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Leveraging rup, open up, and pmbok
 

Leveraging rup, open up, and pmbok

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Presentation by Art English of GreenLine Systems for the Washington DC Chapter of the Project Management Institute

Presentation by Art English of GreenLine Systems for the Washington DC Chapter of the Project Management Institute

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  • While it may seem that process groups are phases, the PMBOK® points out that process groups are not the same as phases. Process groups organize processes by when and why ther are executed in a project, but they do not dictate timing.Personally, I still equate process groups with RUP phases and the 9 PMBOK knowledge areas with RUP disciplines. Picturing it in my mind this way made it easier for me to learn the PMBOK by leveraging my knowledge of the RUP. They do not equate exactly, but they are similar in purpose.

Leveraging rup, open up, and pmbok Leveraging rup, open up, and pmbok Presentation Transcript

  • Software Project ManagementLeveraging RUP, OpenUP, and the PMBOKArthur English, GreenLine Systems © GreenLine Systems Inc. 2003 – 2013
  • My Background• 30+ years of IT project management experience with both government and business organizations. – DHS Customs and Border Protection (CBP). – Federal Financial Institution Examination Council (FFIEC). – Unisys Global Justice and Public Safety Practice. – Merrill Lynch Global Wealth Management.• Certified Project Management Professional (PMP) and Scrum Master (CSM).• Received patent for ―Platform Independent Model-Based Framework for Exchanging Information in the Justice System.‖• Written multiple books, whitepapers, and articles on IT software development and project management. Page 2 © GreenLine Systems Inc. 2003 - 2013
  • What is the focus of this presentation? RUP Open Unified Process (OpenUP) Page 3 © GreenLine Systems Inc. 2003 - 2013
  • What topics will be covered?• A quick review of the PMBOK.• What is the RUP?• How can you use the RUP with the PMBOK®?• What is OpenUP?• How can you customize OpenUP?• Where can you get more information? Page 4 © GreenLine Systems Inc. 2003 - 2013
  • A quick review of the PMBOK®Page 5 © GreenLine Systems Inc. 2003 - 2013 5
  • The PMBOK has 5 Process Groups• Project management is accomplished through the appropriate application and integration of the 42 logically grouped project management processes comprising the 5 process groups. Page 6 © GreenLine Systems Inc. 2003 - 2013
  • PMBOK® Processes are organized into 9 Knowledge Areas• Integration Management• Scope Management• Time Management• Cost Management• Quality Management• Human Resource Management• Communications Management• Risk Management• Procurement Management Page 7 © GreenLine Systems Inc. 2003 - 2013
  • Integration Management for Example Monitoring Initiating Planning Executing Closing & ControlDevelop project Develop project Direct & manage Monitor & control Close project orcharter management project execution project work phase plan Perform integrated change control Page 8 © GreenLine Systems Inc. 2003 - 2013
  • What is the RUP?Page 9 © GreenLine Systems Inc. 2003 - 2013 9
  • What is the RUP?• The RUP is not a book, a development method developed and published once and for all in paper form. In contrast with the dusty binder approach, the RUP is designed, developed, delivered, and maintained like any software tool. The RUP shares many characteristics with software products: – Designed and documented using the Unified Modeling Language (UML). – Delivered online using Web technology. – Upgraded on a regular basis. – It can be tailored and configured using Rational Method Composer (RMC). – Built upon the unified method architecture meta-model. – It’s integrated with the other Rational tools. Page 10 © GreenLine Systems Inc. 2003 - 2013
  • RUP Architecture Page 11 © GreenLine Systems Inc. 2003 - 2013
  • RUP Dimensions• The RUP has two dimensions: – The horizontal dimension represents time and shows the lifecycle aspects of the process as it unfolds. – The vertical dimension represents core process disciplines (or workflows), which logically group software engineering activities by their nature. Page 12 © GreenLine Systems Inc. 2003 - 2013
