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IBM Software Group
© 2008 IBM Corporation
ECP – The Enterprise Change Process for Telelogic Change
IBM Software Group | Rational software
Agenda Introduction to Change 5.0 and Enterprise Change Process (ECP)
ECP: a Low-risk, High ROI solution
ECP Usability
ECP Lifecycle and Integration to Telelogic DOORS
Key Technical Enhancements Process Helper and GUI Interface & ECP Dialogs
Assignment to External Users
Enhanced Duplicate Handling
ECP Privileges
CMM/CMMI “Ready” – Effort Progress Bar & Matrix Reports
Parent Child Navigation
ECP Notifications
Telelogic Synergy Baseline List-boxes
Summary break-down of How to Install ECP Packages
Summary of ECP 1.0 vs ECP 1.1
IBM Software Group | Rational software
Managing the Change Workflow Across the Organization
Change is Omnipresent Bugs, enhancements…
The promise of SOA
Change is Critical Inherent Risk
Process and quality initiatives
Governance and accountability
Scalability, deployment and cost
You can leverage this challenge for a Competitive Edge!
IBM Software Group | Rational software
Telelogic Change: Consistently Managing Change Across Your Organization Robust repository for managing
and communicating process and change
Workflow and task assignment management
Easy deployment and customization
Built-in lifecycle editor
Real time reporting and metrics
Distributed team support
Telelogic Synergy & Change: Awarded “Best Change & Configuration Management solution EIGHT consecutive years
IBM Software Group | Rational software
Introducing the Telelogic Enterprise Change Process
What makes Telelogic Change different from all other products?
The Enterprise Change Process:
An out-of-the-box solution
providing a low-risk, high-ROI process package
for user-friendly, consistent change management
across organizations of all types and sizes
IBM Software Group | Rational software
Eliminate the Risk Factor with Industry-proven Solutions
Business ChallengeBusiness Challenge
Time to market & margins
A truly global company
“90% of integration is change control”
Customer SuccessCustomer Success
900+ active users world-wide
Passed CMM audits
Significantly less resource use
Adopted by other divisions and companies
"The process and toolset now available
as the ECP are generic, robust and
comprehensive, yet remain intuitive for
the end-user and scalable to meet
Change & Problem management
demands of our development projects"
Up to 50% decrease in throughput times
IBM Software Group | Rational software
A Winning Strategy for All Organizations
"Telelogic has a very compelling offer with the Enterprise Change Process.
Over the next few years we will continue to see strong growth in the adoption of Enterprise Change Management solutions like Telelogic Change --particularly by organizations seeking to respond efficiently to change and reduce development costs by ensuring application quality through best practices, such as CMMI.
Telelogic has a winning strategy, by providing ready-to-use solutions that have proven success and scalability to coordinate change and workflow across the organization."
Teresa Jones, Senior Research Analyst, Butler Group
IBM Software Group | Rational software
Change Management: the Road to Innovation
Enterprise Change Management is much more that controlling bug reports. ECP helps you: Improve Predictability
Improve Quality
Meet Compliance Objectives
Control cost of Development
Management of Requirements
IBM Software Group | Rational software
Telelogic Change - ECP in Brief
A Platform for Enterprise Change Processes Best practice guidelines for creating and using enterprise change systems
An example process based on the one used by Philips Applied Technology
Technical enhancements to Telelogic Change
ECP grew out of an implementation at Philips Applied Technologies that was developed to satisfy these conflicting requirements: ONE solution that supports:
A wide variety of processes and a collection of metrics for formal processes
But is still:
Straightforward to use and cost-effective to maintain
IBM Software Group | Rational software
ECP: a Low-risk, High ROI solution
Already successfully deployed across large distributed organizations
Successfully passed audits
Minimal cost of training and deployment
Open Web Service integration platform
Predefined reports and metrics
More cost-effective than: High-end complex solutions
Stretching the usage of existing products
Developing a home-grown solution
Easier organizational and executive buy-in
IBM Software Group | Rational software
Unique Innovative Functionality
Telelogic provides key functionality CMMI and SPICE compliance
Improved CCMI Level 4 with ECP1.1
Strategic QA
Project scheduling
Effort estimation
Causal analysis
Process enforcement
Duplicate management
*
IBM Software Group | Rational software
ECP: Proven Scalability
Secure Web access to the central repository
Hierarchy of change requests to drill down into specialities
Roles, responsibilities and automatic notification to avoid bottlenecks and delays
Queries and fast analysis to improve triage of priorities
Corporate roll out to reap benefits
IBM Software Group | Rational software
The Importance of Usability
Implementing advanced functionality and meeting all types of needs…
The solution must be user-friendly Field acceptance
Global roll-out
Cost of training
IBM Software Group | Rational software
ECP: Proven Usability
The ECP has been tuned on real projects for usability: Interactive auto-generated help
“You are here” process map
Main transition prompt
Collapsible color-coded sections
A common multi-purpose process
Role-based home pages
“[Telelogic’s Change and Configuration Management solution] achieves highest rating in our easy of use category , while providing very advanced functionality. This makes it an ideal choice for enterprise-wide deployment.“
IBM Software Group | Rational software
The ECP Process The ECP example lifecycle follows the phases typical of a formal process
Each phase has two states A doing state, where the work is done
A waiting state, ready for a decision.
