM activ-ities in a distributed agile project.

� O2.1 Finding spatial KM items in the distributed agile projects.

� O2.2 Finding tools and techniques applied by the agile team to create bothlocal and global knowledge by using office space.

� O2.3 Finding techniques to share office space knowledge among distributedagile team members.

� O2.4 Finding common understanding between team members.

2.3.2 Research Question

RQ2: How spatial knowledge creation and sharing activities are per-formed in distributed agile project?

� RQ2.1: What spatial knowledge creation strategies are practiced locally ina distributed agile team ?

� RQ2.2: What are the approaches agile team practices to share spatialknowledge with remote team members ?

2.3.3 Study 2 outcome

� Out1: Description of spatial knowledge sharing activities in distributedagile project.

� Out2: Process improvement scope and guidelines for the studied project.

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2.3.4 Research Methodology

This case study had focuses on addressing RQ2 by developing insights into un-derstanding of spatial knowledge sharing activities in distributed agile project.This research entail as an exploratory single-case study. Exploratory case studybest suited for situation where in-depth and detail studies are unavailable. Casestudy research works with multiple variables in social context [50]. This provideresearchers with rich descriptive data and can identify patterns based on the re-sults. Case studies can be used for both qualitative and quantitative research.But it is uncommon to find case studies with quantitative or statistical methods.There are two types of observation such as participant : being involved and struc-tured : watching from “outside” during case study[15]. So, to observe the flowof spatial knowledge in the selected company participatory case study was per-formed. Participatory research is method where researcher takes part in the dailyroutines, events, rituals and interactions, that provides a deeper understanding[15].

2.3.5 The Case

This section describes in details about the subject of this case study that wereconducted during the period June, 2012. The investigated company we namedas Alpha for anonymity. An overview of Alpha is given in Table 2.1. Alpha wasestablished in 2001 as an internet startup company. Briefly, the goal of the alphawas to provide consumers with unbiased information of any kind of consumerproducts. Now in year 2012, it has grown to be the second largest software prod-uct in the world among its competitor. It operates with four different officesfrom Sweden, Germany, United States and China. Alpha is medium sized having80-100 employee distributed in different countries. Though alpha operates world-wide, the software product is developed in two locations. Most of the softwaredevelopment takes place in China and some features are developed in Sweden.There are three different teams in Sweden sites are working on three differentdepartment of development. These teams are i) Data-flow, ii) Data analysis andiii) Application development. This case study is based on the application devel-opment team. Currently, application development team is involved with Chinateam in one collaborative project. Though, alpha adopt Kanban to coordinatedifferent departments in Sweden sites, but application development team usesscrum method to coordinate between globally distributed developers in China.The team only practices daily Scrum from scrum method.

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Table 2.1: Different teams in Alpha

Departments Sweden China Method(s)Application Development Team Leader(1), ScrumTeam Developers(2) Developers(5) KanbanData Flow Team Team leader(1),

Developer(1) Developers(3) KanbanData Analysis Team Team Leader(1),

Developers(2) Developers(4) Kanban

Data Collection

To address the both research questions we performed participatory observationalcase study over a week period of time, and then to get in-depth evidence we alsoperformed semi-structured interviews. An overview of this single-case study ac-tivities is given in Table 2.2.

Table 2.2: Research activities

Activities Participants FocusObservation Swedish team- One Week Focuses on daily activities

of a Agile team.Interviews- 3 Project lead and developer Access of shared knowledge,

- Swedish team missing items and challengesDeveloper- Chinese team during collaborative development.

Yin[50] represents, six sources of data in case studies: documents, archivedrecord, structured interviews, direct observation, participatory observation andartifacts. Firstly, both researchers performed participatory observation to collectand acquire multi-faced data from daily development activities with developmentteam. This Participatory observation is a common data collection method usedin office setting [20]. Participatory observation gave us access to events, pro-cesses and physical artifacts. Both researchers maintained dairy to note downdaily observational activities, that helped later to link between different findings.We also collected data from documents which are shared among distributed ag-ile team using Google Documents. And analyzed issue tracking tool used bythe company. Along that, we also examined physical space, documents, toolsand physical artifacts used by the agile team. During the case study, one of theresearcher participated on daily software development activities with the applica-tion development team. That gave opportunity to the researcher for continuouscommunication with remote team members.

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Chapter 2. Research Approach 17

Secondly, we have then interviewed three team members from the agile teamfor further triangulating the derived data. Two interviews were held face to facewith collocated project lead and one developer, moderated by both researchers.One team member from China was interviewed in a video conference via Skype.Semi-structured interviews were conducted to find out what is happening andgiving us new insights [40]. Data collected from the interviews were used fortriangulation while comparing or contrasting them with data collected duringparticipatory observations. These semi-structured interviews were combinationof both open and focused questions. It helps both interviewer and interviewee todiscuss on topic in more details. The reason of choosing semi-structured interviewis to prompt and probe deeper into the situation. It also helps the interviewer toget information from individual about their own practices, believe, and opinionwhich included both past or present experience. The interview questions weredescriptive and with the base questions there were follow up questions askedbased on the discussion. Before interview start the researcher gave overall goalof this research to interviewee. These interviews duration were on average 60minutes and tape recorded the interview session.

Data Analysis

We had different data sources feeding inputs to this research. Organized datahelps reader to understand the context of research [2]. The result of each in-terviews were documented and report sent to interviewee to check whether in-terviews data correctly transcribed. Data collected from different sources wereanalyzed with the help of qualitative data analysis technique called thematic anal-ysis technique [10]. The recorded interviews data were revisited multiple timesand that was triangulated with the observation data during the analysis phase.Both researchers involved during analysis phase and performed six phases the-matic qualitative data analysis. That helped both researchers to relate data setsamong research theme and research questions. Later, we used mind mappingtools to visualize the data patterns. The data presented in this research for bothresearch questions are based on the dairy, documents, overall observation and in-terviews. That interviews data were helped for further confirm of our observation.

2.3.6 Limitation and Validity of Threats

This research entails as exploratory case study, thus it has some limitations.There are two types of validity (in addition to Reliability) that have to be con-sidered, namely construct validity and external validity [50]. Construct validityinvolves creating correct operational measures for the concept that are measuredin the case study. Multiple sources of evidence are collected by both researchersduring data analysis phase. Later, those multiple sources of data helped for

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data triangulation within the data sets. During the interview sessions researchersapplied chronological order in the discussion to maintain the chain of evidence.Researchers sent the case study draft report to key informant (the interviewee)in order to check whether case study report is correct representation. In addi-tion to interviews, some follow-up questions were asked on different issues, mapsand charts of the geographical characteristic or layout of office space. The goalof reliability is to minimize the errors and biases in the study. Furthermore, acase study protocol were sent to all interviewees before interviews actually beingconducted.

The external validity needs to be obtained which helps to refer, “the domainto which the findings of the case study can be generalized”. The selection criteriaplayed an important role in the creation of external validity [18]. And this isone of the limitations of this exploratory single-case study. We do not makeany generalized claim and our findings might not be universally applicable to alldistributed agile projects but in the distributed settings dispersed feature teammight get help from our findings and results.

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Chapter 3

Summaries

To support this thesis, this chapter presents a summary of the results and discus-sion from the two studies in the two papers. Based on the two studies this chapteris divided into two sections and each section gives an introduction describing theaim of each study and paper, along with main results and discussion. Furtherdetails and information about this study can be found in the papers in part II ofthis thesis.

3.1 Knowledge Sharing in Distributed Agile

Projects (RT1)

Our first research theme was chosen to give us an empirical observation regardingknowledge sharing in distributed agile projects. Our main contribution towardsRT1 is C1, an empirical observation on this field. During this research, we weredriven by the three research questions which helped to achieved the goal of this re-search. To identify the empirical evidence we conducted series of semi-structuredinterviews.

Software organization is a knowledge intensive area which enforces software or-ganization to manage their knowledge in smarter ways to solve problems and KMis essential for success in global software development. Success of agile project re-lies on knowledge sharing among team members. This study resulted in one paper,focusing on important techniques, strategies applied and challenges faced by thepractitioners’ in distributed agile projects. From the series of interviews, we haveidentified different techniques practices by the practitioners to perform knowl-edge creation and sharing activities in distributed agile projects. Based on theteam size and team settings, different teams adopt different types of techniquesto perform knowledge creation and sharing activities among globally distributedteam members. We have also analyzed those gathered data with consideration ofboth current research and research gap.

Through reuse, learning and innovation, geographically distributed team get-

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Chapter 3. Summaries 20

ting benefits from codified knowledge. Both tacit and explicit knowledge arepracticed by the team members to manage knowledge locally and globally. Shar-ing of explicit knowledge helps team members to get right knowledge at the righttime. Communication, coordination and collaboration is the key to foster knowl-edge sharing between team members in agile software development. However,we have seen knowledge sharing in distributed agile projects is challenging dueto factors like communication, language and cultural barriers. To mitigate thosechallenges and succeed in knowledge sharing within and across the border, prac-titioners adopt different types of techniques to manage knowledge both locallyand globally.

Our empirical observation showed, in distributed agile project teams are usingdifferent type of techniques and strategies to perform KM activities. We alsorelate this empirical findings with Earl’s framework [17]. Our study describes,knowledge sharing strategies which are in practice to manage knowledge bothlocally and globally. Those practices are associated with systems, cartographic,engineering, organizational and spatial schools. Though systems, engineering andorganizational schools are explicitly in practice, spatial school have less concern tomanage knowledge in distributed agile project. With close observation betweensoftware engineering and schools Bjørnson and Dingsøyr found, there are heavyfocus on systems and engineering schools [4]. There are also limited numberof study focusing on organizational school but no studies was found in softwareengineering that focuses on spatial aspect [4]. Agile is more closely connected tothe socialization that also includes spatial schools concept as knowledge sharingstrategies. By using our contribution, researchers who are interested in doingresearch within this field can use our study to identify what types of knowledgesharing techniques and strategies are in practice.

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Chapter 3. Summaries 21

3.2 Spatial Knowledge Creation and Sharing in

a Distributed Agile Project (RT2)

The second research theme was chosen with the basis in the theories of Earlframework [17], which states different types of knowledge management schools.Earl classified KM strategy into three categories and also divided these threecategories into seven schools. RT2, deals with the Spatial school. The intentionof spatial school is to encourage socialization as a means of knowledge exchange.Spatial school is more concerned with the development and utilization of the so-cial capital which is developed from interaction between people both formal orinformal and repeatedly overtime. Through a single-case study, this study re-sulted in contribution C2 and C3 respectively.

Nowadays, Agile development methodology is a popular choice among practi-tioners for distributed development. Knowledge creation and sharing is an inte-gral part of success of any software development project but in distributed settingsare challenging because agile methodology rely on lightweight documentation andinformal communication. Knowledge often resides in the office space and most ofthis knowledge is not preserved due to lack of concern. There are a lots of knowl-edge created around whiteboards, taskboards, innovation boards and so forth inoffice space. For this empirical study, we investigated one medium scale softwarecompany in Sweden. For data collection, we observed a distributed agile teamthrough participating daily development activities with development team. Weexamined physical space, documents, tools and physical artifact used by the agileteam. We have then interviewed three team members from the agile team forfurther triangulating the extracted data. We also, collected data from documentswhich are shared among distributed agile teams using Google Documents. Ander analyzed issue tracking tool used by the company.

We were driven by the two research questions during this research which con-tributed to a research paper. The intention of these research questions was toidentify strategies of creating local knowledge by using office space and sharingtechniques this knowledge among distributed agile team. From the case studywe found that, studied team uses different physical objects to create local knowl-edge around it locally. In office space knowledge is created around agile boardsor sometimes in backboards of conference room. Spatial knowledge is createdfrom social interaction involving this physical items. Collocated team using thisitems creates this knowledge spontaneously but codifying this knowledge is diffi-cult. The physical items related to this spatial knowledge can be codified. Butas knowledge is context depended asset, simply codifying spatial knowledge losesthe contextual information. We observed spatial knowledge created in colloca-tion can be partially shared by using of internet based tools and communication

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Chapter 3. Summaries 22

media. From Earl’s framework, spatial school is depended on systems school andorganization school. We have also observed, knowledge sharing techniques ap-plied by the team members in distributed agile project. We observed, both localand distributed teams depend on the tools to share and manage knowledge.

In support to C2 and C3, this single case study only revealed a part of thewhole picture in terms of knowledge management initiatives practiced in industry.Every organization applies different strategies to manage knowledge asset. Fromour observation and interviews, it was found that developers in agile team is satis-fied with their KM initiatives locally. The implementation of KM activities is notalways directed as KM initiative, rather a solution for communication and knowl-edge exchange problem. In conclusion, practitioners are focused on knowledgemanagement with system and organizational schools rather than spatial schooldue to the lack of effective, inexpensive softwares, hardwares and processes.

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Chapter 4

Conclusion and Future work

The overall goal of this thesis has been to understand knowledge sharing activitiesin distributed agile project. To establish this understanding, we were driven bytwo studies for approximately one year period of time.

The main focus of study 1 was, how knowledge sharing activities are performedin distribute agile project. Through this study we became aware about knowledgesharing techniques and strategies applied by the practitioners in distributed agileproject. The results of study 1 helped to initiate study 2 which was focused onspatial knowledge sharing in distributed agile projects. Through both studies,the research questions’ answer also developed to fulfill goal of this thesis. Wenow sum up our main findings and outline possible future works based on ourresults. Along that, We have also made a couple of additional observation apartfrom main conclusions of this thesis.

