galorath incorporated 2004 1 parametric performance monitoring and control (ppmc) presented by:...

Galorath Incorporated 2004 1

Parametric Performance Monitoring and Parametric Performance Monitoring and Control (PPMC)Control (PPMC)

Presented by:Karen McRitchie

Galorath Incorporated100 North Sepulveda Boulevard

Suite 1801El Segundo, California 90245

[email protected]

2Galorath Incorporated 2004

SEER: Project Management ContextSEER: Project Management Context

Kno

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Baseline(s) &

Final Actuals

To-date

ActualsMeasure

&Analyze

Monitor&

Control

Baseline

Estimate&

Plan


SEER: Process Focus (CMMI)SEER: Process Focus (CMMI)

Project Planning

• Establish Estimates

• Develop a Project Plan

• Obtain Commitment to the Plan

Project Monitoring and Control

• Monitor Project Against Plan

• Manage Corrective Action to Closure

Measurement and Analysis

• Align Measurement and Analysis Activities

• Provide Measurement Results

Monitor&

Control

Measure&

Analyze

Estimate&

Plan


SEER: MethodsSEER: Methods

Project Planning• History-Based Sizing• Direct Measure Sizing• Parametric Estimation• 4-D Planning

Project Monitoring and Control• 4-D Earned Value Management• Status Indication• Performance-based Forecasting

Measurement and Analysis• Estimation Accuracy

Assessment and Improvement• Calibration• Knowledge Base Management • Benchmarking

Monitor&

Control

Measure&

Analyze

Estimate&

Plan


SEER: ToolsSEER: Tools

Project Planning• SEER-AccuScope• SEER-SEM• Project Miner (SEER-SEM option)• SEER-H• SEER-IC• SEER-DFM• SEER-SEM Client for Microsoft

ProjectProject Monitoring and Control• Parametric Performance Monitoring

and Control (SEER-SEM option)Measurement and Analysis• SEER-CommonRepository• SEER-ScatterPlot+

currently in development

Monitor&

Control

Measure&

Analyze

Estimate&

Plan

SEER-SEM

SEER-SEM Calibration

Mode

PPMC


What is PPMC?What is PPMC?

A set of add-on features to SEER-SEM that enable project monitoring and control of software development projects

Features include:

• Inputs for actual effort and project progress as well as project metrics

• Algorithms to combine parametric and earned value

• Reporting to provide information on project status

PPMC employs 4D Earned Value Management

• Activity Completion

• Expenditures

• Artifact Completion

• Defect Discovery/Removal

Parametric Performance Monitoring and Control

Monitor&

Control


Why PPMC?Why PPMC?

Earned Value Management is considered a best practice for monitoring and controlling the progress of a software project

EVM has limitations:

• A single focus on activity completion as the basis for earning value

• Difficulty in providing realistic performance based estimate at completion (EAC)

PPMC adds monitoring and control capabilities to SEER-SEM

PPMC combines:

• Accepted algorithms currently used for cost and schedule estimation during the project planning process

• Accepted equations currently used for traditional Earned Value Management

Parametric Performance Monitoring and Control


The common questionThe common question

Once a project has started, it is only natural to want to enter your project metricsThe most common question:• Can I put in my actual effort once the project is underway and will

the tool recalibrate my estimate?The right answer is NO - it’s not enough just to give actual hours• Just because you spent 50% of a planned budget doesn’t mean your

are 50% doneWhat the project manager needs to know:• How much more money, how long?• How can the project be adjusted to meet objectives?

To do this, you need assess the project status in terms of progress, not just expenditures – Earned ValueEarned value compares work complete to original estimates.


Combining Earned Value and ParametricsCombining Earned Value and Parametrics

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Plan Earned Effort Actual Expenditure


Traditional EVM – Measures and MetricsTraditional EVM – Measures and Metrics

Fundamental Measures

• Budgeted Cost of Work Scheduled (BCWS)

• Budgeted Cost of Work Performed (BCWP)

• Actual Cost of Work Performed (ACWP)

Variances

• Schedule Variance (SV)

• Cost Variance (CV)

• Time Variance (TV)

Performance Indices

• Schedule Performance Index (SPI)

• Cost Performance Index (CPI)

• To-Complete Performance Index (TCPI)


Earned Value and PPMC TerminologyEarned Value and PPMC Terminology

Earned Value Terminology What it means

BCWS - Budgeted Cost of Work Scheduled

The planned costs (baseline plan)SEER-SEM calls this the Baseline Plan

ACWP – Actual Cost of Work Performed

What you paidSEER-SEM calls this Actual Effort or Actual Cost

BCWP – Budgeted Cost of Work Performed

The earned valueSEER-SEM calls this Schedule Accomplishments

EAC – Estimate At Complete The latest estimated cost at completion

ETC – Estimate to Complete Funds needed to complete the investment

SPI – Schedule Performance Index

The percent of the investment that has been completed

CPI – Cost Performance Index

The ratio of earned to actual cost of work performed

TCPI - To Complete Performance Index

The latest cost efficiency assumed to complete

CV - Cost VarianceThe difference between earned and actual cost of work performed

SV – Cost Variance The difference between actual and planned work

TV – Time VarianceThe variance between the actual and planned schedules


The PPMC ApproachThe PPMC Approach

PPMC extends the use of SEER-SEM to projects underway


Tracking a ProjectTracking a Project

Once a project is started, the PPMC process may begin

Start with a SEER-SEM estimate

Establish a baseline estimate

Take project “snapshots” periodically

Evaluate earned value metrics

Replan as required


The BaselineThe Baseline

A baseline freezes the current estimate

The baseline provides the yardstick against which the project is tracked and evaluated

Allows you to do trades with the current estimate while maintaining the planning baseline

A baseline can be updated at any time

The current estimate may be set back to the baseline at any time


The SnapshotThe Snapshot

Snapshots are a picture of the project’s metrics at any give point in time

The snapshot includes two key components:

• Work Complete

• Actual Effort

Work Complete describes the progress in terms of milestone completion

Actual Effort includes hours as well as size and defect metrics

Snapshots are flexible in terms of interval or frequency

• Regular snapshots – e.g. monthly or quarterly

• As needed – e.g. before a key review


SnapshotsSnapshots

Snapshots are entered in matched sets in a dedicated input view


ReportingReporting

PPMC reports and charts are based on the most recent snapshot entered

Work complete metrics are used to evaluate remaining effort and schedule (Estimate To Complete)

Estimate At Complete = Actual Effort + ETC


PPMC Reporting OptionsPPMC Reporting Options


Looking at Progress Over TimeLooking at Progress Over Time

See how actual and earned effort measure up

to the baseline plan

Click on any month to see

specific information

See CPI and SPI trends over time

CPI = Cost Performance

Index;

The ratio of earned to actual

cost of work performed

SPI = Schedule Performance

Index;

The percent of the investment that has been

completed


Other MetricsOther MetricsTrack defect

discovery and removal rates

against expected rates

Increased defect

reporting rate shows a

worsening trend

Heath and Status Indicator shows status

and trends from the previous snapshot

Thresholds are user definable


SummarySummary

Parametric Performance Monitoring and Control enables powerful evaluation of a project’s progress

Utilizes EVM best practices

Capitalizes on parametric model’s ability to replan and forecast based on current project assumptions

Flexible – doesn’t require regular care and feeding, you can use it only when you need to

Completes the project management continuum

Monitor&

Control

Measure&

Analyze

Estimate&

Plan


Thank you!Thank you!

For more information:

[email protected]

www.galorath.com

galorath incorporated 2004 1 parametric performance monitoring and control (ppmc) presented by:...

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