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Can Agile Project Management Be Adopted by Industries Other Than Software Development
Can Agile Project Management Be Adopted by Industries Other Than Software Development
ABSTRACT ■ INTRODUCTION ■
P
This research paper presents evidence from roject planning and control is a challenge for companies engaged
an exploratory survey on the use of agile in developing new products and/or technologies. This problem has
project management (APM) practices and been discussed by those who have been critical of the use of tra-
the presence of APM enablers in 19 medium- ditional management methods (e.g., waterfall, linear phased-gate
and large-sized companies from different approach, or rigid detailed upfront planning followed by rigid execution)
industry sectors considering innovative in this type of project (Andersen, 1996; Baccarini, 1996; Dawson & Dawson,
projects. The results show that these com- 1998; Williams, 1999; Maylor, 2001; Cohn, 2005; Shenhar & Dvir, 2007; Stef-
panies are possibly struggling to use their fens, Martinsuo, & Artto, 2007; Perminova, Gustafsson, & Wikström, 2008).
current management practices in the face The solution could be in establishing a more “flexible” approach to new prod-
of different project challenges. Additionally, uct development, adaptable to the contingencies of the project environment
the presence of some APM enablers indi- (Thomke & Reinertsen, 1998; Verganti, 1999; MacCormack, Verganti, & Iansiti,
cates opportunities to adapt the APM theory 2001; Smith, 2007; Biazzo, 2009).
for different companies other than those This flexible approach has been recognized by the term agile project
in software development. Future research management (APM) or “agile methods.” According to the literature, the main
should explore the correlation between APM focus of APM application has been the software industry (MacCormack, Ver-
practices and enablers in order to develop ganti, & Iansiti, 2001; Qumer & Henderson-Sellers, 2008; Mafakheri, Nasiri, &
“hybrid” management models for different Mousavi, 2008; Sheffield & Lemétayer, 2013). There is an implicit message in
industries. the APM literature reinforcing the need to implement or use APM as a “pure”
approach, following the practices, tools, and techniques disseminated in
KEYWORDS: project management; agile this theory (Highsmith, 2004; Cohn, 2005; Schwaber, 2004). Although there
project management; APM practices; APM is extensive evidence of effective APM use in the software industry, however,
enablers there is a lack of empirical studies in other types of industries and projects.
Considering this scenario, would it be possible to find evidence of APM
use in other industrial sectors that do not formally adopt or recognize the use
of agile project management theory?
In order to address this question, this research paper presents a conceptual
framework to help with the identification of practices and enablers related to
the APM approach. The framework was applied in an exploratory survey within
a group of Brazilian companies. The investigation covered 19 medium-sized
and large-sized companies that are parts of the program of the Center of Refer-
Project Management Journal, Vol. 45, No. 3, 21–34 ence on Innovation, of the Innovation Center at Fundação Dom Cabral (FDC
© 2014 by the Project Management Institute CRI-Minas, Brazil). A characteristic these companies share is their experience
Published online in Wiley Online Library in new product development and the fact that they do not yet formally recog-
(wileyonlinelibrary.com). DOI: 10.1002/pmj.21410 nize the use of APM methods. The option to study new product development
projects is due to similarities with the management. Recently, the Project studies focus on the identification of
projects from the software industry, such Management Institute (PMI) launched practices, most of them related to the
as creativity and the development char- a certification that recognizes prarcti- software industry. Some examples are
acterized by continuous cycles of proto- tioners in the use of agile project man- described in the works of Mafakheri,
typing and testing. agement methods focused on software Nasiri, and Mousavi (2008), Qumer and
development projects, called the PMI Henderson-Sellers (2008), and Ganguly,
Challenges to Applying Agile Agile Certified Practitioner (PMI-ACP) .® Nilchiani, and Farr (2009). As a rule,
Project Management in New Consequently, it is important to clearly these studies have focused on software
Product Development Projects define the term “APM.” Hereinafter, the development companies (information
The term “agile project management” definition of agile project management technology, IT) that assume the use of
became known as a result of the dissem- adopted is “[...] an approach based on a APM practices, tools, and techniques in
ination of a set of methods developed set of principles, whose goal is to render their projects; in addition, the existence
specifically for the software industry, the process of project management sim- of practices and enablers has not been
including Scrum (Schwaber & Beedle, pler, more flexible and iterative in order investigated together. The main source
2001; Schwaber, 2004), Lean Software to achieve better performance (cost, used for the evaluation is the set of prin-
Development (Poppendieck & Poppen- time and quality), with less manage- ciples disseminated in the Manifesto for
dieck, 2003), Crystal (Cockburn, 2004), ment effort and higher levels of innova- Agile Software Development (Beck et al.,
Feature Driven Development (FDD) tion and added value for the customer” 2001), resulting in a low-level descrip-
(Palmer & Felsing, 2002), Adaptive Soft- (adapted from Amaral, Conforto, Bena- tion and lack of details.
