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Presentation Title: Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product (presented by GARANTIS IT Solutions)
Presenter Name: Konstantin KlioutchinskiRoom name: NizzaPresentation date: 24th October 2017
Company Name: GARANTIS IT Solutions Ltd.Contacts: [email protected]: www.garantis.solutions
IT company providing consultancy services for Polarion ALM
Based in Berlin, Germany and in Reading, UK.
www.Garantis.solutions // [email protected] // +49 176 677 07771
About „Garantis IT Solutions“
More useful info for you : www.Garantis.solutions(Downloads, Blog, WhitePapers, Analysis Reports, Extensions for Polarion)
Services on-site/off-site:
• We provide Polarion Administration, Customization
• Rollout of new project, Maintenance, Training
Skills:
• Widgets, Velocity, SQL, HTML, GUI design
• Requirements Management, Process Definition
• Infographics, Reports
Plugins:
• TeamCalendar, AutoDocWikiPagesPolarion
Web: www.garantis.solutionsEmail: [email protected]
Agenda
You will get insight into the • How it all started• why „IoT“ ?• requirements management, planning & execution• common challenges we faced• solution chosen, strategies applied• lessons learned and experience gained• summary of success and savings achieved
AgendaCase Study about: • Managing System + Software + Mechanic + Electronic Development Project(s)
for kitchen appliance “Thermomix” • using Polarion for other Products as “Corporate Standard”
Key words: Embedded Software with Internet Of Things technology
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
Polarion Customization at Vorwerk –looking 1 year back
"Sometimes in order to go forward...you must go BACK."
• Analysis of old project • Ideas for new projects • Mistakes • Solutions• Recommendations
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“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
Generations of Thermomix
The Thermomix is a kitchen appliance made by the Corporate Group Vorwerk.
• more Software• more Features• more Complexity
time
TM5 Thermomix provides 12 functions:
• steaming• emulsifying • blending• precise heating• mixing • milling• whipping • kneading• chopping• weighing• grinding• stirring+ internet
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
Thermomix TM5 Eco System
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
Using FDD for Thermomix development• Vorwerk wanted to use Feature Driven Development (FDD)
approach to accelerate development of the software for the Thermomix TM5 product
• Polarion was chosen as ALM tool
• Customization was done for FDD WiFiConnection
Cloud Recipe Synchronization
Features define functionality of Thermomix
UserInteraction
GuidedCooking
ManualCooking
RecipeChip
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
Project ScopeAdding IoT functionality to Thermomix.
Software
(2016)
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
Why Polarion for TM5 Project ?
verify
impact
depends
Polarion allows:1. Traceability by Linking Work Items2. Requirements Management3. Specification & Design Documents4. Change & Configuration Management
• SVN, Commit Comments link to Work Items automaticaly
5. Test and Quality Management6. Issue & Risk Management7. Audit & Metrics , Reports8. Flexible architecture
• Easy to re-configure Workflows, WorkItems, Forms
9. Customization• Widgets & Scripts from Polarion Extensions web site or Do-It-Yourself.
10.Collaboration• Work simultaneously on the same documents stored in central repository. Notifications.
11.Polarion Support – quick comprehensive answers to all kind of questions
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
SW Architects & Requirements Engineers
Feature Driven Development
Feature Set A Feature A1 Feature A2 Feature Set B Feature B1
Feature Set C Feature C1 Feature Set D Feature D1 Feature D2
Feature Set E Feature E1 Feature E2 Feature E1 Feature E1
Stakeholder SW Development
What is the nextgreat Idea?
