The document discusses and compares various productivity tools for product management. It focuses on requirements management tools that can be acquired independently by PMs to improve their own productivity. The document analyzes options like Accompa, Accept, IBM Focal Point, and Ryma FeaturePlan based on factors such as cost, platform, security, and integration capabilities. It provides recommendations on tool selection based on a company's PM framework and capabilities.

1. Red 7 Management Solutions PM Productivity Tools There Must Be A Better Way Robert Grupe

2. Table of Contents Scope of Presentation Discussion of Solution Options Product Examples PM Requirements Management PM Integrated Suites Selection Considerations Recommendations

3. Scope of This Overview This is a discussion and overview of productivity tools for commercial product management NOT internal business process automation and improvement tools (i.e. business & marketing vs business analyst)

4. Most Common Product Management Tools Word Processor (MS-Word) MRDs, PRDs, business cases, competitive matrices, etc Spreadsheet (Excel) Requirements tracking, Financial analysis, Charts, etc Presentation Software (PowerPoint) Roadmaps, Customer presentations, Training, etc Web Conferencing Tools - WebEx, GoToMeeting Requirements Management Bugtrackers - Bugzilla, etc. Screen Capture and Image Editing Tools Collaboration Servers - Wikis/Portals Collaborate on requirements and bugs with Engineering teams Collaborate with customers Online Office Suites - Google Docs Survey Tools Such as Surveymonkey and Surveygizmo

5. This Overview: Focus on PM Tools Something PM’s can acquire independently Without affecting current Engineering to improve their own productivity and provide better business intelligence Provide PM specific functions Not provided by Engineering requirements management solutions However, integration with Engineering tools definitely a plus for traceability, dependencies, etc., Engineering requirements and project management Other important systems such as CRM (sales and support)

6. So NOT… Integrated Development Environment (IDE) Requirements Management tools for requirements, test, change, configuration, build, and project management Such as… (see Forrester report - free from IBM) IBM Rational RequisitePro & DOORS Microsoft Visual Studio Team System Borland CaliberRM Compuware Optimal Trace HP Quality Center MKS Integrity Rally Enterprise Serena Dimensions RM Jama Countour

7. Platform Options 1/2 Corporate Server A’s - Security control D’s - in-house deploy and maintenance resources Hosted Application Server A’s Hardware & OS maintenance outsourcing Application configuration and maintenance outsourcing Via solution vendor professional services D’s Reliance on 3rd parties for availability and SLA’s Shared security control (but could also be an benefit)

8. Platform Options 2/2 SaaS A’s Quick start-up, pay for what you need D’s 3rd party security and business continuity risks

9. SaaS/Hosted Considerations Service Availability & Support Responsiveness Look for SLA guarantees and performance dashboards Business Continuity & Data Portability What happens if the vendor goes out of business or has a disaster? How will you operate in times of service disruption? IP Confidentiality How are your data and archives being protected from malicious activities? Some companies make misleading claims. Look for 3rd party verification.

10. SAS 70 audits Type I Whether or not the claimed security policies are documented internally Type II Have the claimed security policies been implemented during the specified time Audit reports usually provided to customers on a requested basis only AICPA SysTrust Audit report available through seal on web site 3rd parties (e.g. McAfee tested) Not standardized or independently validated SaaS Security Validations

11. Security Certifications Buyer Be Ware Demand a copy of the audit report for any claimed security certification Ensure that they are for your vendor, not just their hosting provider Ensure that the date period is recent (not years ago) Read the report to see what security is being claimed and verified If you just receive the cover letter, ask for the full report Pay attention to auditor’s comments Actual performance against claims SAS and AICPA SysTrust are no guarantees of security CPA auditors, validating documentation and procedures McAfee’s own web site vulnerable despite “McAfee Secure”

12. Outsourcing Security Caveats What level of security do you REALLY need and what is the real risk of not having it? Data breach could expose company to legal regulatory issues Despite the best due diligence, no security is infallible If a competitor got access to your future requirements what damage would that really cause your company? Rather than conducting your own extensive security audit, how about accepting a reference customer’s endorsement? Someone you assume would do the proper due diligence Salesforce gained huge market share due to convenience without any security assurances And yet many companies would consider their sales pipeline and contact details highly confidential

13. PM Solutions by Category PM Requirements Management Accept Requirements (SaaS) Accompa (SaaS) IBM Focal Point (Server) Nahito Pathfinder (SaaS) Orcanos QPack (Server) Requirements DB (Server) Ryma FeaturePlan (SaaS) Suggestions Capture Accompa Accept Idea Ryma IdeaScope Portfolio Analysis Accept Portfolio IBM Focal Point Ryma FeaturePlan

14. PM Requirements Management Solutions

15. Orcanos QPack Company Israeli, founded in 2004 Customers Alvarian, Quategra, Flash Networks, Incredimail Pricing Unknown Customer Service Unresponsive to requests for information Product Simple, easy-to-use Basic requirements management database application with Blackblot document templates Windows server based with Windows only client

16. Accompa Company Headquarters in US, development in India & US Private: no details about ownership or management Customers 100+: HP, Xythos, Primavera, etc Pricing $25/month/user for first 10 licenses ($300/yr/usr) $19/user/month ($228/yr) after the first 10 users Customer Service Best for timeliness and completeness of responses to requests for information Email and web support only Product Requirements management, suggestion capture, and project ROI comparisons (user defined) SaaS: ready to go with minimal configuration

17. Nihito Pathfinder Company Founded in 2006 No other info on web Customers Unspecified Pricing Unknown Customer Service Unresponsive to requests for information Web & email only Product Simple requirements databases and document repository. Reports in tabular format. Nothing you couldn’t do with your own templates, spreadsheets, and intranet wiki/portal or even shared network drives.

