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June 5–9 Orlando, Florida
Case Study: Experiences
Using IBM Rational Method
Composer to Deliver a BPM
Intranet for a Major Healthcare
Provider
Greg Hodgkinson
Practice Director, Lifecycle Tools and
Methodology, Prolifics
ghodgkin@prolifics.com
PPM-2014A
The Premier Event for Software and Systems Innovation
2 © 2011 IBM Corporation
What are we covering in this hour?
 What are we trying to achieve?
1. Optimizing the software delivery lifecycle business process through a Center of
Excellence (CoE)
 Why have we chosen the tools we have?
2. Using Rational Method Composer (RMC) to develop a CoE website
 What does a CoE website look like?
3. Demo: A CoE website
 How do you go about planning for a CoE?
4. Planning your CoE
 What do the tools look like?
5. Demo: RMC to build your CoE intranet
 Any useful tips or tricks for using these tools?
6. Tips and tricks
The Premier Event for Software and Systems Innovation
3 © 2011 IBM Corporation
The Prolifics Lifecycle Tools and Methodology practice
 One of many practices at Prolifics: BPM, SOA,
Integration, User-Experience, Security,
Development and Administration, Automation
and Systems Management, Testing.
 Two main responsibilities:
1. Position Rational tools across the software
development lifecycle for our teams and for our
customers.
2. Formalize software development approach across
our different lines of business and practices.
Lifecycle Tools and
Methodology
Practice
The Premier Event for Software and Systems Innovation
4 © 2011 IBM Corporation
Optimizing the Software Delivery Lifecycle business process
 Software development processes should be treated just like any other business
process.
 Optimize:
Reduce redundancy
Automate tasks
Improve efficiency
Improve accuracy
Sign-offs quick and
efficient
High-level plans
and detailed task
plans in synch
Automated
integrations
delivered
continuously for
test
Iteration workflows
efficient across
team members
Environment setup
automated
Efficient tools for
specifying
requirements and
designs, ensuring team
is on right track
Application promotion
deployments automated
Progress
always visible
Prolifics Software
Factories: Experienced
teams, optimized
processes, highly tuned
tools
The Premier Event for Software and Systems Innovation
5 © 2011 IBM Corporation
What are some of the needs for a Center of Excellence?
 How do we structure our teams?
 Who do I need to work with?
 Where do we start? What next? And after
that?
 What tools and technologies do we use and
when are they used?
 What is the best way to use these tools and
technologies to give us the best outcome?
 Where can I find assets that will help me get
my work done quicker?
 How do we ensure good governance?
 How do we ensure “joined-up-thinking” across
teams?
Image: jscreationzs / FreeDigitalPhotos.net
The Premier Event for Software and Systems Innovation
6 © 2011 IBM Corporation
Issue: Information lost deep in documents
Where did I
define what
interaction and
collaboration
services are?
Where did I
define what a
lead BPM
architect is
responsible for?
Where did I define
who is responsible
for developing test
plans?
Where did I define
the roles in the
delivery team?
Where is my
checklist for as-is
process models?
The Premier Event for Software and Systems Innovation
7 © 2011 IBM Corporation
Issue: Cross-referencing related materials
This document mentions both WPS and
WebSphere Lombardi Edition as a
“Dynamic Process & Decision Services”.
Now where did do I find selection criteria
to choose between them?
Image: Paul / FreeDigitalPhotos.net
The Premier Event for Software and Systems Innovation
8 © 2011 IBM Corporation
Issue: Keeping references in synch
All of these documents
refer to a BPM Architect.
What happens if I need to
change the name of that
role?
The Premier Event for Software and Systems Innovation
9 © 2011 IBM Corporation
Issue: Managing variants of the process
I can probably create variants of
my SDLC by using copy-and-
paste. But how do I keep these
variants up-to-date with changes
made to the base SDLC?
Variant 1 for
BPM Projects
Variant 2 for
Integration
Projects
Variant 3 for
Portal
Projects
Variant 4 for
Data
Projects
The Premier Event for Software and Systems Innovation
10 © 2011 IBM Corporation
Issue: Sharing work on monolithic documents
Terry
Peter
Bryan
I want to
update the
work
products
for this
task.
I want to
update the
task names
for these
tasks.
I want to
add new
roles for
this task.