IBM Software Group | Rational software
ECP 1.1 Lifecycle with DOORS
For Requirements Driven Development Implementation Request - IR
Using the existing ECP Lifecycle, as ECP is all about one lifecycle with Parent and Children Change Requests
For Managing Modifications to the Requirements Requirement Change Request – RCR
Using the existing Lifecycle as part of the Existing Telelogic Change DOORS RCR Integration
IBM Software Group | Rational software
ECP Lifecycle and RCR Lifecycle
IBM Software Group | Rational software
Key Technical Enhancements
Process Helper and GUI Interface
ECP Dialogs
Assignment to External Users
Enhanced Duplicate Handling
ECP Privileges
CMM/CMMI “Ready” – Effort Progress Bar
CMM/CMMI “Ready” – Matrix Reports
Parent Child Navigation
ECP Notifications
Telelogic Synergy Baseline List-boxes
Summary break-down of How to Install ECP Packages
IBM Software Group | Rational software
Process Helper and GUI Interface
The process helper allows you to do the following: Display Lifecycle Pictures
Dynamically generated from the CR Process XML File
Visually view the entire process and move and manipulate the state and transition pictures.
Double click on a state to move into that state and see its possible combinations of states and transitions.
Show Primary Transitions Only
Sometimes seeing the process used in 80% of the case is only what you want to see
View the required, optional, read-only, role and attribute security information for the attributes on each transition dialog screen.
Display auto generated reports on each attribute, name, description and reporting.
IBM Software Group | Rational software
Process Helper and GUI Interface
IBM Software Group | Rational software
Process Helper and GUI Interface
IBM Software Group | Rational software
Process Helper and GUI Interface
IBM Software Group | Rational software
Process Helper and GUI Interface
IBM Software Group | Rational software
ECP State and Transition Pictures
Submitting an ECP is similar to submitting a standard CR, however a process picture exists on every state showing exactly where you are and what has been completed.
In Analysis Dialog Picture (ECP 1.0):
In ECP 1.1 you can optionally see exactly where you are in the process as you can use the inbuilt mechanism to show a simple automatically generated HTML Table.
You therefore no longer need a static picture for each state and transition dialog, so modifications to your lifecycle become easier for the process engineers....
With ECP 1.1 you can toggle either view described above on or off.
IBM Software Group | Rational software
Page and Section Navigation ButtonsWhen using a State Dialog, often each type of user (Developer, Tester, Manager) would like to quickly and efficiently jump to the required section that has been setup in the dialog.
Note: The sections for capturing the output at each stage are mandatory: the colour coded sections on transitions which contain mandatory information are NOT collapsible, therefore they can never be accidentally missed.
Sections are optionally colour-coded.
Sections may be combined with the standard section collapse
IBM Software Group | Rational software
Default Transition DialogsWith Telelogic Change 4.7 it is now possible to setup Default Transition Dialog options that appear at the front of the Transition list. This allows users to quickly choose the most common lifecycle path.
