On October 23rd, 2014, we updated our
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Automatic collection, measurement and analysis of real-time data for informed decision making
Measures tailored and optimized by specific role providing relevant timely information
Visibility into your data across projects, products, and geographical boundaries to monitor status and progress in a single view
Continual process improvement with the adoption of best practice frameworks to assess, measure, and improve results.
ETL (Extract, Transform, Load)
Rational Data Warehouse
Rational Insight Architecture Overview
HP Quality Cntr
Web architecture to retrieve product data in XML (REST get)
Project, Process and Portfolio Management
Change and Release Management
Rational Insight Provide objective insight and transparent governance for software and systems delivery
Enterprise Reporting Server (Cognos 8 BI Server)
Development Team Lead
IBM Rational Insight
Insight at Caixa Econômica Federal
- Customer Profile
- Problem Description
- Proposed Solution
- Solution Deployment
- Architecture Overview
- Reports Delivered
- CAIXA Benefits
- Next Steps
- Lessons Learned
Largest public bank in Latin America *
Customer base of 33.6 million people*
More than 17,000 points of attendance in all 5,561 Brazilian cities *
The bank in charge to support Brazilian Government social initiatives
Software development geographically distributed in three cities:
Rio de Janeiro
Development outsourced to 5 external software factories
More then 900 applications
It is difficult to understand the status of each development unit.
Brasília, Rio de Janeiro and São Paulo
Manual work to extract metrics from development units
Completion of worksheets to consolidate information from different systems
Reports are always outdated – Offline Reports
Executives do not have enough visibility into development performance
They needed to create a comparison view between:
Metrics are required to support key business decisions
Difficult to align IT KPIs and Corporate KPIs
Caixa need to have visibility about Software Factories productivity
Need to compare Software Factories results
Use Rational Insight to provide executive dashboards and reports with consolidated performance information from development units/software factories/teams/projects.
Initially we wanted to see the following metrics:
Total function points delivered
Software factory payments
Open x closed demands
Production environment Incidents
Considering the following dimensions:
development area, software factory, system, department, date
It was necessary to get data from the following support systems:
SIGCP: An ASP/SQL Server application used to manage software factory contracts.
SISOL: A ClearQuest workfow used to manage software development demands.
Rational Team Concert
Software Development Governance – Quick Wins
Software Development Metrics Dashboard
Installation and Configuration
Metrics from SISOL (CQ) + SIGCP + TeamConcert
Operational Support + Enablement
Architecture and Metrics Definition.Initial Customization
Insight and Data Services Installation and setup
SIGCP Live data reports
SIGCP data warehouse reports
ClearQuest data extraction customization
Rational Team Concert Connection
TeamConcert data extraction customization
CAIXA Performance Measurement View
Caixa's measurement portal is here Caixa's measurement portal is here Caixa's measurement portal is here
Reports Delivered – Payment Dashboard
Home Grown Application
Reports Delivered – Function Points Dashboard
Home Grown Application
Reports Delivered – On-time delivery rate
Home Grown Application
Reports Delivered – Business Demands Dashboard
Reports Delivered – Comparing Development Units
Home Grown Application
Reports Delivered – Software Development Tasks Dashboard
RTC Data Source
Reports Delivered – Incidents Dashboard
Customized RTC Data Source
CAIXA now has a set of dashboards and charts that provide a high level view of its software development organization performance, that includes:
Single point of access to the development metrics, KPIs and related reports.
Consolidate data from all development areas that can be easily compared along the time.
Automated data extraction eliminating the need of manual data collection and consolidation.
Cross tool reporting, allowing the association of data extracted from different software development tools and administrative applications to provide valuable information.
Measures aligned with IT KPIs and Corporate KPIs
Data updated on daily basis
Software Development Decision Making tool in many levels:
IT – Operational
Software Development – Operational
Project - Practices
There's more to come:
Implement CAIXA software development performance measurement system.
CAIXA has a list of about 30 key performance indicators that are going to be implemented using Rational Insight.
Connect Insight to Rational ClearCase to provide change management metrics;
Connect Insight to Rational RequisitePro to provide requirement related metrics;
Connect Insight to Operational Deployment Management Systems (IMPACT or RTC) to provide metrics about release promotion to production environment.
Next Steps – Work in progress
RTC, SISOL(CQ), RequisitePro and ClearCase Data Source
1. Take some time to understand customer requirements and the data available from your data sources. It can be risky not giving it the right importance, this will save you of unnecessary rework.
Try to get Data Models from external data sources
2. Do a quick st art with Live Data reports and then go to data warehouse reporting. 3. Test, test, test.
Working with a lot of data and calculations may be tricky and some mistakes may happen at some point in the report development process (ETL, metadata, report creation). It's very important that you spend some time testing the source data, the ETL jobs and the reports you create before publishing them.
4. Understanding dimensional modeling concepts is very useful when customizing Rational Insight ETL Jobs and data model. It will help you with some basic tasks and avoid unnecessary changes in your model. There are some good books on this subject.
Performance may become an issue.
Databases skills makes the difference here to do query performance analysis, index creation, etc.
Some reports may not be need to run against the database every time the user access them, generally because their data is update weekly or daily. In those cases, for performance reasons, it may be better to use a static version of the report weekly or daily updated.
Insight Architecture Optimization
Distribute some Cognos services between more then one server