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Jason Leonard & Kurt Solarte
March 2012




                    © 2011 IBM Corporation
Software drives today’s innovation for a smarter planet
Transforming the way we live, work, and play




2                                                         © 2011 IBM Corporation
The defining challenge: Managing “systems of systems”
From back-end software to customer facing portals, systems of systems
drive your relationships with customers, suppliers and business partners


                                                      In-house
                                                    Development


                                                                       Outsourced
                            Third-party
                                                                       and Globally
                                IP
                                                                        Distributed
     Mobile Device                                                                           Service-oriented
       Access                                                                               Architecture (SOA)

                                                   Software-driven
                                                     Innovation

                                                    COMPLEXITY
                      Partner                                               Commercial
                       Code                                                 Off-the-shelf




            End-user                                              Legacy
                                           Open                                         Cloud / SaaS
          Web Application                                           and
                                          Source
                                                                  Re-use




3                                                                                                   © 2011 IBM Corporation
Business and IT Agility: Balancing Resources to Support
Business Innovation
Balance IT investments to focus on new solutions.


    34%




66%




           Forrester estimates that ongoing operations and maintenance consume 66% of IT budgets
           While new projects and software initiatives represent only 34%
4                                                                                          © 2011 IBM Corporation
Realities can stall software-driven innovation
    Complexities in software delivery compounded by market pressures

              Complex, Multi-platform                               Increasing
             Systems and Applications                                Mandates
          62% of companies have agile projects         2010 Spending in U.S. on governance,
         requiring integration with legacy systems     risk and compliance was $29.8 billion



     Globally Distributed Software                                          Cost
      and Product Supply Chains                                           Reduction
        50% of outsourced projects                          70% budget locked in maintenance and
       are expected to under perform                           37% of projects go over budget



                   Unpredictability                      Changing Requirements
                 in Software Delivery                      and Time to Market
                62% of projects fail to meet         30% of project costs are due to rework
                   intended schedule                  and poor execution of requirements




5                                                                                        © 2011 IBM Corporation
Core Business Process
Software Delivery is now a key business process & not getting any easier!

                                                            Business      Supporting
                    Activities                              Process        System

                Design,                       Project       Software         ALM
Requirements Construction,        Testing
 & Analysis
                                             & Change       Delivery       Platform
              Integration                      Mgmt


    Inventory          Vendor                Resource      Supply Chain        SCM
      Mgmt            Relations              Planning      Management


     Customer     Customer       Customer       Sales       Customer
    Acquisition    Support       Retention   Forecasting   Relationship        CRM
                                                           Management

                                                             Human
      Hiring          Benefits                Payroll       Resources            HR
                       Admin                  Admin        Management



6                                                                         © 2011 IBM Corporation
IBM Rational software delivery and development transformation:
Improved Efficiency Means More Innovation

          Investments
    80%
                                                  Efficiency Measures            2006       2011

                                    Maintenance
                                    Innovation    On time delivery               47%        95%

                              69%
                                                  Defect backlog in months        >9          2.7
    40%


                  58%
                                                  Beta defects fixed before GA    3%        95%

            42%
                        31%                       Agile / iterative projects      5%        85%

    0%
              2006       2011




7                                                                                       © 2011 IBM Corporation
Application Lifecycle Management @ IBM
                       Pittsburg
                                                                                                                    57,000+ total resources
                                                  Andover
                       Poughkeepsie               Bedford, MA
                                                                                    London/Staines
                                                                                    Milton Keynes
                                                                                                                    worldwide
                       Princeton                  Bedford, NH                       Hursley
                       Somers                     Lexington
                                                                           Cork     Warwick
                       Southbury                  Westborough
                                                                           Dublin   York
                       NY, NY                     Westford Cambridge
                                                                           Galway
    Canada                                                                            Stockholm
    Toronto,Ottawa                                                                                                 Helsinki
                  Over
    ,Montreal, Victoria 200 Rational development projects
                                                                                                                Krakow
                    (~3000 users) using Rational Team Concert                                Delft
                                                                                               Rational Development
                                                                                                           Warsaw
                More than 250 other projects around IBM                                      Rational Customer Support
                                                                                                         Boeblingen                China
                     For example – GBS Application Paris
                                                     Factory (AF)                             WebSphere Development Beijing
                                                     Pornichet                                                                     Shang Hai              Yamato
                      team currently hosting 5000+ users                                      Lotus Development
                                                                                                     Haifa

                Boarding time for new projects -                                             Tivoli Development
                                                                                                     Cairo                        Taipei
                 less than one day              Fairfax                                       IBM Research Division
    Beaverton      Applicable to agile/iterative andRaleigh
                                                     Charlotte
                                                                                    Rome
                                                                                              IBM Global Business Services
                                                                                                    India
    Kirkland        waterfall projects                                                                 Bangalore                 Malaysia
                                                     Lexington, KY
    Seattle                                                            Atlanta                         Pune
    Foster City                                                        Boca Raton                      Hyderabad                 Singapore
    San Francisco                     Rochester                        Tampa                           Gurgaon
    SVL/San Jose                      Boulder
    Almaden                           Denver                                                                                                     Gold Coast
    Agoura Hills                      Lenexa,KA                                                                          Perth                   Sydney
    El Segundo                        Tucson                                                                                                     Canberra
    Costa Mesa                        Pheonix
    Las Vegas                         Austin                           Sao Paulo
                                      Dallas
                    El Salto
8                                                                                                                                              © 2011 IBM Corporation
Application Lifecycle Management drives the IBM transformation

Application Lifecycle Management coordinates the flow of
people, processes and information in an iterative cycle of
software delivery activities

-Custom developed projects
-Off the shelf packaged applications
-Enterprise applications
-Mobile applications




9                                                         © 2011 IBM Corporation
Application Lifecycle Management in context

                                                          3 inter-related lifecycles of
              Decide                                      activity involving different
    Enterprise Architecture and                           goals, timelines, roles,
                                                          processes and tools
        Portfolio Planning

                                   Develop
                             Application Lifecycle
                                Management


                                                      Deploy
                                               Deployment Planning &
                                                    Automation



                  Integrate, Instrument & Improve
       Help me oversee this entire value chain and incrementally improve

                                                                           © 2011 IBM Corporation
Three key actions of transforming software and systems delivery


           Integrate                  Collaborate                    Optimize
      Connecting process             Unifying teams          Simplifying governance
         and information              Projects, and               Plans, scope,
     Software, data, and tools    organizational cultures        and measures




                        Realized benefits:
                        • Improved quality and time to market
                        • Reduced risk and cost
                        • Tighter alignment to business priorities




11                                                                          © 2011 IBM Corporation
ALM is about connecting the disciplines

     PM / Planning                                Requirements                                   Development                                         Testing

  Business                                       Use Cases                                 TDD                                          Scenario-
   Drivers                                        Nonfunctional                             Build                                         Driven
  Iterations                                                                                 Management                                    Automation
                                                  Sign-off
  Sign-off                                                                                  Static                                       Exploratory
                                                  Contract                                                                                 Test
  Contract                                                                                   Analysis
                                                  Risk Assess                                                                             User
  Risk Assess                                                                               BVT
                                                  Threat Model                                                                             Involvement
  User                                                                                      Source
                                                  Test                                       Management                                   Contract
   Involvement                                     Requirements                                                                             Validation
                                                                                             Pair
                                                                                              Programming/
                                                                                              Code Review

                                                Continuous Learning and Feedback
Source: Gartner Application Architecture, Development & Integration Summit Presentation, The Future and Present of AD, Thomas E. Murphy, December 2008

12                                                                                                                                                       © 2011 IBM Corporation
Agenda



         1 Introduction and current market situation



              2    Delivering the 5 ALM imperatives



              3    IBM Rational Application Lifecycle Management



         4   Proven results


13                                                       © 2011 IBM Corporation
What is required to deliver end-to-end visibility across teams,
tools and projects?




14                                                            © 2011 IBM Corporation
Criteria for effective lifecycle management: 5 ALM imperatives

                   1. Real-time planning
                   2. Lifecycle traceability
                   3. In-Context collaboration
                   4. Development intelligence
                   5. Continuous improvement




15                                                          © 2011 IBM Corporation
Criteria for effective lifecycle management: 5 ALM imperatives

                   •   Real-time planning
                   •   Lifecycle traceability
                   •   In-Context collaboration
                   •   Development intelligence
                   •   Continuous improvement




16                                                          © 2011 IBM Corporation
What is Real-time Planning?
     Real-time Planning improves time to delivery by:
  Providing a single plan that spans requirements, development, and test, ensuring a
   team understanding of the overall scope of a project
  Allowing everyone to participate in keeping the plan current and accurate
  Integrating planning with execution, ensuring the entire team understands the true
   project status
  Helping teams respond to the unexpected in a timely manner ensuring the team
   stays on schedule

                                            Project Lead


                                                             Developer
                             Analyst



                                                              Quality
                             Architect                      Professional



                                            Deployment
                                             Engineer




17                                                                               © 2011 IBM Corporation
Imperative 1: Real-time Planning                                                     Tasks                          Tasks
                                                                                    Complete                       Planned




     Don’t                                                       Do

 Have plans that live outside of ALM environment where       Plan across the entire team, not silos, by linking and populating
 requirements, development and test plans are disconnected   development and test plans from requirements.
 and managed separately, or not at all.

 Rely on manual, error-prone updates.                        Practice continuous planning using lifecycle queries and project
                                                             dashboards to respond to changing events.

 Have plans that are separate from team activities and       Use plans that are fully integrated with execution where
 assignments.                                                updating time spent directly from the work item makes easy to
                                                             keep accurate plans.


18                                                                                                           © 2011 IBM Corporation
Test your real-time planning capabilities
Can your team…



  Plan across the entire team?


  Plan for waterfall, iterative
   and agile environments?

  Integrate planning with execution?


  Instantly see the impact of a change
   in project scope or resources?




19                                          © 2011 IBM Corporation
Criteria for effective lifecycle management: 5 ALM imperatives

                   •   Real-time planning
                   •   Lifecycle traceability
                   •   In-Context collaboration
                   •   Development intelligence
                   •   Continuous improvement




20                                                          © 2011 IBM Corporation
What is Lifecycle Traceability?