18. Requirements Management Database (ReqDB) Company White Plains, NY Customers Unspecified Pricing $395/usr Customer Service Email/Web only Product Basic requirements management MS-Access application with Web UI

19. Build Your Own Suggestions: CRM Portal (Salesforce) Salesforce - customer portal Case type “Feature Request” and escalated defects Requirements Management: Wiki/Portal Microsoft SharePoint Services 3.0 Downloadable Application Templates Product and Marketing Requirements Planning Document templates (not integrated) From Blackblot Procedural Requirements Management Model Marketing Intelligence Portal Customer suggestions Requirements Database with discussions Change Management Bug Tracking MS Project integration

20. Integrated PM Suites Requirements and Portfolio Management +

21. IBM Telelogic Focal Point Company Telelogic acquired by IBM in 2008 Customers Boeing, Ford, Toyota, Sony Ericsson, Sharp, Symbian, etc. Pricing Software (plus annual maintenance 20%) Full User $1,750 /user Contributor $950/user 5 - Stakeholders $1,750 Hosted (includes maintenance) Full User $819 / user Contributor $445/ license 5 - Stakeholders $819 Customer Service Unresponsive to requests for information Probably because of IBM focus on larger customers

22. IBM Focal Point Impressions A’s Open source & *nix platform Interactive analytics for executive what-if’s On-screen dragging of elements Integration with DOORS and Rational IDE D’s IBM not very responsive to SMBs? Requires configuration and integration Document templates require professional services Was a great product, but maybe has lost its way due to IBM acquisition?

23. Ryma Feature Plan Company Quebec Canada, founded in 2000 VC round B Aug 2008 Based on and co-marketed with Pragmatic Marketing Customers Reuters, Trend Micro, Proofpoint, Autodesk, etc. Pricing Unspecified: integrated with consulting services, integration, and customization Customer Service Unresponsive to requests for information

24. Ryma FeaturePlan Impressions A’s Integration with Rally IDE Suitable for large PM environments Go-to-market functionality D’s Complex to deploy and integrate

25. Accept Company Fremont CA Partner with 280 Group consulting Largest number of product award recognitions Customers 150+: BAE, Intuit, Tumbleweed, VMWare, Utimaco Pricing Access Ideas $1,200/yr for 1,000 active suggestions Requirements & Portfolio Primary admin $3,000 PM $1,200-$1,800 Dev $1,000-$1,200 Customer Service Responsive and helpful

26. Accept Impressions A’s Independent of any particular PM process framework Most number of product awards D’s SaaS only solution

27. Other Tools

28. Business Resource Software Wizard interview and analysis, recommendations, spreadsheet graphing, samples, financial statements, export to Word & PPT, etc. $230 each or packaged discounts. Business Plan: Plan Write When Budget dollars are tight a solid business plan is essential. Plan Write Expert Edition will guide you through the entire process of documenting your business plan. Pricing Strategy: Plan Write for Pricing Will help you determine the optimal price with a strategic pricing plan designed to maximize profits or capture market share. Marketing Strategy: Business Insight will help you develop the best marketing strategy based on proven business models, including Michael Porter's Five Forces. Your product management efforts will benefit from a structured strategic planning process. Marketing Plan: Plan Write for Hi-Tech Marketing Will help you plan and implement your marketing strategy. The result is a professional marketing plan that will provide you guidance and the ability to measure your product management success.

29. Requirements Management Integration Considerations Test Cases How your requirements will be verified Use Cases Storyboarding Graphical UI’s with collaboration Mock-up UI’s Change Management Requirements Traceability Effort and cost estimates Glossary Agile/Iterative Release management

30. Recommendations

31. ROI of PM Tools Accompa Customer Survey (n=23) 28% PM time on requirements $106k average PM burdened annual cost 16% average time saved with Accompa $4749 savings per PM $278 average Accompa cost per PM ROI = 17x + other benefits Jama Requirements Management (team of 10) $25,023 Improved team efficiency $50,446 Avoiding lost requirements $135,122 Avoiding unnecessary work $99,390 Reducing requirements defects $309,981 Annual cost savings --> Cost/Benefit 4:1

32. Tool Selection Criteria Define your PM framework first and identify analytical needs. What existing or future IDE’s would this need to integrate with? What are the IT security concern barriers? Can you outsource (SaaS)? How much money and influence does your PM team have to get the tools you want? If you have little, then you need to go with simpler tools that will be the least disruptive on current operations. Successful products are more than just features. It is about execution: design implementation, quality, delivery, customer satisfaction, reputation, etc.

33. CMMI (Capability Maturity)

34. PM Solutions for CMMI Levels Level 2: Managed PM Org Complexity Level 1: Ad Hoc Level 3+: Defined FeaturePlan Accompa Accept Focal Point SharePoint QPack Implementation Complexity Pathfinder ReqDB IdeaScope

35. PM Solutions Recommendations CMMI Level 1 Build Your Own (Hosted SharePoint, $20/mth for 50 users) Wiki/Portal - centralized repository and discussions Extend Defect tracking system for PM requirements Use CRM portal for customer suggestions CMMI Level 2 Accompa CMMI Level 3 (executive involved what-ifs) Accept FeaturePlan (Pragmatic Mkg loyal / Rally IDE shop) Focal Point (IBM IDE shop)

36. Fini Full presentation and vendor feature comparison matrix available Robert Grupe, CSSLP CISSP PE [email_address] +1.314.266.7321 http://www.red7managementsolutions.com