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Spago4Q and the QEST nD Model:
               An Open Source Solution
for Software Performance Measurement
        Claudio A. Ardagna, Ernesto Damiani, Fulvio Frati, Mauro Regoli
                          Dipartimento di Tecnologie dell’Informazione
                                  Università degli Studi di Milano – Italy

                                       Sergio Oltolina, Gabriele Ruffatti
                               Engineering Ingegneria Informatica - Italy
Outline
• QEST nD Model

• Spago4Q Open Source Platform

• Roadmap to build the Integrated Framework

• Case Study

                            OSS 2010          2
Introduction
• The availability of detailed and updated information on
  development process is paramount
    – To maintain the competitiveness level
    – To operate in new and more challenging markets

• The scenario of integrated information is known as Business
  Intelligence, and enclose all the processes and tools for data
  acquisition and analysis

• A number of structured process models have been adopted
  depending on the domain and size
    – To collect specific knowledge about their development processes
    – To strengthen the know-how in terms of more efficiency and quality



                                               OSS 2010                    3
Goals
• Deploy an environment that integrates models for
  software performance evaluation in a more complete
  and coherent framework
   –   Non-invasive
   –   Dynamic
   –   Configurable
   –   Scalable
   –   Based on a formal mathematical model

• Provide a solution integrating
   – The QEST nD model for process performance evaluation
   – The Open Source Business Intelligence platform Spago4Q

                                       OSS 2010           4
The QEST nD Model - 1
• Several mono-dimensional performance models are available
  in SE context that integrates individual measurements into a
  single performance index
   – Models are oversimplified and unable to reflect different performance
     aspects


• Traditional domains (e.g., Business Modeling) exploit multi-
  dimensional models
   – Data derived directly from accounting systems, implying multiple
     analysis viewpoints
   – Complex viewpoints analyze distinct aspects of the overall process
     performance

                                               OSS 2010                   5
The QEST nD Model - 2
•   The QEST nD model is aimed at measuring software project performances
    addressing multi-dimensionality and qualitative-quantitative assessment

•   In the QEST model the quality can be viewed as the integration of at least
    three different viewpoints
     – Economical
     – Social
     – Technical


•   User-specific dimensions could be defined to evaluate ad-hoc analysis
    dimensions
                              L. Buglione, “Misurare il software. Quantità, Qualità, Standards e
             Miglioramento di processo nell'Information & Communication Technology,” 3rd Edition, Franco Angeli, 2008




                                                                                 OSS 2010                               6
Mathematical Formalization
• QEST Performance value (P) given by the
  combination
  – Quantitative measurements (RP-Rough
    Productivity)
  – Qualitative measurements, calculated as a
    perception-based measurement of the overall
    product quality (QF-Quality Factor)



                                OSS 2010          7
Mathematical Formalization - 2
•   The basic 3-D model QEST is
    represented as a geometrical regular
    tetrahedron
     – Corners E, S, T and the convergence
       of the edges to the P vertex describe
       the performance level

     – Points Qe, Qs, Qt represent the
       respective dimension values (Rough Productivity)
         • Values calculated as the weighted sum of a list of
           n distinct measures
         • Represented as the distance between points and corners


•   If Quality factor is applied, points Q’e, Q’s, Q’t represent an upward or
    downward translation of Qe, Qs, Qt


                                                               OSS 2010         8
Mathematical Formalization - 3
•   Performance P calculated as the distance
    between the center of gravity of
    the original tetrahedron and the center
    of the plane (Q’e, Q’s, Q’t) section along
    the tetrahedron height



•   Through computational geometry, the
    multi-dimensional case is described with a simple formula for global
    performance value computation




                                                  OSS 2010                 9
Spago4Q
•   Spago4Q (SpagoBI for Quality) is an open source platform for the
    continuous monitoring of software quality
     – Multi-process multi-project monitoring
     – Collection of data executed in a fully-transparent way
     – Equipped with extractors specific of most-common software process
       environments (IDE, workflow management, text editing, …)


•   Spago4Q (www.spago4q.org) is a vertical adaptation of SpagoBI, the Open
    Source Business Intelligence suite (www.spagobi.org)

•   Recently adopted by European Commission –
    Directorate General for Regional Policy



                                                   OSS 2010                10
Spago4Q Structure




            OSS 2010   11
Spago4Q Metamodel




            OSS 2010   12
An Integrated Environment
• The definition of a QEST nD model is a five-step procedure
  fully supported by Spago4Q

• The procedure is coherent with the PMAI (Plan-Measure-
  Assess-Improve) cycle:
   –   PLAN, defining a set of KPIs, basing on the GQM approach, and
       dimensions that characterize the analysis
   –   MEASURE, which includes the collection of data, and the
       computation of KPI values and global performance value
   –   ASSESS, where results are presented in dashboards and
       reports
   –   IMPROVE, where every negative or low value is deeply
       analyzed to find problems in the process


                                          OSS 2010              13
1st Step: KPIs and Model Definition

• Declaration of a complete GQM, with the definition of
   – the analysis dimensions
   – the concepts to measure
   – the KPIs to apply to project work-products