The Premier Event for Software and Systems Innovation
11 © 2011 IBM Corporation
Issue: Execution differing from documentation
Terry the
Team Lead
Peter the Process
Server Developer
Alex the Architect
Tony the
Tester
Amy the Analyst
How do I make sure that the
team’s activities match up
with the defined process?
What the process is saying What the team is doing
The Premier Event for Software and Systems Innovation
12 © 2011 IBM Corporation
Issue: Silos of process within functional boundaries
Terry the
Team Lead
What happens if my
team needs to do
all of these things?
How do I define a
process across
these silos?
How to do
BPM
development
How to do
integration
development
How to do UI
development
The Premier Event for Software and Systems Innovation
13 © 2011 IBM Corporation
Using Rational Method Composer to develop a CoE website
 Create, customize, publish, and enact iterative and incremental practices
according to project needs
Governance
Customizable Process Library
Rational
Unified
Process
Process Design & Management
IBM
Practices
IBM
Practices
CMMICMMI
GDDGDD
SOA
Gov
SOA
GovITUPITUP
Tooling
 Author
 Manage
 Re-use
 Configure
 Tailor
 Publish
 Reporting
 Deploy
 EstimateOver 100 practices and processes to
leverage & customize…
Over 100 practices and processes to
leverage & customize…
 Rational Method Composer v7.5
 Share, manage, and download practices as
assets with Rational Asset Manager (RAM)
integration
 Browse, select, and preview content more simply
and intuitively
 Simply customize loosely coupled and alternative
practices
 Jump start creating and extending content with
plug-in templates and wizards
 Configure content in a more flexible way using
tags, queries and wizards
 Provide simple update and feedback
mechanisms
Develop
The Premier Event for Software and Systems Innovation
14 © 2011 IBM Corporation
What does a CoE
website look
like?
The Premier Event for Software and Systems Innovation
15 © 2011 IBM Corporation
A software factory mindset to software delivery best practice
 Definition of a software factory
Structured combination of people
(roles) and tools following a
standardized approach to
produce software solutions.
 Similar to production lines, both
having:
1. Repeatable process
2. Specialization of roles
3. Employ tools
4. Assemble solution from parts
5. Assembly done incrementally
6. Focus on quality and efficiency
The Premier Event for Software and Systems Innovation
16 © 2011 IBM Corporation
Eating the elephant – Breaking SDLC down into practices
 Can break down content of end-to-end SDLC into
discrete practices.
Quality Practices
50. Test case specification
51. Automated code quality verification
52. Automated testing
53. Manual testing
54. User acceptance testing
Configuration, Release and
Environment Mgt. Practices
55. SCM-based configuration management
56. Automated continuous integration
57. Release management
58. Defect tracking
59. Environment and tooling setup
60. Environment automation
61. Asset sharing
Rollout, Support and
Handover Practices
62. Application rollout
63. Application support
64. Application handover
Requirements Practices
26. Needs & features analysis
27. System use case analysis
28. Business process analysis
29. Automated business process discovery
30. Solution ROI calculation
31. Business domain analysis
32. Business rules analysis
33. Non-functional requirements analysis
34. System-wide requirements analysis
35. UI storyboarding
36. System context analysis
37. Integration analysis
38. Information gathering using questionnaires
39. Information gathering using workshops
Architecture Practices
40. Application & technical architecture tracks
41. SoaML component and interaction design
42. Reference architecture-based platform selection
43. Design pattern-driven design
44. Data modeling
45. Deployment modeling
Implementation Practices
46. Specification-driven development
47. Applying implementation standards
48. Unit testing using frameworks
49. Solution prototyping
Planning Practices
1. Risk-value phasing
2. Requirements-based release planning
3. Incremental delivery using iterations
4. Scheduled tasks
5. Two-level planning
6. Estimation using design categorization
7. Project budget management
8. Role- and skills-based staffing
9. Responsibility agreement
10. Change request scope management
11. Test planning
Governance Practices
12. Regular showcases to customers
13. Regular team progress checkpoints
14. Retrospectives
15. Project methodology fitting
16. On-the-job mentoring and guidance
17. Peer reviews
18. Specifications customer review and sign-off
19. Regular timesheet and expense report completion
20. Issue and risk management and tracking
21. Consultant status reporting
22. Project status reporting
23. Work item-based progress tracking
24. Project startup activities
25. Project closure activities
The Premier Event for Software and Systems Innovation
17 © 2011 IBM Corporation
What do we mean by formalizing practices?