4.1 Knowledge sharing in distributed agile projects

Our first research theme investigated knowledge sharing activities in distributedagile projects. We have one major contribution in this theme:

C1: Empirical observation regarding knowledge sharing activities in distributedagile projects. Through a series of semi-structured interviews, we gained insightinto knowledge sharing activities in distributed agile projects. We found differenttypes of knowledge creation and sharing techniques applied by the practition-ers to perform KM activities in distributed agile projects. Along different typesof techniques, we have also found that, practitioners adopted different types ofstrategies to perform knowledge sharing activities. Though codification is oneof the crucial part for knowledge sharing, surprisingly we found from studiedcases that, practitioners are concerned about knowledge codification. Teams aresharing codified knowledge among remote team members through repositories.During knowledge sharing among distributed team members, practitioners faceddifferent types of challenges, such as, language, communication, misunderstand-ing, visualization, cultural, technological and time zone difference. To mitigate

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Chapter 4. Conclusion and Future work 24

those challenges, practitioners also apply different types of mitigation techniques,such as, informal communication, cultural exchange, common platform, tools, vi-sual prototyping, common chat room, rotation, and overlapping hours. Throughthis contribution we realized the importance of knowledge sharing in distributedagile projects, that helps agile teams to get benefits from KM practices.

4.2 Spatial knowledge sharing in a distributed

agile project

Our second research theme investigated spatial knowledge sharing activities in adistributed agile project. We have two major contribution in this theme:

C2: Empirical observation regarding spatial knowledge sharing activities ina distributed agile project. Through a single-case study we gained insight intospatial knowledge sharing in distributed agile project. We have found, studiedagile team adopted different types of knowledge creation strategies in order touse office space locally. we found, studied team does not directly share any spa-tial knowledge among remote teams by using any visualization tools. But, teamshares most of the spatial knowledge items through repository. Knowledge whichis spread across office space can partially be codified and stored in this repository.Because of the perception and discussion, physical boards or other objects are notcodified. So, when studied team tried to share spatial knowledge, it then had touse repository and other internet aided tools which is classified as Systems schoolin Earl’s classification of KM. Also, for this spatial knowledge to be accessibleand understandable to remote team members, the agile team relies on practicesfrom Organization school i.e. using instant messaging to explain issues or newfeature. So, from this case study we found that organization are more focused onusage of internet based tools rather than investing on expensive physical devicesto create sense of common space or sharing knowledge stored in office space.

C3: Process improvement scope and guidelines for the studied project. Weproposed studied team to use visual board, record video of presentations for spa-tial knowledge sharing. Visual aids is helpful to for distributed team members toget information at the right time, that may increase the teams’ productivity. Thistype of visual aid also help to increase trust and confidence between distributedteam members. We have also recommend studied team, to be aware about spatialknowledge and team building during distributed agile project.

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Chapter 4. Conclusion and Future work 25

4.3 Research Goal

Returning, finally, to our research goal for this thesis: How not to loose the ben-efits that agile practices provide with respect to Knowledge Management (KM)in distributed projects? In distributed development, informal communication andknowledge sharing is challenging due to low communication bandwidth. We foundthat by taking knowledge management perspective on distributed agile projects,we could identify software process improvements that help team members to im-prove their practices. Our studies showed that, in distributed agile projects, teampractices different types of techniques and strategies that help to maintain knowl-edge sharing activities. Through practicing those techniques and strategies, agileteams getting benefits in distributed agile projects. Our studies also showed,there are a lot of knowledge resides in office space that foster knowledge sharing.With respect to KM, agile team uses office space for knowledge creation and shar-ing. Our studies have contributed towards the state-of-the-art by contextualizingagile practices with respect to KM that applied by the practitioners’, but thereare still a lot of possibilities for research within the field.

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Chapter 4. Conclusion and Future work 26

4.4 General Observation

We have made a couple of additional observation apart from the above presentedin main conclusions of this thesis. Though it is not in our research scope, butwe have found these observations interesting enough to present, that might beimportant for future research.

Methodology We noticed from the semi-structured interviews and case studythat, organizations are not practicing agile methodology in the full extent. Ev-eryone adopt tailored methodology with mixed of agile and convenient processes.That gives them more freedom and flexibility. In one case, we noticed that organi-zations are actually not driven by methodology rather by its results. Dependingon the situation they adopt features from different methodology whether it isagile, waterfall or opensource. The ideology of their work environment is “whatworks”.

Overcome barriers Success of agile software development relies on the com-munication, coordination and control. We noticed in one case, project managerjoins daily standup meeting at night (Team distribution: USA-Bangladesh). Itshelped that dispersed feature team to maintain team glue and increase the con-fidence of the team members in their work environment.

Tight schedule Sometimes its tough to share knowledge among team mem-ber due to the tight scheduling, of delivering the project on time. We have alsonoticed that, developers do not properly maintain commits (during pair program-ming), which later takes much time to understand.

Rotation/Visit According to Lavy and Hazzan, knowledge sharing increasesthe respect and trust between team members. In distributed development this isone of the integral part to succeed. In our study, we have observed that, due tobudgetary constraints team could not frequently visit remote sites. Its also leadto decrease trust between team members.

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Chapter 4. Conclusion and Future work 27

4.5 Direction for future work

During the research we have found some interesting substances of knowledge man-agement in both agile collocated and distributed project that might be valuableto explore in the future.

Topic 1: Knowledge sharing in distributed agile projects: What ismissing!

In study 1 we identified, how do a team members contribute to knowledgecreation and sharing in a distributed agile project. Findings of “What ismissing” between distributed team might be interesting.

Topic 2: KM in distributed agile projects

The motivation of topic 2, is in-depth inquiry of how agile distributed projectpractices knowledge management activities with regard to spatial school. Multi-ple case studies can be interesting which will help to reveal more empirical datafrom the industry. Topic 2 might be direct extension of study 2.

Topic 3: Applicability of agile collocated KM experience in dis-tributed agile project

It seems KM in collocated project is successful due to high range of face-to-face communication between teams and product owner. The motivation of thisresearch is to observe, how agile collocated teams practices knowledge manage-ment activities and possibilities to simulate the collocated agile project experiencein the distributed agile project. It will be also interesting to observe how closenessand cohesion facilitate KM activities in the agile project.

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Appendix A

Appendix

A.1 Interview Questions

Introductory Questions:

� What is your role in the organization?

� What are your responsibilities in the current project?

� How long have you been working with the organization?

� How long have you been working with globally distributed projects?

� Team Size and number of developing sites? Who does what? (Distributed,Dispersed or Combinational)

Domain Specific Questions:

� Which software development methodologies do you follow?

� Which agile practices are followed locally and globally? (e.g. Scrum, XP,Kanban, AUP etc.)

� Which types of knowledge do you share among local team members? (e.g.Tacit, Explicit, Embedded)

� How do you share knowledge across sites?

� What problems/challenges did you face while knowledge creation and shar-ing?

� What have been done to avoid those problems?

� How do you evaluate the success of knowledge sharing among team membersin the same sites?Scale 1-10

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Appendix A. Appendix 29

� How do you evaluate the success of knowledge sharing among distributedteams?Scale 1-10

� Do you think the scope of shared knowledge is sufficient? Why or Why not?

� If sites share their physical spaces, do you think it will help to create knowl-edge and access the shared knowledge? why and why not?

� Do you believe that knowledge sharing activities have positive impact onthe team? Can you please describe?

� Do you like to add something, any success or problem scenario or anything?

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Appendix A. Appendix 30

A.2 Case Study Protocol

Background

All interview data will be used only for academic purpose and kept confidential.This interview is a part of our research about knowledge management in globallydistributed software development teams. Knowledge management is essential forsuccess in ever changing global software development. It helps software develop-ment organization to acquire and maintain competitive advantage. One of theobjectives of KM is to improve productivity through effective knowledge sharingand transfer. Our brief research goals are -

� Finding types of knowledge resides locally in among distributed sites.

� Identifying how sites/locations use office space to create local knowledge.

� Finding preferences of knowledge management techniques and sharing ap-proaches in different sites.

� Understanding the importance and necessity of shared knowledge creation.

Position:

Team Distribution:

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Appendix A. Appendix 31

Introductory Questions:

� What is your role in the organization?

� What are your responsibilities in the current project?

� How long have you been working with the organization?

� How long have you been working with globally distributed projects?

� Team Size and number of developing sites? Who does what? (Distributed,Dispersed or Combinational)

Domain Specific Questions:

� Which software development methodologies do you follow?

� Which agile practices are followed locally and globally? (e.g. Scrum, XP,Kanban, AUP etc.)

� Which types of knowledge do you share among local team members? (e.g.Tacit, Explicit, Embedded)

� How do you share knowledge across sites?

� What problems/challenges did you face while knowledge creation and shar-ing?

� What have been done to avoid those problems?

� How do you evaluate the success of knowledge sharing among team membersin the same sites?Scale 1-10

� How do you evaluate the success of knowledge sharing among distributedteams?Scale 1-10

� Do you think the scope of shared knowledge is sufficient? Why or Why not?

� If sites share their physical spaces, do you think it will help to create knowl-edge and access the shared knowledge? why and why not?

� Do you believe that knowledge sharing activities have positive impact onthe team? Can you please describe?

� Do you like to add something, any success or problem scenario or anything?

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Appendix A. Appendix 32

A.3 Invitation letter to participate on semi-structured

interview

Study Title: Knowledge Management (KM) in Distributed Agile Projects

Dear Participant,

My name is Mohammad Abdur Razzak. I am a graduate student in the SoftwareEngineering Department at Blekinge Institute of Technology, Karlskrona, Swe-den. I am conducting a research study as part of the requirements of my MScThesis, and I would like to invite you to participate.

Knowledge management is essential for success in ever changing global softwaredevelopment. It helps software development organization to acquire and maintaincompetitive advantage. One of the objectives of KM is to improve productivitythrough effective knowledge sharing and transfer. Knowledge management ac-tivities for globally distributed agile teams need further exploration. The targetof this research is to discover KM activities in agile software development teamin distributed environment. Our intension is to find out, in distributed settinghow agile teams contribute to share knowledge creation and transfer, scope of theshared knowledge, and also attempt to find how distributed teams access and usethose spatially shared knowledge.

If you decide to participate, you will be asked to describe procedures of knowledgemanagement activities in the agile distributed teams. In particular, we will discussa) How agile teams contribute to shared knowledge creation and transfer activitiesin the distributed setting?, b) What is the scope of the shared knowledge? Is itsufficient?, and c) How sites access and use the spatially shared knowledge?

The Interview will mutually agreed upon time and place, and should last aboutone(1) hour. The interview will be audio taped so that I can accurately reflect onwhat is discussed. You may feel uncomfortable answering some of the questions.You do not have to answer any questions that you do not wish to. Participationis confidential.

We will be happy to answer any questions you have about the study. You may con-tact with my faculty advisor, DR. Darja Smite, +46-702-100-858, [email protected],if you have study related questions or problems.

Thank you for your consideration. If you would like to participate, please sendme an email listed below to discuss participating.

With kind regards,Mohammad Abdur [email protected]

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PART II –Included papers

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Paper 1 Mohammad Abdur Razzak and Rajib Ahmed. Knowledge Sharing in Distributed Agile Projects: Techniques, Strategies and Challenges.

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Knowledge Sharing in Distributed Agile Projects:Techniques, Strategies and Challenges

Mohammad Abdur RazzakSchool of Computing

Blekinge Institute of TechnologyKarlskrona, Sweden

Email: [email protected]

Rajib AhmedSchool of Computing

Blekinge Institute of TechnologyKarlskrona, Sweden

Email: [email protected]

Abstract—Knowledge management (KM) is essential for suc-cess in global software development. Software organizations aremanaging knowledge in innovative ways to increase productivity.In agile software development, collaboration and coordinationdepend on the communication, which is the key to success. Tomaintain effective collaboration and coordination in distributedagile projects, practitioners need to adopt different types ofknowledge sharing techniques and strategies. There are alsofew studies that focuses on knowledge sharing in distributedAgile projects. This research identified the knowledge sharingtechniques and strategies applied by the practitioners in thedistributed agile projects. Challenges faced by the practitionersduring knowledge sharing in distributed agile projects are alsoidentified and discussed.

Index Terms—Knowledge management, knowledge sharing,distributed, agile.

I. INTRODUCTION

Software engineering is a knowledge intensive area. Thisenforces software organizations to manage their knowledgeand later use it in smarter innovative ways to solve problems[1]. It helps software development organization to acquire andmaintain competitive advantage. KM is crucial for success inglobal software development [2].

Global software development can be described as “softwarework which is attempted in different geographical locationsacross the national boundaries in a coordinated fashion toinvolve synchronous and asynchronous interaction” [3]. Soft-ware developers are knowledge workers who are dependenton each others’ work. In global software development thissynchronization is dependent on KM. Some studies identifiedknowledge sharing is difficult in the distributed agile projectdue to lack of face-to-face communication between teammembers [4,5]. In the agile software development collabora-tion and coordination depends on communication, which iscrucial to successful software development [6]. One of themajor objectives of KM is to improve productivity througheffective knowledge sharing and transfer [7]. So, success ofagile projects relies on effective knowledge sharing amongteams.

