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Unterstützung der Softwareentwicklungs- und Projektrealisierungsprozesse durch ein Application Lifecycle Management Tool bei Swisslog Erfahrungsbericht Version 1.0 9 September 2008 Philippe Meuli Page 1 / 26 August 2008 / REConf2008

Unterstützung der Softwareentwicklungs- und ...kuhrmann/gi2008/final-meuli.pdfUnterstützung der Softwareentwicklungs- und Projektrealisierungsprozesse durch ein Application Lifecycle

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Unterstützung der Softwareentwicklungs- und Projektrealisierungsprozesse durch ein Application LifecycleManagement Tool bei Swisslog

Erfahrungsbericht

Version 1.09 September 2008Philippe Meuli

Page 1 / 26 August 2008 / REConf2008

Page 2 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Table of Contents

n Swisslog Overview – Business, Services and Products

n Process Support and Improvement

n Process to Tool

n Application Lifecycle Management Tool

n Summary

File information: GI_JT2008.ppt

Process support through ALM Tool

Page 3 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Swisslog Overview

Business, Services and Products

Page 4 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Introduction to Swisslog

n Headquarters in Buchs/Aarau, Switzerland

n Public company, listed inZurich stock exchange (SLOG)

n 2060 employees

n Subsidiaries in 20 countries

n Turnover in 2007: 708 MCHF

n Focused strategy with core divisions (WDS and HCS)

n www.swisslog.com

Swisslog Overview

Chapter 1

Warehouse & Distribution Solutions

Consulting Services

.

Healthcare Solutions

Swisslog

Page 5 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Swisslog Facilities

USA UK

MalaysiaMalaysia

Germany

Project realisation including software application Software product development

Australia

Sweden

SwitzerlandSwitzerland

Swisslog Overview

Chapter 1

Page 6 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Picture of a Logistics CentreSwisslog Overview

Chapter 1

Page 7 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

WDS Services and Products

Consult Design Deliver Operate

Automated

Service and support

System operation

Supply chain audit

Logistics network design

IT concepts & process consulting

Modernization

Operation assistance

Manual

Semi-automated

Consult Design Deliver Operate

Automated

Service and support

Service and support

System operationSystem operation

Supply chain audit

Supply chain audit

Logistics network design

Logistics network design

IT concepts & process consulting

IT concepts & process consulting

ModernizationModernization

Operation assistanceOperation assistance

Manual

Semi-automated

Swisslog Overview

Chapter 1

Page 8 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Warehouse Management Software

SinglePoint

of Control

(SPOC)

WarehouseManager™

Mfg.Yard Mgmt.

CockpitLabor

AutomationManager™

Voice RFID

AutomationControl™

ERP System

Material Handling Systems

Swisslog Overview

Chapter 1

Page 9 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Process Support and Improvement

Page 10 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

A typical sign that Process Improvement is needed

Over commitment

Plans and procedures

are given up

Success heavily depends on competence and heroism of

individuals Not repeatable

Executable product /

project but budget and cost overflow

Chapter 2

Process Support and Improvement

Page 11 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Are you settling for less?

Symptoms

n Plans are made but not necessarily followed.

n Work is not tracked against the plan; plans are not adjusted.

n Requirements are not consistent; changes are not managed.

n Estimates are way of; over commitment is common.

n When overruns become apparent, a crisis atmospheredevelops.

n Defects are discovered in tests, or worse yet, by the customer.

n Success depends on heroic efforts by competent individuals.

n Repeatability is questionable.

Chapter 2

Process Support and Improvement

Page 12 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

MONTE ROSA - DUFOURSPITZEChapter 2

Process Support and Improvement

DufourspitzeThe highest peak of the

Monte Rosa massif and at

4,634m also the highest peak in Switzerland

with the impressive east

face, intensely glaciated

and some 2,500 meters

high.

How to reach the top?

Page 13 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

OBJECTIVE

n To give the Software Improvement Process a world – wide and clear direction and

measurability Swisslog WDS decided to adopt the CMMI (Capability Maturity Model

Integrated) staged model.

n Reach Maturity Level 2 and later Maturity Level 3 with Software Product Development

and Software Project Realisation Units world-wide within 3 to 5 years

Insert picture here:height 8 cm, width 7.2 cm

It is not necessary to change. Survival is not mandatory.

W. Edwards Deming 1900 – 1993

Chapter 2

Process Support and Improvement

Page 14 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

BENEFITS

Selection of benefits

n cost reduction (less error removal)

n ensure scalability of resources to business needs (exchangeability of resources world-wide)

n speed up process cycles

n reduce developing time / time to market of new products

n keep project frames (time, scope, cost) intact

n benefit from synergies between product development and

project realisation people

becoming more effective by technical, process & management improvements.

n improve service quality (deliverables)

n enable continuous improvement (process effectiveness)

Chapter 2

Process Support and Improvement

Page 15 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

RETURN ON INVESTMENT

n Typical SW-Project

Question: How long will Integration & Test last if no errors are made during the first two phases?

