Requirements and constructors for tailoring software processes: a systematic literature review

Organizations developing software-based systems or services often need to tailor process reference models-including product-oriented and project-oriented processes-to meet both their own characteristics and those of their projects. Existing process reference models, however, are often defined in a generic manner. They typically offer only limited mechanisms for adapting processes to the needs of organizational units, project goals, and project environments. This article presents a systematic literature review of peer-reviewed conference and journal articles published between 1990 and 2009. Our aim was both to identify requirements for process-tailoring notation and to analyze those tailoring mechanisms that are currently in existence and that consistently support process tailoring. The results show that the software engineering community has demonstrated an ever-increasing interest in software process tailoring, ranging from the consideration of theoretical proposals regarding how to tailor processes to the scrutiny of practical experiences in organizations. Existing tailoring mechanisms principally permit the modeling of variations of activities, artifacts, or roles by insertion or deletion. Two types of variations have been proposed: the individual modification of process elements and the simultaneous variation of several process elements. Resolving tailoring primarily refers to selecting or deselecting optional elements or to choosing between alternatives. It is sometimes guided by explicitly defined processes and supported by tools or mechanisms from the field of knowledge engineering. The study results show that tailoring notations are not as mature as the industry requires if they are to provide the kind of support for process tailoring that fulfills the requirements identified, i.e., including security policies for the whole process, or carrying out one activity rather than another. A notation must therefore be built, which takes these requirements into consideration in order to permit variant-rich processes representation and use this variability to consistently support process tailoring.