This research focuses on exploring knowledge sharing inthe distributed agile projects. More specifically, this research

attempts to identify knowledge sharing techniques andstrategies practices between locally and globally distributedagile teams, and challenges faced by the practitioners in thedistributed agile environment. We are driven by the followingresearch questions:

RQ1: How do team members contribute to knowledgecreation in a distributed agile project?

RQ2: How do team members share knowledge in adistributed agile project?

RQ3: What are the challenges faced by the practitionerswhen sharing knowledge in a distributed agile project?

The rest of the paper is organized as follows. In sectionII theoretical background of knowledge management in adistributed agile projects is described. In section III we presentresearch methodology applied and followed by validity threatsin section IV. The description of series of semi-structuredinterviews are described in section V. Results of the differentfindings are present in section VI. Discussion of the empiricalstudies is provided in section VII. Finally, section VIII con-cludes the paper with the summary of the major findings andfuture work.

II. RELATED WORK

Knowledge can have various meanings to different people[8]. In the britannica encyclopedia [9], knowledge is stated as“the fact or condition of knowing something with familiaritygained through experience or association; acquaintance withor understanding of a science, art, or techniques; the factor condition of being aware of something”. From the orga-nizational perspective, knowledge is “a fluid mix of framedexperience, values, contextual information and expert insightsand grounded truth that provides a framework for evaluatingand incorporating new experiences and information” [10].Knowledge extracts from the information1 as informationextracts from the data2, that means knowledge is a mixture

1Information is data arranged in meaningful patterns [11].2Data can be described as a series of meaningless outputs from any

operation [11].

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of various elements.

Software development is considered as a complex, knowl-edge intensive and rapidly changing activity. Where number ofindividuals, teams and organizations involve fulfilling commongoal, interest and responsibilities [12,13]. Technological andstrategic knowledge helps developers to communicate; so itis essential to keep the knowledge stored in the organizationfor the future reuse. Devenport and Prusak [10] define it as“a method that simplifies the process of sharing, distributing,creating, capturing and understanding the company’s knowl-edge”. As, size of the organization grows rapidly, it becomesharder to find where the knowledge resides. Research shows,if the companies manage their knowledge in a better way, theycan increase quality, and decrease the time and developmentcost [14]. To improve the organizational performance, it isimportant to manage knowledge in a structured way which willhelp to identify the right knowledge to the right people at theright time. O‘Del and Grayson [15] discussed that, knowledgemanagement is not a vital methodology; it is a framework, amanagement mind-set which is based on past experiences andcreating new wheels for exchanging knowledge.

Social interaction and conversation are the key elements ofeffective knowledge sharing in an agile process [16]. Verbalface-to-face interaction facilitates effective knowledge sharingbetween team members. Though face-to-face interaction ischallenging in distributed software development. Researchidentified [17], team members (Developers or Quality Ana-lysts) rotate or travel different location to work with other teammembers for a specific period of time, that enables effectiveknowledge sharing and increase team bonding even when teammembers are no longer working in the same location.

Software development relies on the team performance [18].In traditional software development teams apply plan-drivenapproaches, maintain hierarchy and clear separation of roles.However, in agile software development, work is coordinatedby the self-managing team and team decide how to coordinatework. There are three types of feature teams in distributedprojects those are distributed feature teams, dispersed featureteam, and distributed as well as dispersed teams [6]. Dis-tributed feature teams are the combination of multiple featureteams and teams possibly reside at a different location. Theinternal communication between features teams are easier,because the nature of teams is collocated, but across the borderit is harder due to temporal dispersion. Dispersed feature teammembers (architect, developers, tester and etc.) are spreadover many sites. Team members are spread in the differentgeographical location, so much effort is needed to increasecommunication bandwidth between internal teams. In orderto work as united team, joint objective is an important issuein dispersed feature teams. Distributed as well as dispersedteams, sometimes this type of teams called as hybrid teamwhich is mixed of distributed and dispersed feature teams.Usually, large global projects adopt this type of team structure

to facilitate both business and technological domain together[6].

To foster dynamic knowledge sharing, improve produc-tivity and coordination in software development teams, ag-ile approaches were introduced. Agile team shares knowl-edge through several practices [19]: pair-programming, releaseand sprint planning, customer collaboration, cross-functionalteams, daily scrum meetings and project retrospectives. But,the authors [19] argue that, these practices are team-orientedand rely on face-to-face interaction between team members.These practices do not facilitate knowledge sharing in dis-tributed agile teams but effective for collocated and smallteams. In one study Dorairaj et al. [17] reported that in dis-tributed agile project, team members practice sprint planning,daily scrum, sprint review and project retrospective meetings.Distributed agile team members share knowledge througheffective use of knowledge management tools like Wiki, pair-programming and video-conferencing.

Bahli and Zeid [20] mentioned in an empirical study that,extreme programming (XP) improve tacit knowledge creationamong the team members in the software development. It alsofacilitates higher degree of knowledge creation among teammembers through frequent interaction among team members,effective communication and collaboration in a developmentteam. Knowledge creation in distributed agile teams enhanceby the active collaboration among development team membersand discussion with customer representative throughout thedevelopment phase [17].

KM is considered as software process improvement initia-tive [1,6]. KM in global software development projects is es-sential in order to cope with coordination, multiple knowledgesources, time and budgetary constrain [21]. There are twomain strategies for knowledge management. Codification, issystematizing and storing information about the company thatconstitutes knowledge (Knowledge-as-object [16,22–24]). Thiscodification strategy develop an electronic document systemthat codified, store and allows to reuse of knowledge. Thisstrategy also helps the new team member to reuse storedknowledge [25]. Personalization (Knowledge-as-relationship[26,27]), supports the flow of information in a company whichis centrally stored information about the knowledge source[28,29].

Michael Earl [30] has classified knowledge management(KM) into three categories: technocratic, economic and be-havioral. Earl also divided these three categories into sevenschools, Technocratic: Systems, Cartographic and Engineer-ing, Economic: Commercial and Behavioral: Organizational,Spatial and Strategic. Both Codification [25] strategy andSystems school practice depend on the technology whichapply Nonaka’s [31] externalization conversion technique toconvert tacit knowledge into explicit knowledge. Researchshows, technocratic schools are closely related with traditionalsoftware development and those who are developing software

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through traditional approaches they are probably getting ben-efit from technocratic schools [32]. On the other hand, behav-ioral schools are more related with the agile approaches andagile teams are more benefiting from the behavioral school.A survey in traditional and agile companies shows, agilecompanies seem to be more satisfied with their knowledgemanagement approaches compared to traditional companies[33]. In the agile software development, knowledge sharinghappens through the interaction. Developers share knowl-edge by working together and through close interaction withcustomers; and more specifically pair programming, extremeprogramming, daily scrum meeting, and sprint retrospectivesin Scrum. In the traditional software development, knowledgemanagement relied primarily on explicit knowledge but in theagile software development KM relies on tacit knowledge [34].In the agile software development, information radiator andcollocating teams are related with spatial school [33].

In the traditional software development, knowledge storedexplicitly in the documentation, but in the agile develop-ment methodology the knowledge is tacit [7]. Extractingtacit knowledge to explicit knowledge is one of the greatestchallenges of knowledge organization [27]. Due to the absenceof explicit knowledge in the agile software development,experts need to spend much time in repeatedly answeringthe same questions, experienced developers leave project, lesssupport for re-usability and less contribution to organizationalknowledge [7]. In the agile collocated development, informalcommunication is the key enabler for knowledge sharing butwhen agile project is distributed, informal communication andknowledge sharing is challenging due to low communicationbandwidth as well as social and cultural distance [35]. Dueto spatial, temporal and cultural factors, communication alsoget aggravated in the distributed settings [36]. Several studies[5,37] also point out that, knowledge sharing in the distributedagile project is difficult due the challenges in communication,specially face-to-face interaction between team members indifferent geographical location. To address those problems,we investigated how shared knowledge creation and transferactivities performed in the distributed agile projects. Alongthat, we also investigated what are the challenges faced bythe practitioners when sharing knowledge among globallydistributed agile team members.

III. RESEARCH METHODOLOGY

Because this research addresses an issue that has beenrather under-investigated for that reason this study takes anexplorative approach. Exploratory research helps to find outwhat is happening, seeking new insights and gathering ideas[38,39]. In some qualitative research, data collected throughobservation or interviews are exploratory in nature. So, ex-tensive interviews might helpful to handle this situation [40].This type of exploratory research also helpful to achieve goalby analyzing similarities and difference among the cases [41].The primary focus of this study is to discover the knowledgesharing practices in distributed agile project in order to identify

techniques, strategies and challenges.

A. Sampling

Convenient sampling was used to select the interviewees.The selection criteria for these interviewees were based onkind of company they work at, the experience of the companyin distributed agile development (more than 2 years), theirrole in the distributed team as well as in the company, projectduration and project distribution. The participants of thisresearch were Project manager, Team lead, Software Architect,Line manager, Senior Software developer, System developerand Scrum master in different countries involved in distributedagile projects, located in different countries i.e. Sweden,Norway, Germany, Ukraine, China, India, Bangladesh, USA,and Latvia. To get the rounded perspective of this researchphenomenon we included different roles from the agile team.

B. Data Collection

There are three types of interview techniques namely struc-tured, semi-structured and unstructured [42]. Due to qualitativenature of this study we used semi-structured interviews forconducting series of interviews in software industries involvedin distributed agile projects. According to Robson [43], anin-depth semi-structured interview is helpful for finding outwhat is happening and seeking new insights. Because of theexploratory nature of this study, seven semi-structured inter-views were conducted in order to identify how practitionersare creating, storing and sharing knowledge related to softwaredevelopment in geographically distributed agile teams. Thesesemi-structured interviews were combination of both open andfocused questions. It helps both interviewer and intervieweeto discuss on topic in more details. The reason of choosingsemi-structured interview is to prompt and probe deeper intothe situation. It also helped the authors to get information fromindividuals about their own practices, believes, and opinionswhich included both past or present experience. Before theinterviews started, the researchers discussed about overall goalof this research to interviewee. The interview questions weredescriptive and with the base questions there were follow upquestions asked based on the discussion. We were concernedabout some key terms: shared knowledge creation, knowledgetransfer, strategies and challenges which later helped us fordata analysis and those terms also evolve with interview ques-tions (see in Appendix IX). We conducted Seventeen semi-structured interviews from Six different companies. Selectedcompanies are involved with software product developmentwith different organizational setting and structure located indifferent countries. The duration of these interviews wereon average 60 minutes and the interview sessions were taperecorded. Among seventeen semi-structured interviews ninewere conducted through Skype and eight were face-to-facedepending on distance between interviewer and interviewee.

C. Analysis and Synthesis

In qualitative research, data analysis is the most difficultand crucial aspect. According to Basit [44], raw data can not

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TABLE I: Overview of distributed Agile projects

Projects Project Distribution Team Size Team Types Agile Position/Roles No. of IntervieweesAlpha Sweden-Germany 6-7* Dispersed Team Lead

Developer 2Beta Norway-Bangladesh 5-6* Dispersed Project Manager

Developer 2USA-Bangladesh 12-16** Distributed Head of Engineering

Gamma Senior Developer 3Developer

Delta Sweden-Bangladesh 16-18** Dispersed Software ArchitectDeveloper 2

Epsilon Latvia- Ukraine 11-15** Distributed Project ManagerDeveloper 2

Sweden-China 26-35*** Distributed Line ManagerZeta Software Developers 4

System DeveloperEta Sweden-India 45-55*** Hybrid System Developer;

Scrum Master 2In Table I *,**,*** indicates Small, Medium and Large scale teams respectively

help the reader to understand the social world or participantsview unless such data is systematically analyzed. To organizeand make sense of collected data we adopted thematicanalysis [45] technique during analysis. Thematic analysisis used to identify, analyze and report patterns or themeswithin data. It minimally organizes and describes data setin-details. In thematic analysis a theme that captures datawith relate to research questions and represent them intoa pattern within the data set [45]. This analysis performedthrough a process which maintain six phases to establishmeaningful patterns of the data set. Braun and Clarke [45]provides an outline through the six phases of analysis. Thesephases are: familiarization with data, generating initial codes,searching for themes among code, reviewing themes, definingand naming themes, and producing the final report.

In first stage, we transcribed all collected interview datainto written form in order to conduct a thematic analysis. Ithelped us to identify possible theme, patterns and developpotential codes [46]. Second phase start with initial codesfrom the extract data. There are different types of Codingtechniques suggested in different studies such as open, axial,selective, descriptive/topic and pattern/analytic [47–49]. In ourcase, we applied Open coding technique and went through alltranscribed textual data by highlighting section of the selectedcodes. That also helped us to relate coded data with researchtheme and research questions. In third stage, we analyzedbroader level of theme rather than codes that helps to sortdifferent codes into potential themes [45]. As Braun andClarke suggested, to code as many potential themes/patterns aspossible because initially some themes seems to insignificantbut later they may be important in the analysis process. Later,mindmaps tool were used to represent them into theme-piles.This stage gave us sense of the significance of individualthemes. Stage four is reviewing themes. In this stage weidentified irrelevant (not enough or diverse) data with relate todifferent themes and broken down into separate themes. Afterrefining all themes we identified “essence” of each theme anddifferent aspects of the data each theme captures in stage five.