  • How can you use the RUP with the PMBOK®?Page 13 © GreenLine Systems Inc. 2003 - 2013 13
  • How does the RUP compare to the PMBOK?• RUP • PMBOK• Software development • Any project type• Web-site delivery with lots of templates, • Books & 3rd party resources whitepapers, & examples• Project management—as well as software • Project management focus development focus• Iterative • Progressive elaboration• Adapt the process • PMBOK ® is a guide rather than a methodology that’s meant to be adapted• Phases and iterations specific to software • Phases are specific to project type development (software development, construction, retail, etc.) Page 14 © GreenLine Systems Inc. 2003 - 2013
  • RUP PM WBS aka Workflow Page 15 © GreenLine Systems Inc. 2003 - 2013
  • PM Activity Tasks Page 16 © GreenLine Systems Inc. 2003 - 2013
  • Project Manager Responsibilities Page 17 © GreenLine Systems Inc. 2003 - 2013
  • RUP PM Tasks • Small projects have 17 RUP tasks. • Large projects have 32 RUP tasks. • PMBOK ® has 42 processes. Not all PMBOK ® processes map to RUP tasks.Small Project Large ProjectAcquire Staff Acquire Staff Iteration Acceptance ReviewAssess Iteration Assess Iteration Iteration Evaluation Criteria ReviewConduct Review Compile Software Development Plan Iteration Plan ReviewDefine Project Organization and Staffing Conduct Review Lifecycle Milestone ReviewDevelop Business Case Define Monitoring & Control Processes Monitor Project StatusDevelop Iteration Plan Define Project Organization and Staffing Organize ReviewIdentify and Assess Risks Develop Business Case Plan Phases and IterationsInitiate Iteration Develop Iteration Plan Prepare for Phase Close-OutInitiate Project Develop Measurement Plan Prepare for Project Close-OutIteration Evaluation Criteria Review Develop Problem Resolution Plan Project Acceptance ReviewIteration Plan Review Develop Product Acceptance Plan Project Approval ReviewOrganize Review Develop Quality Assurance Plan Project Planning ReviewPlan Phases and Iterations Develop Risk Management Plan Project Review Authority (PRA) Project ReviewProject Approval Review Handle Exceptions and Problems Report StatusProject Planning Review Identify and Assess Risks Schedule and Assign WorkReport Status Initiate IterationSchedule and Assign Work Initiate Project Page 18 © GreenLine Systems Inc. 2003 - 2013
  • RUP Activities & Tasks for Large Projects (1 of 2) Activities TasksConceive New Project Identify and Assess Risks Develop Business Case Initiate Project Project Approval ReviewEvaluate Project Scopeand Risk Identify and Assess Risks Develop Business Case Develop Product Acceptance Develop Problem ResolutionPlan the Project Develop Measurement Plan Develop Risk Management Plan Plan Plan Define Project Organization and Define Monitoring & Control Develop Quality Assurance Plan Staffing Plan Phases and Iterations Processes Compile Software Development Plan Project Planning ReviewPlan Remainder of InitialIteration Develop Iteration Plan Develop Business Case Iteration Plan ReviewManage Iteration Acquire Staff Initiate Iteration Identify and Assess Risks Assess Iteration Iteration Evaluation Criteria Review Iteration Acceptance ReviewReevaluate Project Scopeand Risk Identify and Assess Risks Develop Business Case Handle Exceptions &Monitor & Control Project Schedule and Assign Work Monitor Project Status Report Status Problems Project Review Authority (PRA) Project ReviewPlan for Next Iteration Develop Iteration Plan Develop Business Case Iteration Plan Review Page 19 © GreenLine Systems Inc. 2003 - 2013
  • RUP Activities & Tasks for Large Projects (2 of 2) Activities TasksRedefine the Develop Product Acceptance Develop Problem ResolutionDevelopment Plan Develop Measurement Plan Develop Risk Management Plan Plan Plan Define Project Organization and Define Monitoring & Control Develop Quality Assurance Plan Staffing Processes Compile Software Development Plan Project Planning ReviewClose-Out Phase Prepare for Phase Close-Out Lifecycle Milestone ReviewClose-Out Project Prepare for Project Close-Out Project Acceptance Review Page 20 © GreenLine Systems Inc. 2003 - 2013