                                                  OSS 2010   14
2nd Step: Weights and Thresholds Definition

• Couple each KPI with the
  respective weight
   – Indicates the importance that
     such a concept plays in the
     dimension it belongs to

• Define the specific thresholds
   – Evaluates the value with
     respect to organization
     policies

• Assign (if provided) the QF to
  each specific dimension

                                     OSS 2010    15
3rd Step: Value Collection
• Measures are taken directly from Spago4Q data
  warehouse
  – The DB is filled by data automatically collected by
    extractors accessing process work-products (code
    package, text documents, project information, …)

• KPIs are described in terms of
  – Default value
  – Minimum and maximum values (for normalization)
  – KPI computation algorithm

                                     OSS 2010             16
4th Step: Global Performance Computation

• Global and dimension-wise performance
  indexes are computed as KPIs that take in
  input configuration data and results of the
  KPIs

• Dimension performance is calculated as the
  weighted sums of each specific KPI


                               OSS 2010         17
5th Step: Reports
• Sets of reports and dashboards could be
  defined and configured to satisfy reporting
  and managerial needs

• Spago4Q provides methods and interfaces to
  directly configure and create new reports
  using all the facilities provided by the open
  source reporting tool Eclipse BIRT

                               OSS 2010         18
Case Studies
• Case study based on the monitoring of the complex
  performance of three real projects with several
  measurements in a three-month time slot

• We use a QEST nD model called Business-Service Model
  and taking into consideration four specific analysis
  dimensions:
   1.   QEST-EC: Economic performance indicator
   2.   QEST-RS: Resource performance indicator
   3.   QEST-TE: Technical performance indicator
   4.   QEST-CS: Customer Satisfaction performance indicator

                                        OSS 2010           19
Case Studies: GQM




            OSS 2010   20
Case Studies: KPIs




             OSS 2010   21
Case Studies: Dashboards




• Spago4Q dashboard gives an immediate snapshot of
  the situation, highlighting problems and suggesting
  areas that need a process quality improvement
   – Red squares indicate under-threshold performance values

                                      OSS 2010            22
Spago4Q: Reports




• Reports indicate that all projects were concluded with an
  excellent global performance (close to one), showing some
  issues in the process that is worth analyzing
   – Project3 experienced bad performances in Technological and
     Economic dimensions

                                         OSS 2010                 23
Conclusions
• We provide a complete multi-project multi-process
  performance evaluation environment combining
   – The mathematical formalization of the QEST nD model
   – The monitoring and reporting facilities offered by Spago4Q

• It gives the possibility to analyze the performance of
  the development process from different points of view
  integrating semantically different KPIs in a single
  indicator

• The described QEST nD model will be made available in
  the future version of Spago4Q (www.spago4q.org)
                                       OSS 2010             24
Questions?




Thank you for the attention



                 OSS 2010     25

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Spago4Q and the Quest nD Model: an Open Source Solution for Software Performance Measurement