 Lifecycle Traceability improves quality by:
  Establishing relationships between software artifacts
  Helping you identify and close artifact gaps, ensuring coverage across disciplines
  Provides visibility into the completeness of planned items by inspecting all related artifacts
  Provides easy access to related artifacts ensuring everyone shares the same view
  Delivers transparency which enables everyone to make fully informed decisions
   based business priorities
                     Instant access to details from any point in the development process




         Customer     Final        Build      Environment   Supporting   Requirements   Initial Idea
                     Product      Artifacts                  Systems     Management
21                                                                                             © 2011 IBM Corporation
Imperative 2: Lifecycle Traceability

                  Spreadsheets                Glossaries
                                 Folders

                                                                                                         Stories
                                                                                       Defects
                                               Models
            Hyperlinks

                                                   Emails
                  Data                                                                             Sprint             Code

                    DB   DB
                                  Documents                                      Test Scripts
                                               Images

                                                                                                        Builds




          Don’t                                                             Do

     Create silos of information with disconnected and incompatible   Link deliverables and connect the dots so every deliverable has
     tooling and terminology                                          the proper upstream and downstream relationship


     Email copies of deliverables to remote team members and          Share links to deliverables with related deliverables context
     break linkages                                                   including reviews and comments from other team members


     Integrate by replicating data                                    Link critical project deliverable so that the entire team have
                                                                      access to the latest version of the truth




22                                                                                                                     © 2011 IBM Corporation
Test your lifecycle traceability capabilities
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?      What test         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 changes                                                              What defects have been
do a patch?       occurred overnight?          How can I speed up my builds?            addressed since the last build?




23                                                                                                         © 2011 IBM Corporation
Criteria for effective lifecycle management: 5 ALM imperatives

                   •   Real-time planning
                   •   Lifecycle traceability
                   •   In-Context collaboration
                   •   Development intelligence
                   •   Continuous improvement




24                                                          © 2011 IBM Corporation
What is In-Context Collaboration?



 In-Context Collaboration improves product
 value by:
 Making information immediately accessible
 to all team members in the context of their
 work
 Empowering teams to collaborate on and
 review software development artifacts so they
 can incorporate feedback early and often
 Providing single source of truth hosted in a
 shared repository so that team members can
 collaborate effectively around the globe




25                                               © 2011 IBM Corporation
Imperative 3: In-Context Collaboration




           Don’t                                                         Do

                                                                   Unified teams share linked data providing visibility into each
     Create an environment of silo’d teams and disconnected data
                                                                   others work.
     Manually collect status reports or                            Collaboration is also about knowing what is going on without
     wait for status meetings to take action                       having to ask. Dashboards and traceability views provide real-
                                                                   time status of the team’s progress.

                                                                   All discussions in work items integrated on the plan. Use
     Rely on email discussions.
                                                                   lifecycle queries to answer more meaningful questions such as
                                                                   “Which requirements are affected by defects?
                                                                                                                              26

26                                                                                                                 © 2011 IBM Corporation
Test your In-Context Collaboration capabilities
Can your team…



  Easily access the “single source of the truth”
   through linked artifacts?
  Quickly grasp the “who, what,
   when and why” of team activities?
  Bring new team members
   up-to-speed quickly?
  Overcome the barriers of multiple time
   zones when working with outsourced
   and distributed team members?




27                                                  © 2011 IBM Corporation
Criteria for effective lifecycle management: 5 ALM imperatives

                   •   Real-time planning
                   •   Lifecycle traceability
                   •   In-Context collaboration
                   •   Development intelligence
                   •   Continuous improvement




28                                                          © 2011 IBM Corporation
What is Development Intelligence?


 Development Intelligence improves predictability by:
  Applying Business Intelligence techniques to software and systems development
  Enabling fact-based decision making (to communicate status, monitor progress,
   diagnose problems, identify corrective actions)
  Steering projects and programs to deliver on-time



                   Measurement practices impact project success

                                                                                                               Strong measurement practice
                                                                                                               Weak measurement practice



     Source: Capers Jones, Measurement, Metrics and Industry Leadership, 2009 and Software Engineering Best Practices, McGraw Hill, 2010.




29                                                                                                                                          © 2011 IBM Corporation
Imperative 4: Development Intelligence




           Don’t                                                           Do

     Manually collect data by hounding the team for status reports.   Use live dashboards that provide transparency of information
                                                                      and dashboard reports based on data coming from the team’s
                                                                      activity.

     Take a ‘big bang’ approach to instituting measures               Identify a weak spot or a current pain point or bottleneck.

     Expect to get it right the first time.                           Develop measures you use, eliminate ones you don’t




30                                                                                                                   © 2011 IBM Corporation
From In Process (Team) To Executive Value
Appropriate Metrics for Each Management level

                                 Team                     Middle Management           Development Executive
     Dimensions
                             (In Process)                (Development Mgmt.)            (VP Development)
Time-to-Value                                    User Story Points / Use Case Points
(Schedule)                      Iteration Burndown, Blocking Work Item
                                                                        Release Burndown
Product Value                                             Iteration Velocity
                           Stakeholder Feedback, # of Enhancement Request, Age of Enhancement Request
                                                    Tested and Delivered Requirements, Business Value Velocity,
                                                                        Customer Satisfaction
Product Cost                                Effort (Man-hours)
                                                                          Cost / Unit of work
                                                                                         Development / Maintenance
                                                                                                  Costs
Product Quality                              Technical Debt (Defect trend, defect density)
                                  Test Status, Test Coverage of Requirement, Test Execution Status
                                                                           Quality at Ship
Predictability                    User Story Points / Use Case Points
                                                                 Planned/Actual Cost and Velocity
                                                             Trend Variance. Likelihood of on-time delivery




Note: Bold indicates that there is Out-Of-The-Box report supported by Rational tools

31                                                                                                   © 2011 IBM Corporation
Measuring Time-to-Value (Schedule)



     Iteration Burndown
        Showing how much work is left to
        do in an iteration. It enables the
        team to adjust scope or resources
        to finish the iteration successfully.




     Release Burndown
        Shows the estimated
        functionality remaining to
        complete the current release.




32                                              © 2011 IBM Corporation
Measuring Product Quality


     Defect Trends
      Shows defect arrival and closure rates,
      determines the remaining defect backlog,
      projects the future defect arrival/close rate up
      to and post-ship




     Test Execution Status
        Monitors test completion and success




33                                                       © 2011 IBM Corporation
Use dashboards to provide that 1 view of project health




34                                                        © 2011 IBM Corporation
Test your lifecycle intelligence
Can your team…


  Time-to-Value
     – Produce the right capabilities according
       to the committed schedule?
  Product Value
     – Deliver a valuable product?
  Product Cost
     – Measure what we spending to deliver
       the system?
  Product Quality
     – Build a high quality system?
  Predictability
     – Manage the risk and uncertainty?


35                                                © 2011 IBM Corporation
Criteria for effective lifecycle management: 5 ALM imperatives

                   •   Real-time planning
                   •   Lifecycle traceability
                   •   In-Context collaboration
                   •   Development intelligence
                   •   Continuous improvement




36                                                          © 2011 IBM Corporation
What is Continuous Improvement?


 Continuous Improvement reduces cost by:
  Improving software delivery through the ongoing adoption of best practices and
   automation to reduce manual, non-creative and error prone tasks
  Promoting incremental improvement of a project when needed
  Enabling breakthrough improvement by capturing best practices and reusing across
   teams
  Allowing everyone to participate with easy to adopt best practices at your fingertips.



                          “Successful analytics requires taking it beyond
                           software and reporting, and into the realm of
                       management practices and operations improvement”
                       Information Management Online, February 23, 2011




37                                                                                  © 2011 IBM Corporation
Imperative 5: Continuous Improvement



                                                                                      Step 1                   Step 2
                                                                                     Adopt                    Enact

                                                                                      Step 4                   Step 3
                                                                                   Improve                 Measure



      Don’t                                                              Do

Define a process and place it on a shelf                            Use a tool that can ‘enact’ your process definition and guide
                                                                    the team toward the desired result.

Ignore process altogether or treat it like an unnecessary burden.   Learn from what other teams have done and leverage their
                                                                    results across other teams when appropriate Ignore process
                                                                    altogether or treat it like an
                                                                    unnecessary burden.

Institute process police                                            Let the tool govern behavior and refine it over time. Add peer
                                                                    reviews to encourage knowledge sharing and collaboration.


38                                                                                                                   © 2011 IBM Corporation
Test your Continuous Improvement capabilities
Can your team…




  Leverage out-of-the-box process templates
   for traditional and agile workflows?

  Change process “on the fly” as part of a
   continuous feedback loop?

  Allow team leads to determine how strict
   or lax the “rules of the road” should be?

  Modify process enforcement over the life
   of a project, to encourage early-stage
   experimentation and end-game stability?




39                                              © 2011 IBM Corporation
Criteria for effective lifecycle management: ALM imperatives

                        •     Accelerate time to delivery with Real-time Planning
                        •     Improve quality with Lifecycle Traceability
                        •     Maximise product value with In-Context Collaboration
                        •     Refine predictability with Development Intelligence
                        •     Reduce costs with Continuous Improvement




 Learn more at: https://jazz.net/library/article/637

40                                                                                  © 2011 IBM Corporation
Agenda



         1 Introduction and current market situation



              2    Delivering the 5 ALM imperatives



              3   IBM Rational Application Lifecycle Management



         4   Proven results


41                                                     © 2011 IBM Corporation
Reminder: 3 key actions of transforming software and systems delivery


           Integrate                  Collaborate                    Optimize
      Connecting process             Unifying teams          Simplifying governance
         and information              Projects, and               Plans, scope,
     Software, data, and tools    organizational cultures        and measures




                        Realized benefits:
                        • Improved quality and time to market
                        • Reduced risk and cost
                        • Tighter alignment to business priorities




42                                                                          © 2011 IBM Corporation
Traditional Approaches To ALM Integration Have Fallen Short
                                          Limited choice and coverage

Single repository                                       Point-to-point integrations
- Hard to add existing (legacy)                         - Limited coverage: there are too
tools                                                   many tools to cover more than a
                                                        small fraction of possibilities
- Difficult to evolve tools
individually
                                          Monolithic    - Tight dependencies between
- Limited to a single vendor’s            Repository    tools require lockstep upgrades
tools or affiliates                                     - Proprietary APIs create vendor
                                                        lock-in


Universal metadata standard                             Standard implementations
- Too slow to complete to keep pace                     - Requires “forklift” rip and
with the market                                         replace of existing tools
- Hostage to vendor in-fighting                         - Hard to get widespread vendor
- Difficult to migrate existing project                 support
data and assets                                         - Insufficiently flexible to address
                                                        different user approaches




                             Slow to emerge and disruptive to adopt

43                                                                                             © 2011 IBM Corporation
Jazz is a platform for transforming software delivery


                                                                                                                          Jazz is…
                Rational                             Third party                      Business Partner




                                                            c
                Offerings                             Offerings                          Offerings
                                                                                                                           Our vision of the future of
                                                                                                                            systems and software delivery
                                                                                                                           A scalable, extensible team
                                    Business        Product    Collaborative
                                                                                                                            collaboration platform
                                   Planning &      & Project     Lifecycle     Compliance
                       Your        Alignment      Management                    & Security   Engineering
                                                               Management
       Future
        IBM
                     existing
                    capabilities
                                                                                             & Software
                                                                                               Tools
                                                                                                            3rd-Party
                                                                                                              Jazz         An integration architecture
                                                                                                           Capabilities
     Capabilities
                                                Best Practice Processes                                                     enabling mashups and non-
                                                                                                                            Jazz products to participate
                                                                                                      Administration:
       Collaboration                                                                                  Users, projects,
                                                                                                                           A community at Jazz.net where
                         Presentation:                                                   Storage         process
                           Mashups              Discovery           Query