 Ad hoc practice
1. Rarely or sporadically applied
2. Lack of consistency in output
3. Hard to quantify how much effort is required
4. Uncertainty around who is responsible
5. Inefficiently applied
6. Little or no examples
7. No common template
8. Hard to enable new participants
9. Uncertainty about trace to other practices and to
overall lifecycle
10. No consistency of tooling
11. Hard to assess whether been done correctly
 Formalized practice
1. Consistently applied
2. Output is more predictable
3. Effort is more predictable
4. Responsibility is clear
5. Efficiently applied
6. Illustrated with examples
7. Common template for creating work products
8. Reference material to enable new participants
9. Clear trace to other practices and overall lifecycle
10. Consistency of tooling
11. Guidelines for assessing correctness
The Premier Event for Software and Systems Innovation
18 © 2011 IBM Corporation
What is in a formalized practice?
 Here are some of the common things that are found in a practice.
1. Guidance on how to adopt the practice.
2. Explanation of the key concepts around that practice.
3. Definition of the roles that are a part of this practice.
4. Definition of the work products that are a part of this practice, along with suitable
examples and where necessary templates.
5. The tasks that are applicable to this practice, defined down to step level.
6. A reference workflow that shows how these tasks fit together.
7. A definition of the tools that are applicable for this practice, along with How-To
documents where deemed important.
8. General guidance materials for the practice e.g. definitions of patterns,
standards, etc.
9. Any assets related to this practice e.g. reference install desktop.
10. Guidance on how to assess this practice.
The Premier Event for Software and Systems Innovation
19 © 2011 IBM Corporation
An incremental approach to practice formalization
1. Prioritize practices
2. Estimate practice
formalization
3. Scope into releases
4. Deliver against release plan
The Premier Event for Software and Systems Innovation
20 © 2011 IBM Corporation
Building a plan to setup your Center of Excellence
 Delivering a successful CoE requires more than just developing the website.
3. Pilot project usage
5. Formal
adoption
2. CoE construction
4. Update based
on pilot1. Kickoff and
analysis
The Premier Event for Software and Systems Innovation
21 © 2011 IBM Corporation
Plan: Kickoff and analysis activities
 Initial activities are key to provide a good grounding
for the Center of Excellence.
1. Define the vision for the Center of Excellence.
2. Hold workshops with all key stakeholders to get their
buy-in and understand their context.
3. Discover and join-up with any existing best practice,
governance, and methodology initiatives – discover
allies!
4. Understand and assess as-is SDLC and practices.
5. Prototype the CoE website for stakeholders to get early
feedback.
vision
stakeholders
as-is
Image: wiangya / FreeDigitalPhotos.net
The Premier Event for Software and Systems Innovation
22 © 2011 IBM Corporation
Plan: Constructing the CoE website
 Incremental development of an integrated CoE
website that covers SDLC, roles, tools and practices.
1. Gather existing materials like templates and examples of
work products.
2. Practices need to fit into SDLC (or other lifecycles) –
extend/contribute roles, tasks, work products.
3. Figure out what additional guidance will be best – quality
not quantity! Must add value. Discuss as a team.
 Templates? Checklists? Guidelines? Tooling “how-to” materials? Other
guidance materials?
1. Design before build.
2. Leverage community or licensed materials.
3. Define how to adopt and how to assess each practice.
4. Use existing document management solutions.
5. Review published website
 Easy to access practices as part of SDLC? Easy to access as standalone
practices?
Image: Danilo Rizzuti / FreeDigitalPhotos.net
The Premier Event for Software and Systems Innovation
23 © 2011 IBM Corporation
Plan: Pilot and then formally adopt
 Using a pilot project (or projects) to trial early usage of
formalized practice materials.
1. Bolster with direct involvement of CoE team to allow trialing
“with the training wheels on”.
2. Immediate benefit to projects in advance of formal adoption
activities.
3. Quality issues with materials will be quickly spotted and fed
back to CoE team.
4. Good forum to gather wish-list of additions/improvements.
5. Refine CoE materials based on feedback from pilot, and
then formally roll out to wider teams.
Image: Phiseksit / FreeDigitalPhotos.net
The Premier Event for Software and Systems Innovation
24 © 2011 IBM Corporation
Plan: Keep growing
 Keep assessing and improving.
1. Growing doesn’t mean just getting bigger!
2. Have formal assessment points as well as ad hoc
channels for feedback.