  • PMBOK® Process to RUP Activity Mapping (1 of 3)PMBOKProcesses RUP Tasks4.1 Develop project charter Develop Business Case Project Approval Review Initiate Project4.2 Develop projectmanagement plan Plan Phases and Iterations Develop Measurement Plan Develop Problem Resolution Plan Compile Software Development Develop Iteration Plan Develop Product Acceptance Plan Plan4.3 Direct and manage Define Monitoring & Controlproject execution Schedule and Assign Work Handle Exceptions & Problems Processes Iteration Acceptance Review Iteration Plan Review Initiate Iteration Iteration Evaluation Criteria Review4.4 Monitor and control Project Review Authority (PRA)project Monitor Project Status Report Status Project Review4.5 Perform integratedchange control Handled by RUP Configuration and Change Management Discipline4.6 Close project or phase Prepare for Phase Close-Out Lifecycle Milestone Review Prepare for Project Close-Out Project Acceptance Review5.1 Collect requirements Handled by RUP Requirements Discipline5.2 Define scope Handled by RUP Requirements Discipline5.3 Create WBS No direct mapping to RUP5.4 Verify scope Lifecycle Milestone Review5.5 Control scope Assess Iteration Plan Phases and Iterations6.1 Define activities Plan Phases and iterations Develop Iteration Plan Page 21 © GreenLine Systems Inc. 2003 - 2013
  • PMBOK® Process to RUP Activity Mapping (2 of 3)PMBOKProcesses RUP Tasks6.2 Sequence activities Plan Phases and iterations Develop Iteration Plan6.3 Estimate activityresources Plan Phases and iterations Develop Iteration Plan6.4 Estimate activitydurations Plan Phases and iterations Develop Iteration Plan6.5 Develop schedule Plan Phases and iterations Develop Iteration Plan6.6 Control schedule Assess Iteration Handle Exceptions and Problems Project Planning Review7.1 Estimate costs Plan Phases and iterations7,2 Determine budget No direct mapping to RUP7.3 Control costs No direct mapping to RUP8.1 Plan quality Develop Quality Assurance Plan8.2 Perform qualityassurance Handled by RUP Configuration and Change Management Discipline8.3 Perform quality control Handled by RUP Configuration and Change Management Discipline9.1 Develop human resourceplan Define Project Organization and Staffing9.2 Acquire project team Acquire Staff9.3 Develop project team No direct mapping to RUP9.4 Manage project team Schedule and Assign Work Handle Exceptions & Problems Page 22 © GreenLine Systems Inc. 2003 - 2013
  • PMBOK® Process to RUP Activity Mapping (3 of 3)PMBOKProcesses RUP Tasks10.1 Identify stakeholders Handled by RUP Business Modeling and Requirements Disciplines10.2 Plan communications Compile Software Development Plan10.3 Distribute information Report Status10.4 Manage stakeholderexpectations Plan Phases and Iterations10.5 Report performance Report Status11.1 Plan risk management Develop Risk Management Plan11.2 Identify risks Identify and Assess Risks11.3 Perform qualitative riskanalysis Identify and Assess Risks11.4 Perform quantative riskanalysis Identify and Assess Risks11.5 Plan risk responses Identify and Assess Risks11.6 Monitor and control risks Identify and Assess Risks12.1 Plan procurements No direct mapping to RUP12.2 Conduct procurements No direct mapping to RUP12.3 Administer procurements No direct mapping to RUP12.4 Close procurements No direct mapping to RUP Page 23 © GreenLine Systems Inc. 2003 - 2013
  • What about process inputs and outputs aka artifacts? Page 24 © GreenLine Systems Inc. 2003 - 2013
  • RUP Artifacts Page 25 © GreenLine Systems Inc. 2003 - 2013
  • RUP inputs and outputs aka artifacts Page 26 © GreenLine Systems Inc. 2003 - 2013
  • How can you use the RUP with the PMBOK® ? • Leverage RUP first, then PMBOK® • RUP principles, processes, templates, and examples focus on software development • Leverage the PMBOK® after the RUP • Use the PMBOK® to build upon the RUP where PMBOK® processes such as Cost, Time, and Quality Management add to the RUP • Become familiar with both the RUP and PMBOK® templates • Choose and adapt the template that works best Page 27 © GreenLine Systems Inc. 2003 - 2013
  • What is OpenUP?Page 28 © GreenLine Systems Inc. 2003 - 2013 28
  • What is OpenUP?• OpenUP is one of the agile development processes created by IBM and the Eclipse Foundation.• OpenUP applies iterative and incremental approaches to a structured SDLC.• OpenUP is tools agnostic.• OpenUP can be customized using the open source tool Eclipse Process Framework (EPF) composer.• OpenUP is the primary practice library published by EPF. The others include ABRD, Scrum, and XP. Page 29 © GreenLine Systems Inc. 2003 - 2013