IBM Software Group | Rational software
Metrics and Process Improvement
Attributes are defined to capture critical process improvement data for each phase To improve estimating
Estimated effort
Actual effort
To improve project management
Due date
Actual date
This will help your process achieve formal accreditation CMM / CMMI (Up to CMMi Level 4 in ECP1.1)
SPICE
IBM Software Group | Rational software
ECP Privileges The ECP process uses several privileges to control access rights
CRmgr : Super user in the ECP workflow. Can change attribute and re-assign CRs.
CRowner : Owner of a CR. The User has the same rights as a CRmgr, but must be set as the cr_owner on the CR
report_builder : User can login with role Report Builder
pt_admin : User can login with role Admin
Any privilege : User can login with role User
NOTE (ECP 1.1) CRPRmgr – not used anymore, replaced by CRmgr
CRPRowner – not used anymore, replaced by CRowner
IBM Software Group | Rational software
ECP Privileges The following privileges are used to grant access rights within the lifecycle
analyser: User can perform analysis
concluder: User can perform conclusion
developer: Basic access to the system
evaluator: User can perform evaluation
resolver: User can perform resolution
submitter: User can change submitted data
pt_admin: Administrative super user
In many cases access control is using an attribute and a privilege (E.g. to analyse one needs to be set as analyser in the drop down user field and user has to have the privilege analyse)
The privileges together with an attribute grant access to attributes and transitions that define a phase E.g. the analyse privilege together with the analyser attribute allow access to the
transition in_analysis2analysed
IBM Software Group | Rational software
Progress Bar Indicators
Once the Estimated Total Hours in this example has been filled in, the Progress bar shows the following:
Then as you start to populate the Total Hours used attribute, the progress bar auto- updates as appropriate.
The Overused Progress bar has been displayed below, if your Actual Hours used exceeds the Estimated Total hours then the progress bar continues over to the next line and the colour changes to Red.
IBM Software Group | Rational software
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CMMi Level 4 - Matrix Reports
ECP 1.1 Two main reporting requirements:
1. Six Sigma Phase Containment Effectiveness and
Phase Screening Effectiveness
2. Weighting per Cell Matrix Report based on “STATES & SEVERITY” attributes
The formula :
Add up all the (( number in cell [State X] [Severity Y]) times Weighting )) and this gives a single figure for the maturity of the project.
The weighting allows us to give more importance to high severity items in [State X] for example
IBM Software Group | Rational software
Slipping Through the Cracks
Two metrics are of particular interest to track and understand quality (CMMi Level 4) in the ECP Process include:
Phase Containment Effectiveness (PCE) is the ratio of faults captured in a phase (represents how effective the process is at preventing problems from becoming defects)
Phase Screening Effectiveness (PSE) is the ratio of prior escaped defects captured in each phase
IBM Software Group | Rational software
Phase Containment Effectiveness
PCE is the ratio of faults captured in a phase For instance, if during the analysis phase, ten faults were introduced, seven
of which were caught but three were in the design specification given to the developers to code from (resolution phase), then this phase had 7 Errors, 3 Defects, and its PCE is 70%
IBM Software Group | Rational software
Phase Screening Effectiveness
PSE is the ratio of prior escaped defects captured in each phase If, out of the 5 defects present after unit testing, 2 were caught by Resolution
Phase Testing and 3 were still present in the version delivered for Evaluation Phase testing, the PSE for the Analysis phase would be 40%.
IBM Software Group | Rational software
Phase Containment and Phase Screening Examples
<WEB-INF>/packages/ECP_MatrixReport/wsconfig/templates/pt/include/ecp_phase_containment_report_conf.js.
<WEB-INF>/packages/ECP_MatrixReport/wsconfig/templates/pt/include/
ecp_phase_screening_report_conf.js.
Each Report has the Phases correctly collapsed in line with ECP in fact it is very generic so can easily be ported and moved away from ECP)
IBM Software Group | Rational software
Weighting per Cell Report Matrix Report based on “STATES & SEVERITY” attributes
The formula : Add up all the (( number in cell [State X] [Severity Y]) times Weighting )) and
this gives a single figure for the maturity of the project.
The weighting allows us to give more importance to high severity items in [State X] for example
<WEB-INF>/packages/ECP_MatrixReport/wsconfig/templates/pt/include/ecp_weighted_matrix_report_conf.js.