3. Don’t always try and fully formalize a practice all at once
– you can incrementally increase the amount of
formalization over time.
4. Make sure you learn from what your user community is
asking for (and complaining about!).
5. Never try and formalize everything – there is no need –
keep efforts prioritized to where the real need is.
Image: Sujin Jetkasettakorn / FreeDigitalPhotos.net
The Premier Event for Software and Systems Innovation
25 © 2011 IBM Corporation
What does the
CoE tooling look
like?
The Premier Event for Software and Systems Innovation
26 © 2011 IBM Corporation
Tips and tricks: Be careful how you structure your plug-ins
 As with software development, careful architecture improves extensibility and
maintainability over time.
 Define plug-in contents and dependencies.  Cannot have bi-directional dependencies.
 Separate core materials, processes, practices
and publishing materials.
 Use templates.
foundation.roles
foundation.tasks
default.copyright
foundation.workproducts
plugin1
plugin2

The Premier Event for Software and Systems Innovation
27 © 2011 IBM Corporation
Tips and tricks: Creating variants of your lifecycles
 A key benefit of using RMC to describe your lifecycles is that it is easy to create
and maintain variants for different styles of projects.
 Take a component-based approach and building
your lifecycles.
 Create specializations of reusable process
components.
 Suppress unwanted tasks/activities/phases.  Make use of Local Contributions for more
involved customizations such as adding tasks.
The Premier Event for Software and Systems Innovation
28 © 2011 IBM Corporation
Tips and tricks: Include templates for execution of SDLC
 Another benefit is to export execution templates for lifecycles defined in RMC.
 Generate an MS project plan.  Generate an RTC work items template.
 Attach these as templates to work products.  When used, templates have links back to
content in website.
The Premier Event for Software and Systems Innovation
29 © 2011 IBM Corporation
Tips and tricks: Opening up contributions with Rational Team
Concert
 Coupling RMC with RTC provides a number of benefits.
 Plan work using RTC release planning.  Track feedback from user community.
 Integrate work from multiple process
engineers using RTC SCM and build.
 Use Jazz Practice Library Management to
allow team members to edit process directly
without needing RMC.
Process Engineer 1 Process Engineer 2
Integration stream
Automated publish engine
The Premier Event for Software and Systems Innovation
30 © 2011 IBM Corporation
Four “Ace” take-away points
1. A Center of Excellence website that formally defines
your processes and practices is a great asset to help
your teams improve their software delivery business
process.
2. Taking a practice-based approach allows you to target
your practice formalization efforts to where they can
deliver the most value.
3. Rational Method Composer allows you to create a
Center of Excellence website that integrates practices
into process, along with tooling guidance, and allows
you to extend the coverage of your CoE across
functional boundaries.
4. Rational Team Concert is a fantastic companion tool to
use to plan, manage, integrate and deploy your CoE,
as well as tracking feedback from your user community
and opening up the CoE growth activities.
The Premier Event for Software and Systems Innovation
31 © 2011 IBM Corporation
www.ibm/software/rational
www.prolifics.com
The Premier Event for Software and Systems Innovation
32 © 2011 IBM Corporation
Daily iPod Touch giveaway
 Complete your session surveys online each day
at a conference kiosk or on your Innovate 2011 Portal!
 Each day that you complete all of that day’s session
surveys, your name will be entered to win the daily
IPOD touch!
 On Wednesday be sure to complete your full conference evaluation
to receive your free conference t-shirt!
SPONSORED BY
The Premier Event for Software and Systems Innovation
33 © 2011 IBM Corporation
© 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.