  • OpenUP Architecture Page 30 © GreenLine Systems Inc. 2003 - 2013
  • OpenUP Value Proposition Waterfall OpenUP• Provides transparency and • Easily adapts to changing visibility on project progress requirements throughout the SDLC process • Risk is mitigated earlier in the• Business value is delivered development process earlier in the SDLC process Page 31 © GreenLine Systems Inc. 2003 - 2013
  • OpenUP Activities Inception Elaboration Construction Transition• Define project scope and • Prioritize work streams • Incrementally develop, • Beta test solution to architecture with business test, and deliver work validate that business stakeholders packages expectations are met• Define requirements • Develop schedule and • Demo solution • Achieve business cost estimate increments to business concurrence that solution and get feedback is complete Page 32 © GreenLine Systems Inc. 2003 - 2013
  • RUP Dimensions Page 33 © GreenLine Systems Inc. 2003 - 2013 3 3
  • OpenUP DimensionsThe Deployment Discipline is not included in OpenUP. It was added forGreenLine Systems projects. Page 34 © GreenLine Systems Inc. 2003 - 2013
  • How does OpenUP compare to the RUP?• OpenUP is free. RUP costs $$$.• Both OpenUP and RUP are tailorable.• The OpenUP tailoring tool, Eclipse Process Framework (EPF) Composer is free. The RUP tailoring tool, Rational Method Composer, costs $$$.• The RUP is iterative and can be agile. OpenUP is iterative and agile.• Both OpenUP and RUP are well defined. Both OpenUP and RUP are complete development processes.• Both OpenUP and RUP have Phases and Disciplines. – OpenUP has 5 Disciplines. – RUP has 9 Disciplines.• Both OpenUP and RUP have roles. – OpenUP has 7 roles. – RUP has 6 role groups with 36 roles.• Both OpenUP and RUP have Work Products (AKA Artifacts). – OpenUP has 17 Work Products. – RUP has 76 Work Products. Page 35 © GreenLine Systems Inc. 2003 - 2013
  • How can you customize OpenUP?Page 36 © GreenLine Systems Inc. 2003 - 2013 3 6
  • EPF Composer• EPF Composer is built upon the Eclipse platform.• Supports many of the Eclipse plug-ins.• Different Views present specific information. – For example, Library view shows plug-ins and their content.• Perspectives group related views to support a workflow.• Standard Perspectives are: – Authoring: for editing method content. – Browsing: for previewing published elements. Page 37 © GreenLine Systems Inc. 2003 - 2013
  • EPF Composer Compared to Rational Method Composer• The Eclipse Process Framework (EPF) is an open-source project at eclipse.org.• As proposed, IBM will donate major tool components and content from the next-generation RUP platform.• The EPF tool contains full process-authoring and publishing capabilities.• The main difference between EPF and the Rational Method Composer tool is: – Lack of integration with other IBM Rational tools such as Rational Portfolio Manager and Rational Software Architect – Lack of a migration capability from Rational Process Workbench.• The second part of this donation will include content supporting the new Basic Unified Process, a new agile process for small teams applying RUP principles and practices.• For more information see: http://www.ibm.com/developerworks/rational/library/dec05/haumer/ Page 38 © GreenLine Systems Inc. 2003 - 2013
  • EPF Composer Authoring Perspective Library View Authoring PerspectiveTask Editor (form based) Configuration View Page 39 © GreenLine Systems Inc. 2003 - 2013
  • EPF Composer Authoring Perspective Form based plain text or… …Rich Text editors Page 40 © GreenLine Systems Inc. 2003 - 2013
  • EPF Composer Browsing Perspective Browsing PerspectiveConfiguration View Preview View Page 41 © GreenLine Systems Inc. 2003 - 2013
  • Where can you get more information?Page 42 © GreenLine Systems Inc. 2003 - 2013 4 2
  • For RUP & RMC check out IBM developerWorks http://www.ibm.com/developerworks/rational/products/rup/ Page 43 © GreenLine Systems Inc. 2003 - 2013
  • For OpenUP check out the EPF website• http://www.eclipse.org/epf/downloads/downloads.php Page 44 © GreenLine Systems Inc. 2003 - 2013
  • EPF Published Websiteshttp://www.eclipse.org/epf/downloads/configurations/pubconfig_downloads.php Page 45 © GreenLine Systems Inc. 2003 - 2013
  • Page 46 © GreenLine Systems Inc. 2003 - 2013
  • Page 47 © GreenLine Systems Inc. 2003 - 2013