Part of the solution: Add reviews in Phase 1 & 2

Savings

20%

Specification & Design Code & Test Integration and Test

40% 20% 40%

A

Specification & Design

Integration and Test

40% 20% 5%

Error removal

35%

Code & TestB

Specification & Design & Reviews

Code & Review &

Test

Integrationand Test

45% 20% 15%

C

Chapter 2

Process Support and Improvement

Page 16 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

PLANNING LEVELS

PROCESS GRANULARITY

n Accurate planning breakdown structure supports agility and predictability

Iteration

Planning

Release

Planning

Ite

ratio

nI0

7.0

3

Itera

tio

nI0

7.x

x

Ite

ratio

nI0

7.0

2

Ite

ratio

nI0

7.1

1

Ite

ratio

nI0

7. 0

1

I te

ratio

nI0

7.1

2

Releases

MilestonesTime

R2R1.1R1aR1

Annual Release

Delivery Quality

Course of Iteration Delivery Quality Course of Release Delivery Quality without Iterations

Chapter 2

Process Support and Improvement

Page 17 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Process to Tool

Page 18 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Processes � Methods� Tools

Tools support, enable and secure:

n CMMI Maturity Level 2: By-directional traceabilityà REQM (Requirements Management)

n Product Quality & Integrity (i.e. daily builds) enabled through

à CM (Configuration Management)

n Regression Testing (automated Testing) is not possible without

tools

à V&V (Verification & Validation)

Processes Methods Tools

support

enable

Templates

Chapter 3

Process to Tool

Page 19 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Boundary Conditions

Soft Factors

n Geography

– Geographical repartitionn Language

n Culture

n Knowledge (skills, experience)

Hard Factors

n Technical requirements

– Functional e.g. Tool Coverage– Non-functional

n Connectivity

– Access (internal / web)n Security

– User rights / restrictionsn Support of CMMI compliance

Process to Tool

Chapter 3

Page 20 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

System Borders (in and out of scope)

GU Project

Management

Consulting &

Sales

Customer

Support

Finance &

Controlling

Human

Resources

Others(Marketing, IT,

Infrastruktur, Einkauf,

QS, ...)

Customer

Market

Community,

Legislation &

Politics

Competitor

Shareholder

Economic

Ecology

Software Project Realisation

Swisslog intern

Direct incluence

Indirect influence

employee

(Know-How)

Los & profit,

Project

success

SLOG-SW-

products

Communikation &

collaboration

Engineering & SW-

Development methods

Customer

relationship

Tools

infrastructure

Systemplanning &

Processplanning

Realisation &

commissioning

Automation

WDS

Management

Chapter 3

Process to Tool

Page 21 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Tool CoverageProcess to Tool

Chapter 3

Tracker

Requirements Management

Configuration Management(& Version Control)

Project Planning, Monitoring & Control

Testing

Application Lifecycle Management ATF

Project Management

POLARION

AutomatedTestFramework

Page 22 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Polarion Support Concept

Server and Virtual Machine Set-Up

Chapter 3

ESX 1

Virtual Centre

ESX 2VMotion

Region1

Region2

Region3

Region4

Region5

Region6

SWDev.

Customer

Project 1

Project n

Root

Dev

Test

Prod

IT S

erv

ice T

eam

sU

sers

� set-up, maintenance, upgrades, test,

recovery, … of Polarion applications

� Polarion Administration

Polarion Administrator (1) � configuration, updates, …

Polarion Key User (many, per region) � supports local users

Virtual Machines per Region / Unit

IT- Application Service Team

IT- Infrastructure Service Team

� set-up, maintenance, upgrades, backup …

of server infrastructure, operating system,

network

Process to Tool

Page 23 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Tool Evaluation Steps

1. Define evaluation process (guidelines)

2. Define evaluation criteria (evaluation spread sheet)

3. Define evaluation method and stakeholders

4. Establish evaluation time frame (evaluation schedule)

5. Perform evaluation (according schedule – apply method, criteria)

1. First round1. Search for solutions (known solutions, literature, web, references, …)2. List solutions3. Screen solutions4. Short list candidates

2. Second round1. Submit use cases to candidates2. Validate use case implementation (hearing)3. Short list final candidates

3. Third round1. Financial screening of final candidates2. Pilot project negotiations with final candidates3. Pricing, ability to execute, support, …

6. Decide

7. Pilot / Migration

Process to Tool

Chapter 3

Page 24 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

A new functional release consists of 2 builds

n Upgrade install (only changes)

n Full install (all modules)

Build scenario

Use Case – Build scenario

Example

Unchanged modules

Baseline

Full Install

upgrade Install

Chapter 3

Process to Tool

Page 25 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

AccessibilityProcess to Tool

Chapter 3

InternetInternet

Customer

ReverseProxi

Front EndPolarion

[User / Password]

