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Aras Innovator PLM Deployment Methodology
- 1. BEDIFFERENT ACE 2012 I NTERNATI O NAL
Copyright © 2012 Aras. All Rights Reserved. aras.com
- 2. ACE 2012
INTERNATIONAL
Aras Innovator
Deployment Methodology
Strategies for Success
Copyright © 2012 Aras. All Rights Reserved. aras.com
- 3. Agenda
Methodology Overview
Getting Organized
Resources
Getting Started
Breaking down a project
Some Tips
How things get sideways
Final thoughts
Copyright © 2012 Aras. All Rights Reserved. Slide 3 aras.com
- 4. The Aras Methodology
Iterative design not a waterfall approach
Based on principles from IBM’s Rational Unified Process
Incorporates Agile development principles
Designed to use the “Small Win” approach
Take a well defined problem(s) and implement with
less risk and a higher degree of confidence
Implement a series of Production releases that
comprise the complete solution
Each release provides value to the business
Scope each release to be completed in 90 days or less
Copyright © 2012 Aras. All Rights Reserved. Slide 4 aras.com
- 5. A little about the process
Designed to be an iterative approach to solution development
Well defined but not a concrete prescriptive process
Provides an adaptable implementation process framework
Intended to be tailored by selecting the elements that meet your needs
Based on Best Practices of software development
Develop Iteratively, risk is the primary iteration driver
Manage Requirements and scope
Continuously verify quality
Control Changes
Manage customization
All this leads to improved quality and better predictability
Copyright © 2012 Aras. All Rights Reserved. Slide 5 aras.com
- 6. Iterative Development
The Aras Approach
Business value is delivered incrementally in
time-boxed cross-discipline iterations
Copyright © 2012 Aras. All Rights Reserved. Slide 6 aras.com
- 7. BREAKING DOWN YOUR PROJECT
Manageable Phases
Copyright © 2012 Aras. All Rights Reserved. Slide 7 aras.com
- 8. Inception Phase
Decide what to do
Primary Objectives:
Scope the system adequately
Validate initial costing and budget estimates
Activities
Establish Business Case and high level Requirements
High level Use Cases
Project Plan and Initial Risk Assessment
Milestones:
Stakeholder concurrence on scope, cost, and risk
Initial requirements defined (not a lot of detail)
Achieve Project Plan concurrence
Plan is realistic
Business case makes sense
Copyright © 2012 Aras. All Rights Reserved. Slide 8 aras.com
- 9. Elaboration Phase
Plan the details
Primary Objectives:
Improve requirements and validate
End to End skeleton
Activities
Requirements elaboration
Use Cases
Design Workshops
User validation
Milestones:
Use Cases identified and 80% complete
Requirements are understood & documented
Project Plan refined, cost & risk are managed
Detailed plans for iterations are in place
Copyright © 2012 Aras. All Rights Reserved. Slide 9 aras.com
- 10. Construction Phase
Build it
Primary Objectives:
Build the system end to end
Activities
Visual prototypes
Behavioral Prototypes
Data Migration
Unit test
Milestones:
Solution is acceptable to deploy
Project Plan refined, cost & risk are managed
Additional Iterations are planned
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- 11. Transition Phase
Deploy it
Primary Objectives:
Move the system to production
Training & fine tuning
Activities
End user training
Documentation
Full system test (production environment)
Milestones:
Solution & documentation is ready to deploy
Stakeholders are near ready to deploy
System is functional in production
Copyright © 2012 Aras. All Rights Reserved. Slide 11 aras.com
- 12. OK, GREAT !
Now how does this apply to Aras Innovator
Copyright © 2012 Aras. All Rights Reserved. Slide 12 aras.com
- 13. A Complete Look
Disciplines Activities Phases
Inception Elaboration Construction Transition
Initial Parts Change Parts Change Interface T1 T2
Install Test Environment
Project Startup Train Project Team
Kickoff Meeting
High Level Requirements
Discovery workshop(s)
Business Modeling SoW
Project Charter & Solution Overview
High Level Use Cases
Requirements Workshops
Requirements Requirements Document(s)
Gap analysis
Use Case Development
Solution Design Doc
Analysis & Design Functional specs for customizations
Screen Mockups
Visual Prototypes
Import Users
Configure Items
Configure Forms
Configure Workflows
Implementation Configure Roles & Permissions
Behavioral Prototypes
Develop Data Migration
Interface development
Develop Customizations
Prepare Test Plan
Test Unit Test
Full System Test
Prepare User Docs
Develop User Training
Deployment Deliver User Training
Build & Deploy Prod Env
Production Data Migration
Packaging
Configuration Management Migrate Dev-QA-Prod
Change Management
Initial Project Plan
Project Management Initial Risk Analysis
Project Planning & Design Review
Milestones
TIME
Copyright © 2012 Aras. All Rights Reserved. Slide 13 aras.com
- 14. Implementation Best Practices
Develop iteratively
Its always best to know all the requirements up front
but this is not reality
Don’t spend an inordinate amount of time upfront on
requirements and design w/o user validation
Model a little, test a little & repeat
This is a big strong point or Aras Innovator
Manage Requirements
Always keep in mind the requirements set by the users
Model visually
Use diagrams and mock ups
Its what Aras Innovator does really well
Copyright © 2012 Aras. All Rights Reserved. Slide 14 aras.com
- 15. Implementation Best Practices
Use Components
Break down large projects into manageable pieces
Item reuse is a big plus