ware Development (Highsmith, 2000), ssi, & Araújo, 2011; Conforto & Amaral, This paper presents a preliminary
Dynamic System Development Method 2010). research effort to identify practices and
(DSDM) (Stapleton, 1997), and Extreme With regard to studies that propose enablers together in non-software, but
Programming (Beck, 1999). These meth- to apply this approach to new product innovative, project environments. It
ods were called “lightweight” or “agile” development projects, the main focus was necessary to elaborate on a concep-
and their creators joined forces to draw is to identify the factors that influence tual framework to help with the collect-
up a manifesto, called the Manifesto for its use. APM theory recommends the ing of evidence of the implementation
Agile Software Development (Beck et al., use of certain practices and tools, such of APM practices, their use, and the
2001), which can be considered the first as the concept of product vision, iter- presence of APM enablers, regardless of
step in the expansion of this approach. ative development; the use of visual the project type, product, or industrial
Since then numerous books have artifacts such as boards, panels, and sector.
been published describing agile proj- sticky-notes, and so forth (Highsmith,
ect management practices and tech- 2004; Chin, 2004; Augustine, 2005, A Conceptual Framework to
niques (Chin, 2004; Highsmith, 2004; Boehm & Turner, 2004), hereinafter Identify APM Implementation
Augustine, 2005; Cohn, 2005; Sliger & called “practices.” These authors have Several studies (Mafakheri, Nasiri,
Broderick, 2008; Wysocki, 2009; Cohen, also recognized some of these “prac- & Mousavi, 2008; Qumer & Hender-
2010; Goodpasture, 2010; Cobb, 2011). tices” as being dependent on the orga- son-Sellers, 2008; Ganguly, Nilchiani,
A broader analysis of these books indi- nization’s environment and the project & Farr, 2009; Sheffield & Lemétayer,
cates that most of them are still lim- context in which they are used. As a 2013) have provided evidence of the
ited to software development projects. matter of fact, they consider the exis- presence of principles promoted by the
Some authors (e.g., Highsmith, 2004; tence of some “enablers” necessary for Agile Software Development Manifesto
Chin, 2004) argue, however, that these APM implementation. These are factors (Beck et al., 2001) in software develop-
practices, techniques, and tools can that may influence the use of practices, ment projects and possible correlations
be adapted to other types of products techniques, and tools, according to the with management practices and project
and project environments, whose char- APM approach. We can cite the use of results. However, the results generated
acteristics resemble software projects dedicated and co-located teams and are still inconclusive due to challenges
that are innovative and have a dynamic the active customer involvement during with the empirical investigation of a
development environment experienc- the entire product development cycle cause and effect relationship; further-
ing constant change. (Hoda, Noble, & Marshall, 2011; High- more, there is consensus that the APM
This possibility has been investi- smith, 2004; Chow & Cao, 2008). practices and enablers should be inves-
gated and discussed in recent studies Additionally, there is room to tigated together, not separately.
