Scrum-EVM: un método de control para proyectos con metodología scrum basado en la adaptación de las medidas de rendimiento de EVM a los principios ágiles

Abstract

The present work, entitled "Scrum-EVM: A control method for projects with the Scrum methodology based on the adaptation of Earned Value Management (EVM) performance measures to agile principles," has the general objective of developing a control method that integrates agile principles with the EVM method in Scrum project management. The underlying problem in this context lies in the lack of identification of project control methods using the Scrum methodology that are aligned with the principles of agile. This lack often translates into deficiencies during the project control phase by not assigning the necessary value to the most relevant performance measures in an agile environment. The proposal is to address this problem through a mixed methodology for model development, thus allowing a rigorous and measurable analysis of the efficiency of the proposed method. The research seeks not only to establish a theoretical framework that merges EVM principles and agile practices, but also to identify and adapt performance measures that are critical to the success of agile projects. This comprehensive approach aims to improve the control phase in agile projects, contributing to the advancement and optimization of project management in dynamic and changing environments. During project development, Scrum performance measures were successfully identified and adapted to earned value management (EVM) metrics based on a comprehensive literature review and correlation analysis. This led to the creation of a specific control method for agile projects based on agile principles such as early and continuous delivery of valuable products, acceptance of changes in requirements, and frequent delivery of functional products. The adaptation of EVM metrics to agile principles, including their structure and graphical representations, established the basis for the development of the SCRUM-EVM method, consolidating it as an effective tool for agile project management by measuring both the functional value delivered to the customer and the actual team effort. The validation of the method through Monte Carlo simulation demonstrated its ability to measure and project performance in agile projects with high accuracy, underlining the importance of key metrics such as Agile Planned Value (APV), Earned Functional Value (EFV), and Agile Actual Effort (AAE), and confirming the statistical stability of the metrics, ensuring the reliability of the generated projections. It is concluded that the implementation of SCRUM-EVM in agile projects integrates the flexibility of Scrum with the precision of EVM, providing a structured framework to measure progress, team efficiency, and value delivery in a continuous manner. It is ideal for software development and digital environments, although its flexibility allows it to be adapted to other contexts. By incorporating projection metrics, it facilitates informed decision-making, ensuring alignment with strategic business objectives and customer expectations.