Again, this is what Aras Innovator does really well
Verify Quality
Always make user testing a major part of the project
Control Change
Ensure changes are synchronized and verified constantly
Use a managed process for implementing iterations
Copyright © 2012 Aras. All Rights Reserved. Slide 15 aras.com
- 16. Making Iterations work
Things to think about
Work does not proceed entirely serial
This is not a waterfall approach
Work is done in a serial fashion but you don’t need
to finalize a discipline before moving on to the next
Address some requirements, analyze, develop and go back
Iterations should be planned according to risk
Higher priority risks first
Near term iterations are planned in more detail
Longer term items may change in scope, etc
Doesn’t mean that longer term items are not planned
Copyright © 2012 Aras. All Rights Reserved. Slide 16 aras.com
- 17. GETTING STARTED
Who, What & How
Copyright © 2012 Aras. All Rights Reserved. Slide 17 aras.com
- 18. Resources
Who do you need
Role Responsibility
Project Manager • Direct Implementation resources
• Manage project schedules
• Track Status
• Resolve conflicts and issues
Business Process Owner(s) • Provide project priorities and objectives
• Direct participation of resources
• Resolve business process issues
Subject Matter Experts • Communicate current process
• Provide information details
• Support user community during rollout
I.T. System Support • Support site infrastructure
• Extract legacy data
• Provide technical expertise
Technical Resources • Configure application
• Develop customizations
• Provide technical expertise
Copyright © 2012 Aras. All Rights Reserved. Slide 18 aras.com
- 19. How to approach it
Divide and Conquer
Divide implementation into phases
Preferably phases that provide business values and can be
deployed independently
Build a plan for each phase
Choose goals for each phase and make sure you address items
with importance or high risk sooner
Divide phases by related business processes
Build high level use cases for these business processes
Its OK if use cases overlap
Break down high level use cases
Detail each use case from a user perspective
These will likely be developed iteratively
Copyright © 2012 Aras. All Rights Reserved. Slide 19 aras.com
- 20. Getting Started
Develop a Project Charter if you need funding
Lets management know what you will do and will not do
Defines a goal and an endpoint to measure success
There are plenty of examples on the web
Develop a Project Plan
Lets resources know what is expected of them
Sets the schedule for the project
Get Trained
The team needs to understand Aras Innovator
Review the standard Aras Innovator Solutions
Required for effective gap analysis
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- 21. Getting It Done
Elaboration - The Key Points
Make sure you achieve concurrence on requirements
This provides mutual understanding and prevents individual
interpretations of the project
Document use cases and requirements
These will be used to provide context to the team
Will be leveraged later in the project for other activities
Validate this with Subject Matter Experts & End Users
Do NOT underestimate the IMPORTANCE of this
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- 22. Getting It Done
Construction - The Key Points
Visual Prototypes
This is just building things in Aras Innovator
Used to solicit user feedback
May cause you to revisit use cases and specifications
Should not include automation
Don’t worry about getting it 100% right
Behavioral Prototype
Adds automation to the Visual Prototype
Will likely cause you to revisit use cases and specifications
Will introduce changes to the Visual prototype
Includes building interfaces and integrations
Copyright © 2012 Aras. All Rights Reserved. Slide 22 aras.com
- 23. Getting It Done
Transition – The Key Points
Test Plans
These are based on use cases
Testing and Validation
Unit testing is important for managing iterations
Conference Room Pilots are good for user validation
Full system test
Training
Don’t under estimate the time it takes to develop
materials or train end users
Production Cutover
Plan, Plan, Plan, - There WILL be external influences
Copyright © 2012 Aras. All Rights Reserved. Slide 23 aras.com
- 24. How Things Get Sideways
Lack of understanding of requirements or
agreement on requirements with end users
Lack of understanding of the standard
out-of-the-box Aras Innovator solutions
Lack of Training
Understanding the impact of change
Biting off too much at one time!
Copyright © 2012 Aras. All Rights Reserved. Slide 24 aras.com
- 25. Our Recommendations
Training is a MUST
Engage Aras or a partner for jump start activities
Project phasing & planning
Requirements review
Architectural guidance
Leverage experience to recommend best practices or
how approached in similar scenarios
Use case development
Initial architectural design review
Periodic reviews and questions
Solve a real problem and move on to the next
Copyright © 2012 Aras. All Rights Reserved. Slide 25 aras.com
- 26. Final Thoughts
Dos and Don’ts
DO
Create visual prototypes and get user validation before
developing any method code
Develop accurate Use Cases and keep them up to date
• They will save you time down the road !!
Look for “Small Wins” that provide business value
DON’T
Spend a significant amount of time developing specs w/o
prototyping the solution
Worry about not getting 100% of the detailed
requirements up front… because you can’t!
Copyright © 2012 Aras. All Rights Reserved. Slide 26 aras.com
- 27. THANK YOU
Questions?
Copyright © 2012 Aras. All Rights Reserved. Slide 27 aras.com