At the end, in stage six, we provided extract data with relateto research questions and present some dialog that connectedwith different themes in support of results and discussionsections.

IV. VALIDITY THREATS

To handle validity threats it is important to identify allpossible factors that might affect the accuracy or dependabilityof the results.

A. Internal Validity

Internal validity for qualitative research mostly relates tothe researchers biasness and interpretation of data [50]. Forselecting similar knowledge level of our interviewees we wentthrough interviewee profile in Linkedin and their years ofexperience. After all basic findings, interviewer sent formalmail to interviewee with invitation letter to involve withthis research. To mitigate threat of diverging to our biasnessinterview questions were designed to have majority openended questions. Also to address our inexperience in interviewquestion design we took help from our experienced advisor.Every interview started with similar introduction and someclarification questions. Then this recoded interview was tran-scribed immediately after the interview to reduce the riskof missing some information. Furthermore, researchers sentinterview report to interviewee in order to check whetherinterview data correctly transcribed and confirm the contentthat indicates participants thoughts, viewpoints, feelings andexperiences. In qualitative research it is an important part tounderstand interviewee inner words. To maintain reliabilityduring data analysis we used thematic qualitative data analysistechnique, that helped to identify, analyze and report themeswithin data. The extracted data from transcribed data ischecked twice for any discrepancy by two researchers.

B. External Validity

External validity is aim of interest in topic or experiencecan affect to fulfill research outcome [41]. This validity threatis more applicable to research that are quantitative and which

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tries to generalize outcome of the research. In our research wedo not conclude to any generalized statement from interviewsof seven different agile teams. This research is a social inquiryartifacts used in distributed agile software development teamsfor knowledge management.

C. Qualitative Validity Threats

This research encountered a major risk during informationgathering from industry. Involving with academic research itstotally depends on willingness and availability of industrialresponsible.There are three types of validity threats withrelevant to qualitative research [51], these are descriptivevalidity, interpretive validity and theoretical validity [52].Descriptive validity indicates accuracy about descriptive re-porting or information such as, events, objectives, behaviors,settings and places [52]. In qualitative research description isan important issue to maintain descriptive validity. Investigatortriangulation techniques applied to mitigate this issue whereboth researchers together collect, transcribed and analyzed thedata. The findings from each researcher also reviewed by otherone to ensure the similarities of their conclusion. Along theinvestigator triangulation, we also maintained data triangula-tion, negative case sampling, reflexivity and pattern matching[52]. Data triangulation helps to understand phenomenon frommultiple sources (interviewee). In order to compare differentparticipants answer from same organization we conductedmultiple interviews.

V. SEVEN DISTRIBUTED AGILE PROJECTS DESCRIPTIONS

This section describes empirical cases that were conductedduring the period May-June 2012. There are three types offeature teams in distributed projects, those are: distributedfeature teams, dispersed feature team, and hybrid team [6].Based on the team size, we have divided cases into threecategories-Small, Medium and Large scale. Table I shows theoverview of different projects.

A. Small Scale

TABLE II: Small scale teams

Projects Team Distribution Development Method(s)Alpha Sweden-Germany Scrum and KanbanBeta Norway-Bangladesh Feature-driven development

1) Alpha: Alpha is Stockholm based software company andthey have offshore sites in different countries. The currentproject is a collaboration between Stockholm and Germanyteams. Stockholm team is responsible for overall projectmanagement, testing, features development, bugs fixing andrelease planning. German team is responsible for core devel-opment and testing. The interviewees are both from Stockholmproject management team and Germany development team(green color indicates that the interview conducted from theStockholm and German team see in Figure 1). Team structure-Dispersed feature team (see in Figure 1).

Fig. 1: Team distribution in Alpha project

As development methodology Alpha practices Agile whichis a combination of both Scrum and Kanban. Stockholm teambegins the day with a startup meeting. After the meeting, alltask related information is kept on the Scrum board. Redmineis strictly maintained by the team members for documentationand to share knowledge among both local and distributedteam members. There are no Scrum and Kanban board at theGermany site. All the information from Scrum and Kanbanboard are codified into redmine by the Swedish team to shareand exchange knowledge among the German team members.Skype is used as the major communication tool among the re-mote team. Every week they have 1-2 hours weekly workshopwith the local team; that helps team members to share theirthoughts with each others. Though Germany team does nothave Scrum board, the team accesses the information throughredmine.

Fig. 2: Alpha project KM activities

2) Beta: Beta, is Oslo based software company. The com-pany has three teams in two countries and all teams areworking on same project. In Oslo, there are two teams.Team A is responsible for project management and part ofdevelopment. Team B is responsible for testing. On the othersite Bangladesh team is responsible for core development.Team structure- Dispersed Feature Team (see in Figure 3).

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Fig. 3: Team distribution in Beta project

As development methodology Beta team practices Agile,more specifically Feature-driven development (FDD). Red-mine, gitHub and Skype are used to share features & schedul-ing, code and screen respectively in the local team. Wiki toolused for documentation. The team do not have any physicalboard in their local site, team members share all informationthrough redmine and wiki for both local and remote use.

Fig. 4: Beta project KM activities

Project Manager said “...I am not satisfied with the currenttools; It’s tough to describe design to new team members.Visual aid is helpful during the discussion”

B. Medium Scale

TABLE III: Medium scale teams

Projects Team Distribution Development Method(s)Gamma USA-Bangladesh ScrumDelta Sweden-Bangladesh Agile; WaterfallEpsilon Latvia-Ukraine Scrum, XP, and Kanban

1) Gamma: Founded by a web visionary and entrepreneurof Silicon Valley, California. Gamma team consists of businessleader with proven track records and technical leaders withsolid technology expertise and background. The core businessof this company is Design and Development. Gamma, closelyobserved software development life cycle (SDLC) and reliedon a lightweight, productive and client-friendly processes. Atthe beginning they start with traditional waterfall SDLC modelbut it is no longer with this company due to today’s fast-pacedindustries where change is the only constant. Now, Gamma

teams are using an interactive agile model; continuously iteratefrom the initial requirements until initial launch and onwarduntil the final launch. Though design and development is thecore business of Gamma, with that they also provide Test-ing and QA, Integration and IT, Tech support, Maintenanceand Refactoring. Working with the leadership team, a smallproject management, business analyst and architecture teamin San Jose, CA and a large engineering, IT and technicalsupport team is in Dhaka, Bangladesh. That means the teamis distributed feature team (see in Figure 5).

Fig. 5: Team distribution in Gamma project

In one of the current project with Dhaka team USA teamis responsible for core design and decision making. As adevelopment methodology they are practicing is Agile, morespecifically, they use Scrum. Dhaka team is responsible fordevelopment and testing. So, they start day with a shortmeeting with the USA team. USA team holds the mainScrum board and Dhaka team holds the sub-scrum board(for Specific Sprint). To share the central knowledge withlocal team they maintain a wiki as a knowledge managementtool and documentation. In the distributed environment theymaintain wiki (documentation sharing), gitHub (code sharing)and a Skype (communication). To share physical scrum boardwith the remote team the USA team upload pictures every dayin the wiki.

Fig. 6: Gamma project KM activities

The scope of the knowledge sharing is described by theinterviewee as “......It’s ok for a small team, but an electronicwhite board will be helpful to share knowledge among remoteteam members. From the business perspective knowledge shar-

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ing is a bottleneck and it also helps to reduce redundancy.”

2) Delta: Delta, another example of Dispersed featureteams is distributed between Sweden and Bangladesh. TheSwedish team is responsible for both specification and designphase; on the other site, Bangladeshi team is responsible forcore development.

Fig. 7: Team distribution in Delta project

As development methodology they adopt Agile but notspecifically any practices like Scrum or Kanban. Their mottois What works!. For the task related knowledge sharing,they maintain GreenHopper Atlasian JIRA, they do not haveany physical board in their offices. Confluence is used forknowledge management. If someone faces any problem in thelocal team they directly ask Sage3 person to get on the flyanswer rather than searching. But for the remote team taskrelated knowledge is kept in the sprint management tool andfor the domain related knowledge they maintain a commonchat room to resolve this specific problem.

Fig. 8: Delta project KM activities

The Software Architect of this company said “....Visual aidis helpful if diagram or other issues are hard to describe”

3) Epsilon: Epsilon is Riga-based IT Company providingbanking and finance solutions. Epsilon is one of the fastestgrowing IT service providers in Latvia. Epsilon is specializedin providing IT consulting, as well as IT systems development,integration and software maintenance services.

One of the current projects running is the one with collab-oration between Latvia and Ukraine. Latvian team is respon-sible for project management, requirement analysis, designand verification; and Ukraine team is responsible for the core

3Sage is usually an older person of experience. Can give advice or guidanceto the younger team members.

development. The team uses agile, which is a mix of Scrum,XP and Kanban but not in a strict way. It is tailored andflexible.

Fig. 9: Team distribution in Epsilon project

Latvian team starts the day with a short meeting. Allproject and domain related information is kept in the wikiand JIRA. The main challenges faced by Epsilon team toshare knowledge among distributed team are distance andvisualization. So, to mitigate those challenges they maintaina common platform (same work environments), common chatroom and visit remote site (sometimes).

Fig. 10: Epsilon project KM activities

One of the interviewee said “.... It is good to have all theinformation in the electronic board for distributed teams”

C. Large Scale

TABLE IV: Large scale teams

Projects Team Distribution Development Method(s)Zeta Karlskrona-China Scrum & KanbanEta Stockholm-India Scrum & Kanban

1) Zeta: Zeta, is one of the leading companies in telecomsindustry founded in Sweden. One of the current projects is col-laboration between Sweden and China where two distributedfeature teams are working on one project.

Fig. 11: Team distribution in Zeta project

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As development methodology both teams practice Agile,more specifically, Scrum and Kanban. To share knowledgewith the local team they maintain a wiki, pair programming,technical presentation and technical discussion forum. Butto share knowledge among remote team they perform dailyconference, sometimes visit remote site, and a technical forum,which is called as knowledge hub.

Fig. 12: Zeta project KM activities

The Line Manager said “...we are planning to buy a digitalscrum board to increase communication bandwidth which willhelp distributed teams to get information at early stage”

2) Eta: One of the current project is collaboration betweensix distributed feature teams and every team has two remoteteam members in India. Team structure is hybrid and one ofthe Stockholm team is responsible for the project management.

As development methodology the teams using Agile whichis a mix of both Scrum and Kanban but not in a strict manner.To share knowledge among distributed dispersed teams bothformal and informal processes are followed by the team mem-bers. Most of the time workshops and seminars are arranged ondifferent topics such as, technologies, tools, design methods tocreate local knowledge. Also, team meetings and on-demandmeetings are maintained for knowledge sharing. To shareknowledge across the sites the teams uses electronic media(such as, electronic boards, wikis, forums, documentation,etc.), online conferences, online meetings, and site visit.

One Interviewee mentioned “.....Seems, people sittingnearby places find it easier to communicate and apparentlyaccess to knowledge and sharing of knowledge increase.However, electronic mediums are functioning well enough toshare knowledge. Electronic boards are in place containing thetasks list to perform and latest information. Along with that,necessary technical and business information are regularlyupdated in wiki, internal web, etc. Online forums are alsoused to discuss.”

The interviewee also suggested that “.....Knowledge shar-ing, within the team and between the teams, is a necessaryfunction to be able to perform effectively. This effectivenessincludes timeliness, accuracy in design & development, andfollowing the right technical and business processes.”

VI. RESULTS

In this section, we describe different findings (techniques,strategies and challenges) from Seven cases that promote ef-

Fig. 13: Team distribution in Eta project

Fig. 14: Eta project KM activities

fective knowledge creation and sharing activities in distributedAgile projects.

A. Knowledge Creation: Locally and Globally

We have found, in distributed agile project team practicesdifferent types of techniques for both local and globalshared knowledge creation. Pair programming, Customercollaboration, Scrum/Kanban board and Community ofpractice are explicitly practices by the teams to perform bothlocal and global shared knowledge (see in Table V).

1) Pair Programming: Pair programming is used for bothlocal and global knowledge creation. From the series ofsemi-structured interviews we have found that, both localand remote team members work together in one workstationto solved specific problem. They help each other to sharetheir thought and create knowledge through discussion. Intwo cases, we have found, teams does not perform pair

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TABLE V: Knowledge creation techniques: Locally and Globally

Techniques α β γ δ ε ζ ηPair programming L,G L,G L,G L,G — L L,GCustomer collaboration L,G — L,G L L L,G L,GScrum/Kanban boards L — L,G L — L L,GInnovation boards — — — — — — L,GWorkshops/Seminars — — — — — L LCommunity of practice — — — L,G L,G L,G L,GTechnical presentation — — L — — L LTechnical forum — — — — — L,G L,G

*In Table V, L indicates Locally, G— Globally and “—” not in practiceDispersed teams- α, β, δ; Distributed teams- γ, ε, ζ; Hybrid team- η

programming for shared knowledge creation among remoteteam members. In Epsilon(ε) project, all development teammembers are in one sites for that reason they does not need toperform pair programming for global shared knowledge cre-ation. Although, Zeta(ζ) project is collaboration with Chineseteam on the same product but development teams does nothave any dependency. The development teams working ondifferent module and later core developers merge all moduletogether for specific release. But, the local team perform pairprogramming in Zeta (ζ) project.