(Smith, 2007; Cooper, 2008; Conforto explore the necessary “enablers” to The primary research question
& Amaral, 2010). APM is now widely having successful implementation and addressed here is: Would it be possible
known as one approach for project results from the APM application. Some to identify the use of APM practices and
the presence of enablers in companies Tseng, Dahm, Poolman, Preminger, We then reached the set of articles
recognized to be users of the traditional Canales, & Montori, 2008; Brereton, for complete reading and study, which
project management approach from dif- Kitchenham, Budgen, Turner, & Khalil, comprised 192 studies, as per “Quantity
ferent industry sectors that do not for- 2007, Levy & Ellis, 2006; Biolchini, of Articles Selected” (see Table 1). Based
mally adopt or recognize the use of APM Mian, Natali, & Travassos, 2005). The on the detailed analyses of the articles,
theory? By identifying the existence of set of articles that composed the SLR new studies were also identified through-
practices and enablers it would be pos- was extracted from a list of 87 journals, out the references (manual cross-search
sible to investigate if the organizational published over a period of 20 years, analysis). This final set of selected articles
environment is favorable or unfavorable from the areas of product development, was carefully read in order to identify
for adoption of the APM approach. project management, manufacturing, practices and enablers. The results of the
Considering this research question, and enterprise management and it also analyses of the SLRs were compiled in
we decided to build a conceptual frame- considered books on APM theory. The a database, and finally, 30 studies were
work based on two key elements: prac- main database used in the research and considered for this research. In the fol-
tices and enablers. The basic premise cross-database search was the Web of lowing two sections, we explain the ele-
of the framework is that the application Science. ments of the conceptual framework.
of the agile management approach is The searches were performed first
linked to the use of practices, tools, and on each journal individually and were APM Practices
techniques disseminated in the APM organized according to two objectives, A project management practice is a spe-
theory; however, its use will depend on as shown in Table 1. The selected articles cific type of “management action” that
the existing “enablers,” which are favor- served as the basis for the identification contributes to the execution of a process
able conditions to the proper applica- of practices and enablers related to APM and that may employ one or more tech-
tion of the APM practices. With a better theory (cited in the literature review). niques and tools (PMI, 2008, p. 433).
comprehension of these two dimen- The articles were selected using a The majority of the studies analyzed
sions, it will be possible to identify if the series of iterative “reading filters and contained management practices with-
necessary conditions are in place for content analysis,” with the support of out the detailed descriptions of tools
the practices to be implemented, or at a set of inclusion criteria and quality and techniques. The analysis resulted
the very least, if there is room for their evaluation requirements to attain the in a set of 23 “actions,” 54 techniques,
development, regardless of whether article and the objectives of the search as and 21 tools, which were categorized
these pre-conditions exist or not. listed in Table 1. For example, SLR1 com- according to the original source (article
The challenge was to identify the prised a set of 8,159 articles. This set was or book) as having a tendency toward
practices and enablers to be observed subjected to filter 1, which consisted of a “traditional” or “agile” project man-
and compose the conceptual frame- reading the title, keywords, and abstract. agement approach or, in some cases,
work; therefore, for this matter, a The articles selected in this step then both. Table 2 summarizes these results
Systematic Literature Review (SLR) passed through filter 2, which involved (adapted from Eder, Conforto, Schnet-
procedure was adopted in a grounded reading the introduction and conclusion. zler, Amaral, & Silva, 2012).
literature analysis in order to help the
researchers identify a set of practices
and enablers to be empirically observed. Actions Techniques Tools
The SLR protocol was developed spe- Traditional project management approach 9 31 4
cifically for this work, based on studies Agile project management approach 8 17 1
from the software development, clinical Cited in both approaches 6 6 16
(medicine), and social research areas
Total 23 54 21
(Montori, Swiontkowski, & Cook, 2003;
Wright, Brand, Dunn, & Spindler, 2007; Table 2: Number of practices identified.