                                                                                                                            Jazz products are built
                                                                                                                           An evolution of our portfolio
                                                                                                                            over time




                                                                                                       homegrown
                                                                                   Hudson
44                                                                                                                                                 © 2011 IBM Corporation
Rational Next Generation Application Lifecycle Management


                                                    Jazz is…
     Rational    Third party    Business Partner




                     c
     Offerings    Offerings        Offerings
                                                     Our vision of the future of
                                                      systems and software delivery
                                                     A scalable, extensible team
                                                      collaboration platform
                                                     An integration architecture
                                                      enabling mashups and non-
                                                      Jazz products to participate
                                                     A community at Jazz.net where
                                                      Jazz products are built
                                                     An evolution of our portfolio
                                                      over time




                                        homegrown
                               Hudson
45                                                                           © 2011 IBM Corporation
Open Services for Lifecycle Collaboration (OSLC)
An initiative aimed at simplifying data linking and tool integration
across the lifecycle
                                                     Open Services for
                                                    Lifecycle Collaboration
     Barriers to sharing resources           Community Driven – specified at open-
     and assets among tools                   services.net
      Multiple vendors, open
       source projects, and in-house         Specifications for ALM, PLM and DevOps
       tools                                  Interoperability
      Private vocabularies, formats
       and stores                            Inspired by Internet architecture
                                                 Loosely coupled integration with “just enough”
      Entanglement of tools with                 standardization
       their data                                Common resource formats and services

                                             A different approach to industry-wide
                                              proliferation


 Learn more at: http://open-services.net/

46                                                                                    © 2011 IBM Corporation
Achieve break through benefits with IBM’s ALM platform
Advantages over other approaches
OpenSource and point      IBM provides an integrated lifecycle solution that
vendors                   enables cross-vendor integration unlike the vendors in
                          this category

Vendors that integrate    IBM enables the integration and transparency needed
aspects of design,        across the full lifecycle unlike other vendors in this
development &             category
deployment, but not the
whole lifecycle
Vendors promoting         IBM offers an open, standards-based platform unlike
comprehensive             vendors in this category. IBM also enables business
application and systems   planning and alignment
lifecycle solutions




47                                                                      © 2011 IBM Corporation
Agenda



         1 Introduction and current market situation



              2    Delivering the 5 ALM imperatives



              3    IBM Rational Application Lifecycle Management



         4   Proven results


48                                                       © 2011 IBM Corporation
Application Lifecycle Management @ IBM
                    Pittsburg
                                                                                                                 57,000+ total resources
                                               Andover
                    Poughkeepsie               Bedford, MA
                                                                                 London/Staines
                                                                                 Milton Keynes
                                                                                                                 worldwide
                    Princeton                  Bedford, NH                       Hursley
                    Somers                     Lexington
                                                                        Cork     Warwick
                    Southbury                  Westborough
                                                                        Dublin   York
                    NY, NY                     Westford Cambridge
                                                                        Galway
 Canada                                                                            Stockholm
 Toronto,Ottawa                                                                                                 Helsinki
               Over
 ,Montreal, Victoria 200 Rational development projects
                                                                                                             Krakow
                 (~3000 users) using Rational Team Concert                                Delft
                                                                                            Rational Development
                                                                                                        Warsaw
             More than 250 other projects around IBM                                      Rational Customer Support
                                                                                                      Boeblingen                China
                  For example – GBS Application Paris
                                                  Factory (AF)                             WebSphere Development Beijing
                                                  Pornichet                                                                     Shang Hai              Yamato
                   team currently hosting 5000+ users                                      Lotus Development
                                                                                                  Haifa

             Boarding time for new projects -                                             Tivoli Development
                                                                                                  Cairo                        Taipei
              less than one day              Fairfax                                       IBM Research Division
 Beaverton      Applicable to agile/iterative andRaleigh
                                                  Charlotte
                                                                                 Rome
                                                                                           IBM Global Business Services
                                                                                                 India
 Kirkland        waterfall projects                                                                 Bangalore                 Malaysia
                                                  Lexington, KY
 Seattle                                                            Atlanta                         Pune
 Foster City                                                        Boca Raton                      Hyderabad                 Singapore
 San Francisco                     Rochester                        Tampa                           Gurgaon
 SVL/San Jose                      Boulder
 Almaden                           Denver                                                                                                     Gold Coast
 Agoura Hills                      Lenexa,KA                                                                          Perth                   Sydney
 El Segundo                        Tucson                                                                                                     Canberra
 Costa Mesa                        Pheonix
 Las Vegas                         Austin                           Sao Paulo
                                   Dallas
                 El Salto
49                                                                                                                                          © 2011 IBM Corporation
Business results
                                                               Automated status reporting
                                                        derived from evolving engineering artifacts
                                                              can improve productivity by
 Being able to collaborate on work items,                               5-10%               Best practices in scope management
         defects and build errors                                                               can improve predictability
       can reduce late rework by                                                                    of project delivery by
                       25-50%                                                                            20-30%




                          COLLABORATE                                 AUTOMATE                        REPORT




     Source: IBM analysis based on services research.

50                                                                                                                 © 2011 IBM Corporation
Realised Customer results – 5 ALM imperatives
From our region and across the globe


1. Accelerate time to delivery with Real-time
   Planning
     - GM reduced time to market, delivering new
       model cars to market in only 29 months




51                                              © 2011 IBM Corporation
Realised Customer results – 5 ALM imperatives
From our region and across the globe



              2. Improve quality with Lifecycle
              Traceability

                  - Nationwide is delivering innovative
                    services in 1/3 the time and cost




52                                                  © 2011 IBM Corporation
Realised Customer results – 5 ALM imperatives
From our region and across the globe



 3. Maximise product value with In-Context
 Collaboration

     - A medium sized insurance company in Australia
       reduced headcount while tripling complexity and
       doubling productivity




53                                              © 2011 IBM Corporation
Realised Customer results – 5 ALM imperatives continued..
From our region and across the globe


4. Refine predictability with Development
Intelligence

     - Danske Bank cuts time to market by 50%



“Rational Team Concert software is the backbone of Danske Bank’s agile
development process and is adjusted to the special needs of the bank. Besides,
we expect that Rational Team Concert will also support the waterfall methods in
the longer term,” Peter Rasmussen, senior vice president, IT development
processes and tools, Danske Bank Group


54                                                                        © 2011 IBM Corporation
Realised Customer results – 5 ALM imperatives continued..
From our region and across the globe



 5. Reduce costs with Continuous Improvement

     - ANZ Bank is reducing test cycles by 30% and
       deployment cycles by 50%

     - Saving millions each year




55                                                          © 2011 IBM Corporation
Gartner MarketScope for Application Life Cycle Management
IBM Rational earns “Strong Positive” – the highest possible rating




 Efficient coordination and automation of the
 delivery process requires new, collaborative
 approaches to the planning, measurement,
 execution, control and reporting of activities.

 These new approaches are what differentiate
 current application life cycle management
 (ALM) tools, and what make ALM processes vital
 to leading-edge development activities.

 ALM is what enables sustainable agile
 practices. ALM creates a management
 framework providing consistent, auditable records
 of the decisions and activities of agile teams.


The MarketScope is copyrighted November 11, 2010 by Gartner, Inc. and is reused with permission. The MarketScope is an evaluation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against
criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the MarketScope, and does not advise technology users to select only those vendors with the highest rating. Gartner disclaims all
warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. The MarketScope graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated
in the context of the entire report. The Gartner report is available upon request from IBM.
56                                                                                                                                                                                                                           © 2011 IBM Corporation
Ensure Success with IBM Rational Application Lifecycle
Management

                                       Measured    Instructor-led Agile
                                     improvement       workshops


                       Deployment services                    Online training courses

             Product Adoption                                               Rational Training and
               Quick starts                                                 Certification courses

       Process tailoring                                                         Software support

     Agile practices                                                      Accelerated Value Program


        Best Practices               Technical         Training and               World-class
       and methodology               Services           Mentoring                  Support




57                                                                                       © 2011 IBM Corporation
www.ibm.com/software/rational

© Copyright IBM Corporation 2011. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind,
express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have
the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM
software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities
referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature
availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business Machines
Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.


    60                                                                                                                                                                     © 2011 IBM Corporation

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Software drives innovation for Jason Leonard & Kurt Solarte

