Integrated PPM & Req. Mngmnt

945 views
742 views

Published on

The seminar focused on the benefits of having a single tool for both Project Portfolio Management and Requirement Management or even Defect Management and Risk Management as well.

Published in: Business, Technology
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
945
On SlideShare
0
From Embeds
0
Number of Embeds
92
Actions
Shares
0
Downloads
14
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Integrated PPM & Req. Mngmnt

  1. 1. sales@kifinti.comCopyright 2003 Kifinti Solutions Inc. Project & Requirements Management Seminar
  2. 2. sales@kifinti.com Seminar Agenda • 11:40 – 11:50 – Quick Introductions • 11:50 – 12:20 – OMNINET & OMNITRACKER background • 12:20 – 12:45 – Lunch • 12:45 – 1:30pm – OMNITRACKER Project & Requirements • 1:30 – 1:45pm – Q&A and General Wrap up Copyright 2003 Kifinti Solutions Inc.
  3. 3. sales@kifinti.com Who are we? Kifinti – means “how are you?” in Maltese” 20+ strong (Toronto, Ottawa, and Montreal) Go to partner for several top technology vendors Leading technology, Best Practices & expertise, and Local Support, Service & Training Copyright 2003 Kifinti Solutions Inc.
  4. 4. sales@kifinti.com What we do? • Service Management – “PROCESS LAYER” • Project Management, ITIL, IT Support , Customer Service and process that needs to be automated • ITAM, Asset Management • Infrastructure Management – “MANAGEMENT LAYER” • Inventory Discovery (HW & SW), Software License Compliance • Software Distribution & OS Imaging • Patch & End Point Management & Security Policy Enforcement • Identity & Access Management – “SECURITY LAYER” • User Request approval and provisioning, Single Sign On • Security Information & Event Management •Network Management – “MONITORING LAYER” • Integration of Monitoring technologies with ITSM strategy Copyright 2003 Kifinti Solutions Inc.
  5. 5. sales@kifinti.com Our Value add? • Free Training • No charge training on ITSM, IPCM, HEAT, & OTHER PRODUCTS • Experts blended with Ongoing Support & Service • Ongoing Assistance Program • Local User Groups • Ongoing Webinars • Client Collaboration • Encourage collaboration & sharing amongst clients • Leveraging Investments • Experienced, Involved & Local Account Management • Heavily involved in verticals like Pension Plans • Senior account teams Copyright 2003 Kifinti Solutions Inc.
  6. 6. sales@kifinti.comCopyright 2003 Kifinti Solutions Inc. Who are our customers?
  7. 7. sales@kifinti.comCopyright 2003 Kifinti Solutions Inc. More Customers…
  8. 8. sales@kifinti.comCopyright 2003 Kifinti Solutions Inc. And Still More Customers…
  9. 9. sales@kifinti.comCopyright 2003 Kifinti Solutions Inc. Really more Customers…?
  10. 10. sales@kifinti.comCopyright 2003 Kifinti Solutions Inc. Ok enough with the customers!
  11. 11. sales@kifinti.comCopyright 2003 Kifinti Solutions Inc. Oh yes there is more…
  12. 12. sales@kifinti.com Seminar Summary • Learn “Kifinti” means “How are you in Maltese” • OMNITRACKER Project & Requirements Management technology • OMNITRACKER is more then a good PM or RM APP…this is a WORKFLOW platform • This platform is something that you can expand upon – ITSM – TASK MANAGEMENT – RISK MANAGEMENT – CONTRACT MANAGEMENT – CUSTOMER SERVICE – AND MORE Copyright 2003 Kifinti Solutions Inc.
  13. 13. 29.01.2015 - 13 - © OMNINET Introduction to OMNITRACKER Project Management Center & Requirement Management Center
  14. 14. 29.01.2015 - 14 - © OMNINET Introduction to OMNINET OMNITRACKER: Concept, Architecture, USPs Project Management Center Requirement Management Center Demo
  15. 15. 29.01.2015 - 15 - © OMNINET Brief history of OMNINET  Foundation 1995  1997 -1998 Development of OMNITRACKER as QM-System / Defect-Tracking for software development projects  1999 OMNITRACKER was released as market-ready software solution, first customer implementations  2000  OMNITRACKER provides ITIL compliant service management processes.  Setting up the sales of OMNITRACKER  now  12 application templates for different business processes  > 35.000 concurrent clients  > 450 customer installations  100+ employees (80+ in Eckental) OMNINET Headquarter
  16. 16. 29.01.2015 - 16 - © OMNINET Partner Strategy Partner coverage today • Germany • Austria • Switzerland • Benelux • Canada • Russia • Denmark • Czech Republic • Slowenia • France • Hungary • UK • Ireland • Romania • Bulgaria • Greece • UAE • Saudi-Arabia • Australia • New Zeeland • Kuwait • Iran
  17. 17. 29.01.2015 - 17 - © OMNINET References (extract)
  18. 18. 29.01.2015 - 18 - © OMNINET Introduction to OMNINET OMNITRACKER: Concept, Architecture, USPs Project Management Center Requirement Management Center Demo
  19. 19. 29.01.2015 - 19 - © OMNINET OMNITRACKER, a flexible IT workflow platform ITSM SOM PMC SEC SMC CMC RMC OMNITRACKER … ERP-Software 3rd party Software OMNITRACKER provides an organization with the platform to drive their business processes integrated to other success- critical applications. In combination with ERP-Systems and other 3rd-party-Software, OMNITRACKER allows the customers to use their resources in an optimal way.