www.ibm/software/rational

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Case Study: Experiences Using IBM Rational Method Composer to Deliver a BPM Intranet for a Major Healthcare Provider

  • 1. June 5–9 Orlando, Florida Case Study: Experiences Using IBM Rational Method Composer to Deliver a BPM Intranet for a Major Healthcare Provider Greg Hodgkinson Practice Director, Lifecycle Tools and Methodology, Prolifics ghodgkin@prolifics.com PPM-2014A
  • 2. The Premier Event for Software and Systems Innovation 2 © 2011 IBM Corporation What are we covering in this hour?  What are we trying to achieve? 1. Optimizing the software delivery lifecycle business process through a Center of Excellence (CoE)  Why have we chosen the tools we have? 2. Using Rational Method Composer (RMC) to develop a CoE website  What does a CoE website look like? 3. Demo: A CoE website  How do you go about planning for a CoE? 4. Planning your CoE  What do the tools look like? 5. Demo: RMC to build your CoE intranet  Any useful tips or tricks for using these tools? 6. Tips and tricks
  • 3. The Premier Event for Software and Systems Innovation 3 © 2011 IBM Corporation The Prolifics Lifecycle Tools and Methodology practice  One of many practices at Prolifics: BPM, SOA, Integration, User-Experience, Security, Development and Administration, Automation and Systems Management, Testing.  Two main responsibilities: 1. Position Rational tools across the software development lifecycle for our teams and for our customers. 2. Formalize software development approach across our different lines of business and practices. Lifecycle Tools and Methodology Practice
  • 4. The Premier Event for Software and Systems Innovation 4 © 2011 IBM Corporation Optimizing the Software Delivery Lifecycle business process  Software development processes should be treated just like any other business process.  Optimize: Reduce redundancy Automate tasks Improve efficiency Improve accuracy Sign-offs quick and efficient High-level plans and detailed task plans in synch Automated integrations delivered continuously for test Iteration workflows efficient across team members Environment setup automated Efficient tools for specifying requirements and designs, ensuring team is on right track Application promotion deployments automated Progress always visible Prolifics Software Factories: Experienced teams, optimized processes, highly tuned tools
  • 5. The Premier Event for Software and Systems Innovation 5 © 2011 IBM Corporation What are some of the needs for a Center of Excellence?  How do we structure our teams?  Who do I need to work with?  Where do we start? What next? And after that?  What tools and technologies do we use and when are they used?  What is the best way to use these tools and technologies to give us the best outcome?  Where can I find assets that will help me get my work done quicker?  How do we ensure good governance?  How do we ensure “joined-up-thinking” across teams? Image: jscreationzs / FreeDigitalPhotos.net
  • 6. The Premier Event for Software and Systems Innovation 6 © 2011 IBM Corporation Issue: Information lost deep in documents Where did I define what interaction and collaboration services are? Where did I define what a lead BPM architect is responsible for? Where did I define who is responsible for developing test plans? Where did I define the roles in the delivery team? Where is my checklist for as-is process models?
  • 7. The Premier Event for Software and Systems Innovation 7 © 2011 IBM Corporation Issue: Cross-referencing related materials This document mentions both WPS and WebSphere Lombardi Edition as a “Dynamic Process & Decision Services”. Now where did do I find selection criteria to choose between them? Image: Paul / FreeDigitalPhotos.net
  • 8. The Premier Event for Software and Systems Innovation 8 © 2011 IBM Corporation Issue: Keeping references in synch All of these documents refer to a BPM Architect. What happens if I need to change the name of that role?
  • 9. The Premier Event for Software and Systems Innovation 9 © 2011 IBM Corporation Issue: Managing variants of the process I can probably create variants of my SDLC by using copy-and- paste. But how do I keep these variants up-to-date with changes made to the base SDLC? Variant 1 for BPM Projects Variant 2 for Integration Projects Variant 3 for Portal Projects Variant 4 for Data Projects
  • 10. The Premier Event for Software and Systems Innovation 10 © 2011 IBM Corporation Issue: Sharing work on monolithic documents Terry Peter Bryan I want to update the work products for this task. I want to update the task names for these tasks. I want to add new roles for this task.
  • 11. The Premier Event for Software and Systems Innovation 11 © 2011 IBM Corporation Issue: Execution differing from documentation Terry the Team Lead Peter the Process Server Developer Alex the Architect Tony the Tester Amy the Analyst How do I make sure that the team’s activities match up with the defined process? What the process is saying What the team is doing
  • 12. The Premier Event for Software and Systems Innovation 12 © 2011 IBM Corporation Issue: Silos of process within functional boundaries Terry the Team Lead What happens if my team needs to do all of these things? How do I define a process across these silos? How to do BPM development How to do integration development How to do UI development
  • 13. The Premier Event for Software and Systems Innovation 13 © 2011 IBM Corporation Using Rational Method Composer to develop a CoE website  Create, customize, publish, and enact iterative and incremental practices according to project needs Governance Customizable Process Library Rational Unified Process Process Design & Management IBM Practices IBM Practices CMMICMMI GDDGDD SOA Gov SOA GovITUPITUP Tooling  Author  Manage  Re-use  Configure  Tailor  Publish  Reporting  Deploy  EstimateOver 100 practices and processes to leverage & customize… Over 100 practices and processes to leverage & customize…  Rational Method Composer v7.5  Share, manage, and download practices as assets with Rational Asset Manager (RAM) integration  Browse, select, and preview content more simply and intuitively  Simply customize loosely coupled and alternative practices  Jump start creating and extending content with plug-in templates and wizards  Configure content in a more flexible way using tags, queries and wizards  Provide simple update and feedback mechanisms Develop
  • 14. The Premier Event for Software and Systems Innovation 14 © 2011 IBM Corporation What does a CoE website look like?