We carried out a comparison among thus differing from the traditional way Turner, 2004; Highsmith, 2004; Augus-
the practices from the traditional lit- of presenting the scope of the product tine, 2005). The team’s commitment
erature and the agile management design, usually in the form of a work to and involvement with updating the
approach literature in order to identify breakdown structure (WBS) or bill of project plan, help to monitor the prog-
which actions, tools, and techniques material, with a predominantly textual ress, and must also be encouraged (#5
were clearly different according to the and detailed description of the project in Table 3).
two approaches. The main purpose was activities and tasks to be performed, The APM authors explain that
to identify a group of management prac- complemented by detailed product per- involvement in both the planning and
tices that clearly differentiate the use of formance parameters. control of the project contribute to
the agile project management approach Another relevant difference refers improve interaction and effective com-
from other approaches. The result was to the planning activity and the plan’s munication among the project’s team
six management practices that are being horizon (#3 in Table 3). Instead of a members (Boehm & Turner, 2004; High-
considered in this study, as indicated in single plan for the entire project, being smith, 2004; Augustine, 2005), as well as
Table 3. revised and improved phase by phase, the development of professionals who
The use of the product vision con- it is performed iteratively, repeating can learn, operate, and adapt in the face
cept (#1 in Table 3) and simple project the planning cycle several times along of complex project environments (Win-
plan communication tools and pro- the project life cycle (Boehm & Turner, ter, Smith, Morris, & Cicmil, 2006). This
cesses (#2 in Table 3) are two prac- 2004; Highsmith, 2004; Schwaber, 2004; practice has also been discussed in the
tices advocated in the APM theory Augustine, 2005; Cohn, 2005). This area of product development since the
(Highsmith, 2004; Chin, 2004; Augus- practice, called iterative planning (#3 1980s (Takeuchi & Nonaka, 1986) and
tine 2005; Cohn, 2005). This differs from in Table 3), is in line with one of the also in manufacturing (Vázquez-Bust-
the practice of defining the product and fundamental principles of APM theory, elo, Avella, & Fernández, 2007). More-
project scope (PMI, 2008, p. 112). The in other words, iterative development over, it is one of the principles described
concept of “vision” foresees the use or the rapid and continuous delivery of in the Agile Manifesto (Beck et al., 2001).
of visual tools such as visual boards, parts of the product (Highsmith, 2004; In iterative planning, the activities
sticky-notes, figures, or drawings to pro- Augustine, 2005; Cohn, 2005), thereby of the project plan are updated more
vide a simple description of the general obtaining continuous feedback from the frequently (#6 in Table 3). According
design, and also requires a high degree customer to be able to respond to con- to APM theorists (Boehm & Turner,
of interactions between team members stant changes in requirements, needs, 2004; Highsmith, 2004; Augustine,
and active collaboration with custom- risks, new opportunities, and so forth. 2005; Cohn, 2005), the plan should
ers and key stakeholders. At the same Iterative planning also requires the be updated at the end of each itera-
time, it focuses on the core problems involvement of the project’s team in tion (e.g., short development cycles,
and challenges the team will have to the planning and controlling of activi- on average up to 4 weeks). Within the
face in innovative projects, and helps ties. Developing activities using self- perspective of the traditional project
to identify which key aspects are valued managed and self-directed teams (#4 management theory, in general, the
most by the customers or market, not in Table 3) is also relevant to ensure project plan should be revised after a
“how” to develop the product. It uses their commitment and involvement in major milestone or a phase conclusion,
metaphors, figures, and prototypes, developing the project plan (Boehm & although this is not considered a rule.
However, unlike the APM approach, the organization that are directly or indi- (1) Characterization of the company,
this review focuses solely on correcting rectly related with the implementation of respondent, and types of product devel-
deviations, because the project plan has the agile project management approach opment projects; (2) Identification of
already been detailed up through the that may impact the performance and APM practices; and (3) Identification
end of the project. use of a given practice, technique or tool” of APM enablers. Because the objec-
It should be noted that the practices (adapted from Almeida, Conforto, Silva, tive of this study was an exploratory
described in this study do not repre- & Amaral, 2012). Table 4 illustrates a survey, the questionnaire was created
sent the majority of practices, tools, and set of potential APM enablers extracted without considering a single standard
techniques comprised in APM theory, from the literature. scale. Each question allowed only one
but only a small and selected sample, Forty-one enablers were identi- response alternative that best described
focusing on the main critical differ- fied and classified into four categories: the reality of the company regarding the
ences that characterize the use of the organization, process, project team, practices and the enablers identified in
APM approach. These practices were and project type, as shown in Table 4 the literature.