  20. 20. 29.01.2015 - 20 - © OMNINET Core System Core Components Templates Applications OMNITRACKER: Platform Architecture Business Platform Clients Windows, web and mobile clients Data Im- / Export Web-Service Automation Interface Very powerful integration capabilities Release compatibility guaranteed by contract
  21. 21. 29.01.2015 - 21 - © OMNINET Core System technical overview Architecture Core Components Templates Clients IT Service Management Center Requirements Management Center Sales Management Center Document Management Stock & Order Management Systems Engineering Center Customer Care Center Contract Management Center Project Management Center Risk Management Task Management Dispatch Center individual Template Template Im-/Export
  22. 22. 29.01.2015 - 22 - © OMNINET Core System technical overview Architecture Core Components Templates Clients eMail-Gateway Web-Gateway Scanning-Gateway CTI-Gateway Interface Bus GIS-Gateway Dashboard
  23. 23. 29.01.2015 - 23 - © OMNINET OMNITRACKER: Platform Architecture In OMNITRACKER both objects and business rules are stored in ‘Folders’. Adding additional Application Templates means: adding new Folders.
  24. 24. 29.01.2015 - 24 - © OMNINET Introduction to OMNINET OMNITRACKER: Concept, Architecture, USPs Project Management Center Requirement Management Center Demo
  25. 25. 29.01.2015 - 25 - © OMNINET OMNITRACKER Project Management Center Administrative basics All OMNITRACKER templates use the same ‘Master Data’.
  26. 26. 29.01.2015 - 26 - © OMNINET OMNITRACKER Project Management Center For hour registration a ‘Personnel Record’ needs to created first, linked to a user account. Every month, a new ‘Time Account’ is created automatically, to group time entries per month. Time Entries are linked to a ‘Service’, a Time Account and an Activity Administrative basics As a result: OMNITRACKER can provide automated analyses and views based on registered time entries, per person, per month, per project and per service.
  27. 27. 29.01.2015 - 27 - © OMNINET – Supports the full project lifecycle – Calculation and monitoring of crucial parameters (deliverable, deadline, budget, quality) – Based on concepts developed by the Project Management Institute (PMI) and methods of PRINCE2 (Projects IN Controlled Environments) OMNITRACKER Project Management Center Main processes supported:  Project initiation  Project planning  Project execution  Project monitoring  Project closure Other supported processes:  Employee time recording and billing of travel expenses  Reporting  Project documentation OMNITRACKER Project Management basics Existing links to other OT applications:  IT Service Management  Requirement Management  System Engineering  Sales Management  Risk Management
  28. 28. 29.01.2015 - 28 - © OMNINET OMNITRACKER Project Management Center Project Project Phase Activity Time Entry Travel Expense Time Account Employee Master Data Contract Budget Control Planning Time Registration Project Management Center Contract / Project layer for scope definition and approval process Project-Phase layer for phase- and budget planning and control Activity layer to structure the work in easier manageable parts, for resource planning and time scheduling Time Entry and Travel Expense layer for recording time efforts and travel expenses PMC database model: layered approach
  29. 29. 29.01.2015 - 29 - © OMNINET OMNITRACKER Project Management Center New projects can be created manually or using the project wizard, to create a project out of a pre-defined project template. Project structure and planning Activities can be planned as successors/predecessors and parents/children. Resources can be scheduled taking utilization into account
  30. 30. 29.01.2015 - 30 - © OMNINET OMNITRACKER Project Management Center Set workflow state to „Approved“ to allow execution of a project component Project execution Each object (project, phase, activity) has its own workflow. Each object (project, phase, activity) can have another responsible person. Hour registration can only be done, when the related Activity is set to ‘approved’ and by assigned employees.