  • 1. Jason Leonard & Kurt Solarte March 2012 © 2011 IBM Corporation
  • 2. Software drives today’s innovation for a smarter planet Transforming the way we live, work, and play 2 © 2011 IBM Corporation
  • 3. The defining challenge: Managing “systems of systems” From back-end software to customer facing portals, systems of systems drive your relationships with customers, suppliers and business partners In-house Development Outsourced Third-party and Globally IP Distributed Mobile Device Service-oriented Access Architecture (SOA) Software-driven Innovation COMPLEXITY Partner Commercial Code Off-the-shelf End-user Legacy Open Cloud / SaaS Web Application and Source Re-use 3 © 2011 IBM Corporation
  • 4. Business and IT Agility: Balancing Resources to Support Business Innovation Balance IT investments to focus on new solutions. 34% 66%  Forrester estimates that ongoing operations and maintenance consume 66% of IT budgets  While new projects and software initiatives represent only 34% 4 © 2011 IBM Corporation
  • 5. Realities can stall software-driven innovation Complexities in software delivery compounded by market pressures Complex, Multi-platform Increasing Systems and Applications Mandates 62% of companies have agile projects 2010 Spending in U.S. on governance, requiring integration with legacy systems risk and compliance was $29.8 billion Globally Distributed Software Cost and Product Supply Chains Reduction 50% of outsourced projects 70% budget locked in maintenance and are expected to under perform 37% of projects go over budget Unpredictability Changing Requirements in Software Delivery and Time to Market 62% of projects fail to meet 30% of project costs are due to rework intended schedule and poor execution of requirements 5 © 2011 IBM Corporation
  • 6. Core Business Process Software Delivery is now a key business process & not getting any easier! Business Supporting Activities Process System Design, Project Software ALM Requirements Construction, Testing & Analysis & Change Delivery Platform Integration Mgmt Inventory Vendor Resource Supply Chain SCM Mgmt Relations Planning Management Customer Customer Customer Sales Customer Acquisition Support Retention Forecasting Relationship CRM Management Human Hiring Benefits Payroll Resources HR Admin Admin Management 6 © 2011 IBM Corporation
  • 7. IBM Rational software delivery and development transformation: Improved Efficiency Means More Innovation Investments 80% Efficiency Measures 2006 2011 Maintenance Innovation On time delivery 47% 95% 69% Defect backlog in months >9 2.7 40% 58% Beta defects fixed before GA 3% 95% 42% 31% Agile / iterative projects 5% 85% 0% 2006 2011 7 © 2011 IBM Corporation
  • 8. Application Lifecycle Management @ IBM Pittsburg 57,000+ total resources Andover Poughkeepsie Bedford, MA London/Staines Milton Keynes worldwide Princeton Bedford, NH Hursley Somers Lexington Cork Warwick Southbury Westborough Dublin York NY, NY Westford Cambridge Galway Canada Stockholm Toronto,Ottawa Helsinki  Over ,Montreal, Victoria 200 Rational development projects Krakow (~3000 users) using Rational Team Concert Delft Rational Development Warsaw  More than 250 other projects around IBM  Rational Customer Support Boeblingen China  For example – GBS Application Paris Factory (AF)  WebSphere Development Beijing Pornichet Shang Hai Yamato team currently hosting 5000+ users  Lotus Development Haifa  Boarding time for new projects -  Tivoli Development Cairo Taipei less than one day Fairfax  IBM Research Division Beaverton  Applicable to agile/iterative andRaleigh Charlotte Rome  IBM Global Business Services India Kirkland waterfall projects Bangalore Malaysia Lexington, KY Seattle Atlanta Pune Foster City Boca Raton Hyderabad Singapore San Francisco Rochester Tampa Gurgaon SVL/San Jose Boulder Almaden Denver Gold Coast Agoura Hills Lenexa,KA Perth Sydney El Segundo Tucson Canberra Costa Mesa Pheonix Las Vegas Austin Sao Paulo Dallas El Salto 8 © 2011 IBM Corporation
  • 9. Application Lifecycle Management drives the IBM transformation Application Lifecycle Management coordinates the flow of people, processes and information in an iterative cycle of software delivery activities -Custom developed projects -Off the shelf packaged applications -Enterprise applications -Mobile applications 9 © 2011 IBM Corporation
  • 10. Application Lifecycle Management in context 3 inter-related lifecycles of Decide activity involving different Enterprise Architecture and goals, timelines, roles, processes and tools Portfolio Planning Develop Application Lifecycle Management Deploy Deployment Planning & Automation Integrate, Instrument & Improve Help me oversee this entire value chain and incrementally improve © 2011 IBM Corporation
  • 11. Three key actions of transforming software and systems delivery Integrate Collaborate Optimize Connecting process Unifying teams Simplifying governance and information Projects, and Plans, scope, Software, data, and tools organizational cultures and measures Realized benefits: • Improved quality and time to market • Reduced risk and cost • Tighter alignment to business priorities 11 © 2011 IBM Corporation
  • 12. ALM is about connecting the disciplines PM / Planning Requirements Development Testing  Business  Use Cases  TDD  Scenario- Drivers  Nonfunctional  Build Driven  Iterations Management Automation  Sign-off  Sign-off  Static  Exploratory  Contract Test  Contract Analysis  Risk Assess  User  Risk Assess  BVT  Threat Model Involvement  User  Source  Test Management  Contract Involvement Requirements Validation  Pair Programming/ Code Review Continuous Learning and Feedback Source: Gartner Application Architecture, Development & Integration Summit Presentation, The Future and Present of AD, Thomas E. Murphy, December 2008 12 © 2011 IBM Corporation
  • 13. Agenda 1 Introduction and current market situation 2 Delivering the 5 ALM imperatives 3 IBM Rational Application Lifecycle Management 4 Proven results 13 © 2011 IBM Corporation
  • 14. What is required to deliver end-to-end visibility across teams, tools and projects? 14 © 2011 IBM Corporation
  • 15. Criteria for effective lifecycle management: 5 ALM imperatives 1. Real-time planning 2. Lifecycle traceability 3. In-Context collaboration 4. Development intelligence 5. Continuous improvement 15 © 2011 IBM Corporation
  • 16. Criteria for effective lifecycle management: 5 ALM imperatives • Real-time planning • Lifecycle traceability • In-Context collaboration • Development intelligence • Continuous improvement 16 © 2011 IBM Corporation
  • 17. What is Real-time Planning? Real-time Planning improves time to delivery by:  Providing a single plan that spans requirements, development, and test, ensuring a team understanding of the overall scope of a project  Allowing everyone to participate in keeping the plan current and accurate  Integrating planning with execution, ensuring the entire team understands the true project status  Helping teams respond to the unexpected in a timely manner ensuring the team stays on schedule Project Lead Developer Analyst Quality Architect Professional Deployment Engineer 17 © 2011 IBM Corporation
  • 18. Imperative 1: Real-time Planning Tasks Tasks Complete Planned Don’t Do Have plans that live outside of ALM environment where Plan across the entire team, not silos, by linking and populating requirements, development and test plans are disconnected development and test plans from requirements. and managed separately, or not at all. Rely on manual, error-prone updates. Practice continuous planning using lifecycle queries and project dashboards to respond to changing events. Have plans that are separate from team activities and Use plans that are fully integrated with execution where assignments. updating time spent directly from the work item makes easy to keep accurate plans. 18 © 2011 IBM Corporation
  • 19. Test your real-time planning capabilities Can your team…  Plan across the entire team?  Plan for waterfall, iterative and agile environments?  Integrate planning with execution?  Instantly see the impact of a change in project scope or resources? 19 © 2011 IBM Corporation
  • 20. Criteria for effective lifecycle management: 5 ALM imperatives • Real-time planning • Lifecycle traceability • In-Context collaboration • Development intelligence • Continuous improvement 20 © 2011 IBM Corporation
  • 21. What is Lifecycle Traceability? Lifecycle Traceability improves quality by:  Establishing relationships between software artifacts  Helping you identify and close artifact gaps, ensuring coverage across disciplines  Provides visibility into the completeness of planned items by inspecting all related artifacts  Provides easy access to related artifacts ensuring everyone shares the same view  Delivers transparency which enables everyone to make fully informed decisions based business priorities Instant access to details from any point in the development process Customer Final Build Environment Supporting Requirements Initial Idea Product Artifacts Systems Management 21 © 2011 IBM Corporation
  • 22. Imperative 2: Lifecycle Traceability Spreadsheets Glossaries Folders Stories Defects Models Hyperlinks Emails Data Sprint Code DB DB Documents Test Scripts Images Builds Don’t Do Create silos of information with disconnected and incompatible Link deliverables and connect the dots so every deliverable has tooling and terminology the proper upstream and downstream relationship Email copies of deliverables to remote team members and Share links to deliverables with related deliverables context break linkages including reviews and comments from other team members Integrate by replicating data Link critical project deliverable so that the entire team have access to the latest version of the truth 22 © 2011 IBM Corporation
  • 23. Test your lifecycle traceability capabilities 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? What test 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 changes What defects have been do a patch? occurred overnight? How can I speed up my builds? addressed since the last build? 23 © 2011 IBM Corporation
  • 24. Criteria for effective lifecycle management: 5 ALM imperatives • Real-time planning • Lifecycle traceability • In-Context collaboration • Development intelligence • Continuous improvement 24 © 2011 IBM Corporation
  • 25. What is In-Context Collaboration? In-Context Collaboration improves product value by: Making information immediately accessible to all team members in the context of their work Empowering teams to collaborate on and review software development artifacts so they can incorporate feedback early and often Providing single source of truth hosted in a shared repository so that team members can collaborate effectively around the globe 25 © 2011 IBM Corporation
  • 26. Imperative 3: In-Context Collaboration Don’t Do Unified teams share linked data providing visibility into each Create an environment of silo’d teams and disconnected data others work. Manually collect status reports or Collaboration is also about knowing what is going on without wait for status meetings to take action having to ask. Dashboards and traceability views provide real- time status of the team’s progress. All discussions in work items integrated on the plan. Use Rely on email discussions. lifecycle queries to answer more meaningful questions such as “Which requirements are affected by defects? 26 26 © 2011 IBM Corporation
  • 27. Test your In-Context Collaboration capabilities Can your team…  Easily access the “single source of the truth” through linked artifacts?  Quickly grasp the “who, what, when and why” of team activities?  Bring new team members up-to-speed quickly?  Overcome the barriers of multiple time zones when working with outsourced and distributed team members? 27 © 2011 IBM Corporation
  • 28. Criteria for effective lifecycle management: 5 ALM imperatives • Real-time planning • Lifecycle traceability • In-Context collaboration • Development intelligence • Continuous improvement 28 © 2011 IBM Corporation
  • 29. What is Development Intelligence? Development Intelligence improves predictability by:  Applying Business Intelligence techniques to software and systems development  Enabling fact-based decision making (to communicate status, monitor progress, diagnose problems, identify corrective actions)  Steering projects and programs to deliver on-time Measurement practices impact project success Strong measurement practice Weak measurement practice Source: Capers Jones, Measurement, Metrics and Industry Leadership, 2009 and Software Engineering Best Practices, McGraw Hill, 2010. 29 © 2011 IBM Corporation
  • 30. Imperative 4: Development Intelligence Don’t Do Manually collect data by hounding the team for status reports. Use live dashboards that provide transparency of information and dashboard reports based on data coming from the team’s activity. Take a ‘big bang’ approach to instituting measures Identify a weak spot or a current pain point or bottleneck. Expect to get it right the first time. Develop measures you use, eliminate ones you don’t 30 © 2011 IBM Corporation