selected based on an extensive inves- (adapted from Almeida et al., 2012). The questionnaire was applied at a
tigation of the literature (Eder et al., The ones that appeared most frequently group of companies that participate in
2012), by means of a systematic litera- and are cited in the articles extracted the community of practice organized
ture review as described earlier. from the theory are investigated in this by the Fundação Dom Cabral of Minas
study, as indicated in Table 5. The focus Gerais (MG, Brazil), called the Refer-
APM Enablers of this study is not to describe in detail ence Center on Innovation of Minas
In the APM literature it is not difficult each enabler, because they are widely Gerais (FDC CRI-Minas). The Dom
to find discussions targeting the impor- discussed in areas such as product Cabral Foundation is one of the main
tance of the pre-conditions or existing development, manufacturing, organiza- institutions for executive education pro-
factors that are needed for the success- tion theory, and project management. grams and benchmarking for profes-
ful use of APM practices, tools, and Additionally, this work is limited to the sionals and business managers of large
techniques. Some theorists often list empirical observation and characteriza- Brazilian corporations.
principles that are, in fact, conditions tion of these enablers in a group of 19 The companies that participate in
to be observed and developed. In this companies. the FDC CRI-Minas meet regularly to
study we refer to such conditions as exchange experiences and knowledge
“APM enablers.” The term, “enablers,” Field Research Method about different innovation-related top-
was borrowed from texts in the area of The conceptual framework presented ics. In one of these meetings, representa-
manufacturing, which discuss the con- in the previous section was deployed tives from the 19 companies in the state
cept of “agility” in organizations and into a questionnaire with multiple- of Minas Gerais discussed the topic,
manufacturing processes (Vázquez- choice questions, based on the tables “how to manage innovative projects.”
Bustelo, Avella, & Fernández, 2007). In of selected practices and enablers The questionnaire was emailed before
this research paper, “APM enablers” are (see Tables 3 and 5). The question- the meeting to professionals involved
defined as “internal or external factors to naire was divided into three sections: in the areas of project management,
R&D, and product development. All the Because APM is a theory at an for each question or item observed. A
companies answered and returned the intermediate stage of development simple mean and median were applied
questionnaires, totaling 48 respondents. (Edmondson & McManus, 2007), the to identify the most latent responses
The unit of analysis was the project. The scales and variables are new and need of companies that had more than one
respondents were asked to consider one to be further explored; therefore, it was respondent per project in the same
project with some degree of innovation decided to use techniques of qualita- company.
to answer the survey. The companies in tive analysis, content analysis, explor-
question are distributed in the following atory statistics, and preliminary tests
Results and Analysis
industrial sectors: mining (5), steel and (Edmondson & McManus, 2007). Each The Use of APM Management Practices
metallurgical industry (4), auto indus- question or element of the question- Table 6 summarizes the percentage of
try (3), energy (2), engineering projects naire (related to practices and enablers) companies that presented APM-related
(2), consumer goods (1), electronics (1), was analyzed individually. practices. For example, in practice 3
and telecommunications (1), for a total The primary purpose of this re- (Table 6), 58% of the companies develop
of 19 companies. search effort was to identify the pres- the plan “in macro form at the beginning
As for the sizes of the 19 companies ence of APM practices and enablers in and in detail in each phase.” Regarding
in terms of revenue (in U.S. dollars), companies operating in different indus- practice 6, 42% check the progress per-
five reported revenues of over US$5 try sectors, in addition to the software formance status on a monthly basis (see
billion; eight reported between US$0.5 industry. These analyses contributed Table 6). These findings corroborate
and US$5 billion; three made between to deepening our empirical knowledge with the predominant form of planning
US$50 and US$500 million, and three about this research topic in these com- in these types of companies (e.g., detail-
reported revenues of up to US$50 mil- panies. The results underpinned the ing by phase or throughout the devel-
lion. All the participants in this study discussion of the theoretical implica- opment of the project). This means
have been working directly in the areas tions for this community of research- that using a traditional approach was
of projects and/or innovation, and are ers and professionals. The data are not a surprise in this set of companies
distributed as follows: 55% are manag- presented according to the group of because of their nature, mainly from
ers of product development or R&D 19 companies (or, as per the unit of the manufacturing area, which usually
departments, 39% are analysts, and 6% analysis, 19 projects), using as a ref- adopts traditional project management
are directors. erence the percentage of companies methods.