2) Pre-planning game/Customer collaboration: In the de-velopment cycle customer has an important role. Customercollaboration helps team to build up technical-business col-laboration on a project and also help to set the directionof the project. In the agile software development customersalways involve with development teams by providing projectrequirements and performing acceptance testing. Through cus-tomer collaboration agile teams participate to create localknowledge. Evidence also found from different cases that,customer also involve with the remote development teams tocreate knowledge through continuous discussion and featuresfeedback. We have also found that, customer also involvedin issue tracking system, that helps both project manager anddevelopers for early iteration. In two cases (δandε), we havefound that, customer collaboration perform only in the localsites for shared knowledge creation.

3) Scrum/Kanban boards: The are two types of boards usedby the office to create knowledge and common understanding.Scrum board is used for teams that plan their work in sprint.Kanban board used for to manage and construct team work inprogress. In table V it is depicted that, teams are using Scrumand Kanban board to for shared knowledge creation amongboth local and globally distributed team members. In twocases (γandη), we have found that, teams are using board bothlocally and globally. In Gamma (γ) project, remote teams hassub-scrum board which is replica of main scrum board. Alongthat, local team (in γ-project) upload picture of main Scrumboard everyday in repository. But, in Eta (η) project, teamsare using visual Scrum board to perform shared knowledgecreation among distributed team members.

4) Innovation boards: Most of the innovative ideas are keptin the human mind as tacit knowledge. Due to continuous work

load sometimes it is impossible to discuss with team memberor knowledgeable person. So, rather discussing with someone,people share their ideas through innovation board in explicitway. In the one interview researchers found, teams are usinginnovation boards to share their ideas with both collocated andremote team members.

5) Workshop/Seminars: Weekly or monthly workshop andseminars are arranged with collaboration between businessteams, technical teams and customers to share knowledgeabout project and latest technologies. This kind of workshopfacilitate common understanding and communication betweendifferent team members. Workshop also helps to facilitatestacit knowledge sharing through socialization. In studied cases,we have only observed large scale teams practices this tech-niques locally to create shared knowledge. Later, theme ofthe workshop/seminars shared among remote team membersthrough repositories.

6) Community of practice: To succeed in the agileproject, learning is an important asset for the agile teams.Agile teams practice two mode of learning Peer learningand Community learning. In Peer learning, team membersstart learning through interacting and collaborating withteam members. Community learning, access and conceiveinformation available in knowledge archive or in discussionforum. We have found, community of practice in differentprojects to perform shared knowledge creation among localand remote team members.

We have also found that, to create shared knowledge teamperform technical presentation. But, this activities only per-formed in the local site and later slides or documents shareamong remote team members. Technical forum is also inpractice to perform shared knowledge creation between localand remote team members.

B. Knowledge Sharing: Locally and Globally

Knowledge exchange is always challenging in thedistributed agile team due to a lack of face-to-face interactionamong team members. Practitioners and researchers are tryingto mitigate those challenges by initiating different kinds oftechniques and tools. From the studied cases we observed that,practitioner maintain different types of tools and techniquesto share knowledge among globally distributed teams. Based

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TABLE VI: Knowledge sharing techniques among different sites

Techniques α β γ δ ε ζ ηRepositories L,G L,G L,G L,G L,G L,G L,GPair programming L,G L,G L,G L,G — L L,GVersion control — — — — L,G — —Screen sharing G G G G — — —Daily scrum L,G — L,G — L,G L L,GWeekly sprint status L,G — L,G L,G G L L,GCommon chat room — — L,G L,G L,G L,G L,GTechnical forum — — — — — L,G L,GDiscussion forum — — L,G L,G — L,G L,GElectronic board — — — — — — L,GOnline conference G — G G G L,G L,GRotation/Visit — — — — G G G

*In Table VI, L indicates Locally, G— Globally and “—” not in practiceDispersed teams- α, β, δ; Distributed teams- γ, ε, ζ; Hybrid team- η

on the findings those knowledge sharing techniques are listedin Table VI.

All studied projects are concerned about repositories toshare knowledge between local and remote team members.Most of the task and product related knowledge is keptin the repositories, that are easy to access by the remoteteam members. Different teams also depends on Daily scrum,Weekly sprints status, Discussion forum, online conferenceand Common chat room to share knowledge between localand remote team members. Electronic board is helpful to shareknowledge across remote teams. Only one case found, thoseshare knowledge between both collocated and distributed teamthrough electronic board.

1) Repositories: To share knowledge among distributedsites local team used different types of repositories like Wiki,JIRA, Redmine, Confluence and Github etc. This type of repos-itories provide efficient mechanisms to access the codifiedknowledge. From the gather data it is evident that (see in TableVI), practitioners are most dependent on repositories to shareknowledge among both local and distributed team members.

Wiki, according to Ulrike Cress [53], provides new opportu-nities to learn and collaborative knowledge building & sharingthrough social interaction and individual learning. In differentcases we have found that, Wiki is helpful to start a new threatand discuss about issues with other team members. It is alsohelpful for new team members, that (wiki) provides detailsinformation about feature, documents and so forth.

Project and Issue tracking, Nowadays, almost all mediumand large distributed or dispersed agile teams are using JI-RA/Redmine to track issues, bugs, tasks, deadlines, code andhours. As collaboration and content sharing tools practitionersused Confluence to share docs, files, ideas, specification,diagrams and mockups. During the interview one project leadsaid,

“ ...Most of the time we share tacit knowledge betweenboth local and global team. After that, the information isconverted through redmine to make it explicit...” Project

Lead- Alpha project.

It is also evident that, in one case we found local team up-loads Scrum board pictures, slides and workshop informationin the repositories which is codified and easy to access by theremote team members.

2) Pair programming: Pair programming plays an impor-tant role to create and share developers knowledge in bothlocally and globally distributed project. In pair programming,two developers work together at one computer with commongoal [54]. In the studied projects, we found teams are us-ing pair programming technique to share knowledge amongremote team members. Team member use Skype to sharescreen among remote team members. Along that we have alsofound, team use TeamViewer and VPN services to share samecomputer screen among remote team members to perform pairprogramming.

3) Daily Scrum/Weekly sprints status/Online conference:Scrum meetings are source for sharing project progress in-formation among team members. Usually a Scrum standupmeeting is held in collocation. From the gather data wefound, distributed teams practices Scrum standup meeting withInternet Relay Chat (IRC), Skype or other group chattingsoftware. Through daily scrum/weekly sprints status/onlineconference local team share knowledge among distributedteam members. In one case (ζ), we have found, due toless dependency development team does not need to performScrum meeting/Weekly sprint status. But team (ζ) maintainonline conference to share knowledge among remote teammembers (if need). However, unless Beta(β) project, otherprojects are explicitly maintain online conference globally forknowledge sharing among distributed team members.

4) Common chat room: Common chat room is usefulto exchange knowledge among distributed teams. From theempirical findings we observed that, for faster and quickcommunication among distributed team members medium andlarge scale teams maintain common chat room.

In one case, Software Architect said that, “ ....Sprint man-

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agement system handle all task related knowledge but for thedomain related knowledge sharing we maintain common chatroom. Which help us to resolve specific problem within shorttime” -Software Architect, Delta project

But, in another case we found that, it is not an efficientway to communicate among distributed teams due to languagebarriers, common understanding, technological factors andso forth. Frequently misunderstanding occurs and things getwrong. To mitigate this types of problem practitioners alsosuggested different types of mitigation techniques.

5) Technical forum: The theme of technical forum is learn-ing through sharing knowledge. Technical forum is like com-munities of practice that creates a network between technicalteam members. It is a self-organizing group that consist ofindividuals who share information, experience and technicalskill on a specialized discipline [55]. Technical forum as-sist distributed teams in quick problem solving and reducedevelopment time since team members will not be stuck torecure issues. Building trust between team members in thedistributed environment is challenging; so knowledge sharingtrough technical forum can build trust between developers.Technical forum helps to create and share both local anddistributed knowledge. We have found that, large scale teammembers practices technical forum techniques to share knowl-edge among remote team members.

6) Electronic board: The office boards hold lot of knowl-edge which is difficult to share among distributed teams.From the interviews it is revealed, practitioners are usingelectronic boards to share and access knowledge both locallyand globally. Electronic boards hold the tasks lists to perform,latest information and along with that necessary technical andbusiness information are regularly updated in wiki. Electronicboards help to decrease communication overhead.

In one case, interviewee said “...I am not satisfied withthe current tools; It’s tough to describe design to new teammembers. Visual aid is helpful during the discussion” -ProjectManager, Beta project.

7) Rotation/Visits: The primary intension of team membersrotation between different sites is knowledge sharing. Due tofrequent face-to-face interaction with product owner, on-siteteam members gets more business and domain related infor-mation than offshore team members [56]. Lacking face-to-facemeetings and poor socialization also cause of lacking trustamong distributed team members [57]. Rotation between on-site and distributed team members promotes to share businessand domain related knowledge across the teams. From thegathered data we have found that, both distributed and hybridteam visit remote sites and rotate team members to increase thetrust and communication bandwidth between team members.But, studied dispersed teams never visit and rotate remote teammembers.

One of the distributed teams Line manager said “ Visit on

remote sites is highly cost. So, we rotate team members andmostly, duration of the rotation between team members is 3-6months.” -Line Manager, Zeta project

We have also found, teams are practices Version control,Screen sharing and Discussion forum to maintain knowledgesharing among both local and remote team members.

C. Knowledge Sharing Strategies

According to the literature, there are two types of knowledgemanagement strategies: codification and personalization.Codification strategy encourages people to create documentsby using repositories. On the other hand, personalizationencourages people to share knowledge through conversationor social interaction. Nonaka’s model [31] represent,personalization helps to facilitate tacit to tacit knowledgesharing through socialization. Table VII represent types ofknowledge management strategies applied in the differentprojects to manage knowledge both locally and globally.

TABLE VII: Knowledge Management Strategies

Projects Locally — — — GloballyTacit Explicit Tacit Explicit

Alpha + + + +Beta + + - +Gamma + + + +Delta + + + +Epsilon + + + +Zeta + + + +Eta + + + +

[+] In practice, [-] Not in practice

According to the seven cases evidence (see in Table VII),there are two types of knowledge that reside in the office:tacit and explicit. In the agile software development mostof the knowledge is tacit which reside in the human mindrather documentation. These codified tacit knowledge sharedamong between locally and globally distributed team membersthrough tools. Knowledge sharing approach varies betweenteam members due to experience level. This types of problemleads search availability and hard to find right knowledge atthe right time. We have also found, to share tacit knowledgebetween remote team members, teams maintain common chatroom and online conference (see in Table VI). In one project(β), we have found, team does not share tacit knowledgeamong dispersed team members. But, based on the situation,sometimes team perform pair programming through screensharing to resolve problems.

D. Challenges faced by practitioners during knowledge shar-ing among distributed teams

Challenges faced by the practitioners during knowledgesharing among distributed team members are shown in Figure15. Mitigation techniques applied by the practitioners alsoshown in the same Figure 15.

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Dispersed teams- α, β, δ; Distributed teams- γ, ε, ζ;Hybrid team- η

Fig. 15: Knowledge sharing challenges and mitigation techniques

In Figure 15, arrows indicates the mitigation techniques ap-plied by the practitioners for a specific challenge. Based on theseverity Communication, Language and Cultural challengesfrequently faced by practitioners during knowledge sharing indistributed agile project (see in Figure 15). In distance teamsare also struggling with Misunderstanding and Visualizationchallenges.

Not satisfied (0-3), Satisfied (4-6) and Highly satisfied (7-10)Dispersed teams- α, β, δ; Distributed teams- γ, ε, ζ;

Hybrid team- η

Fig. 16: Success of knowledge sharing

Though teams are facing different types of challengesduring knowledge sharing among distributed team membersbut we identified the success of knowledge sharing in bothlocally and globally distributed agile teams from studies sevencases. Based on the seven cases the above graph (see Figure16) is drawn. Ordinal scale is used to map the intervieweesatisfaction with theirs KM activities in both local and globalteams. Figure 16 depicts that, in project (Alpha) intervieweesthink knowledge sharing activities are more succeed among

distributed team members than in the local team due tolanguage barriers (non-native english speaker) between localteam members. It is also evident from the gather data that,dispersed feature teams more success about theirs knowl-edge sharing among distributed team members rather thandistributed and hybrid teams.

VII. DISCUSSION

A. Codification of Knowledge

According to Polanyi [58], “Individuals know more thanthey can say”. Polanyi classified human knowledge into twocategories. Tacit knowledge , that is very difficult to describeor express and this type of knowledge is transferred throughdemonstration. Tacit knowledge has an importance of cogni-tive dimension which consists of mental model, beliefs andperspectives [31,59,60]. So it cannot be easily characterized byclear expressive language. Explicit knowledge, which is easilywritten down and codified. Explicit knowledge is possibleto easily characterize by textual or symbolic form. Thiskind of knowledge resides in textbook, memos and technicaldocuments. Codification of knowledge is the conversion oftacit knowledge into explicit knowledge in a written, verbalor visual format. The extraction process of tacit knowledgeinto explicit is called externalization. Tacit knowledge cannotbe interpreted fully even by an expert [11]. This type ofknowledge is more deeply placed in action and stiff to expressin word [61]. Nelson et al. [62] conclude, it is impossible todescribe all necessary aspects of organizational tacit knowl-edge for successful performance. In the organization, most ofthe tacit knowledge is work related, that is learned informallyduring the team works [63]. Codification is challenging toextract tacit knowledge into explicit; so an expert needs tounderstand essence of the tacit knowledge to increase degreeof explicitness of knowledge. Surprisingly, we found from ourresults that, all studied cases are concern about knowledgecodification. To codify tacit knowledge, teams are using wiki,JIRA, confluence etc. In local sites, technical presentation anddiscussion forum are also taken into account as knowledgecodification strategies. Later, teams share codified knowledgeamong remote team members through repositories and that ishelpful for the remote team members to reuse codified storedknowledge.