  • 31. From In Process (Team) To Executive Value Appropriate Metrics for Each Management level Team Middle Management Development Executive Dimensions (In Process) (Development Mgmt.) (VP Development) Time-to-Value User Story Points / Use Case Points (Schedule) Iteration Burndown, Blocking Work Item Release Burndown Product Value Iteration Velocity Stakeholder Feedback, # of Enhancement Request, Age of Enhancement Request Tested and Delivered Requirements, Business Value Velocity, Customer Satisfaction Product Cost Effort (Man-hours) Cost / Unit of work Development / Maintenance Costs Product Quality Technical Debt (Defect trend, defect density) Test Status, Test Coverage of Requirement, Test Execution Status Quality at Ship Predictability User Story Points / Use Case Points Planned/Actual Cost and Velocity Trend Variance. Likelihood of on-time delivery Note: Bold indicates that there is Out-Of-The-Box report supported by Rational tools 31 © 2011 IBM Corporation
  • 32. Measuring Time-to-Value (Schedule) Iteration Burndown Showing how much work is left to do in an iteration. It enables the team to adjust scope or resources to finish the iteration successfully. Release Burndown Shows the estimated functionality remaining to complete the current release. 32 © 2011 IBM Corporation
  • 33. Measuring Product Quality Defect Trends Shows defect arrival and closure rates, determines the remaining defect backlog, projects the future defect arrival/close rate up to and post-ship Test Execution Status Monitors test completion and success 33 © 2011 IBM Corporation
  • 34. Use dashboards to provide that 1 view of project health 34 © 2011 IBM Corporation
  • 35. Test your lifecycle intelligence Can your team…  Time-to-Value – Produce the right capabilities according to the committed schedule?  Product Value – Deliver a valuable product?  Product Cost – Measure what we spending to deliver the system?  Product Quality – Build a high quality system?  Predictability – Manage the risk and uncertainty? 35 © 2011 IBM Corporation
  • 36. Criteria for effective lifecycle management: 5 ALM imperatives • Real-time planning • Lifecycle traceability • In-Context collaboration • Development intelligence • Continuous improvement 36 © 2011 IBM Corporation
  • 37. What is Continuous Improvement? Continuous Improvement reduces cost by:  Improving software delivery through the ongoing adoption of best practices and automation to reduce manual, non-creative and error prone tasks  Promoting incremental improvement of a project when needed  Enabling breakthrough improvement by capturing best practices and reusing across teams  Allowing everyone to participate with easy to adopt best practices at your fingertips. “Successful analytics requires taking it beyond software and reporting, and into the realm of management practices and operations improvement” Information Management Online, February 23, 2011 37 © 2011 IBM Corporation
  • 38. Imperative 5: Continuous Improvement Step 1 Step 2 Adopt Enact Step 4 Step 3 Improve Measure Don’t Do Define a process and place it on a shelf Use a tool that can ‘enact’ your process definition and guide the team toward the desired result. Ignore process altogether or treat it like an unnecessary burden. Learn from what other teams have done and leverage their results across other teams when appropriate Ignore process altogether or treat it like an unnecessary burden. Institute process police Let the tool govern behavior and refine it over time. Add peer reviews to encourage knowledge sharing and collaboration. 38 © 2011 IBM Corporation
  • 39. Test your Continuous Improvement capabilities Can your team…  Leverage out-of-the-box process templates for traditional and agile workflows?  Change process “on the fly” as part of a continuous feedback loop?  Allow team leads to determine how strict or lax the “rules of the road” should be?  Modify process enforcement over the life of a project, to encourage early-stage experimentation and end-game stability? 39 © 2011 IBM Corporation
  • 40. Criteria for effective lifecycle management: ALM imperatives • Accelerate time to delivery with Real-time Planning • Improve quality with Lifecycle Traceability • Maximise product value with In-Context Collaboration • Refine predictability with Development Intelligence • Reduce costs with Continuous Improvement Learn more at: https://jazz.net/library/article/637 40 © 2011 IBM Corporation
  • 41. Agenda 1 Introduction and current market situation 2 Delivering the 5 ALM imperatives 3 IBM Rational Application Lifecycle Management 4 Proven results 41 © 2011 IBM Corporation
  • 42. Reminder: 3 key actions of transforming software and systems delivery Integrate Collaborate Optimize Connecting process Unifying teams Simplifying governance and information Projects, and Plans, scope, Software, data, and tools organizational cultures and measures Realized benefits: • Improved quality and time to market • Reduced risk and cost • Tighter alignment to business priorities 42 © 2011 IBM Corporation
  • 43. Traditional Approaches To ALM Integration Have Fallen Short Limited choice and coverage Single repository Point-to-point integrations - Hard to add existing (legacy) - Limited coverage: there are too tools many tools to cover more than a small fraction of possibilities - Difficult to evolve tools individually Monolithic - Tight dependencies between - Limited to a single vendor’s Repository tools require lockstep upgrades tools or affiliates - Proprietary APIs create vendor lock-in Universal metadata standard Standard implementations - Too slow to complete to keep pace - Requires “forklift” rip and with the market replace of existing tools - Hostage to vendor in-fighting - Hard to get widespread vendor - Difficult to migrate existing project support data and assets - Insufficiently flexible to address different user approaches Slow to emerge and disruptive to adopt 43 © 2011 IBM Corporation
  • 44. Jazz is a platform for transforming software delivery Jazz is… Rational Third party Business Partner c Offerings Offerings Offerings  Our vision of the future of systems and software delivery  A scalable, extensible team Business Product Collaborative collaboration platform Planning & & Project Lifecycle Compliance Your Alignment Management & Security Engineering Management Future IBM existing capabilities & Software Tools 3rd-Party Jazz  An integration architecture Capabilities Capabilities Best Practice Processes enabling mashups and non- Jazz products to participate Administration: Collaboration Users, projects,  A community at Jazz.net where Presentation: Storage process Mashups Discovery Query Jazz products are built  An evolution of our portfolio over time homegrown Hudson 44 © 2011 IBM Corporation
  • 45. Rational Next Generation Application Lifecycle Management Jazz is… Rational Third party Business Partner c Offerings Offerings Offerings  Our vision of the future of systems and software delivery  A scalable, extensible team collaboration platform  An integration architecture enabling mashups and non- Jazz products to participate  A community at Jazz.net where Jazz products are built  An evolution of our portfolio over time homegrown Hudson 45 © 2011 IBM Corporation
  • 46. Open Services for Lifecycle Collaboration (OSLC) An initiative aimed at simplifying data linking and tool integration across the lifecycle Open Services for Lifecycle Collaboration Barriers to sharing resources  Community Driven – specified at open- and assets among tools services.net Multiple vendors, open source projects, and in-house  Specifications for ALM, PLM and DevOps tools Interoperability Private vocabularies, formats and stores  Inspired by Internet architecture  Loosely coupled integration with “just enough” Entanglement of tools with standardization their data  Common resource formats and services  A different approach to industry-wide proliferation Learn more at: http://open-services.net/ 46 © 2011 IBM Corporation
  • 47. Achieve break through benefits with IBM’s ALM platform Advantages over other approaches OpenSource and point IBM provides an integrated lifecycle solution that vendors enables cross-vendor integration unlike the vendors in this category Vendors that integrate IBM enables the integration and transparency needed aspects of design, across the full lifecycle unlike other vendors in this development & category deployment, but not the whole lifecycle Vendors promoting IBM offers an open, standards-based platform unlike comprehensive vendors in this category. IBM also enables business application and systems planning and alignment lifecycle solutions 47 © 2011 IBM Corporation
  • 48. Agenda 1 Introduction and current market situation 2 Delivering the 5 ALM imperatives 3 IBM Rational Application Lifecycle Management 4 Proven results 48 © 2011 IBM Corporation
  • 49. Application Lifecycle Management @ IBM Pittsburg 57,000+ total resources Andover Poughkeepsie Bedford, MA London/Staines Milton Keynes worldwide Princeton Bedford, NH Hursley Somers Lexington Cork Warwick Southbury Westborough Dublin York NY, NY Westford Cambridge Galway Canada Stockholm Toronto,Ottawa Helsinki  Over ,Montreal, Victoria 200 Rational development projects Krakow (~3000 users) using Rational Team Concert Delft Rational Development Warsaw  More than 250 other projects around IBM  Rational Customer Support Boeblingen China  For example – GBS Application Paris Factory (AF)  WebSphere Development Beijing Pornichet Shang Hai Yamato team currently hosting 5000+ users  Lotus Development Haifa  Boarding time for new projects -  Tivoli Development Cairo Taipei less than one day Fairfax  IBM Research Division Beaverton  Applicable to agile/iterative andRaleigh Charlotte Rome  IBM Global Business Services India Kirkland waterfall projects Bangalore Malaysia Lexington, KY Seattle Atlanta Pune Foster City Boca Raton Hyderabad Singapore San Francisco Rochester Tampa Gurgaon SVL/San Jose Boulder Almaden Denver Gold Coast Agoura Hills Lenexa,KA Perth Sydney El Segundo Tucson Canberra Costa Mesa Pheonix Las Vegas Austin Sao Paulo Dallas El Salto 49 © 2011 IBM Corporation
  • 50. Business results Automated status reporting derived from evolving engineering artifacts can improve productivity by Being able to collaborate on work items, 5-10% Best practices in scope management defects and build errors can improve predictability can reduce late rework by of project delivery by 25-50% 20-30% COLLABORATE AUTOMATE REPORT Source: IBM analysis based on services research. 50 © 2011 IBM Corporation
  • 51. Realised Customer results – 5 ALM imperatives From our region and across the globe 1. Accelerate time to delivery with Real-time Planning - GM reduced time to market, delivering new model cars to market in only 29 months 51 © 2011 IBM Corporation
  • 52. Realised Customer results – 5 ALM imperatives From our region and across the globe 2. Improve quality with Lifecycle Traceability - Nationwide is delivering innovative services in 1/3 the time and cost 52 © 2011 IBM Corporation
  • 53. Realised Customer results – 5 ALM imperatives From our region and across the globe 3. Maximise product value with In-Context Collaboration - A medium sized insurance company in Australia reduced headcount while tripling complexity and doubling productivity 53 © 2011 IBM Corporation
  • 54. Realised Customer results – 5 ALM imperatives continued.. From our region and across the globe 4. Refine predictability with Development Intelligence - Danske Bank cuts time to market by 50% “Rational Team Concert software is the backbone of Danske Bank’s agile development process and is adjusted to the special needs of the bank. Besides, we expect that Rational Team Concert will also support the waterfall methods in the longer term,” Peter Rasmussen, senior vice president, IT development processes and tools, Danske Bank Group 54 © 2011 IBM Corporation
  • 55. Realised Customer results – 5 ALM imperatives continued.. From our region and across the globe 5. Reduce costs with Continuous Improvement - ANZ Bank is reducing test cycles by 30% and deployment cycles by 50% - Saving millions each year 55 © 2011 IBM Corporation
  • 56. Gartner MarketScope for Application Life Cycle Management IBM Rational earns “Strong Positive” – the highest possible rating Efficient coordination and automation of the delivery process requires new, collaborative approaches to the planning, measurement, execution, control and reporting of activities. These new approaches are what differentiate current application life cycle management (ALM) tools, and what make ALM processes vital to leading-edge development activities. ALM is what enables sustainable agile practices. ALM creates a management framework providing consistent, auditable records of the decisions and activities of agile teams. The MarketScope is copyrighted November 11, 2010 by Gartner, Inc. and is reused with permission. The MarketScope is an evaluation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the MarketScope, and does not advise technology users to select only those vendors with the highest rating. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. The MarketScope graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from IBM. 56 © 2011 IBM Corporation
  • 57. Ensure Success with IBM Rational Application Lifecycle Management Measured Instructor-led Agile improvement workshops Deployment services Online training courses Product Adoption Rational Training and Quick starts Certification courses Process tailoring Software support Agile practices Accelerated Value Program Best Practices Technical Training and World-class and methodology Services Mentoring Support 57 © 2011 IBM Corporation
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  • 59.
  • 60. www.ibm.com/software/rational © Copyright IBM Corporation 2011. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others. 60 © 2011 IBM Corporation