  • 1. Spago4Q and the QEST nD Model: An Open Source Solution for Software Performance Measurement Claudio A. Ardagna, Ernesto Damiani, Fulvio Frati, Mauro Regoli Dipartimento di Tecnologie dell’Informazione Università degli Studi di Milano – Italy Sergio Oltolina, Gabriele Ruffatti Engineering Ingegneria Informatica - Italy
  • 2. Outline • QEST nD Model • Spago4Q Open Source Platform • Roadmap to build the Integrated Framework • Case Study OSS 2010 2
  • 3. Introduction • The availability of detailed and updated information on development process is paramount – To maintain the competitiveness level – To operate in new and more challenging markets • The scenario of integrated information is known as Business Intelligence, and enclose all the processes and tools for data acquisition and analysis • A number of structured process models have been adopted depending on the domain and size – To collect specific knowledge about their development processes – To strengthen the know-how in terms of more efficiency and quality OSS 2010 3
  • 4. Goals • Deploy an environment that integrates models for software performance evaluation in a more complete and coherent framework – Non-invasive – Dynamic – Configurable – Scalable – Based on a formal mathematical model • Provide a solution integrating – The QEST nD model for process performance evaluation – The Open Source Business Intelligence platform Spago4Q OSS 2010 4
  • 5. The QEST nD Model - 1 • Several mono-dimensional performance models are available in SE context that integrates individual measurements into a single performance index – Models are oversimplified and unable to reflect different performance aspects • Traditional domains (e.g., Business Modeling) exploit multi- dimensional models – Data derived directly from accounting systems, implying multiple analysis viewpoints – Complex viewpoints analyze distinct aspects of the overall process performance OSS 2010 5
  • 6. The QEST nD Model - 2 • The QEST nD model is aimed at measuring software project performances addressing multi-dimensionality and qualitative-quantitative assessment • In the QEST model the quality can be viewed as the integration of at least three different viewpoints – Economical – Social – Technical • User-specific dimensions could be defined to evaluate ad-hoc analysis dimensions L. Buglione, “Misurare il software. Quantità, Qualità, Standards e Miglioramento di processo nell'Information & Communication Technology,” 3rd Edition, Franco Angeli, 2008 OSS 2010 6
  • 7. Mathematical Formalization • QEST Performance value (P) given by the combination – Quantitative measurements (RP-Rough Productivity) – Qualitative measurements, calculated as a perception-based measurement of the overall product quality (QF-Quality Factor) OSS 2010 7
  • 8. Mathematical Formalization - 2 • The basic 3-D model QEST is represented as a geometrical regular tetrahedron – Corners E, S, T and the convergence of the edges to the P vertex describe the performance level – Points Qe, Qs, Qt represent the respective dimension values (Rough Productivity) • Values calculated as the weighted sum of a list of n distinct measures • Represented as the distance between points and corners • If Quality factor is applied, points Q’e, Q’s, Q’t represent an upward or downward translation of Qe, Qs, Qt OSS 2010 8
  • 9. Mathematical Formalization - 3 • Performance P calculated as the distance between the center of gravity of the original tetrahedron and the center of the plane (Q’e, Q’s, Q’t) section along the tetrahedron height • Through computational geometry, the multi-dimensional case is described with a simple formula for global performance value computation OSS 2010 9
  • 10. Spago4Q • Spago4Q (SpagoBI for Quality) is an open source platform for the continuous monitoring of software quality – Multi-process multi-project monitoring – Collection of data executed in a fully-transparent way – Equipped with extractors specific of most-common software process environments (IDE, workflow management, text editing, …) • Spago4Q (www.spago4q.org) is a vertical adaptation of SpagoBI, the Open Source Business Intelligence suite (www.spagobi.org) • Recently adopted by European Commission – Directorate General for Regional Policy OSS 2010 10
  • 11. Spago4Q Structure OSS 2010 11
  • 12. Spago4Q Metamodel OSS 2010 12
  • 13. An Integrated Environment • The definition of a QEST nD model is a five-step procedure fully supported by Spago4Q • The procedure is coherent with the PMAI (Plan-Measure- Assess-Improve) cycle: – PLAN, defining a set of KPIs, basing on the GQM approach, and dimensions that characterize the analysis – MEASURE, which includes the collection of data, and the computation of KPI values and global performance value – ASSESS, where results are presented in dashboards and reports – IMPROVE, where every negative or low value is deeply analyzed to find problems in the process OSS 2010 13
  • 14. 1st Step: KPIs and Model Definition • Declaration of a complete GQM, with the definition of – the analysis dimensions – the concepts to measure – the KPIs to apply to project work-products OSS 2010 14
  • 15. 2nd Step: Weights and Thresholds Definition • Couple each KPI with the respective weight – Indicates the importance that such a concept plays in the dimension it belongs to • Define the specific thresholds – Evaluates the value with respect to organization policies • Assign (if provided) the QF to each specific dimension OSS 2010 15
  • 16. 3rd Step: Value Collection • Measures are taken directly from Spago4Q data warehouse – The DB is filled by data automatically collected by extractors accessing process work-products (code package, text documents, project information, …) • KPIs are described in terms of – Default value – Minimum and maximum values (for normalization) – KPI computation algorithm OSS 2010 16
  • 17. 4th Step: Global Performance Computation • Global and dimension-wise performance indexes are computed as KPIs that take in input configuration data and results of the KPIs • Dimension performance is calculated as the weighted sums of each specific KPI OSS 2010 17
  • 18. 5th Step: Reports • Sets of reports and dashboards could be defined and configured to satisfy reporting and managerial needs • Spago4Q provides methods and interfaces to directly configure and create new reports using all the facilities provided by the open source reporting tool Eclipse BIRT OSS 2010 18
  • 19. Case Studies • Case study based on the monitoring of the complex performance of three real projects with several measurements in a three-month time slot • We use a QEST nD model called Business-Service Model and taking into consideration four specific analysis dimensions: 1. QEST-EC: Economic performance indicator 2. QEST-RS: Resource performance indicator 3. QEST-TE: Technical performance indicator 4. QEST-CS: Customer Satisfaction performance indicator OSS 2010 19
  • 20. Case Studies: GQM OSS 2010 20
  • 21. Case Studies: KPIs OSS 2010 21
  • 22. Case Studies: Dashboards • Spago4Q dashboard gives an immediate snapshot of the situation, highlighting problems and suggesting areas that need a process quality improvement – Red squares indicate under-threshold performance values OSS 2010 22
  • 23. Spago4Q: Reports • Reports indicate that all projects were concluded with an excellent global performance (close to one), showing some issues in the process that is worth analyzing – Project3 experienced bad performances in Technological and Economic dimensions OSS 2010 23
  • 24. Conclusions • We provide a complete multi-project multi-process performance evaluation environment combining – The mathematical formalization of the QEST nD model – The monitoring and reporting facilities offered by Spago4Q • It gives the possibility to analyze the performance of the development process from different points of view integrating semantically different KPIs in a single indicator • The described QEST nD model will be made available in the future version of Spago4Q (www.spago4q.org) OSS 2010 24
  • 25. Questions? Thank you for the attention OSS 2010 25