  • 15. The Premier Event for Software and Systems Innovation 15 © 2011 IBM Corporation A software factory mindset to software delivery best practice  Definition of a software factory Structured combination of people (roles) and tools following a standardized approach to produce software solutions.  Similar to production lines, both having: 1. Repeatable process 2. Specialization of roles 3. Employ tools 4. Assemble solution from parts 5. Assembly done incrementally 6. Focus on quality and efficiency
  • 16. The Premier Event for Software and Systems Innovation 16 © 2011 IBM Corporation Eating the elephant – Breaking SDLC down into practices  Can break down content of end-to-end SDLC into discrete practices. Quality Practices 50. Test case specification 51. Automated code quality verification 52. Automated testing 53. Manual testing 54. User acceptance testing Configuration, Release and Environment Mgt. Practices 55. SCM-based configuration management 56. Automated continuous integration 57. Release management 58. Defect tracking 59. Environment and tooling setup 60. Environment automation 61. Asset sharing Rollout, Support and Handover Practices 62. Application rollout 63. Application support 64. Application handover Requirements Practices 26. Needs & features analysis 27. System use case analysis 28. Business process analysis 29. Automated business process discovery 30. Solution ROI calculation 31. Business domain analysis 32. Business rules analysis 33. Non-functional requirements analysis 34. System-wide requirements analysis 35. UI storyboarding 36. System context analysis 37. Integration analysis 38. Information gathering using questionnaires 39. Information gathering using workshops Architecture Practices 40. Application & technical architecture tracks 41. SoaML component and interaction design 42. Reference architecture-based platform selection 43. Design pattern-driven design 44. Data modeling 45. Deployment modeling Implementation Practices 46. Specification-driven development 47. Applying implementation standards 48. Unit testing using frameworks 49. Solution prototyping Planning Practices 1. Risk-value phasing 2. Requirements-based release planning 3. Incremental delivery using iterations 4. Scheduled tasks 5. Two-level planning 6. Estimation using design categorization 7. Project budget management 8. Role- and skills-based staffing 9. Responsibility agreement 10. Change request scope management 11. Test planning Governance Practices 12. Regular showcases to customers 13. Regular team progress checkpoints 14. Retrospectives 15. Project methodology fitting 16. On-the-job mentoring and guidance 17. Peer reviews 18. Specifications customer review and sign-off 19. Regular timesheet and expense report completion 20. Issue and risk management and tracking 21. Consultant status reporting 22. Project status reporting 23. Work item-based progress tracking 24. Project startup activities 25. Project closure activities
  • 17. The Premier Event for Software and Systems Innovation 17 © 2011 IBM Corporation What do we mean by formalizing practices?  Ad hoc practice 1. Rarely or sporadically applied 2. Lack of consistency in output 3. Hard to quantify how much effort is required 4. Uncertainty around who is responsible 5. Inefficiently applied 6. Little or no examples 7. No common template 8. Hard to enable new participants 9. Uncertainty about trace to other practices and to overall lifecycle 10. No consistency of tooling 11. Hard to assess whether been done correctly  Formalized practice 1. Consistently applied 2. Output is more predictable 3. Effort is more predictable 4. Responsibility is clear 5. Efficiently applied 6. Illustrated with examples 7. Common template for creating work products 8. Reference material to enable new participants 9. Clear trace to other practices and overall lifecycle 10. Consistency of tooling 11. Guidelines for assessing correctness
  • 18. The Premier Event for Software and Systems Innovation 18 © 2011 IBM Corporation What is in a formalized practice?  Here are some of the common things that are found in a practice. 1. Guidance on how to adopt the practice. 2. Explanation of the key concepts around that practice. 3. Definition of the roles that are a part of this practice. 4. Definition of the work products that are a part of this practice, along with suitable examples and where necessary templates. 5. The tasks that are applicable to this practice, defined down to step level. 6. A reference workflow that shows how these tasks fit together. 7. A definition of the tools that are applicable for this practice, along with How-To documents where deemed important. 8. General guidance materials for the practice e.g. definitions of patterns, standards, etc. 9. Any assets related to this practice e.g. reference install desktop. 10. Guidance on how to assess this practice.