Specification Implementation
Conceptual Design
Reflection in Polarion
Great Idea Description
(2016)
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
depend
dependspecifyspecify
verify
verify
1:N
1:N
auto-create
Change Type To
implements
impacts
Level 1 Level 2 Level 3
Project Data Model in Polarion (2016)
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
Space Work Item + LiveDocWork Item(s) embedded in LiveDoc
depend
dependspecify
specify
Data Model in Polarion - Core Work Items
Text
Embedded Work Items
Wiki
Embedded Work Item
(2016)
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
Work Item „Feature Set“ linked tomultiple work items „Feature“
How FDD maps onto Polarion
Test Runs are formed from test caseslinked to Features
Design is described in Live Documents
Plans based on Features & Tasks (+ChangeRequest, +Issue)
The FDD process includes:
- Build feature list
- Plan by feature
- Design by feature
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
1 year ago … in 2016
• We had 1 project• We used about 60% of Polarion features• We assumed it was COMPLEX
SoftwareFeature Driven Development (FDD) approach to accelerate development of software for the Thermomix TM5 product
Polarion was used to describe PART of the Software
PLM Europe 2016 in Berlin - PRESENTATION (PDF, 2MB)
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
Now … in 2017
• We have many projects for many products
• We use about 90% of Polarion features
• Maybe it is COMPLEX … but we want toGO FORWARD to the Digital Factory concept
• We had 1 project
• We used about 60% of Polarion features
• We thought it was COMPLEX
2016: 2017:
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
From ONE projectto CORPORATE STANDART
EXPAND
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
GROWTH of projectsHISTORY:
• From 1 project to many
• From „Software Project“ we moved to:
„System“ + „Software“ + „Mechanics“ + „Electronics“ projects
Software
(1) We started here: FDD for IoT functionalityof Thermomix
Mechanics Electronics
SYSTEM
(2) Now we are movingtowards - CompleteThermomix product to bedescribed in Polarion:• System• Software• Mechanics• Electronics
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
GROWTH of projects
• SYSTEM
• Software
• Mechanics
• Electronics
Reuse predefined templates for different PRODUCTs
SoftwareMechanicsElectronics
SystemSoftwareMechanicsElectronics
SystemSoftwareMechanicsElectronics
SystemSoftwareMechanicsElectronics
SystemSoftwareMechanicsElectronics
System
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
Our Journey
• SYSTEM
• Software
• Mechanics
• Electronics
Template for any PRODUCT
SoftwareMechanicsElectronics
System
SoftwareMechanicsElectronics
System
SoftwareMechanicsElectronics
SystemSoftwareMechanicsElectronics
System
SoftwareMechanicsElectronics
SystemFDD project to develope IoTtechnology for Thermomix
1
We developed set of TEMPLATES for complete PRODUCT
2
3 More projects started to usePolarion and TEMPLATE
4EVALUATION of integrationPolarion + Teamcenter
FDD for IoT
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
Project Data Model in Polarion
• SYSTEM
• Software
• Mechanics
• Electronics
Template for any PRODUCT
SYSTEM Software Mechanics Electronics
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
Testing of Universal Components
TESTING project
SoftwareMechanicsElectronics
System
SoftwareMechanicsElectronics
System
SoftwareMechanicsElectronics
SystemSoftwareMechanicsElectronics
System
Test Cases are stored in central project „TESTING“
These Test Cases are uviversal, they test universal components.
Test Runs are stored inside product-specific projects
Universal Component
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
COMPLEXITY – how to control
• MORE projects MORE complexity
Use same/standardized templates
Use same/similar PROCESS
Control the CUSTOMIZATIONS (document, link/relate, unify)
Enforce discipline
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
www.Garantis.solutions // [email protected] // +49 176 677 07771
Challenges
• Release Management across sub-projects
How to keep track of Releases of Hardware (HW), Firmware (FW), Software (SW)
• Test Management & QA across sub-projects (OR across products)
How to unite/aggregate the Test Results comming from HW, FW, SW teams ?
• Planning across sub-projects
How to plan for HW, FW, SW ?
SoftwareMechanicsElectronics
System
Customization of Polarion … how much you need ?
Our estimation of Customization
40% Customization60% Standard
Customization
medium high
(+)TestRunsPlansWiki pages/ReportsSpaces (home pages)
(+)DocumentsTestCasesCustom FieldsViews
WorkitemsWorkflows
small
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
What kind of change requests we process
TYPE OF WORK (most common):
1. Configuration
2. Scripting
3. Report Pages
4. User Management
5. Server Maintenance
Types of user requests over time
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
TYPE OF WORK:
The Polarion server was running on old version of Windows. It needed to beupgraded to completely new Windows and new version of Polarion.