IBM Software Group | Rational software
ECP Home Page
IBM Software Group | Rational software
Parent / Child Quick Navigation• The Telelogic ECP environment actively uses Parent and Child CRs to allow small
(single level CR) or large scale Enterprise roll-out with multiple levels of CRs.
IBM Software Group | Rational software
Parent / Child Quick Navigation (ECP 1.0)When having a complex web of Related CRs and Child / Parent relationships a quick navigation option is needed to allow users to quickly find and navigate to the require information.
In ECP 1.0 -- Change 4.7 An extra drop down box was used on the menu-bar to facilitate quick navigation between the various levels of Parents and Child CRs
NOTE: The list was very limited, So this has now been removed in ECP 1.1 in favour of “Browse Queries”
IBM Software Group | Rational software
Parent / Child Quick Navigation (ECP 1.1) Browsable Queries provide fully flexible navigation through families of CRS:
Define the Colour Coded Relationships and Queries
Choose the Relationship(s) to Browse
Visually see the relationship and View or Edit CRs for
Child, Grandchild, Duplicate CR, Requirement, Task etc
IBM Software Group | Rational software
Parent / Child Quick Navigation (ECP 1.1) Parent Child Navigation using Browse Queries, lets you quickly click on any related
CR to View or Edit the CR
IBM Software Group | Rational software
Enhanced Email Subscription DialogThe Existing Telelogic Change Email Subscription dialog currently only allows Administrators to Remove users from the Subscription of a CR.
With the ECP Package, this dialog has been further enhanced to allow it to be privilege-controlled rather than Admin-controlled, and it also allows you to Add and Remove users from the subscription dialog box.
IBM Software Group | Rational software
ECP Notifications and Subscription
Makes it easier to create, organize and review notifications. Developed from a code base actively maintained by Telelogic PS.
Benefits: Use only one script to send all notifications
Template the email messages as a standalone file for easy editing and organization
Have the Template be expandable by allowing plug-ins
Changing email layouts and notification logic does not require any change to the lifecycle
Default delivery method is to use send-mail
Secondary delivery method is provided to send E-mail using Perl
Sample plug-in provided
IBM Software Group | Rational software
ECP NotificationsUsing the ECP Notifications
After setting up the ECP Notifications templates emails can be configured and they do not require any further edits in the Lifecycle Editor. An example of a HTML Template email is listed below:
IBM Software Group | Rational software
Telelogic Synergy Baseline List-boxesThe baseline list box generation script was written so that you can easily and quickly see a baseline to select when editing a CR in Telelogic Change. The script generates a file for each attribute that you define on a CR.
After the tool populates the baseline Listbox attribute, it can be selected when editing or creating a CR in Telelogic Change.
The script is configured in a crontab on Unix, so it can update the list-box entries once a day or as often as you would like to schedule. Currently no Windows option is available.
An example of how you can pick the Baseline after they have been populated is shown below:
IBM Software Group | Rational software
How to Install ECP PackagesInstallation of the ECP Packages is very similar to installing Patches or Service packs. You can simple unpack the packages in your Telelogic Change packages directory and click on the install button for each package you wish to install.
Note: With some of the packages (especially email), some other configuration files need to be updated as well.
IBM Software Group | Rational software
Summary of Differences for ECP 1.0 vs ECP 1.1 ECP 1.0
Telelogic Change 4.7 compatibility
CMMi Level 3 Metrics
Old Parent Child Navigation Features
Single Lifecycle ECP Process Helper
ECP 1.1 Telelogic Change 5.0 compatibility (no more use of PTCLI)
Requirements Management compatibility (RCR)
Implementation Request capability (Using existing Lifecycle)
CMMi Level 3 and CMMi Level 4 Metrics (Weighted + PCE + PSE)
Old Navigation Features removed in favour of Browse Queries
Updated Multi Lifecycle capable ECP Process Helper
CRPRmgr and CRPRowner privileges replaced.
IBM Software Group | Rational software
The Telelogic Enterprise Change Process
An out-of-the-box solution
providing a low-risk, high-ROI process package
for user-friendly, consistent change management
across organizations of all types and sizes
Telelogic Synergy & Change: Awarded “Best Change & Configuration Management solution EIGHT consecutive years
IBM Software Group | Rational software
49
Thank you for your time. Questions?
IBM Software Group | Rational software
50
© Copyright IBM Corporation 2008. 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.
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