  31. 31. 29.01.2015 - 31 - © OMNINET OMNITRACKER Project Management Center Hour Registration Via the ‘calendar view’ Or fast entry, via the ‘grid view’ Only on assigned and approved Activities!
  32. 32. 29.01.2015 - 32 - © OMNINET OMNITRACKER Project Management Center  Two thresholds per project-phase to escalate  The Responsible gets a notification e-mail if thresholds are exceeded  Color scheme used for visualization OMNITRACKER Budget Monitoring, at Project Phase
  33. 33. 29.01.2015 - 33 - © OMNINET  On Activity Level: based on completion% and registered hours, the expected total required hours are visualized. Red: > expected, green: < expected OMNITRACKER Project Management Center  Actual Project Phase parameters calculated based on:  Estimated effort versus registered effort  Completion%  Planned end date versus expected end date  Internal hourly rate OMNITRACKER Budget Monitoring: Earned Value Analysis (EVA)
  34. 34. 29.01.2015 - 34 - © OMNINET OMNITRACKER Project Management Center Reports (Crystal Reports)
  35. 35. 29.01.2015 - 35 - © OMNINET OMNITRACKER Project Management Center Personnel Capacity Utilisation grouped by projects Time recording total Time recording invoicable
  36. 36. 29.01.2015 - 36 - © OMNINET Introduction to OMNINET OMNITRACKER: Concept, Architecture, USPs Project Management Center Requirement Management Center Demo
  37. 37. 29.01.2015 - 37 - © OMNINET  Covers the entire process, from elicitation of requirements up to release of their implemented functions  Workflow based process control  Generic information model, easy adaptable and extensible  Common platform for customer (ordering party) and the contractor: Client Portal  Clear, logged communication between the involved party  HOOD INSIDE certified OMNITRACKER Requirement Management Center OMNITRACKER Requirement Management Center, basics Problem area Solution area Customer Requirements System Requirements Design Requirements Sub-System System Requirements Design Requirements Generic Information Model (according to HOOD)
  38. 38. 29.01.2015 - 38 - © OMNINET OMNITRACKER Requirement Management Center Relation with other OT applications Out-of-the-box integration with:  OT Project Management Center  OT System Engineering (defect management)  Risk Management
  39. 39. 29.01.2015 - 39 - © OMNINET OMNITRACKER Requirement Management Center Customer Requirements:  Describe from a customer´s point of view what functionality the system has to support  Define specific objectives, which have to be fulfilled by implementation System Requirements:  Describe what has to be delivered to satisfy the Customer Requirements Design Requirements:  Define in detail how to realize the System Requirements Modeling of Requirements Customer Requirement n m n m System Requirement n m n m Design Requirement n m Several layers of abstraction Activity
  40. 40. 29.01.2015 - 40 - © OMNINET OMNITRACKER Requirement Management Center Requirement Specification  Elicitation  Specification  Analysis  Review Realization  Implementation  Test  Release . Workflow: Requirement Requirement workflow
  41. 41. 29.01.2015 - 42 - © OMNINET OMNITRACKER Requirement Management Center Administration and versioning of specifications Supporting different specification types, e.g.  Customer Requirements Specification (CRS)  System Requirements Specification (SRS)  Design Requirements Specification (SDS) Grouping and structuring of requirements, information and graphics Automatic creation of documents in different file formats (e.g. MS Word, PDF, RTF, MS Excel, XML) Tree view: Specifications Specifications (Requirement Documents )
  42. 42. 29.01.2015 - 43 - © OMNINET OMNITRACKER Requirements Management Center 01. Specifications  Creation of a new system specification  Definition of the structure of the specification (optionally using a template)  Creation of part specifications and chapters  Printing of the specification 02. Content  Management of individual requirement specifications – Customer, System and Design Requirements (CREQs, SREQs, DREQs)  Management of optional content – for example Information objects, Use Cases 03. Stakeholders  Creation and management of Stakeholder details 04. Roles  Predefined roles within Requirements Management Center (RMC) Table of Contents View Content Persons Folder structure
  43. 43. 29.01.2015 - 44 - © OMNINET OMNITRACKER Requirement Management Center Webportal  Used to allow external users access, so they can  create new requirements  edit existing requirements  add documents as attachments  retrieve the state of the process  perform state transitions  All interaction and communication is transparent and logged  Enables the client to take part in creating, approving and testing of requirements  The web portal offers extensive search and filter features for efficient usage Client (web) portal
  44. 44. 29.01.2015 - 45 - © OMNINET OMNITRACKER Requirement Management Center Requirement collection options  Top down: creating a Specification, based on an existing template  Bottom up. By fast entry of requirements, using the ‘grid view’ and later collecting, grouping and reorganizing them in a Specification  With help of the customer via the web portal: let the client define the scope and later start adding details based on that.  A combination of these methods.