Types of user requests over time
Sporadic ativities duringupgrades
Regular Peak of work every 2 weeks – after visiting customerand discussing requirements
Regular Peak of work every 2 weeks – after visiting customerand discussing requirements
Graph shows number of created requests per week
Scripting for Report Pages
Configuration (workitems, workflows, etc )
Server Maintenance
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
BENEFITS of regular Upgrade(s)BENEFITS:
• New functionality• In old version of Polarion some functionality required additional scripts, in new Polarion – it is available by default (no need for
maintenance of scripts, better integration into Polarion+Process)
• New widgets
• New templates• Templates look better (Home pages, Design), the reflect Agile/Scrum approach
• Templates are easier to use, the Home pages provide instructions „HowTo“ and point to teh „Next Steps“
• You are not trapped with OLD version• The longer you wait and do not upgrade – the more difficult upgrade can become
• You might need to migrate SVN data from one version to another
• You might loose some scripts due to changed API
• You definetly loose new functionality
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
Engineers can be CREATIVE, but have to follow the PROCESS
We shall Customize default processes only when this is really required by the business/ product / software development process.
If there is no real need – then do not change it. => you will need to maintain it ($$)
BALANCE
CREATIVITY DISCIPLINE MAINTENCE
• Improvements
• Proposals
• Ideas
• Special ways of working
• Process changes
• Folow the RULES
• Obey the PROCESS
• Try to Adapt not to CHANGE
• Customization & Development
• Training & Documentation
• Support & Updates/Fixes
• How Robust are new/specialPROCESSES / Functions ?
Optimal modifications / customizations
Too Little Too Much
Optimal
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
- Created own TEMPLATE for SYSTEM, SW, ELECTRONIC, MECHANIC project- Polarion was chosen as ALM Platform (for managing Requrements, Specifications, Tests, Plans, Reports,
Documents, Tasks, Builds, etc)- Customizaton of Polarion was done
- Documentation of requirements did not have Linking & Traceability. Documentation & Linking were separated.- Regular manual work was required to setup, maintain, analyse and correct Linking & Traceability- Reporting tools were not integrated, manual work was needed to create reports
- Reduced Errors- Saved Time & Effort, reduced errors for Linking & Traceability- Reporting gave good instant overview of differnet aspects of the project (testing, defect management, progress
and completness of specification)- Optimizing the cooperation of the team- Full Control of changes. Simple „recovery“ by SVN revert
Polarion – from First Steps to Success
Benefits and Success
Strategies Applied
Common Challenges (before introducing Polarion)
“Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions)” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 18.10.2016 Slide #19
✓ Communication, Communication + Communication✓ During setting up the project – have frequent meetings✓ During maintenance - have regular meetings
✓ One responsible person as Administrator – single point of contact✓ Automate as much as possible, write generic, reusable scripts (very important for multiple projects)✓ If you need support – ask Polarion Support or other experts✓ Keep strict User Permissions and strict Linking Rules if you want to have your Polarion clean&tidy.
Our Advice…
ADVICE: from First Steps to Success
(2016) … still VALID
✓ Performance review & optimization✓ Regular backups, data integrity checks => keep system „healthy“✓ Regular Upgrades
Our Advice… (2017)
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
New project “Polarion Project Maintenance”SITUATION:
More new projects – more new requests from users. => Needed to manage growing number of requests, different in type of work to be done.
SOLUTION:
Created special project„Polarion Project Maintenance“ –to store and manage all requests
SoftwareMechanicsElectronics
System
SoftwareMechanicsElectronics
System
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
• Simple Workflow
• All requests/changes for Polarion are DOCUMENTED
• Can ANALYSE what is going on in the projects (Change Management)
Managing “Polarion Requests” workitem
GARANTIS is working on ITIL Template for Polarion
FUTURE IMPROVEMENTS
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
Questions and Experiencesfrom real project at Vorwerk
Integration ALM+PLM
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
ALM + PLM
• SYSTEM
• Software
• Mechanics
• Electronics
Template for any PRODUCT
SoftwareMechanicsElectronics
System
SoftwareMechanicsElectronics
System
SoftwareMechanicsElectronics
SystemSoftwareMechanicsElectronics
System
SoftwareMechanicsElectronics
SystemFDD project to develope IoTtechnology for Thermomix
1
We developed set of TEMPLATES for complete PRODUCT
2
3 More projects started to usePolarion and TEMPLATE
4EVALUATION of integrationPolarion + Teamcenter
Our NEXT STEP
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
What we want to achieve
• SYSTEM
• Software
• Mechanics
• Electronics
Template for any PRODUCT
SYSTEM Mechanics
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
?
