Technical Project Resources

Waterfall IT Project Management

The information in this guide is intended for general purposes only. For more specific guidance around your organisation’s projects, please get in touch with our team.

Project methodology is a big topic for organisations looking to manage change and improvement in the most effective way. While in the last decade or so Agile has been in the spotlight as the fast-evolving methodology, businesses are still using other well-proven approaches including Waterfall. The reality is there’s no one size fits all, and in many cases a good outcome can be achieved through any of the popular methodologies. Oftentimes the decision to deliver a project through a certain methodology is down to how that business operates its best, the culture and the vision of the leadership. There are many organisations where multiple project methodologies are used for different projects – and that’s okay. Sometimes the specific tasks and outcomes required will lend themselves to a particular project methodology – for example, a customer-facing tool might benefit from an agile methodology if the business doesn’t yet know exactly how the final product should look – a continual feedback loop and iterative process may generate the best final outcome. However, a project with a more concrete set of outcomes and clarity on what the final product needs to look like might be delivered cheaper and with less noise through a more linear approach such as Waterfall.

In this guide we’ll explore the Waterfall methodology a bit more, and why it might be a good option for your next IT project.

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How does waterfall work?

The idea behind waterfall is that it’s a linear approach to project delivery – each stage of the project is completed before the project team moves on to the next phase. This technique, while rigid, does provide a level of confidence that the project’s status is accurate and easily defined at any point. An agile project often includes simultaneous work done in different phases by different teams. This can often create pockets of inefficiency if work is refined heavily through rounds of feedback. This is both Agile’s power and weakness. Of course, well-versed Agile businesses will put structure around their projects through frameworks like Scrum where ‘sprints’ compartmentalise features or tasks on the tech project and stay across progress in ‘stand ups’ – regular meetings with the delivery team.

If a project doesn’t have the reliance upon client acceptance – think of an internal financial management system, or a back-end update to server technology – then Waterfall might be helpful. It’s front-loaded with extensive requirements, planning, documentation and research. This initial phase helps to control costs and time estimates much easier than Agile methodologies.

What the benefits of waterfall methodology are for IT projects

Waterfall methodology for a technology project provides certain controls around the delivery that can be useful for keeping a lid on timeframes and budget. The business and steering committee will have confidence in the project’s progress through a more simple linear Gantt chart-style report. Waterfall methodology is about setting clear objectives and delivering these once set. Goals are not designed to evolve over the life of the project as they can do with other methodologies.

With waterfall, there are fewer opportunities for missed detail and rework, because of the measures and checkpoints in place to progress from stage to stage. For example, the design phase will be lengthy and iron out issues, answer questions and develop the best solution possible. Not until this design is complete will the build start – so there are fewer opportunities for big changes and rework. If the business needs to keep tight control of the budget and outcomes for the project then this can be quite the advantage over the flexible nature of Agile.

Waterfall doesn’t require continued involvement from stakeholders or others within the business. As you’d imagine, the less input the delivery team has to field, the more productive they can often be. This doesn’t mean stakeholders aren’t involved at all, but rather they’re given key moments to contribute to and approve the requirements as opposed to ongoing feedback.

The requirements phase

Waterfall is typically split up into some key phases. The first phase is where the business determines the requirements of the project. That means defining what the business impact and outcomes are, the budget available, the timeframes and deadlines, success measures, risks, assumptions and so on. The project manager will often build this requirements document but it will be according to the project sponsor’s direction and approval. The requirements phase often includes information about big goals with numbers attached to them such as “reduce the time it takes for customers to access their information from 90 seconds to 30 seconds)”.

Design phase

The design phase is often the biggest stage because it requires the most thinking and input from across the project team and organisation. A design phase in tech will often involve solutions architects, software engineers, designers, network engineers and anyone else required to deliver the specific solution. The team will start by designing the high-level map of the solution including integrations and custom development. It will outline the combination of software and hardware required as well as map out the chronological order of development and individual task completion. While this phase might include a highly technical element, it’s also about understanding the business and the variables at play – what design approach is best suited to the way the organisation operates?

The design then gets into the detail of each component, establishing all the requirements and specifications in detail.

Implementation

With requirements and design completed, the delivery team will build on the design. In Waterfall, this build/implementation is often faster or simpler than Agile because the design is already done. The jobs of the team are based more on coding and implementing the design accurately, which experienced IT project teams will be adept at. This is not to say changes or issues don’t come up in this phase, but if the previous phases have been thorough, these changes won’t be major – or common.

Testing and QA

Once the solution has been built, it undergoes rigorous testing and quality assurance. Testing will happen at a number of different levels, including in-depth software/code testing to ensure the solution is free of bugs but also user acceptance testing. Here fixes will be made to close gaps in the build such as vulnerabilities in code, or potentially some surface-level design tweaks to improve user experience.

Release and maintenance

The solution is now complete and tested, and it’s released to its users – this could be internal staff in the case of an operational system, or a customer-facing if the solution relates to your business’ service delivery. The release, while somewhat of a final stage for the current project, kicks off a regular pattern of maintenance that may be managed internally by your IT team or via a service-level agreement with a third-party provider. The solution will likely undergo iterations as real-world feedback comes in and changes in the business demand refinements.

However, this release should directly meet the initial requirements document and satisfy all the measures of success to be considered complete.

Is my project right for Waterfall or should I choose Agile instead?

This really depends. As we’ve noted earlier, you can achieve great outcomes with different methodologies and the one you choose isn’t just determined by the project in question but also by how your business typically functions. If you’ve got a well-honed agile/scrum methodology across your projects that demonstrates delivery of outcomes on time and on budget, you may find this worthwhile to continue on your next project. However, if you need a solution that’s delivered to very specific requirements, timeframe and budget, consider if a sequential approach like Waterfall might be a good choice. It’s considered a core methodology and most project managers will be comfortable delivering this way.

Need guidance on your IT project?

IQANZ provides specialist assurance services for technology projects across the private and public sectors. We apply proven assurance methodologies along with a high level of technical expertise to help guide projects and programmes to success. If you’re interested in getting independent, expert help on your technology project, get in touch with our team.

Where to next?

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