  45. 45. 29.01.2015 - 46 - © OMNINET Integration PMC, RMC, SEC and RM 1. Activities contain links to Requirements 2. Requirements contain links to test cases and bugs 3. Projects contain links to Risks  Estimated effort Requirements versus estimated effort Activities  Registered hours versus estimated effort, on Activity level and Requirement Level  State of activities => state of related Requirements  Which requirements are linked to Activities and which not (scope check)? All people involved work in the same tool: Business Analysts, Project Managers, Developers, Testers, Clients, Contractors ....
  46. 46. 29.01.2015 - 47 - © OMNINET Customer benefits OMNITRACKER is…  … fast  ready to use business-templates  standardized project-model  step-by-step implementation  quick return on investment  … flexible – scalable – easily extendable (licenses / processes) – highly integrable / open interfaces – configurable and adaptable (without programming)  … fair  many license-models (buy, rent, pay as you use, SaaS)  clear cost-model  contractual warranted release- compatibility  customer-influence on product development via RFC  know-how-transfer to customer
  47. 47. 29.01.2015 - 48 - © OMNINET Introduction to OMNINET OMNITRACKER: Concept, Architecture, USPs Project Management Center Requirement Management Center Demo
  48. 48. 29.01.2015 - 49 - © OMNINET Questions ? Thank you for your attention!
  49. 49. 29.01.2015 - 50 - © OMNINET OMNINET GmbH D-90542 Eckental sales@omninet.de – http://www.omninet.de OMNINET Austria GmbH A-1030 Wien sales@omninet.at – http://www.omninet.at OMNINET Technologies NV/SA B-3018 Leuven sales@omninet.be – http://www.omninet.be OMNINET Nederland NL-2517 Den Haag sales@omninet.nl – http://www.omninet.nl OMNINET Russia RUS-Moscow 121099 sales@omninet.ru – http://www.omninet.ru OMNINET GmbH (Schweiz) CH-3072 Ostermundigen sales@omninet.ch – http://www.omninet.ch OMNINET Software Solutions
  50. 50. 29.01.2015 - 51 - © OMNINET Introduction Company data • Founded in 1995, private company, no debt • 100+ employees (80+ in Eckental) • Business areas • Uniquely flexible suite of OMNITRACKER ITSM and Business Process applications • Including specific application developments using the same OMNITRACKER core suite • Consistent growth, 450+ active customers supporting in-excess of 35.000 concurrent users • All core development in one place OMNINET Headquarters in Eckental
  51. 51. 29.01.2015 - 52 - © OMNINET General – Requirements Management and System Engineering process tool, allowing for easy and quick implementation, enabling fast ROI – Generic information model, easily adaptable to customer processes – Supports several levels of abstraction (e.g. Customer-, System- and Design-Requirements) – Provides a common understanding between customer and contractor about the system to be developed and its functionality and technical features – Grouping and structuring of requirements as specifications (documents) – Efficient OMNITRACKER data structures support linking of requirements and their visualization across several levels of abstraction OMNITRACKER Requirements Management Center Summary of technical features 1/3
  52. 52. 29.01.2015 - 53 - © OMNINET – Control the completeness of a derivation (traceability of requirements) using extensible filter and search mechanism – Automatic creation of documentation with report/print-out functionality for specifications, requirements and use cases – Entire documentation and logging of interactions between customer and contractor Process control – Role-based authorization concept – Workflow-based process control for specifications, requirements and use cases – Workflow-based escalations Miscellaneous – Web login for external access – Integration of additional OMNITRACKER solutions OMNITRACKER Requirements Management Center Summary of technical features 2/3
  53. 53. 29.01.2015 - 54 - © OMNINET Definition of requirements – Define system scope – Management of stakeholders, their roles and issues – Elicitation, specification and analysis of requirements – Allows for a fast input of requirements and derived requirements in grid view (without exchanging the form) – Management and support of review and release process – Management and versioning of requirements – Recording and administration of use cases Realization of implementation – Management of the implementation of requirements – Providing requirements for approval by the customer – Recording and providing test results – Approval of the implementation by the customer's project manager OMNITRACKER Requirements Management Center Summary of technical features 3/3
  54. 54. 29.01.2015 - 55 - © OMNINET OMNITRACKER Project Management Center Export of OMNITRACKER project data into a MS Project GANTT Chart Exporting the Project Structure Planning to MS Project

×