In this regard, just one company and communicate the project plan to responsibility; however, 47% of the
(5%) reported the use of iterative plan- the team and stakeholders. The novelty companies have declared that the proj-
ning (developed by iteration), in other of these findings, however, lies within ect plan is somehow “created collabora-
words, developed in cycles. This could the high percentage of respondents in tively, with shared responsibility” (e.g.,
be a rich example of a company oper- the citing of practice 1,”minimal textual the project plan is developed in col-
ating in traditional sectors, generally description” (53%) which is a favorable laboration with the project team mem-
applying traditional management mod- indication of the agile project manage- bers). This is a practice indicated in the
els but using the iterative planning for ment approach or adaptation of current APM approach (Boehm & Turner, 2004;
some projects with some degree of inno- practices. It is important to consider Highsmith, 2004; Augustine, 2005). As
vation. Nevertheless, the most interest- that the companies did not mention for the responsibility for updating the
ing evidence was the predominance of visual boards, pictures, drawings, and project plan (practice 5, Table 6), the
the use of phased planning instead of so forth (practice 2) as disseminated in most traditional form of data collection
detailing the entire plan at once, then the APM approach. We assumed that, predominates (68% of companies), in
following with execution. It is relevant in general, these companies are con- which the project manager is responsi-
because of the fact that somehow, some strained by the traditional mindset and ble for collecting and updating the proj-
of these companies have challenges cre- continue to use written and very tex- ect progress. For 16% of the companies,
ating a complete and detailed project tual scope statement documents. They this activity is totally under the respon-
plan. The two pieces of evidence make most likely faced barriers doing this in sibility of a specific department, which
the hypothesis that one alternative is to innovative projects and have created in this case, could be the engineering
use iterative planning for the projects a simpler way to generate these docu- department responsible for the proj-
with technology and innovative chal- ments. If they had been familiar with ect, or the project management office
lenges rather than creating a detailed the “vision concept,” perhaps they could (PMO), which could be responsible for
plan upfront. have adapted this concept to create bet- the administrative activities of the proj-
An analysis of practices 1 and 2 has ter project scope documents in their ect (PMI, 2008, p.11). For the other
provided evidence that the companies specific project environments. 16% of the companies, this is a shared
tend to employ traditional practices, With regard to practice 4 (see responsibility, which is more suitable
with tools such as Gantt charts and text Table 6) “project planning responsibil- for the APM approach.
editors or spreadsheets, and textual doc- ity,” 48% of the companies declared Project team self-management and
uments to describe the project’s scope that this is the project manager’s shared responsibility are discussed in
the APM theory as fundamental manage- project, and its influence on the results (practice 1, Table 6); the predominance
ment practices (Boehm & Turner, 2004; of the project, the company’s goals, and of the phased planning approach and
Highsmith, 2004; Augustine, 2005). The the value it provides for the customer in the application of a less textual descrip-
emphasis on simplicity, iterative devel- order to act properly. tion of the project scope, combined
opment and customer involvement In short, among the practices exam- with minimum revisions of plans and
in the product development process ined here, we found three practices that the high percentage of team members
requires that the team members have a companies are adopting with adher- involved in the development of the
strong grasp of the technical aspects of ence to the APM theory. For example, project plan. This result can be inter-
the product, as well as of the manage- the frequency of updating the project preted as relevant evidence pointing out
rial aspects. For years, self-management plan (practice 6, Table 6), the use of that some companies (deliberately or
has also been discussed in the clas- a minimal textual description, rather not) are moving toward the use of agile
sical theory of product development than a detailed description and revised management combined with traditional
(Takeuchi & Nonaka, 1986) and in texts to define the project scope (practice 1, management practices.