R1

R2

R3

R4

R5

R6

World – wide

n Limited, dedicated access

for customers

n Full access for employees

Firewall

DMZ

alm.sl.com

[SSL]

Page 26 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Comparison – Elements

n Company

– Facts

– Founded / Quoted / Revenue / Profitability / HQ, Presence /

Customers, Users / Credit Rating / Service (SLA)

n Product

– Overview (scope, functions)

– Technology

– Integration / web / Open Source / Architecture

n Pilot

– Resources

– Time frame

n Licence model

n Finances

– Total / incremental and running cost per deployment phase

– Payment schedule

n Comparison

Chapter 3

Process to Tool

Page 27 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Comparison – Final Decision Criteria

n Company +++

– Financial figures– Presence– Customer base / users

n Risks ++

– Resources (Assets)– Support– Product Development

n Product ++

– Tracker– REQM– CM & VC– Planning

n Technology ++

– Architecture– Accessibility– Extendibility

n Licence model +++

n Price +

n General ++

n Company ++

– Financial figures– Presence– Customer base / users

n Risks +

– Resources (Assets)– Support– Product Development

n Product +++

– Tracker– REQM– CM & VC– Planning

n Technology +++

– Architecture– Accessibility– Extendibility

n Licence model ++

n Price +++

n General +++

Bidder#2

Chapter 3

Process to Tool

Page 28 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Application Lifecycle Management with

POLARION

For Swisslog

Polarion is a unified software development productivity platform which combines requirements, tasks, change requests, process management, planning, metrics and audits.

Chapter 3

Process to Tool

Page 29 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Application Lifecycle Management Tool

Page 30 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Work Breakdown Structure (WBS) and

traceability

Chapter 3.1

ALM Tool

Page 31 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

WBS for requirements and project work

n Bug fixing

n Minor enhancements

n Major enhancements

n Project work

Polarion Development

Project Group

User

Story

Task

Task

User

Story

Task

Task

TaskTask

Task

Polarion Tracker Project Polarion Requirements Project

Bug

Report

User

Story

Task

TaskTask

Specification

Feature

Use

Case

Use

Case

Use

Case

Feature

Use

Case

Bug

Report

Task

Enhancement

request

Task

Enhancement

request

User

Story

Task

TaskTask

Chapter 3.1

ALM Tool

Page 32 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Work packages

Polarion Development

Project Group

User

Story

Task

Task

User

Story

Task

Task

TaskTask

Task

Polarion Tracker Project Polarion Requirements Project

Bug

Report

User

Story

Task

TaskTask

Specification

Feature

Use

Case

Use

Case

Use

Case

Feature

Use

Case

Bug

Report

Task

Enhancement

request

Task

Enhancement

request

User

Story

Task

TaskTask

WP WM

WP SPOC7

Chapter 3.1

ALM Tool

Page 33 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Bi-directional traceability

Impact Traceability

Chapter 3.1

ALM Tool

Page 34 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

WBS - Work Breakdown StructureChapter 3.1

ALM Tool

����

����

����

����

����

BugReport

MinorEnhancement

MajorEnhancement

(Roadmap)

RequirementsSpecification

Feature Feature Feature

UserStory

Task TaskTask

UserStory

Task Task

Source DocsTest

Cases

Re

qu

irem

ents

Pro

ject

Co

de

UserStory

Task Task

TestResults

Page 35 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Major Enhancement – WBS and traceability to

requirements in a Word document

Chapter 3.1

[see ���� on page 34]

ALM Tool

Page 36 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Major Enhancement – Word requirements document

with tags to allow traceability in ALM system

Chapter 3.1

[see ���� on page 34]

ALM Tool

Page 37 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Minor Enhancement – WBS and traceability to

requirements defined directly in the enhancement tracker

Chapter 3.1

[see ���� on page 34]

ALM Tool

Page 38 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Bug Fix – WBS and traceability to the bug report in the

tracker

Chapter 3.1

[see ���� on page 34]

ALM Tool

Page 39 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Work item attributesChapter 3.1

ALM Tool

Page 40 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Summary

Page 41 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Summary

n The development and software team in Malaysia and

Switzerland as well as the software project realisation teams world wide are integrated into the very same process:

– All people are tasked using Polarion

– They use the same SVN repository – no external supply of work

products

n A clear definition of the work break down structure facilitates a common way of working

n “Face-to-face” communication on daily basis is crucial – tools

can just support this:

– Locally this is not a technical issue

– Remotely this must be facilitated by suitable tools

– Video conference (suitable for workshops and meetings)

– Skype / telephone only (suitable for general conversations)

– Web Conference / Net Meeting (suitable for joint discussion

on work products)

Page 42 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG

Thank you

Contact Address

Swisslog AG

Philippe Meuli

VP Software Quality & Processes

Webereiweg 3

CH - 5033 Buchs / Aarau

Tel. +41 62 837 4353Mobile +41 79 321 7230

Mail: [email protected]

Skype: philippemeuli