1. Reporting in the Rational Solution for Software and Systems Delivery
Passing Internal and External Audits with
Reporting and Dashboards
Geoff Rosenthal
NA Practice Lead – Reporting Segment
November 2011
© 2011 IBM Corporation

2. IBM Software
Agenda
 The Reporting Domain
 Why does development intelligence matter?
 Reporting technologies to best meet the needs of each reporting domain
 Demo
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3. The Reporting Domain
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4. IBM Software
Reporting IS a Domain in Software and Systems Delivery
 Just like any other one of our domains (Requirements Management, Change and
Configuration Management, Quality, Management, etc.), Reporting is
– A important/integral domain for the Software and Systems Delivery Lifecycle (SDLC)
– It has complexity, but so does every domain!
 Reporting is not just a by-product of a set of tools
– The business value of Rational tools is realized by the insights that can be drawn from
using those tools
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5. IBM Software
The Development Intelligence (DI) Space
 The application of Business Intelligence techniques in the development space
 Development Intelligence reports are generally used as insight for business decisions
– The reports help to communicate status, monitor progress, diagnose problems, identify
corrective actions, etc.
– They are a key decision support tool for managing processes
 Traditional Business Intelligence techniques can help us understand the data
– Crosstabs/pivots – How does the data break down?
– Drill up/down/through – How is the data interrelated?
– Dashboards – What is the big picture?
– Data warehouses – How are we trending over time? How can I related disparate data
sources?
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6. IBM Software
The Development Intelligence (DI) Space
What does a Data Warehouse (DW) do?
Portfolio
Management
Project
Management
CxO
Requirements
Management
Architecture Data
Management
Warehouse
Change Process Lead
Management
Configuration
Management
Build
Management
Project Manager
Quality
Management
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7. IBM Software
The Development Intelligence (DI) Space
How does a data warehouse work?
Portfolio
Management
Project
Management
Requirements
Management
Extract, Transform, Load Data
Architecture
Management (ETL) Process Warehouse
Change
Management
Configuration
Management
Build
Management
Quality
Management
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8. IBM Software
The Documentation Space
 Documentation is most often a deliverable
– Specifications are often written in one project phase and then passed into the following
phase
– Documents may be contractual deliverables
– Documents often form the basis of a contractual relationship
– Specifications may have to comply with standards/requirements in both structure and
styling
 Documentation is most often not authored using a word processor, but instead is generated
from point sources
– Repositories used for local or distributed authoring and management of artifacts
(requirements, models, etc.) i.e. our Rational tools
– Static files
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9. IBM Software
The Documentation Space
To “pull” text for a report, go directly to the source
Portfolio
Management
Project
Management Customer
Requirements
Management
Architecture
Management
Change Analyst/Design Teams
Management
Configuration Document
Management
Build
Management
Develop/Test Teams
Quality
Management
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10. IBM Software
Satisfy All Reporting Needs
Development
Intelligence
Portfolio
Management
Project
Management Data Management
Warehouse
Requirements
Management
Architecture
Management
Change Engineers/Analysts
Management
Configuration
Management
Build
Management
Stakeholders
Quality Document
Management
Generation
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11. IBM Software
The Reporting Domain
Deliverables
Business
Decisions
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12. Why does Development Intelligence
matter?
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13. IBM Software
The Essential CIO Report – IBM GBS C-Studies
 Reflecting face-to-face conversations with over 3,000 CIOs from
organizations of every size, sector and region!!
 CIOs are now increasingly in step with CEOs‟ top priorities
 CIOs agree on the criticality to derive insight from the huge volumes of
data
–Must turn insights into competitive advantage with tangible business
benefits
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14. IBM Software
CIO Report Highlights
 CIOs are highly focused on insight provided by data
 CIOs/CEOs identified insight and intelligence as one of their top priorities
over the next three to five years
 CEOs increasingly rely on CIOs to turn data into usable information,
information into intelligence, and intelligence into better decisions
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15. IBM Software
Can your team answer these questions…
Analyst Project Manager
Which requirements are
Can we pass
Are we ready
addressed in this iteration? to release?
Are all of the an audit?
requirements tested?
What defects were
What’s the quality of the
high priority requirements? resolved in this release?
What defects are reported What tradeoffs can we make
against which requirements? to release on time?
Developer Release Engineer Quality Professional
What requirements How can I standardize when teams What is the quality
am I implementing? test
What use different tools? of the build? What
uncovered this defect, has changed
Where are the Are build times
on which environment
and what build? bottlenecks getting longer that I need to test?
How can I recreate the in our processes? or shorter?
last version to What defects have been
do a patch? changes
What How can I speed up my builds? addressed since the last build?
occurred overnight?
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16. IBM Software
If you don‟t have good decision making capabilities, what happens?
No Visibility
Am I on track?
Increased delivery risk
 You cannot improve what you cannot measure
 Increased development costs
 Effecting the overall company „bottom line‟
 Poor and unpredictable quality
 Effecting the business reputation
 Customer dissatisfaction
 Effecting future and current business
Stop guessing, start measuring
© 2011 IBM Corporation

17. CLM Reporting Technologies
Reporting Technologies to Best Meet Each
Reporting Domain
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18. IBM Software
Rational Insight
IBM Rational Insight is a comprehensive performance
measurement solution tailored for SSD to automatically
and objectively measure program and project progress
– Extract and transform data from multiple data sources
– OOTB customizable data models, reports, and dashboards
– Measured performance via aligned reports and project
dashboards
– Provides visibility into heterogeneous data sources
deployed on geographically distributed teams
– Progressive disclosure via Alerts, Drill-Down, and Drill-Thru
optimized for multiple roles
Rational Insight utilizes IBM technologies including the Cognos 8 BI reporting engine to
deliver this “solution”
– Extensive Data Warehouse schema modeled after the SSD product domains
– Cognos Data Manager content developed to ETL data from supported Rational products into
the DW
– Cognos Framework Manager models developed to provide visibility into the DW and live
product schemas
– Tooling developed to map and load XML data coming from Rational reportable REST
interfaces into the DW
– OOTB reports and dashboards aligned with best practices/methods (RMC)
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19. IBM Software
Rational Publishing Engine
 Document Creation Made
Simple
Usability
 High Quality, Compliant
Documents
Rational
Publishing
 High Performance Engine
Flexible
Document Generation Speed
output
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20. IBM Software
Componentizing Robust, Proven Technologies for Jazz CLM
 Rational Reporting for Development Intelligence (RRDI) is based off of the Rational Insight
technology
– RRDI includes the same report authoring components (Report Studio and Query Studio)
that are included in Insight.
– RRDI includes a set of reports for the Jazz CLM domains as well as cross-domain
reports.
– RRDI does NOT include functionality to tailor/customize the data warehouse or database
extraction process.
 Rational Reporting for Document Generation (RRDG) is based off of the Rational Publishing
Engine (RPE) technology
– RRDG includes a document generation interface to generate documents based upon
pre-defined templates.
– RRDG includes a set of document templates.
– RRDG does NOT include the template authoring studio for document template authors
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21. CLM Reporting Technologies
Demo
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22. IBM Software
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