from the manufacturing sector related Table 6), and the shared responsibility Thus, the emerging hypothesis is
to the “agile manufacturing” concept to create the project plan (practice 4, that these companies, as well as software
(Vázquez-Bustelo, Avella, & Fernández, Table 6). The researchers did not expect development companies are confronted
2007). According to the APM approach, this result because these companies with the limitations of traditional proj-
it is important, for example, for each declare themselves as not being users of ect management approaches and are
team member to be able to identify the agile management approach. Fur- incorporating “flexible” management
and understand the possible risks and thermore, there are companies apply- approaches (e.g., agile management
impacts of a change in the product or ing some variance of iterative planning practices) at least in the projects aimed
or concept phase (Enabler 5, Table 7). been faced to proper align their product Final Remarks and Future
These characteristics do not favor the development processes to fit innova- Research
implementation of the agile manage- tive project needs. This result shows This study presents an exploratory sur-
ment approach, because the feedback the same tendency observed in software vey within 19 medium-sized and large-
possible from customers and suppliers developing companies: the search for sized companies operating in different
is required to be given as soon as pos- new management models for innova- industrial sectors, with respect to prac-
sible after the early stages of the project. tive and fast changing dynamic projects, tices and enablers related to the imple-
With regard to the “organizational which has resulted in the rise of the agile mentation of the agile management
structure type” (PMI, 2008, p. 28), project management approach. approach to new product development
Enabler 1 (Table 7), was identified It should be noted that the partially projects.
mainly as a balanced matrix (37%) or formalized process could contribute The results indicate evidence of
strong matrix structure (31% of the com- toward a better adaptation to differ- favorable aspects for APM implementa-
panies), which could be useful for APM ent types of projects, with a higher or tion; for example, the favorable pres-
implementation, although not ideal. lower degree of innovation. This also ence of some APM enablers, such as:
Agile management literature does not would allow the application of “agile the project team and project manager
mention which is the best organiza- approaches,” which are more suitable experience; the project team size; and
tional arrangement for this approach. for each type of project to be incorpo- the new product development process
Despite this, the authors (Highsmith, rated, assumed, and defended by APM formalization level. These aspects indi-
2004; Cohn, 2005; Chow & Cao, 2008; authors such as Boehm and Turner cate that the companies surveyed have
Chen, Damanpour, & Reilly, 2010) claim (2004). These researchers empha- some characteristics and organizational
the need for full dedication from the size the need for a sufficient balance enablers similar to companies from the
project team, which means that having between agile practices and formaliza- software industry, which is considered
project-oriented organizational struc- tion to allow for reliability, responsive- a source of motivation to develop and
tures would be the best, because they ness, traceability, and quality of results. pursue the application of agile man-
are more likely to have fully dedicated Therefore, in order to properly apply agement practices. Additionally, there
project teams. The project-oriented and APM in more innovative companies it is evidence of APM practices being
strong matrix structure should be the would be ideal to identify the balance applied in these companies, including:
best condition for implementation of between formalization and flexibility, creating the project scope with minimal
the APM approach. They could con- pursuing the development of leaner textual description (practice 1, Table 6);
tribute by providing total autonomy in processes. creating the project plan collaboratively
decision making for the project man- In summary, there is evidence point- with shared responsibility (practice 4,
ager and the project team; almost half ing out that the companies surveyed, Table 6); and using a plan updating
of the studied companies have project- aside from their industry sector, are approach on a weekly basis (practice 6,
oriented or strong matrix structures as facing similar issues and challenges Table 6).
shown in Table 7. as those of software companies in the These companies are experienc-
The enabler “product develop- development of innovative products. ing the use of some agile management
ment process formalization” (Enabler The companies surveyed, in most cases, practices even though they do not
3, Table 7) is considered the positive are performing innovative projects using belong to the software industry sector.
aspect for manufacturing firms working experienced and cross-functional teams Deliberately or not, project manage-
with complex and innovative projects. managed by experienced project man- ment practitioners are trying to adapt
The studied companies have experi- agers. Additionally, there is a tendency APM practices for their contexts and
ence in the use of project management to have less formalized processes, and challenges. This is probable, as these
models and practices; therefore, they therefore empowering the team with companies might be struggling to adapt
presented evidence of institutionalized some degree of autonomy to make deci- their current and formalized project
product development processes, so we sions. Moreover, it was clear that the management processes to fit a more
expected to find 100% of the projects fol- existence of challenges can be nega- innovative portfolio of projects.