Technichally it is getting Better-and-Better
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
WHERE – STORE - WHAT ?SITUATION:
Both tools - Polarion and Teamcenter - can store Requirements.
WHERE is it BETTER to store the Requirements, Specifications, Issues, etc ?
POLARION is powerful and flexible in managing Work Items & Documents.
It allows complex Queries, customizedReports, and offers LiveDoc
TEAMCENTER is powerful in CAD, Material Management, BOM, etc.
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
WHERE – STORE - WHAT ?SITUATION:
Both tools - Polarion and Teamcenter - can store Requirements.
WHERE is it BETTER to store the Requirements, Specifications, Issues, etc ?
POLARION is powerful and flexible in managing Work Items & Documents.
It allows complex Queries, customizedReports, and offers LiveDoc
TEAMCENTER is powerful in CAD, Material Management, BOM, etc.
Our Choice
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
Use Case
Where to Store What – our point of view
System Requirement
Software Requirement
ElectronicRequirement
MechanicRequirement
MechanicDesign
MechanicTest
ElectronicDesign
ElectronicTest
SoftwareDesign
SoftwareTest
MechanicRequirement
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
BEST INTEGRATION v1.3.0 = Polarion ALM 17 + Active Workspace 3.3 + Siemens Teamcenter 11.3
(today)
* only in Active Workspace can work with Links
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
Best configuration for Integration TODAY
www.Garantis.solutions // [email protected] // +49 176 677 07771
More useful info for you : www.Garantis.solutions(Downloads, Blog, WhitePapers, Analysis Reports, Extensions for Polarion)
Thank you!Questions & Answers
GARANTIS is working on development of ITIL Template for Polarion ALM
ITIL template in Polarion for “Ticket System” projects
Incident Management
Change Management: Service Request
Change Management: Change Orders
Almost in every company there is a need for a „Ticket System“ – to process requests/complaints/bug reports/problem reportsfrom the field (from clients).
ITIL, formally an acronym for Information Technology Infrastructure Library ITIL describes processes, procedures, tasks, and checklists which can be applied by an organization for establishing integration with the organization's strategy, delivering value, and maintaining a minimum level of competency. It allows the organization to establish a baseline from which it can plan, implement, and measure. It is used to demonstrate compliance and to measure improvement.
(from Wikipedia)
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
Work Items:
• Requirement – requirements to Polarion projects
• Task – tasks are „bigger“ than Polarion Request
• Polarion Request – requests from user to make some changes in Polarion
• Issue – report „something is not working“
• Topix -
• News & Announcements -
• Page in Polarion – describes a wikiPage (report)
• Test Case – test to check some special functionality (script, extension – usually after upgrade)
New project “Polarion Project Maintenance”
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
SITUATION:
Many report pages were created across different projects. Some reports were similar, somehad some small changes. Problem was to update the report pages across different projects, and not to forget some of the projects/pages.
SOLUTION:
Created special work item „Page in Polarion“, which stores links to all related Pages. The Page contains „link“ (reference) to the workitems. There is special report page, which showswich workitem „Page in Polaion“ is linked to which page, and also shows additional information (Status, picture preview of the page, responsible person)
Managing “Report Pages”
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
Count Page Visits
• To identify pages used very often
• To identify page „Not used anymore“ => move to Archive
AutoDocWikiPagesPolarion
Overview of ALL pages + Info
• To find pages across projects
• To identify similar pages
• To filter by Status of Page, other fields
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017
AutoDocWikiPagesPolarion
The „Auto Documentation of Wiki pages“ consists of:• Each Wiki page has Description (in source code)
and screenshot of the page (as attachement)• Wiki page to display list of all Wiki pages, extract
the Description and screenshot of the page
„AutoDocWikiPagesPolarion“
You can:• See Overview of your wiki pages (total number,
status, comments, ToDos, etc)• See examples (screenshots) and be able to
compare and choose the right report for yourneeds
Use Case : 400 Documents in project• Increased maintenance complexity• Questions came: what is located where, what
is the description, what is the status
“Vorwerk: Modern Times, Polarion ALM and Teamcenter for an IoT Product” , Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., 24.10.2017