B. Knowledge Management Strategies in Practices

We found that, knowledge management schools are inpractice according to the results in Table V and VI. We usedEarl’s [30] framework to select type of strategies or “schools”or practices in the different projects that applied to manageknowledge locally and globally.

Based on the evidence from different cases, we foundthat knowledge management schools were in use to manageknowledge both locally and globally. It is also evident that Sys-tems, Cartographic, Engineering, Organizational and Spatialschools are practices in distributed agile projects to manage

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TABLE VIII: Knowledge sharing strategies in practice

Projects Locally — — — — — — — — — — — — — — — — — — — GloballySystems Cartographic Engineering Organizational Spatial Systems Cartographic Engineering Organizational Spatial

Alpha + - + + + + - + + -Beta + - + + - + - + - -Gamma + - + + + + - + + -Delta + + + + + + + + + -Epsilon + - + + - + - + + -Zeta + + + + + + + + + -Eta + + + + + + + + + +

[+] In practice, [-] Not in practice

knowledge both locally and globally (see in Table VIII). BothCommercial and Strategic schools are focused on business(patent, copyright, trademark, know-how and intellectual asset[30]) perspective and there is also no evidence found withingathered data sets that indicates those schools (Commercialand Strategic) were in practice. For that reason those schoolsare not taken into account in this research.

1) Systems school: This school’s philosophy is to codifyingknowledge with the help of technology. Organizations userepositories for storing and sharing knowledge. Theseknowledge repositories usually store domain specificinformation. The codification of knowledge can be comparedwith externalization of knowledge by Nonaka [32]. It is easyto realize the benefits of knowledge bases and system schoolis the most researched school [28]. These knowledge basesbecome richer and more useful overtime. As shown in TableVIII, System school is in practice in all cases to manageknowledge locally and globally. Though search functions is adifficult issue in system school, practitioners depends on thatbecause in distance this school effectively perform knowledgesharing activities using repositories.

2) Cartographic school: This school focuses on mappingof organizational knowledge and aims to build knowledgedirectories by disclosing “Who knows what” [30]. This issometimes achieved by “yellow-pages”, which ensures theaccessibility of knowledgeable person within the organizationto others for knowledge exchange. Though knowledge mapsand directories on company intranets might be helpful fordistributed team members to have idea about who knowswhat, but in distributed project it seems challenging to putinto practice. Because it needs joint effort and commitmentfrom both local and remote team members. In collocation,it seem easier to find out knowledgeable or experiencedperson because they knew each other well. In globallydistributed project “who know what” and “what is where”are an important issues for effective knowledge exchange.We have found that, Cartographic school is practiced by thedifferent projects (δ,ζ,η) to exchange knowledge both locallyand globally. This strategy is also practiced in differentcompanies by introducing knowledge brokers idea and thathelps other developers to consult with knowledgeable andexperienced software engineers [1]. Knowledge brokers areknowledgeable and experienced software engineers who will

communicate with other developers with information or willlisten to them.

3) Engineering school: This school of knowledgemanagement focuses on business process re-engineering[28] and knowledge flows in organizations. This school hasmore empirical attention than other schools, that focuses onmanaging knowledge about software development processesand improvement of software development processes. Morespecifically, this school focuses on formal routines, mappingof knowledge flows, project reviews, and social interactions.Software process improvements like CMMI can be regardedas stimulus for knowledge flow throughout the organization.This school supports explicit knowledge sharing and indistributed project, temporal distance does not affect thisschool. In globally distributed project coordination is onethe major challenges and engineering school focuses oncoordination process, that aims to ensure knowledge flowwithin organization though shared databases. The process ofusing tools (i.e installation manual of GitHub or SVN witheclipse), quality code writing techniques, testing and reviewsare documented in repositories to share among distributedteams. However, practice of this school is found from thestudied projects.

4) Organizational school: The philosophy ofOrganizational school is to create network by collaboratingbetween communities to share or pool knowledge. This schoolof knowledge management focuses on the organizationalstructure. These structures are often referred as “knowledgecommunities” [28]. This is a networking approach for peopleto communicate and share knowledge. Based on the sevencases, this school is in practice for knowledge sharing bothlocally and globally.

5) Spatial school: The intention of spatial school is toencourage socialization (tacit to tacit knowledge) as a meansof knowledge exchange [64]. Spatial school is more concernedwith the development and utilization of the social capitalwhich develops from people interaction, formal or informal,repeatedly overtime [30,64,65]. Spatial school focuses ondesigning office space to promote knowledge sharing [23,32].Organization uses different office settings to promote peopleto communicate. For example in the case of software organi-zations agile methodologies may use boards, charts or other

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tools to create spatial knowledge. Even sometimes commonspaces like conference rooms, dining rooms or place forrefreshment activities are also place where knowledge can beshared. Five cases were found those practice Spatial schoolto manage knowledge locally and only case (Hybrid team,η)was found that practices Spatial school to manage knowledgeboth locally and globally. That Hybrid team is using visualboard to communicate among collocated and distributed teammembers.

VIII. CONCLUSION AND FUTURE WORK

The aim of this research was to discover the knowledgesharing techniques, strategies applied and challenges faced bythe practitioners in distributed agile projects. This researchhas addressed the following research questions. (1) Howdo team members contribute to knowledge creation in adistributed agile project? (2) How do team members shareknowledge in a distributed agile project? (3) What are thechallenges faced by the practitioners when sharing knowledgein a distributed agile project?

To perform knowledge management activities in a dis-tributed agile projects, different teams practice different typesof approaches. But, in general, we found different types ofknowledge creation and sharing techniques applied by thepractitioners to perform knowledge management activities indistributed agile projects. Along with, we also found differenttypes of strategies practiced by the team members to manageknowledge both locally and globally.

For the first research question, we found that:• To perform shared knowledge creation in a distributed

agile project, team members practice pair programming,customer collaboration, Scrum/Kanban boards, innova-tion boards, workshops/seminars, learning, technical pre-sentation and technical discussion techniques.

• In globally distributed agile projects, teams practice dif-ferent types of strategies to perform shared knowledgecreation such as systems, engineering, organizational andcartographic schools. Though we have observed that,spatial school is in practice of local knowledge creationbut while project is distributed, this school has lessconcern due to expensive tools.

For the second research question, we found that:• To share knowledge among distributed sites, team mem-

bers, practices different type of techniques: repositories,pair programming, version control, screen sharing, dailyscrum, weekly sprint status, common chat room, tech-nical forum, discussion forum, electronic boards, onlineconference, rotation/visit etc.

• Systems, Engineering and Organizational schools strate-gies are explicitly in practice to share knowledge amongdistributed team members. Those strategies foster teammembers for effective knowledge sharing activities indistributed agile projects. In distributed development,

“who know what” and “what is where” is important tobe known by employees for effective knowledge sharingand that is associated with cartographic school. But, indistributed agile projects, this school has less concerndue to social-cultural distance. Spatial school facilitateknowledge sharing by using office space but in distributedagile projects this strategy is not explicitly in practice toshare knowledge among remote team members.

For the third research question, we found that:• During knowledge sharing among distributed team mem-

bers, practitioners faced different types of challenges,such as, language, communication, misunderstanding, vi-sualization, cultural, technological, time zone differenceand lack of information.

• To mitigate those challenges, practitioners also applydifferent types of mitigation techniques, such as, informalcommunication, cultural exchange, common platform,tools, visual prototyping, common chat room, rotation,and overlapping hours.

Through a series of semi-structured interviews from Agilepractitioners, we investigate knowledge sharing activities indistributed agile projects. Communication, coordination andcollaboration are the keys to foster knowledge sharing betweenteam members in Agile software development. However, wehave seen knowledge sharing in distributed agile projects ischallenging due to factors like communication difficulties,language barriers and cultural barriers. To mitigate those chal-lenges and succeed in knowledge sharing within and acrossthe border, practitioners adopt different types of techniquesto manage knowledge both locally and globally. Along thosetechniques, we have also noticed that, practitioners adoptdifferent types of strategies to manage knowledge both locallyand globally. Though systems, engineering and organizationalschools are explicitly in practice, spatial school have lessconcern to manage knowledge in distributed agile project.With closer observation between software engineering andschools Bjørnson and Dingsøyr found, there are heavy focuson systems and engineering schools [28]. There are alsolimited number of study focusing on organizational schoolbut no study was found in software engineering that focuseson spatial aspect [28]. Agile is more closely connected tothe socialization that also includes spatial schools conceptas knowledge sharing strategies. There are lots of knowledgeresides in the office space and office space foster knowledgesharing through spatial knowledge management strategy. Infuture, it will be interesting to find out practices of spatialschool in distributed agile projects.

IX. APPENDIX

Introductory Questions:

• What is your role in the organization?• What are your responsibilities in the current project?• How long have you been working with the organization?

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• How long have you been working with globally dis-tributed projects?

• Team Size and number of developing sites? Who doeswhat? (Distributed, Dispersed or Combinational)

In-depth Questions:

• Which software development methodologies do you fol-low?

• Which agile practices are followed locally and globally?(e.g. Scrum, XP, Kanban, AUP etc.)

• Which types of knowledge do you share among localteam members?

• How do you perform shared knowledge creation amongdistributed team members?

• How do you share knowledge across sites?• What problems/challenges did you face while knowledge

creation and sharing?• What have been done to avoid those problems?• How do you evaluate the success of knowledge sharing

among team members in the same sites?Scale 1-10

• How do you evaluate the success of knowledge sharingamong distributed teams?Scale 1-10

• Do you think the scope of shared knowledge is sufficient?Why or Why not?

• Do you believe that knowledge sharing activities havepositive impact on the team? Can you please describe?

• Do you like to add something, any success or problemscenario or anything?

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Paper 2 Mohammad Abdur Razzak and Rajib Ahmed. Spatial Knowledge Creation and Sharing Activities in Distributed Agile Project.

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Spatial Knowledge Creation and Sharing Activitiesin a Distributed Agile Project

Mohammad Abdur RazzakSchool of Computing

Blekinge Institute of TechnologyKarlskrona, Sweden

Email: [email protected]

Rajib AhmedSchool of Computing

Blekinge Institute of TechnologyKarlskrona, Sweden

Email: [email protected]

Abstract—Knowledge management (KM) is key to successfor any software organization. KM in software developmenthas been the center of attention for researchers due to itspotential to improve productivity. However, the knowledge isnot only stored in repositories but is also shared in the officespace. Agile software development teams use the benefits ofshared space to foster knowledge creation. But it is difficult tocreate and share this type of knowledge, when team membersare distributed. This participatory single-case study indicatesthat, distributed team members heavily rely on knowledgecodification and application of tools for knowledge sharing. Wehave found that, studied project did not use any specific softwareor hardware that would enable spatial knowledge creation andsharing. Therefore not codified parts of the knowledge itemswere destined to be unavailable for remote team members.

Index Terms—Knowledge management, knowledge sharing,KM schools, spatial school, agile.

I. INTRODUCTION

Software development is dependent on Knowledgemanagement (KM), since it is a knowledge intensivejob. This enforces software organizations to manage theirknowledge and later use it in smarter innovative ways to solveproblems [1]. It helps software development organizationsto acquire and maintain competitive advantage. KM iscrucial for success in global software development [2].Global software development is “software work whichis attempted or engage in different geographical locationacross the national boundaries in a coordinated fashion toinvolve synchronous and asynchronous interaction” [3]. In theglobally distributed agile project, team members share project-specific knowledge through frequent face-to-face interaction,effective communication and customer collaboration [4]. Inagile software development, collaboration and coordinationdepended on communication, which is central for successfulsoftware development [5]. Software development dependson the developer’s knowledge and experience [6]. So,success of agile projects relies on effective knowledgesharing among teams. To foster dynamic knowledge sharing,improve productivity and coordination in software teams,agile approaches were introduced. In traditional softwaredevelopment, knowledge is stored explicitly in documentation,but in agile development, knowledge is tacit which is in

human mind [7]. So, converting tacit knowledge to explicitknowledge is one of the greatest challenges of knowledgemanagement [8]. Due to the absence of explicit documentationin agile software development, experts need to spend muchtime in repeatedly answering the same questions, knowledgeis lost when experienced developers leave project. This iscause informal communication sometimes cannot serve asrecorded documents, less support for reusability and lesscontribution in organizational knowledge [7].