lowing well established and formalized tive for APM implementation, such as: Furthermore, this study identified
processes and practices. Nevertheless, difficulties in having co-located team the potential barriers for APM imple-
the majority of projects (63%) were con- members; the need for functional man- mentation in more “traditional indus-
sidered as using “partially” standardized agers due to the type of organizational tries.” There are some enablers that can
processes. It is unexpected and interest- structure; and the difficulties in having challenge the use of the agile project
ing evidence. It is a sign of the pitfalls full-time dedicated project team mem- management approach, such as: the
and limitations these companies have bers working on one project at a time. restriction to assign full-time dedication
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Wysocki, R. K. (2009). Effective project projects published in Brazil. He can be Management & Development, Production,
management: Traditional, agile, extreme contacted at conforto@mit.edu and at international conferences, includ-
– Fifth edition. Hoboken, NJ: Wiley. ing ICED, IPDMC, POMS, and some PMI
Yusuf, Y. Y., Sarhadi, M., & Fabian Salum is professor at Fundação events. He can be contacted at amaral@
Gunasekaran, A. (1999). Agile manu- Dom Cabral, Program Director–PCS sc.usp.br
facturing: The drivers, concepts and Partners of Sustainable Growth, Professor
attributes. International Journal of and Research Member Innovation Center Sérgio Luis da Silva holds a PhD in
Production Economics, 62(1–2), 33–43. in FDC–Brazil and has an MSc degree in Mechanical Engineering from University
Zirger, B. J., & Hartley, J. L. (1996). Administration and is a candidate for the of São Paulo, Brazil. He is an Associate
The effect of acceleration tech- PhD program. Since 2010, he has coordi- Professor in the area of Technological and
niques on product development time. nated research on innovation in medium- Managerial Information of the Department
IEEE Transactions on Engineering sized and large-sized companies in Brazil of Information Sciences and a Supervisor
Management, 43(2), 143–152. and models strategies for sustainable in the graduate program of Production
growth. Professor Salum is the author of Engineering at Federal University of São
Edivandro C. Conforto, PhD, is a Research books and chapters of books on the themes Carlos (UFSCar). His current research
Fellow at Massachusetts Institute of of innovation and strategic business man- interests include new product development
Technology (MIT), Engineering Systems agement. He is also the author of papers and knowledge management. His research
Division (ESD)–SSRC/CEPE, where he is presented at international seminars (EGOS, has been published in, among others,
responsible for global studies related to ACADEMY), a Candidate for Best Paper of the Journal of Technology Management
program and project management and division International Management by semi- & Innovation, International Journal of
innovative product development in high- nar AOM—Academy of Management— Automotive Technology and Management,
technology industries. His current research Orlando, USA, 2013, and a speaker at Product: Management & Development,
examines the moderating factors and different seminars in Brazil and abroad. He and Concurrent Engineering. He can be
effects of the “Agility Theory,” management can be contacted at fabian@fdc.org.br contacted at sergiol@ufscar.br
practices and organizational factors on prod-
uct development and project performance Daniel C. Amaral is professor at the Luís Fernando Magnanini de Almeida
and how to transform organizations by com- University of São Paulo, Brazil, and has is a Physical Engineer and holds an MSc
bining different management approaches a PhD degree in product development degree in Production Engineering, both
for dynamic business environments. His management. His research interest areas from Federal University of São Carlos
work on agile project management applied include methods and tools for product (UFSCar). He has worked in the Brazilian
to innovative product development received development and innovation management, stages of F1 (2012), FIndy (2013), X Games
international recognition from institu- especially those related to project manage- (2014) and FIFA World Cup (2014). His cur-
tions such as PMI, IPMA, and POMS. The ment. Since 2008, Professor Amaral has rent research interests include new product
results of his work have been published in coordinated two research programs about development, project management, agile
international conferences and journals, and agile project management; the results have project management, and knowledge man-
he is the co-author of the first book on agile been published in Project Management agement. He can be contacted at luisfer-
project management applied to innovative Journal ®, Technovation, Product: nando@dep.ufscar.br