  • 19. The Premier Event for Software and Systems Innovation 19 © 2011 IBM Corporation An incremental approach to practice formalization 1. Prioritize practices 2. Estimate practice formalization 3. Scope into releases 4. Deliver against release plan
  • 20. The Premier Event for Software and Systems Innovation 20 © 2011 IBM Corporation Building a plan to setup your Center of Excellence  Delivering a successful CoE requires more than just developing the website. 3. Pilot project usage 5. Formal adoption 2. CoE construction 4. Update based on pilot1. Kickoff and analysis
  • 21. The Premier Event for Software and Systems Innovation 21 © 2011 IBM Corporation Plan: Kickoff and analysis activities  Initial activities are key to provide a good grounding for the Center of Excellence. 1. Define the vision for the Center of Excellence. 2. Hold workshops with all key stakeholders to get their buy-in and understand their context. 3. Discover and join-up with any existing best practice, governance, and methodology initiatives – discover allies! 4. Understand and assess as-is SDLC and practices. 5. Prototype the CoE website for stakeholders to get early feedback. vision stakeholders as-is Image: wiangya / FreeDigitalPhotos.net
  • 22. The Premier Event for Software and Systems Innovation 22 © 2011 IBM Corporation Plan: Constructing the CoE website  Incremental development of an integrated CoE website that covers SDLC, roles, tools and practices. 1. Gather existing materials like templates and examples of work products. 2. Practices need to fit into SDLC (or other lifecycles) – extend/contribute roles, tasks, work products. 3. Figure out what additional guidance will be best – quality not quantity! Must add value. Discuss as a team.  Templates? Checklists? Guidelines? Tooling “how-to” materials? Other guidance materials? 1. Design before build. 2. Leverage community or licensed materials. 3. Define how to adopt and how to assess each practice. 4. Use existing document management solutions. 5. Review published website  Easy to access practices as part of SDLC? Easy to access as standalone practices? Image: Danilo Rizzuti / FreeDigitalPhotos.net
  • 23. The Premier Event for Software and Systems Innovation 23 © 2011 IBM Corporation Plan: Pilot and then formally adopt  Using a pilot project (or projects) to trial early usage of formalized practice materials. 1. Bolster with direct involvement of CoE team to allow trialing “with the training wheels on”. 2. Immediate benefit to projects in advance of formal adoption activities. 3. Quality issues with materials will be quickly spotted and fed back to CoE team. 4. Good forum to gather wish-list of additions/improvements. 5. Refine CoE materials based on feedback from pilot, and then formally roll out to wider teams. Image: Phiseksit / FreeDigitalPhotos.net
  • 24. The Premier Event for Software and Systems Innovation 24 © 2011 IBM Corporation Plan: Keep growing  Keep assessing and improving. 1. Growing doesn’t mean just getting bigger! 2. Have formal assessment points as well as ad hoc channels for feedback. 3. Don’t always try and fully formalize a practice all at once – you can incrementally increase the amount of formalization over time. 4. Make sure you learn from what your user community is asking for (and complaining about!). 5. Never try and formalize everything – there is no need – keep efforts prioritized to where the real need is. Image: Sujin Jetkasettakorn / FreeDigitalPhotos.net
  • 25. The Premier Event for Software and Systems Innovation 25 © 2011 IBM Corporation What does the CoE tooling look like?
  • 26. The Premier Event for Software and Systems Innovation 26 © 2011 IBM Corporation Tips and tricks: Be careful how you structure your plug-ins  As with software development, careful architecture improves extensibility and maintainability over time.  Define plug-in contents and dependencies.  Cannot have bi-directional dependencies.  Separate core materials, processes, practices and publishing materials.  Use templates. foundation.roles foundation.tasks default.copyright foundation.workproducts plugin1 plugin2 
  • 27. The Premier Event for Software and Systems Innovation 27 © 2011 IBM Corporation Tips and tricks: Creating variants of your lifecycles  A key benefit of using RMC to describe your lifecycles is that it is easy to create and maintain variants for different styles of projects.  Take a component-based approach and building your lifecycles.  Create specializations of reusable process components.  Suppress unwanted tasks/activities/phases.  Make use of Local Contributions for more involved customizations such as adding tasks.