According to Earl’s framework [10], the philosophyof spatial school is Contactivity that means contact andactivities. The intention of spatial school is to encouragesocialization as means for knowledge exchange [9]. Thisschool also can be labled as the social school, becauseits’ intention is to encourage socialization for exchangingknowledge using office space. In agile development paradigm,social interaction is the major artifact to share knowledgein an effective way. Different literature claims, knowledgemanagement activities in traditional teams fail due to purecodification strategy. Spatial school is more concerned withthe development and utilization of the social capital which isdeveloped from interaction between employees both formalor informal and repeatedly overtime [9–11]. There usually arelot of formal or informal discussions around white boards,taskboards, innovation boards, infront of coffee machine andso forth which create spatial knowledge. And in distributedproject this knowledge can be helpful for the remote teammembers. Spatial school focuses on designing office spaceto promote knowledge sharing [12,13]. However, there islittle empirical evidence about creating and sharing spatialknowledge with different KM activities in globally distributedagile team. The target of this research is to discover KMactivities in distributed agile project focusing on spatial school.

The rest of the paper is organized as follows. In sectionII, theoretical background for spatial knowledge creation andsharing activities in distributed agile projects. In section III, wehave presented design of this research along overview of theresearch subject and validity threats. In Section IV, we havepresented results of different finding. Discussion of empiricalstudy is provided in section V. Finally, section VI concludes

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the paper with the summary of major findings and future work.

II. BACKGROUND

Knowledge is context dependent asset and it dependson both time and space [14]. Knowledge is an individuals’interpretation of some learning from social, cultural orhistorical context. Sharing this knowledge is not an easything to do. Getting people to talk and share their know-howis one of the biggest challenges to effective knowledgesharing between team members [15]. In the agile softwaredevelopment social interaction is an important issue to shareknowledge in effective way. This type of social interactionhappens between team members through tacit knowledgesharing. But in organizations it is tough to find out the rightknowledge at the right time; due to knowledge fragmentation,overload and de-contextualization [16]. So, it is important forthe globally distributed organization to ensure and preserveknowledge management strategy for both tacit and explicitknowledge [16].

Tacit knowledge is a type of knowledge that we acquirefrom our learning and personal experience; so tacit knowledgecan be gained from discussion in front of coffee machine,meeting, training and team work [17–20]. On the other hand,codification is challenging to derive this tacit knowledgeinto explicit; so an expert needs to understand essence ofthe tacit knowledge to increase degree of explicitness ofknowledge. Nowadays, almost all software development firmsare using tools1 to facilitate explicit knowledge sharing forboth collocated and distributed teams. Experienced teammembers helping each other indirectly with their experiencein distributed environment using those tools, by problemsolving, manual creation and individuals’ internalize whatthey experience. The main intention of combination processis to manage all unstructured knowledge into one placeby sorting, adding, categorizing and defining context. Thisprocess help team members to get right information at theright time. In distributed environment team members maybenefit from this process.

In distributed software development it is hard to know eachother and access the relevant knowledge on the right time dueto communication, coordination and control factors. Hansenet al. [21] recognize two strategies that an organization canchoose for preserving both tacit and explicit knowledge. Thecodification strategy, all knowledge is codified and storedin the data repositories (People-to-documentation [21]). Incompanies, anyone can retrieve the codified knowledgewithout having contact with the person who originallydeveloped it [21]. Geographically distributed or dispersedteams benefit from codified knowledge through reuse, learningand innovation. On the contrary, the personalization strategyfocuses on discussion between individual; more specifically,this strategy relies on person to person interaction [21]. In

1wiki’s, redmine, JIRA etc.

this case, knowledge seekers do not need to search in thedocumentation because this type of knowledge heavily relieson experts. But in the distributed settings it might be difficultto understand tacit knowledge due to language barriers,cultural factors and terms used.

Knowledge management is an interdisciplinary field. Tounify the work in the field, Michael Earl [10] proposeda classification of knowledge management practices byorganizations into different schools. This classification helpsorganizations and researchers to have vocabularies andunderstanding of knowledge management. Michael Earl [10]has classified knowledge management (KM) into three broadcategories: technocratic, economic, and behavioral. Theseare then divided into seven schools: Systems, Cartographicand Engineering (Technocratic), Commercial (Economic)and Organizational, Spatial and Strategies (Behavioral).The schools are not competitive and their practices are notmutually exclusive [12]. To understand spatial school ofKM we also need to understand it’s relation to Systems andOrganizational schools. Systems school’s philosophy is tocodify knowledge with the help of technology. Organizationsattempt to use knowledge repositories for storing knowledgeand sharing knowledge. These knowledge repositories usuallystore domain specific information that then can be usedfor decision making. The codification of knowledge can becompared with externalization of knowledge by Nonaka [12].It is easy to realize the benefits of knowledge bases. Thatis why system school is the most researched school [22].Spatial school focuses on the usage of organizations space topromote spontaneous discussion, organizations use differentoffice settings to promote this. For example, in the case ofsoftware organizations agile methodologies may use boards,charts or other tools to encourage discussion which createsspatial knowledge. Even sometimes common spaces likeconference rooms, dining rooms or place for refreshmentactivities also are places where knowledge can be createdand shared from social interaction. Organizational schoolfocuses on the organizational structure. These structuresare often referred as “knowledge communities” [22]. Thisis a networking approach for people to communicate andshare knowledge. The main aim is to collaborate and createknowledge for the organization.

KM is an important asset for software development likein any other organizations. Bjørnson and Dingsøyr [23]mentioned compared to the traditional companies with theirKM approaches agile companies seem to be more satisfied.The authors also enclosed on this study that medium sizedcompanies are getting more benefit with their KM approachesrather than small sized companies. Agile teams are morerelated with the spatial school which facilitates KM activitiesthrough using office space and knowledge exchange withinand across the teams. In the same study, Bjørnson andDingsøyr mentioned, agile companies may benefit fromthe behavioral schools. In general, there is a great deal of

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TABLE I: Different teams in Alpha

Departments Sweden China Method(s)Application Development Team Team Leader(1),

Developers(2) Developers(5) Scrum and KanbanData Flow Team Team leader(1),

Developer(1) Developers(3) KanbanData Analysis Team Team Leader(1),

Developers(2) Developers(4) Kanban

knowledge floating in the office space from social inteactions.Due to lack of concern and explicite process, companiesare losing this knowledge. So, it is important to identify,how practitioners are compensating the space aspect ofknowledge management while teams are in a distributedenvironment. But very little empirical evidence identified onhow distributed agile team create, share and access spatialknowledge within and globally distributed team members.This research is a step towards finding usage of space tocreate and share spatial knowledge in distributed agile teams.

III. RESEARCH METHODOLOGY

This research focuses on exploring office space settingswhich foster knowledge creation and sharing activities ina distributed agile project. More specifically, this researchattempts to identify types of strategies applied to create andshare knowledge by using office space between both localand distributed Agile teams members. Thus, we are driven bythe following research questions:

RQ1: What spatial knowledge creation strategies arepracticed locally in a distributed agile team ?

RQ2: What are the approaches agile team practices toshare spatial knowledge with remote team members ?

This case study had focuses on addressing both RQ1 andRQ2 by developing insights into understanding of spatialknowledge sharing activities in distributed agile project.This research entail as an exploratory single-case study.Exploratory case study is best suited for situation where in-depth and detail studies are unavailable. Case study researchworks with multiple variables in social context [24]. Thisprovide researchers with rich descriptive data and can identifypatterns based on the results. Case studies can be used forboth qualitative and quantitative research. But it is uncommonto find case studies with quantitative or statistical methods.There are two types of observation such as participant: beinginvolved and structured: watching from “outside” during casestudy [25]. So, to observe the flow of spatial knowledge in theselected company participatory case study was performed.Participatory research is a method where researchers take partin the daily routines, events, rituals and interactions, whichprovides a deeper understanding [25].

A. The Case

This section describes, details about the subject of thiscase study that were conducted during the period June,2012. The investigated company we named as Alpha foranonymity. An overview of Alpha is given in Table I. Alphawas established in 2001 as an internet startup company.Briefly, the goal of the alpha was to provide consumers withunbiased information of any kind of consumer products. Nowin year 2012, it has grown to be the second largest softwareproduct in the world among its competitor. It operateswith four different offices from Sweden, Germany, UnitedStates and China. Alpha is medium sized having 80-100employee distributed in different countries. Though alphaoperates worldwide, the software product is developed in twolocations. Most of the software development takes place inChina and some features are developed in Sweden. There arethree different teams in Sweden site are working on threedifferent department of development. These teams are i)Data-flow, ii) Data analysis and iii) Application development.This case study is based on the application developmentteam. Currently, application development team is involvedwith Chinese team in one collaborative project. Though,alpha adopt Kanban to coordinate different departments inSweden sites, but application development team uses scrummethod to coordinate between globally distributed developersin China. The team only practices daily Scrum from scrummethod.

In this collocated environment there are three teamsworking together consisting of three team leaders and fivedevelopers. Total eight developer in Sweden site working incolocation. All three teams have remote members in China.Three teams have common product owner for communicationand clarification. From the Table I there are eight teammembers in Sweden and twelve team members in China.

As part of this case study we observed only the applicationdevelopment team for one week. This team is responsiblefor developing and maintaining the web service. The teamconsists of seven developers and a team leader. This teamis globally distributed as five of the developers are locatedin China and other three members are located in Sweden.Responsibilities of team leader are coordinating team, taskdistribution, testing, communicating with clients for serviceintegration and communicating with managers involved asproduct owners in the project. Responsibilities of developersare developing and maintaining features in test driven way.

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TABLE II: Research activities

Activities Participants FocusObservation Swedish team- One Week Focuses on daily activities of a Agile team.Interviews- 3 Project lead and developer- Swedish team Access of shared knowledge, missing items and challenges during collaborative

Developer- Chinese team development.

The team has experience of programming with web relatedtechnology ranging from two to five years.

Fig. 1: Team distribution in Alpha

Application development team has been operating as adispersed team more than three years. Figure 1 shows teamdistribution in Alpha. Both yellow and green colored teamsare part of dispersed application development team. Yellowcolor indicates that, participatory observational case studyheld in Sweden sites. This team uses tailored Scrum as theirdevelopment methodology. They do not specify sprints forthis software service. So, it requires frequent communicationbetween developers in Sweden and China.

B. Data Collection

To address the both research questions, we performedparticipatory observational case study over a week periodof time. Then to get in-depth evidence, we also performedsemi-structured interviews. Overview of this single-case studyactivities are given in Table II.

Yin [24] represents six sources of data in case studies:documents, archived record, structured interviews, directobservation, participatory observation and artifacts. Firstly,both researchers performed participatory observation to collectand acquire multi-faced data from daily development activitieswith development team. This Participatory observation is acommon data collection method used in office setting [26].Participatory observation gave us access to events, processesand physical artifacts. Both researchers maintained dairy tonote down daily observational activities that helped later tolink between different findings. We also collected data fromdocuments which are shared among distributed agile teamusing Google Documents. And analyzed issue tracking toolused by the company. Along that, we also examined physicalspace, documents, tools and physical artifacts used by theagile team. During the case study, one of the researchersparticipated on daily software development activities with theapplication development team. That gave opportunity to theresearcher for continuous communication with remote team

members.

Secondly, we have then interviewed three team membersfrom the agile team for further triangulating the deriveddata. Two interviews were held face to face with collocatedproject lead and one developer, moderated by both researchers.One team member from China was interviewed in a videoconference via Skype. The selection criterion of those inter-viewee based on theirs experience in distributed agile project,their role in the distributed agile project as well as in thecompany. Semi-structured interviews were conducted to findout what is happening and giving us new insights [27]. Datacollected from the interviews were used for triangulation whilecomparing or contrasting them with data collected duringparticipatory observations. These semi-structured interviewswere combination of both open and focused questions. It helpsboth interviewer and interviewee to discuss on topic in moredetails. The reason of choosing semi-structured interview is toprompt and probe deeper into the situation. It also helps theinterviewer to get information from individual about their ownpractices, believe, and opinion which included both past andpresent experiences. The interview questions were descriptiveand with the base questions there were follow up questionsasked based on the discussion. Before interview we started theresearcher, we gave overall goal of this research to interviewee.These interviews’ duration were on average 60 minutes andrecorded the interview session.

C. Data Analysis

We had different data sources feeding inputs to thisresearch. Organized data helps reader to understand thecontext of research [28]. The result of each interviews’ weredocumented and report sent to interviewee to check whetherinterviews data correctly transcribed. Data collected fromdifferent sources were analyzed with the help of qualitativedata analysis technique called thematic analysis technique[29]. The recorded interviews. data were revisited multipletimes and that was triangulated with the observation dataduring the analysis phase. Both researchers involved duringanalysis phase and performed six phases thematic qualitativedata analysis. That helped both researchers to relate datasets among research theme and research questions. Later, weused mind mapping tools to visualize the data patterns. Thedata presented in this research for both research questionsare based on the dairy, documents, overall observation andinterviews. That interviews data helped us for further confirmof our observation.

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D. Limitation and Validity of Threats

This research entails as exploratory case study, thus it hassome limitations. There are two types of validity (in additionto Reliability) that have to be considered, namely constructvalidity and external validity [24]. Construct validity involvescreating correct operational measures for the concept thatare measured in the case study. Multiple sources of evidenceare collected by both researchers during data analysis phase.Later, those multiple sources of data helped for triangulationwithin the data sets. During the interview sessions researchersapplied chronological order in the discussion to maintain thechain of evidence. Researchers sent the case study draft reportto key informant (the interviewee) in order to check whethercase study report is the correct representation. In addition tointerviews, some follow-up questions were asked on differentissues, maps and charts of the geographical characteristic orlayout of office space. The goal of reliability is to minimizethe errors and biases in the study. Furthermore, a case studyprotocol were sent to all interviewees before interviewsactually being conducted.

