Change Ecp

ECP – The Enterprise Change Process for Telelogic Change

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

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!

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

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

Eliminate the Risk Factor with Industry-proven Solutions "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 Business Challenge

Time to market & margins

A truly global company

“ 90% of integration is change control”

Customer Success

900+ active users world-wide

Passed CMM audits

Significantly less resource use

Adopted by other divisions and companies

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

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

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

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

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

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

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

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.“

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.

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

ECP Lifecycle and RCR Lifecycle

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

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.

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 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. In Analysis Dialog Picture (ECP 1.0):

Page and Section Navigation Buttons When 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

Default Transition Dialogs With 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.

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

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

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

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.

CMMi Level 4 - Matrix Reports

ECP 1.1 Two main reporting requirements:

Six Sigma

Phase Containment Effectiveness and

Phase Screening Effectiveness

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

1 1 2

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

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%

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%.

Phase Containment and Phase Screening Examples

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)

<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.

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.

ECP Home Page

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.

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”

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

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

Enhanced Email Subscription Dialog The 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.

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

ECP Notifications Using 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:

Telelogic Synergy Baseline List-boxes The 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:

How to Install ECP Packages Installation 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.

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.

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

Thank you for your time. Questions?

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