Hinweis der Redaktion

  1. Software is the invisible thread woven through systems, products and services, helping companies bring new – smarter -- innovations to market. We see this in every day devices like cell phones and automobiles, where the real value comes not from the device itself, but from software that makes it different, or better than your old phone or your last car. We see this in innovative new services being delivered to customers over the web, or software being used to automate core business processes. The best and brightest companies use software to propel innovation, connecting customers, suppliers, systems, and a host of business modules in a single intelligent, adaptive network. When software is a critical component of a larger system, which can connect to other systems - an automobile to a global positioning system (GPS), for example, or a smart grid - that is when significant fiscal and societal impact can be realized. The convergence of physical devices and information technology opens up the possibility for all types of integrated systems. These systems deliver exponential value to consumers and the public. Some examples of these are… Smart electric grid iPod and iTunes Android and Google Maps Traffic management systems Fleet management systems Healthcare management systems
  2. As software has grown in significance, it has also grown in complexity. Today’s software supply chain is larger and more diverse than ever before, integrating a web of third-party applications, in-house software development tools, and products from multiple vendors. Managing this complexity has become the defining challenge for today’s IT organization. Business priorities are often poorly aligned with software capabilities distributed across multiple tools, repositories, and teams. What’s more, the sheer complexity of managing the extended software supply chain—including an increasing number of stakeholders—can stifle innovation. In product development, complexities lie in linking software components to the mechanical and electrical environment. Burgeoning requirements, security needs, and compliance mandates keep both IT and product management teams up at night.
  3. Implementing consolidation, virtualization, convergence and application management strategies benefits your IT organization and your company as a whole. These approaches lead to increased resource utilization and a more resilient IT environment, while freeing up resources to support business application expansion and improve return on investment. With power and cooling costs typically representing about 40 percent of data center expenses, consolidation and virtualization alone can slash expenses and demonstrate a company’s commitment to the environment. Transition line: In all these areas, IBM can help.
  4. But finding new ways to innovate through software isn’t easy. The systems and applications being built today are more powerful and interconnected than ever before – but they are also more complex……which makes them harder to build, harder to verify, and definitely harder to manage. This complexity is made worse by the need for faster delivery, driven by today’s very competitive landscape. Customers expect the “next new thing” faster than ever before. So there are serious consequences to failure. In the most extreme cases, failure can result in human harm. At best, failure can have really destructive brand and business implications. Think about the last security breaches or regulatory violations you heard about in the news. They don’t generally leave you with a good impression of that businesses brand. And yet a recent IBM study determined that approximately 60% of software projects fail to meet their intended schedule – proving that innovating through software is not always easy. That said, there are companies that are aggressively driving new innovation through software, and they are finding ways to not only overcome these challenges, but also gain additional benefits. They are doing this by transforming their approach to software and systems delivery. Sources: “ 62% of companies have agile projects requiring integration with legacy systems” - DDJ State of the IT Union Survey November 2009, Scott W. Amble, Ambysoft - www.ambysoft.com/scottAmbler.html “ 50% of outsourced projects are expected to under perform” - BusinessWeek Commentary: “Shifting Work Offshore? Outsourcer Beware”: http://www.businessweek.com/magazine/content/04_02/b3865028.htm “ 49% of budgets suffer overruns and 62% fail to meet their schedule” - Two reasons Why IT Projects Continue To Fail (March 20, 2008) - http://advice.cio.com/remi/two_reasons_why_it_projects_continue_to_fail - Referencing: "TCS have a white paper available on their WEB site called Evolving IT from ‘Running the Business’ to ‘Changing the Business’" “ 62% of software projects fail to meet intended schedules” - IBM CEO Study, 2008, The Enterprise of the Future 2010 Spending in U.S. on governance, risk and compliance was $29.8 billion - Source  http://searchcompliance.techtarget.com/news/article/0,289142,sid195_gci1375707,00.html “ 30% of project costs are due to rework and poor execution of requirements” -Managing Software Requirements By Dean Leffingwell, Don Widrig “And since rework typically consumes 30%-50% of a typical project ... it follows that requirements errors can easily consume 25%— 40% of the total project http://www.stickyminds.com/sitewide.asp?Function=FEATUREDCOLUMN&ObjectType=ARTCOL&ObjectId=12529&btntopic=artcol
  5. IBM has been delivering ALM solutions for decades
  6. Our customers are looking at IBM Rational to help them Make strategic decisions (Decide) Develop what I decide (Develop) Deploy what I developed (Deploy) These 3 lifecycles of activities are inter-related activities involving different goals, times, roles, processes and tools. So, starting point is to identify which problem space the client is in…. Are they seeking help in making strategic decisions on what to fund or decommission? Seeking to improve their ability to execute? Seeking to streamline their ability to deploy what they’ve created?
  7. Companies who are transforming their software and systems delivery are implementing three core foundational principles. The first is integration across the lifecycle to connect software, systems and tools. The second is collaboration, which means unifying teams, roles, platforms and geographies. And the third is optimization to improve results through better measurement and alignment to business priorities. Through these actions, companies are: Delivering higher quality products and services to market They are more confident that those products and services meet customer needs And they are shortening their delivery times while reducing cost and risk
  8. In this view from Gartner, we see that ALM is all about making the right connections across the software lifecycle. It’s important to recognize that a project can still fail if Project managers expertly manage schedules Analysts diligently capture business requirements Developers write quality code Testers run thousands of tests And these activities do not correspond to each other, or to the needs of the business.
  9. So what is required to bring about fundamental transformation?
  10. Update these speakers notes to align with 5 imperatives: Real-time Planning where the plan is always up to date Life cycle traceability ensures coverage of requirements, development and test Development Intelligence provides team transparency and for measured improvement Continuous Improvement to adapt and optimize team performance Automatic Collaboration freeing teams to focus on more creative work Right-size the solution to meet your team with flexible deployment models and single point of administration
  11. Update these speakers notes to align with 5 imperatives: Real-time Planning where the plan is always up to date Life cycle traceability ensures coverage of requirements, development and test Development Intelligence provides team transparency and for measured improvement Continuous Improvement to adapt and optimize team performance Automatic Collaboration freeing teams to focus on more creative work Right-size the solution to meet your team with flexible deployment models and single point of administration
  12. Real-Time Planning linked to project execution. Without this key criteria--for example if you maintain your project plan in a Microsoft project file outside of your ALM environment--plans will inevitably become stale and inaccurate. The Rational solution for CLM integrates planning with execution, enabling organizations to easily manage project resources, onboard new team members and react nimbly to changes introduced by customers or market conditions.
  13. The first imperative is Real-time Planning . By this, we mean project Planning that is directly linked directly to execution. We plan because we want to know when we are done. The only way to know when the work is complete is to ensure the plans are fully integrated with project execution and always up to date. The following table provides several typical dos and don’ts related to planning   Have plans that integrate to execution, and are easy to maintain. Include in the plan all of the organization functions/people that have deliverables and roles in the project, including development, test and those who define the requirements. Also, track workloads of all to understand impact of change and to accurately predict delivery Instead of making planning and execution separate processes that are forever out of sync, your ALM solution should drive plans directly into project execution. Once tasks, owners and hand-offs are identified in a project iteration plan, the solution should automate the flow of team activities across the extended team. What we’ve seen in our work with customers is that without this key criteria--for example if you maintain your project plan in a Microsoft project file outside of your ALM environment—those plans will inevitably become stale and inaccurate. That’s why it’s so critically important that your ALM solution integrate planning with execution. It’s the key to being able to realistically manage project resources, onboard new team members and react nimbly to changes introduced by customers or market conditions. The graphic on the left is showing a common plan that is not connected to any execution. Project Managers ask for results and manually update the plan when tasks are completed. Thus plans lag typically reality anywhere from a week to 2 weeks based on the frequency of plan updates. This manual linkage to execution requires lots of effort to keep current, so they are often very high level to avoid having to update too many tasks or more often forgotten about as plans change on the fly. The graphic on the right is connected to execution. As tasks are completed by the team, the green bar (which shows completion) moves to the right. Tasks that are planned and not completed are represented by the red bar. Everyone has access to the plans which are composed of the tasks they are performing on a daily basis. ------------- .. Don’t Have plans that live outside of ALM environment. Use plans that are fully integrated with execution, manage tasks for the entire team, not just the tasks of developers. Provide Plan transparency, where plans are visible and accessible to everyone on the team. Use plans that make it easy to understand the load, easy to see what your team is currently working on in taskboards. Don’t: Rely on manual, error-prone updates. Use plans with information at your fingertips, and a user interface that makes it trivial to update plan information in the context of the work. Use a plan that provides multiple views on the same data such as Ranked Lists, Planned Time, Taskboard, Work breakdown, by Iteration, or Roadmap (traditional) view. Practice continuous planning using lifecycle queries and project dashboards to respond to changing events on the team. DONT Create an environment where requirements, development and test Plans are disconnected and managed separately, or not at all. Plan across the entire team, not silos, by linking and populating development and test plans from requirements. Ensure individual requirements, development work items and test cases are all linked. DON’T Separate from team activities and assignments. Updating time spent directly from the work item makes easy to keep accurate plans. Instantly see the impact of changes to delivery dates. Use Planned time to balance the load across team members. DON’T Rely on disconnected from metrics on past team experiences. Easily instantiate project plans into individual and team activities Requirements, Development, and Test all run off of some form of a plan. Requirements groups gather requirements into collections based on a particular release, or goal. Development teams have schedules and release plans, and testers have test plans based on the requirements and development plans. They are all interrelated but our customers have truly struggled with coordinating these plans. Our solution automates the coordination, improves the transparency and increases the value by reducing all the overhead and information float that is typical of a requirements, development, test cycle.
  14. A great way to test your own real-time planning capabilities is to ask yourself these questions.
  15. Update these speakers notes to align with 5 imperatives: Real-time Planning where the plan is always up to date Life cycle traceability ensures coverage of requirements, development and test Development Intelligence provides team transparency and for measured improvement Continuous Improvement to adapt and optimize team performance Automatic Collaboration freeing teams to focus on more creative work Right-size the solution to meet your team with flexible deployment models and single point of administration
  16. Lifecycle Traceability -- the ability to provide both forward- and backwards visibility across your project lifecycle. The Rational solution for CLM allows you to identify with confidence that the software you are delivering to a customer includes a specific requirement that was developed using a specified process, associated with a specific software build, and validated by a specific set of test cases and test case results. Anything less and you really don’t know what you are delivering and whether what you are delivering will meet your quality or regulatory compliance requirements.