The external validity needs to be obtained which helps torefer, “the domain to which the findings of the case study canbe generalized”. The selection criteria played an importantrole in the creation of external validity [30]. And this is oneof the limitations of this exploratory single-case study. We donot make any generalized claim and our findings might notbe universally applicable to all distributed agile projects butin the distributed settings dispersed feature team might gethelp from our findings and results.

IV. RESULTS

In this section we outlined findings from the observationand in-depth semi-structured interviews that were collectedthrough a single-case study. An overview of different findingsare listed in Table III. Table III, is a brief representation ofevidences found from our case study.

TABLE III: Findings from Case Study

Dimensions FindingsLocally: Systems; Engineering; Spatial

KM Strategies in practice OrganizationalGlobally: Systems; Engineering

Local knowledge creation White board; Daily Startup meeting;Weekly workshop

Knowledge sharing tools Redmine; Google docs; Google CalendarChallenges Technological; Language; Cultural,

misunderstanding and visualization

Everyday in Swedish office, there is a standup meetingcalled “incident meeting”. All collocated developers reportany problems in the software service which are interruptingthe standard flow of operation. There is an incident boardwhere all these incidents are listed with sticky notes. Incidentboard usually holds issues which need to be addressed

immidiately i.e. database servers are performing poorly.These incidents are then assigned to teams through thismeeting. This meeting allows everyone in the office to beinformed about the most recent issues about the software.

The application development team communicates withremote team members using instant messaging tool, Skype.Everyday there is a daily scrum meeting in Skype whereteam leader distribute tasks and shares knowledge withbrief discussion. This informal conversation and discussionsare automatically stored as chat history. Brief summaryof discussion or plans may be explicitly stored as onlinedocuments. All the tasks and their related information arestored in a central repository called Redmine. Each task onthis repository holds written discussions, limitations, statusand information about people involved with it. Some ofthese tasks are also added to kanban board with coloredsticky notes. Because, the Swedish office use Kanban as theirmain software development process to coordinate collocatedsoftware developers.

The daily development starts with a standup meeting afterthe incident meeting. This meeting bridges development teamand managers in Sweden. Beside these boards, there are threeconference rooms in the office. Every week there is a Mondaymeeting with all offices connecting with conference call. Inthis meeting all employees from all four operating countriesgets to share their weekly achievements. And also the ownerand managers shares the insights of company growth andachievements. This allows transparent knowledge sharingacross sites. Second weekly meeting is held for knowledgesharing. This is a two hours long meeting were anyone canpresent about new technologies or ideas. Presentation topicfor this meeting are decided week before the meeting byvoting. This meeting is only held on Sweden office. Butthe presentation slides are stored and shared using online tools.

A. Spatial Knowledge Items

There are total four boards in the office, two teams havetheir own agile board, an common incident board and acommon Kanban board. As Kanban is the main developmentmethod connecting three teams, the Kanban board canbe considered as the most important physical artifact. Theapplication development team uses incident and kanban board.

In office space, knowledge is created around agile boardsand sometimes in white boards of conference room. In figure2 shows, teams in Sweden office use these boards to providebrief overview of tasks with colored notes. Each note havetracking number, short title and responsible person name.These notes have detailed information stored in the issuetracking system. Chinese developers do not have boards ontheir office space, they rely on the issue tracking system foracquiring knowledge. There is a weekly technology workshopheld in Sweden office. This technology presentation duration

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Fig. 2: Kanban Board in Sweden Office

is two hours. Developers share knowledge about newtechnologies, technologies used for developing the softwareservice and improvement possibilities etc. Sometime theywrite notes backboards to explain the presentation. Thisknowledge management activity is partly shared with otheroffice by sharing the presentation slides. But discussionsand writings from these presentations are not documented.Therefore, knowledge is lost due to lack of explicit process.There is a bookshelf with few technology books in Swedenoffice. There is also a digital library for same books for otheroffices to access. Figure 3, shows participation of two sites tocreate shared and local spatial knowledge.

Fig. 3: KM activities in Company A

Though, the office uses traditional boards to visualizedevelopment activities. For persevering company wideknowledge it uses internet based software. For storing anddistributing knowledge among China and other offices it usesRedmine issue tracking software. All the features, bugs and

support requests are stored to this central repository withdetailed information. Then Kanban board is synchronizedmanually from the digital repository with minimal information.

In the organization, spatial knowledge is mostly created bythe developers from their intercations infront of agile boardsor sitting next to each other. Also the interactions betweenmanagement and developers create spatial knowledge. But thisknowledge is hierarchical, it is propagated to the developersfrom their team leaders.

The importance of the visual knowledge can be realized asan snapshot of what is happening throughout the company andwhat is important for the company. This visual knowledge iseasy to personalize rather having to go through vast digitalknowledge repository. When this knowledge is codified, itlooses some of attributes which makes it less attractive. Also,knowledge management in agile team is not document driven.This spatial school or social school of knowledge plays a majorrole in being agile or lightweight.

B. Scope of shared spatial knowledge

One of the main objectives of this case study and severalinterviews was to obtain information about spatial knowledgemanagement. It is evident from our case study that, there isless scope of sharing knowledge created in physical space.The primary tools for the organization to explicitly shareknowledge is the issue tracking system and online documentsharing service. The physical Kanban board is a reflectionof issue tracking system. From the figure 2, we can seethat agile team in Sweden uses the boards but boards holdthe brief redundant information which is already stored inissue tracking system. The company recently moved to onlinebased document management from communicating knowledgethrough emails. The developers in Sweden use Skype forcommunicating distributed developers and among themselves,because they are not closely seated. Figure 3, outlines thesources of knowledge in distributed agile team. Sweden andChina office use internet based tools for sharing knowledgewhich is represented as the green area. But we found theSweden office is using office space to create knowledgemore than the China office. The spatial knowledge created bydevelopers in Sweden is partially shared with developers inChina.

C. Success of knowledge sharing

The level of externalization and internalization are notsame in between teams. So, frequently misconceptionshappen if the shared knowledge is not properly codified.Agile distributed teams highly faced visualization problem.In the distance it is hard to explain diagram which lead tomisunderstanding. So, visual aid is helpful to demonstrate thediagrams and other related issues.

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Not satisfied (0-3), Satisfied(4-6) and Highly satisfied(7-10)

Fig. 4: Success of knowledge sharing

From figure 4, we see developers from both office highlysatisfied with knowledge management when developers arein collocation. This is related to ease of communication,trust, sharing space and cultural similarities. But knowledgemanagement in distributed setting shows lesser satisfactionthen collocation due to lower bandwidth of communicationbetween developers, lack of codified knowledge, codifiedknowledge lacks in contextual information. Project managerin Sweden has different opinion about local knowledgemanagement, we observed this is related to communicationproblem with newly employed collocated developers. It isdifficult to build an idea from scratch with conference calls.It takes more than usual time to explain the idea and thenother developers to contribute discretely. It would have beeneasier if all the developers share same room and boards. Thencreating spatial knowledge would be easier. Ordinal scaleused to maps the interviewee satisfaction about theirs KMactivities between both local and global teams.

From the figure 4, we can observe that two of theinterviewees are more satisfied with their knowledge sharingwith local team members. One interviewee was less satisfiedwith knowledge sharing with local team member and moresatisfied remote team members. For explaining this differencewe identified it is due to the fact interviewee is workingwith remote team member for longer time than the colocatedteam member. Also language barrier played part for hisdissatisfaction. Because three colocated developer are fromdifferent countries and not native english speakers. Onedeveloper said “...Knowledge difference between developerscan be frustrating. As we share knowledge few developersmisunderstands or do not understand sometimes. This issame for local and remote team. Also there is not enough“organized” explicit knowledge stored in this organization,its really difficult come up to pace.”

In one KM meeting one developer said “... I would liketo know more about mocking and stubbing for testing.”. Inresponse to this another developer started explaining it onthe boards. This knowledge transfer was one time and only

available for collocated developers in Sweden.

We observed some knowledge transfer using space is situa-tional. Codification of this knowledge in that point of time isnot possible. Also, text chatting do not carry the expressionof communicator so some unspoken gestures are missed.Cultural difference and language barrier makes it difficultto communicate. So it also affects both spatial knowledgecreation and sharing.

V. DISCUSSION

A. Visualization of spatial knowledge

Visualization can be helpful during internalization and exter-nalization process. Based on both observation and interviews,we argue, distributed agile team always faces visualizationproblem due to temporal and geographic dispersion betweenteams which also leads to decrease in project productivity.Visual aid can always be helpful for distributed team membersto get the information at the right time that may increasethe team members’ productivity. Sharing visual board withthe distributed team members can build trust and increasedthe confidence. Also organization can use projectors to cross-project meetings. This can help to share spatial knowledge indistributed agile teams to a maximum. We suggest the teamto use visualization tool to share kanban board and use skypeto try pair programming. These techniques will clear a lotof misunderstanding, give a visual feedback of progress, thuscutting down communication time. It is also important to havepresentation that includes remote team members. If real timevideo presentation is not possible then this can be achived byrecodring video of presentation and then making it availableto remote team members. This way the social intercations arefully documented for later use.

B. Knowledge sharing strategies in practice

Though the concern of this study is spatial knowledgecreation and sharing in distributed agile project. During thecase study we have observed that, studied team are usingdifferent types of KM practices that are associated with thesystems, engineering, organizational and spatial school tofoster spatial knowledge sharing both locally and globally. Itis evident from our observation that, collocated part of studiedteam use office space for knowledge creation from there socialinteractions. But not all spatial knowledge are codified andshared with remote team members i.e. developers explainingideas on a white board in collocation . We believe that, allspatial knowledge is not possible to be codified and sharedamong distributed team members. Interestingly, we haveobserved that, team do share some spatial knowledge amongdistributed team members through repository i.e. replica ofScrum board through repository. Therefore, we can say thatthere is a strong correlation between Systems, Organizationaland Spatial school in distributed agile projects. All codifiedspatial knowledge is shared using communication tools withremote members, which then rely on community of practice.Spatial school act to foster knowledge exchange by using

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office space with distributed agile teams. From the KMperspective, practitioners should be more aware about spatialknowledge during the distributed agile environment.

C. Team building

We argue, team members in agile software developmenthave to have a sense of shared ownership and responsibilityin order to achieve goals. Building a cross functional teamitself is a challenge when it comes to distributed agile team;it is even more difficult. For knowledge to flow among theteam members efficiently, teamness is essential. Knowledgecreation and sharing also depends on the trust amongteam members. Thomas et al. [31] mentioned, softwaredevelopment is a social process and it is important to developboth organizational and individual trust within and across theteams. Trust on other developers also facilitates reusabilityof code and lead to more efficient knowledge creation andsharing [31]. Studied distributed team does not share alloffice space with each other, to create spatial knowledge, wecan identify team building is an integral part.

VI. CONCLUSION AND FUTURE RESEARCH

In this study, we have investigated spatial knowledgecreation and sharing activities in a distributed agile project,through a single-case study.

In response to RQ1 we found that, studied agile teamadopted different types of knowledge creation strategies usinglocal office space. Studied team uses kanban, incident andwhite boards to initiate discussions which then creates spatialknowledge in collocation. There is also one to one discussionsand technical presentations that creates spatial knowledgetoo. Spatial knowledge is social knowledge, creation of thisknowledge is not limited to these strategies only. But theseare the most common artifacts that ignites spatial knowledgecreation for agile teams in collocation.

In response to RQ2 we found, studied team does notdirectly create any spatial knowledge with remote team byusing any visualization tools. But, team creates and sharesmost of the spatial knowledge items through repository andinstant messaging. But knowledge which is created acrossoffice space from the interactions of colloated team memberscan partially be codified and stored in this repository. Becauseof some perception and discussion surrounding physicalboards or other objects are not codified. So, from this casestudy we found that organization are more focused on usageof internet based tools rather than investing on expensivephysical devices to create sense of common space or sharingknowledge stored in office space. But there is knowledge thatis created from social interaction in digital space too.

This single case study revealed a part of the whole picturein terms of knowledge management initiatives practiced in

industry. Every organization applies different strategies tomanage knowledge assets. Organizations are concentratedon the codification of knowledge. From our observation andinterviews, it was found that developers in agile team aresatisfied with their KM initiatives. The implementation ofKM activities is not always directed as KM initiative, rather asolution for communication and knowledge exchange problem.

In conclusion, practitioners are focused on knowledgemanagement with systems and organizational schools ratherthan spatial school due to the lack to effective, inexpensivesoftwares, hardwares and processes. The motivation of thisresearch was in-depth inquiry of how agile distributed projectpractices knowledge management activities with regard tospatial school. There are video projection methods, virturalboards and virtual environments that can enhance currentspatial knowledge creation and sharing process in distributeagile teams. It would be interesting to conduct case study in adistributed agile team that uses these kind of tools and comparewith this study. Also multiple case studies can be interestingfor this research which will help to reveal more empirical datafrom the industry.

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