  • 28. The Premier Event for Software and Systems Innovation 28 © 2011 IBM Corporation Tips and tricks: Include templates for execution of SDLC  Another benefit is to export execution templates for lifecycles defined in RMC.  Generate an MS project plan.  Generate an RTC work items template.  Attach these as templates to work products.  When used, templates have links back to content in website.
  • 29. The Premier Event for Software and Systems Innovation 29 © 2011 IBM Corporation Tips and tricks: Opening up contributions with Rational Team Concert  Coupling RMC with RTC provides a number of benefits.  Plan work using RTC release planning.  Track feedback from user community.  Integrate work from multiple process engineers using RTC SCM and build.  Use Jazz Practice Library Management to allow team members to edit process directly without needing RMC. Process Engineer 1 Process Engineer 2 Integration stream Automated publish engine
  • 30. The Premier Event for Software and Systems Innovation 30 © 2011 IBM Corporation Four “Ace” take-away points 1. A Center of Excellence website that formally defines your processes and practices is a great asset to help your teams improve their software delivery business process. 2. Taking a practice-based approach allows you to target your practice formalization efforts to where they can deliver the most value. 3. Rational Method Composer allows you to create a Center of Excellence website that integrates practices into process, along with tooling guidance, and allows you to extend the coverage of your CoE across functional boundaries. 4. Rational Team Concert is a fantastic companion tool to use to plan, manage, integrate and deploy your CoE, as well as tracking feedback from your user community and opening up the CoE growth activities.
  • 31. The Premier Event for Software and Systems Innovation 31 © 2011 IBM Corporation www.ibm/software/rational www.prolifics.com
  • 32. The Premier Event for Software and Systems Innovation 32 © 2011 IBM Corporation Daily iPod Touch giveaway  Complete your session surveys online each day at a conference kiosk or on your Innovate 2011 Portal!  Each day that you complete all of that day’s session surveys, your name will be entered to win the daily IPOD touch!  On Wednesday be sure to complete your full conference evaluation to receive your free conference t-shirt! SPONSORED BY
  • 33. The Premier Event for Software and Systems Innovation 33 © 2011 IBM Corporation © 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. www.ibm/software/rational

Hinweis der Redaktion

  1. Author Notes: This is the PowerPoint template for the Innovate 2011 Track Sessions ALL FINAL FILES MUST BE CONVERTED TO LOTUS SYMPHONY. Learn more here:http://w3.ibm.com/connections/wikis/home?lang=en#/wiki/Rational%27s%20Phased%20Approach%20in%20Migrating%20to%20Lotus%20Symphony Additional IBM Rational presentation resources can be found on Rational’s Managing the Brand W3 Intranet site:https://w3-03.ibm.com/software/marketing/marksite.nsf/AllMarketingPages/Brand-Rational-rt_rtb?opendocument?opendocument Third party material cannot be used in a presentation without written permission (this includes product and Web page screen shots). Images must be acquired from a ‘royalty-free to use’ source such as: Microsoft Clip Art library http://www.freebyte.com/clipart_images_photos_icons/#freevectorgraphics http://www.freedigitalphotos.net/ IBMers can use images from: IBM image library: https://w3-03.ibm.com/software/marketing/marksite.nsf/AllMarketingPages/Brand-Rational-rt_rtb?OpenDocument&ExpandSection=3,2#_Section3 Royalty free images in Marketing Asset Manager database (you will need to register to access this site): http://217.28.164.25/IBM001/templates/login.html
  2. Author Note: Optional Rational DEMO slide. Available in English only.
  3. Author Note: Optional Rational DEMO slide. Available in English only.
  4. Author Note: Optional Rational QUESTIONS slide. Available in English only.
  5. Daily iPod Touch giveaway sponsored by Alliance Tech Each time you complete a session survey, your name will be entered to win the daily IPOD touch! Complete your session surveys online each day at a conference kiosk or on your Innovate 2010 Portal! On Wednesday be sure to complete your full conference evaluation to receive your free conference t-shirt!
  6. Author Note: Mandatory Rational Closing Slide (includes standard legal disclaimer). Available in English only.