  17. When organizations fail to deliver quality software on time and on budget, it is typically not because any individual is dysfunctional, but because the entire team or organization is misaligned. End-to-end visibility enables organizations to proactively steer projects to success based on real-time information.    The second imperative, End-to-end lifecycle traceability is a perquisite for meaningful insight into project status, issues and risks. For example, the question, “Are we ready to release?” requires knowledge that can only be gathered by correlating requirements, code, build, and test information—data that potentially resides in four different repositories. The ideal environment will allow teams to easily link related assets and maintain those linkages as assets evolve.   Traceability is the ability to gain an end-to-end view across your project lifecycle. When your software is delivered to the customer, you should be able to identify all the activities associated with the software. You should be able to answer all of the stakeholder questions on this slide. And you should be able to state with confidence that the software includes this specific requirement, included in this software build, validated by this test case and with this test result. Anything less, and you really don’t know what you are delivering and whether what you are delivering will meet your quality requirements. --------------- Traceability isn’t simply one of those “nice to have” capabilities in the software development  lifecycle. Traceability helps you understand what everyone else on the team is doing. For example, while the requirements analyst knows very well what requirements she has written, she still needs to know whether a given requirement will be addressed during a specific development iteration and, if so, which one. Or she wants to know if the implementation of that requirement has been tested and with what result. An ALM solution that allows for lifecycle artifact traceability helps teams to answer the hard questions about requirements and risk management. By linking related artifacts, teams are better equipped to answer questions such as “which requirements are affected by defects?” and “which work items are ready for test?”   It is important to understand how requirements, test and development are linked by projects and tasks. DON’T Do traceability for traceability sake. Identify a few meaningful questions or set one goal and institute a “just enough” approach for linking related artifacts. For example, link requirements and test cases, link test cases and development work items. Try one and get good at it before doing more. DON’T Rely on reports that go stale after you’ve created them. Practice continuous traceability: Leverage a system that shows the traceability links directly on the plan, or that uses queries that identify gaps, such as “Plan items without requirements” and “Plan items without test cases”, and “Defects blocking test.” DON’T Ignore, hide from or hope to pass regulatory audits Invest in an ALM solution that makes traceability easy to do, maintain and report against. DON’T: Work in disconnected project repositories, or cobble together a disparate set of tools. Seek products built with open interfaces. Seek vendors who understand and support the ALM integration challenges. Invest in tools with a longer-term integration roadmap in mind. DON’T: Enter links manually after the fact, it’s easy to forget, hard to enforce. Integrated tools make it easy to establish as the project executes. See image of linked Defect in upcoming slide DON’T: Build your own integration based on proprietary API’s. Choose a solution with open services (OSLC) for linking data across the lifecycle. DON’T: Choose a one-size-fits-no-one solution. Invest in a loosely coupled, integrated ALM solution that is built to scale and support open and flexible integrations. A single ALM repository will not scale to fit your needs over time. Times change, new products emerge; your ALM solution needs to be flexible enough to move with the times. Do you really want to face that data migration challenge? Many tools, document formats and repositories create “information islands”, making it hard to find, relate and use this information as requirements artifacts as well as use use it to inform downstream lifecycle activities Hard to relate it together, keep it coherent, and maintain those relationships. Team members undertake heroic measures to consolidate it understand, monitor status, and make decisions based on this information. These manual processes often don’t scale and introduce errors This leads to .. Wasted team effort due to duplication and lack of version control / change management … “Which version of that document should I be looking at?” Challenges in scaling current practices and making them repeatable Too many project surprises due to poor or missed requirements Information overload: challenges finding, using, and reusing information
  18. When organizations fail to deliver quality software on time and on budget, it is typically not because any individual is dysfunctional, but because the entire team or organization is misaligned. End-to-end visibility enables organizations to proactively steer projects to success based on real-time information.    The second imperative, End-to-end lifecycle traceability is a perquisite for meaningful insight into project status, issues and risks. For example, the question, “Are we ready to release?” requires knowledge that can only be gathered by correlating requirements, code, build, and test information—data that potentially resides in four different repositories. The ideal environment will allow teams to easily link related assets and maintain those linkages as assets evolve.   Traceability is the ability to gain an end-to-end view across your project lifecycle. When your software is delivered to the customer, you should be able to identify all the activities associated with the software. You should be able to answer all of the stakeholder questions on this slide. And you should be able to state with confidence that the software includes this specific requirement, included in this software build, validated by this test case and with this test result. Anything less, and you really don’t know what you are delivering and whether what you are delivering will meet your quality requirements. --------------- Traceability isn’t simply one of those “nice to have” capabilities in the software development  lifecycle. Traceability helps you understand what everyone else on the team is doing. For example, while the requirements analyst knows very well what requirements she has written, she still needs to know whether a given requirement will be addressed during a specific development iteration and, if so, which one. Or she wants to know if the implementation of that requirement has been tested and with what result. An ALM solution that allows for lifecycle artifact traceability helps teams to answer the hard questions about requirements and risk management. By linking related artifacts, teams are better equipped to answer questions such as “which requirements are affected by defects?” and “which work items are ready for test?”   It is important to understand how requirements, test and development are linked by projects and tasks. DON’T Do traceability for traceability sake. Identify a few meaningful questions or set one goal and institute a “just enough” approach for linking related artifacts. For example, link requirements and test cases, link test cases and development work items. Try one and get good at it before doing more. DON’T Rely on reports that go stale after you’ve created them. Practice continuous traceability: Leverage a system that shows the traceability links directly on the plan, or that uses queries that identify gaps, such as “Plan items without requirements” and “Plan items without test cases”, and “Defects blocking test.” DON’T Ignore, hide from or hope to pass regulatory audits Invest in an ALM solution that makes traceability easy to do, maintain and report against. DON’T: Work in disconnected project repositories, or cobble together a disparate set of tools. Seek products built with open interfaces. Seek vendors who understand and support the ALM integration challenges. Invest in tools with a longer-term integration roadmap in mind. DON’T: Enter links manually after the fact, it’s easy to forget, hard to enforce. Integrated tools make it easy to establish as the project executes. See image of linked Defect in upcoming slide DON’T: Build your own integration based on proprietary API’s. Choose a solution with open services (OSLC) for linking data across the lifecycle. DON’T: Choose a one-size-fits-no-one solution. Invest in a loosely coupled, integrated ALM solution that is built to scale and support open and flexible integrations. A single ALM repository will not scale to fit your needs over time. Times change, new products emerge; your ALM solution needs to be flexible enough to move with the times. Do you really want to face that data migration challenge?
  19. Update these speakers notes to align with 5 imperatives: Real-time Planning where the plan is always up to date Life cycle traceability ensures coverage of requirements, development and test Development Intelligence provides team transparency and for measured improvement Continuous Improvement to adapt and optimize team performance Automatic Collaboration freeing teams to focus on more creative work Right-size the solution to meet your team with flexible deployment models and single point of administration
  20. In-Context Collaboration is the ability to collaborate, in real time, on projects in the context of work being done. Many organizations rely on email, spreadsheets or loosely integrated tools as their collaboration infrastructure. These may seem like the most cost-effective solutions, but often result in lower productivity from individual team members as they spend more time searching for and sending emails, populating spreadsheets for status and cutting and pasting data from one tool to another. The Rational solution for CLM captures discussions and chats in the context of work being done, providing a “single source of the truth” on technical and business decisions. For example, as team members discuss a new requirement, they can easily find the business motivation for the requirement, identify who else is or will be working on the requirement, chat in real-time, and jointly review design and requirements artifacts. Active collaboration helps everyone understand what is being done and why.
  21. The third development imperative is in-context Collaboration. By that we mean the ability to collaborate, in real time, on projects in the context of the work being done. Very often conversations in email lose the context of the discussion or mostly likely are lost in mailbox. With in-context collaboration, conversations are kept with the artifacts. Decisions are documented in the tool and can be linked back to the conversations that drove those decisions. Never again will you need to re-visit a decision because someone was on vacation or wasn’t paying attention. The need for in-context collaboration is more important than ever. Today’s software teams are more distributed than ever before, as two-thirds of organizations have teams that work in multiple locations.   Distributed teams give organizations the flexibility to:   •  Leverage technical and business talent wherever it is located. •  Fast-track projects by quickly onboarding additional resources. •  Include the right stakeholders in business-critical decisions.   But with these benefits come challenges. Many organizations rely on email, spreadsheets or loosely integrated tools as their collaboration infrastructure. These may seem like the most cost-effective solutions, but often result in lower productivity from individual team members as they spend more time searching for and sending emails, populating spreadsheets for status and cutting and pasting data from one tool to another.   A collaborative ALM environment can help team members focus on the task at hand while capturing a “single source of the truth” on technical and business decisions. For example, as team members discuss a new requirement, they should be able to see the business motivation for the requirement, identify who else is or will be working on the requirement, chat in real-time, and jointly review design and requirements artifacts. Capturing discussions and chats within the ALM environment helps everyone understand what is being done and why.----------- Collaboration isn’t just about being friendly and collegial with each other. Collaboration contributes to higher quality and improved value to the stakeholders, which means that team collaboration is a key to innovation. Collaboration tools within an ALM solution can improve a team’s ability to connect with each other, to respond to changing events, and to improve project predictability. Collaboration tools can also help teams focus on what matters. Teams should seek every opportunity to automate manual, non-creative tasks. A good ALM solution enables build and test automation, but automation can also apply to status reporting and information access. Project and personal dashboards play an important role in bringing automated information to the team by providing transparency into their work and access to real-time data with team reports and queries. A well-designed user interface automates access to information, by bringing information to the user instead of forcing a manual ‘context switch’ to access another application. This form of automation naturally leads to better collaboration. DON’T: Create an environment of silo’d teams and disconnected data that is hard to access by other members of the team. Track all tasks across the disciplines across the life cycle. Unified team shares linked data. Use lifecycle queries to answer more meaningful questions such as “Which requirements are affected by defects?” Hovering a mouse over link provides information about the artifact at the other end of the link. DON’T Manually collect status reports Collaboration is also about knowing what is going on without having to ask, team activites/events and changes are easily accessible and visible to every one   Dashboards and lifecycle queries provide real-time status of the team’s progress. Mini, personal dashboards are always accessible through out the user interface. DON’T Rely on email discussions. Important discussions are lost to email and chat archives--project records are missing the “real reason” for decisions All discussions in work items integrated on the plan. ALM environment becomes an essential “archeological tool” for understanding the past, speeding later enhancements
  22. Update these speakers notes to align with 5 imperatives: Real-time Planning where the plan is always up to date Life cycle traceability ensures coverage of requirements, development and test Development Intelligence provides team transparency and for measured improvement Continuous Improvement to adapt and optimize team performance Automatic Collaboration freeing teams to focus on more creative work Right-size the solution to meet your team with flexible deployment models and single point of administration
  23. You rely on your ALM environment to capture metrics automatically and behind the scenes, minimizing administrative busywork. Next, you need to surface those metrics on demand, at the right level of detail for every stakeholder from executive to practitioner. Without this correlated and “right sized” intelligence, managers spend most of their time asking for information from their teams. By providing customizable dashboards and reporting, the Rational solution for CLM empowers project leaders to spend less time searching for data and more time actively leading and coaching teams to positively influence project outcomes. Information Radiators: http://www.agileadvice.com/archives/2005/05/information_rad.html , http://www.agileadvice.com/archives/2005/05/information_rad.html  
  24. The 4th imperative is Development Intelligence . Business and technology studies confirm the commonsense adage organizations can only manage what they can measure. Research has shown time and again the power of goal-setting and measurement in influencing organizational behavior. If measurement is so important, we should be doing a lot of it, right? Actually, research shows that only 15% of Fortune 500 firms have complete software development measures in place; and fewer than half have quality measures. And we would expect these numbers to only go downhill for smaller companies with fewer resources to spare. Why are we so bad at measuring, even when we know the good that can come from it? What stops most in their tracks is the difficulty of capturing consistent and meaningful measures. In order to truly succeed at development intelligence, your environment needs to be able to do two things. First, it needs to capture metrics automatically and behind the scenes, minimizing administrative busywork. And next, it needs to be able to surface those metrics in real time, at the right level of detail for the task at hand. Without development intelligence, managers spend most of their time asking for information from their teams. With it, they can become a manager hero – a manager who is able to positively influence the success and direction of his or her projects. According to Capers Jones, projects with strong measurement practices have much  better success rates than those that do not Capers Jones, “Measurement, Metrics and Industry Leadership,” 2009, and Software Engineering Best Practices , McGraw Hill, 2010.     ALM provides for measurement; studies strongly correlate measurement to project success. For example, the three measurements listed below are practiced by less than a 50% of all organizations in the Capers Jones study: Quality measures: 45% Productivity measures: 30% Complete measures: 15% Here are our suggested dos and don’ts regarding measurement practice DON’T: Ignore performance measures. Define performance metrics that are appropriate for your organization. Simple metrics such as Build Duration, Build Pass/Fail rate are simple place to start if you haven’t already. DON’T Take a ‘big bang’ approach to instituting measures and metrics. Identify a weak spot. Choose a practice to implement improvement. Determine how you will measure the improvement. Choose a tool that collects and reports on the team’s activity using the data from integrated planning (Imperative 1 above) DON’T Expect to get it right the first time. Conduct retrospectives and identify the next set of improvements. DON’T: Try to manually collect data by hounding the team for status reports. Use live dashboards that provide transparency of information and dashboard reports based on data coming from the team’s activity.
  25. Not all metrics are appropriate for all team members. A different set of metrics can be used for each management level. Executive or Middle management are interested in measuring capacity and capabilities of the team in delivering the solutions based on committed planned. Team members are interested in detailed measures that can help them get day-to-day job done. This table show example of appropriate metrics for each management level in order to steer project execution. In the rest of presentation, we will focus on a set of metrics for middle management and executives. Performance Mesurement Workshop Overview
  26. Practice Overview and Exercises Applying Performance Measurements for Agile Delivery
  27. Overview Performance Mesurement Workshop
  28. The image below shows reports on the development team within a project dashboard. As work items are updated, the reports reflect the activity and trends of the team. Go to any of the project dashboards on jazz.net to see how we do it. http://jazz.net/jazz/web/projects/Jazz%20Collaborative%20ALM#action=jazz.viewPage&id=com.ibm.team.dashboard
  29. Some questions to consider as you evaluate the current state of your own development intelligence… Do your project charts allow you to drill into the underlying data?
  30. Update these speakers notes to align with 5 imperatives: Real-time Planning where the plan is always up to date Life cycle traceability ensures coverage of requirements, development and test Development Intelligence provides team transparency and for measured improvement Continuous Improvement to adapt and optimize team performance Automatic Collaboration freeing teams to focus on more creative work Right-size the solution to meet your team with flexible deployment models and single point of administration
  31. The last (5 th ) imperative is Continuous Improvement Continuous Improvement -- every organization has a process – whether it is formal or informal, agile or iterative -- and the key to success in ALM is some way to figure out whether your process is making things better or worse. If you change your process in some way– did that change make things better? Key to this is 1. The ability to define your process, adhere to your process, and the ability to measure its effectiveness. The right ALM environment can help your teams enforce the right process for your team, whether it’s agile, formal/traditional, or something in between. You should look for the ability to create and manage process library so you can easily apply the right process to every new project. In this slide you see this two step approach to process improvement. First, you customize the process to meet the types of projects your organization undertakes – for example, you may use the OOTB Scrum template, a Iterative template, or a standard Traditional (Waterfall) process template. These process templates are reusable assets that you can quickly and easily apply to any project, with the ability for further, project-specific customizations. These project specific customization can then be used as templates for new projects. Next, you enact that process to drive the workflow and team ‘rules of the road” into everyday team activities. Only by making process creation and enactment seamless activities can you ensure that the process is actually being followed. Without process enactment, guidance simply becomes “process shelfware” that gets read once and is quickly forgotten. It’s also helpful to provide a phased-in approach to process enforcement. Ideally, teams can enjoy lighter weight process enforcement early in the software life cycle, encouraging early stage experimentation. Closer to release, rules should be enforced with greater rigor to protect the integrity of the release.   The Process prolice
  32. Here are some great questions you can use to better understand your capabilities in this area.
  33. The answer to this question is summarized in the five ALM principles, or Imperatives, you see here. These are the criteria that, in our work with hundreds of customers on thousands of ALM projects, must be satisfied in order to provide and effective and productive ALM environment. Let’s look at each one in turn.
  34. Companies who are transforming their software and systems delivery are implementing three core foundational principles. The first is integration across the lifecycle to connect software, systems and tools. The second is collaboration, which means unifying teams, roles, platforms and geographies. And the third is optimization to improve results through better measurement and alignment to business priorities. Through these actions, companies are: Delivering higher quality products and services to market They are more confident that those products and services meet customer needs And they are shortening their delivery times while reducing cost and risk
  35. Here are notes
  36. Jazz is an initiative to transform our vision into reality. What is Jazz? a platform for transforming how people work together, with the end goal of better aligning that work with business value. Our vision of the future of systems and software delivery A scalable, extensible team collaboration platform An integration architecture enabling mashups and non-Jazz products to participate A community at Jazz.net where Jazz products are built An evolution of our portfolio over time
  37. Jazz is an initiative to transform our vision into reality. What is Jazz? a platform for transforming how people work together, with the end goal of better aligning that work with business value. Our vision of the future of systems and software delivery A scalable, extensible team collaboration platform An integration architecture enabling mashups and non-Jazz products to participate A community at Jazz.net where Jazz products are built An evolution of our portfolio over time
  38. Slide Source: Andy Gurd Open Services for Lifecycle Collaboration (OSLC) is an industry initiative, initially proposed by IBM in June 2008, aimed at simplifying collaboration across the software delivery lifecycle. The OSLC community specifies resource formats and RESTful APIs for lifecycle collaboration. Emphasis has shifted from “foundation integration” services to “loosely coupled domain” integration services Priority has shifted from a “complete” representation of a particular domain tool interface to identifying what’s required for specific cross-domain integrations Barriers to sharing resources and assets across the software lifecycle Multiple vendors, open source projects, and in-house tools Private vocabularies, formats and stores For each domain of interest: Collect our own thinking Support for extensibility Proper granularization Consistency of approach across ALM Involve others Who are the players? What are the integration scenarios? Form work groups openly explore the scenarios
  39. There are major, important differences between the way IBM addresses these benefits for clients versus the approach of other vendors First, IBM offers: A depth of client implementation experience that spans every major industry. This knowledge is reflected in our offerings and our approaches We offer an open, standards-based platform to ensure true cross-vendor integration and data sharing. Our technology and practices promote collaboration and really drive business optimized outcomes Plus our experienced consulting and services utilizing best practices to help companies transform their software and systems delivery. And there are strategic advantages to our approach over other marketplace options: First, unlike Open Source and point vendors, our approach is open AND it’s integrated. We can easily include these open source and point solutions into our design & development environment offering our customers a truly integrated lifecycle solution. Second, unlike vendors that only integrate certain aspects of the design, development or delivery process, IBM Rational can integrate transparently across the entire lifecycle, from requirements through to delivery. This is critical not only to ensuring faster time to market but also to ensuring that the end product or service meets desired business objectives. Finally, unlike those other vendors who promise a comprehensive application or systems lifecycle solution, ours is open vs. one that is proprietary. And our solution has the ability to ensure alignment between business needs and software delivery. All of these differentiators are not just important; they are really key to helping customers achieve the breakthrough benefits we’ve been discussing today.
  40. Verbals – RACQ, Dept of transport, Invensys Dimetronics has dramatically reduced time-to-market for their products by at least 40 percent IBM Rational helps clients transform software and systems design, delivery, and management processes to unleash innovation and improve business outcomes. Rational helps clients achieve three critical goals on the road to innovation: Modernizing their enterprise assets, to fully leverage their technology investments. Transforming their IT processes to reduce the amount of budget spent on maintenance thereby allowing more funding of innovative new solutions. Delivering smarter products and services into the marketplace for competitive gains in the marketplace. Rational understands that the main barriers to effective software and systems delivery are the geographical, technological and organizational silos that exist preventing teams from communicate easily, that impact visibility or insight into a project’s real-time status or performance, and that result in manual processes, creating errors, rework and waste. To address this, Rational solutions enable collaboration to optimize how teams work, automation to increase efficiency and predictability of processes and reporting to ensure visibility into the progress of each project. By improving performance and decision making, Rational solutions ultimately deliver greater value to the business at a lower cost.
  41. AMP
  42. Verbals – RACQ, Dept of transport, Invensys Dimetronics has dramatically reduced time-to-market for their products by at least 40 percent
  43. Verbals – RACQ, Dept of transport, Invensys Dimetronics has dramatically reduced time-to-market for their products by at least 40 percent
  44. Now that we are delivering on our vision, we are gaining the accolades of analyst firms, like Gartner, who track and evaluate vendors' ability to deliver on integrated ALM solution. And as you can see here, IBM is the only vendor -- of twenty vendors evaluated -- who was rated as Strong Positive, because of its current market strengths, breadth of portfolio, and the solid architectural foundation of the Jazz platform. Strong Positive Is viewed as a provider of strategic products, services or solutions: Customers: Continue with planned investments. Potential customers: Consider this vendor a strong choice for strategic investments.
  45. IBM offers a wide range of services to help you get started. Process and Methodology offerings are aimed at helping you define and capture your development process. Starting with your current process, or one of the Harmony variants (Harmony for Systems Engineering, Harmony for Embedded Software Development), we can help tailor and capture best practice and process that meets the needs of your organization as a whole, or specific projects. Implementation Services are available to deploy the tools and process. Training and Mentoring ranges from basic tool training through customized process training to help ensure a successful knowledge transfer. And finally, Various Technical services are available for tool configuration and customization as well as data migration. It also includes MCIF, which is an assessment capability our services personnel can provide to provide a precise analysis of your environment, detailing when and how the Rational solutions can provide significant improvements to your development environment.
  46. Author Note: Mandatory Rational closing slide (includes appropriate legal disclaimer). Graphic is available in English only.