detail training powerpoint slide deck

Click to add textSUITE SEM Implementation

Detail Training

Workshop

State of Michigan • Department of Information Technology2

From Vision to Action

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Today’s Topics SEM / SEM Express Overview

SEM Components SEM Stages (partitioning the project lifecycle) SEM Templates (documenting product requirements,

design, testing, and operational requirements) SEM Process Guides (processes for ensuring quality

and that approvals are obtained) SEM Touch Points (interfacing with other parties at the

appropriate times) Monitoring and Tracking Additional SEM Components



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What’s not covered in detail today

Why we are doing this – process training Training clients – each area has own plan Completing each template/form in detail How to “do” the steps e.g. how to “do” System

Design. SEM formalizes/documents current approaches.

Focus on best/MDIT practices will come later



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Where The SEM Fits In SUITE

SUITE will provide an integrated CMMI Level 3 compliant systems development framework that encompasses:

Project Management Systems Engineering (SEM) Process Management Support Processes



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Where Does SEM Fit In SUITE?

Systems Engineering

Project Management

Support Processes

Process Management



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SEM Overview



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Purpose of SEM

The Systems Engineering Methodology (SEM) provides guidance for information systems development related activities and software quality assurance practices.

The primary purpose of the SEM is to promote the development of reliable, cost-effective, computer-based solutions while making efficient use of resources.



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SEM ExpressSEM Express offers guidance for small and straight-

forward systems development projects. The intent of SEM Express is to provide an abbreviated methodology that ensures all necessary processes are performed and documented.

In general, the definition of “straight-forward” includes projects that: Continue to operate in the existing infrastructure environment and do

not involve procurement of additional infrastructure components; Utilize existing resources and do not procure services (except when

contractors are utilized as part of a multi-project initiative); Are developed for a single agency; Can be implemented without formal user training; Have little to no risk associated with them; and Have a low degree of exposure



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Touchpoints within SEMAgency Services

SEM

Processes & Templates

Project A

Project E

Project D

Project C

Project B

Project ..N

Infrastructure Services

Enterprise Security

Touch Points

Touch Points

Client Staff Requirmnts / Apprvls / Etc.

TimelyInteraction

TimelyInteraction

TimelyInteraction

Contracts & Procurement

Touch Points

TimelyInteraction



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Continual Improvement of SEM SEM Version 1.0 is the initial release of MDITs

Systems Engineering Methodology (formerly referred to as the Systems Development Life Cycle or SDLC).

It is expected that the SEM will improve and mature over the next several years, with much of that improvement expected in the next 6-12 months.

It is the responsibility of each of us to identify improvement opportunities to the methodology



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Who Can I Contact About SEM?

Michigan.gov/SUITE Your Manager/Project Manager Local IO Core team and SEM Champion(s) [email protected] – Routed to right responder SEM Change Form MDIT 0181

www.michigan.gov/suiteSUITE Team Room on TechTalk

(Projects –> MDIT –> SUITE)



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Stages of the SEM SEM Initiation and

Planning Requirements

Definition Functional Design Systems Design Construction Testing Implementation

SEM Express Initiation,

Requirements and Design

Construction and Testing

Implementation



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How SEM Documentation is Organized



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Consistent Sections For Each Stage

Description Inputs High Level Activities TouchPoints Outputs Review Process References Bibliography Stage Specific Processes



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Consistent Sections For Each Stage Description Inputs High Level Activities TouchPoints Outputs Review Process References Bibliography Stage Specific Processes



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Understanding SEM Templates

Templates - simple and flexible Designed for cutting, pasting and inserting Helpful instructions in “blue text” Easy to add rows/sections OK to mark some areas N/A Important Tip – Don’t Delete the MDIT “clippy” - includes helpful tools



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Consistent Sections For Each Stage

Description Inputs High Level Activities TouchPoints Outputs Review Process References Bibliography Stage Specific Processes



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New Concepts Touchpoints

Security Procurement Infrastructure Services

Enterprise Architecture, Solutions Engineering & Telecom

Business Continuity Planning

Process Guides Structured Walkthrough Stage Exit



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Features of the Overview Chart

Simplest way to understand SEM One-Stop Shopping Detail and Big Picture Views on One Page Hot Links to stages, templates and process guides

Highlight stages Show “consistent sections” within each stage “Outputs” include revised as well as final documents

Templates (blank and sample) Process Guides

Structured Walk Though Stage Exits (Deliverables)

Available at www.michigan.gov/suite --> SEM



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SEM and SEM Express



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Initiation and Planning StageDescription:

First lifecycle stage Project Management Methodology (PMM) and SEM are

tightly integrated. Most outputs are PMM documents - Participation of the

business client is critical ! Business Case Project Charter Project Plan Quality Management Plan.

Two SEM documents are started Software Configuration Management Plan Maintenance Plan



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Implementation



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Initiation and Planning StageInputs:

Requirements identified in project related materials, (e.g., a business case)

Related project initiation materials



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Initiation and Planning StageHigh Level Activities:

3.1 Develop Software Configuration Management Plan

3.2 Develop Maintenance Plan



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Initiation and Planning StageTouchpoints:

Contracts and Procurement Assignment of a Contract Liaison if procuring goods or services Completion on DIT-0153 Bid Information Sheet if procuring goods or

services Enterprise Architecture (EA)

Review relevant EA materials (e.g., roadmaps, solution patterns) Develop EA Solution Assessment for each alternative (refer to Appendix

C for assistance in developing the EA Solution Assessment. Security

Notify your Security Liaison of project initiation Review MDIT and Agency Security Policies Initiate Security Plan, including Data Classification and System Criticality

sections Other

Initiate Business Continuity Planning process (DMB has a website for this purpose.)



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Initiation and Planning StageOutputs:

SEM Templates: Software Configuration Management Plan (initial) Maintenance Plan (initial)

PMM Templates: Business Case Concept Document (i.e., Feasibility Study) Project Charter Project Plan (includes Quality Management Plan)

Other Outputs: Security Plan (initial) Enterprise Architecture (EA) Solution Assessment for each

potential solution option (initial) Business Continuity Plan (initial)



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Requirements Definition StageDescription:

Develop mutual understanding between business owner/users and project team about the requirements for the project.

Analyze business needs and translate into formal requirements.

Approved Requirements Specification = initial baseline for product design

Approved Requirements Specification = reference for determining whether the completed product performs as the system owner requested and expected.

All system requirements, (e.g., software, hardware, performance, functional, infrastructure, etc.) should be included.

Plan testing activities to validate product performance.



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Requirements Definition StageInputs:

SEM Templates: Software Configuration Management Plan Maintenance Plan

PMM Templates: Business Case Concept Document (i.e., Feasibility Study) Project Charter (Statement of business objectives) Project Plan (includes Quality Management Plan)

Other Inputs: Security Plan Enterprise Architecture (EA) Solution Assessment for each

potential solution option



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Requirements Definition StageHigh Level Activities:

4.1 Requirements Management 4.2 Select Requirements Analysis Technique 4.3 Define System Requirements 4.4 Compile/Document System Requirements 4.5 Develop System Test Requirements 4.6 Develop Acceptance Test Requirements 4.7 Establish Functional Baseline



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Requirements Definition StageTouchpoints:

Contracts and Procurement Completion of DIT-0015a, if procuring commodities (e.g., servers, software) Completion of DIT-0015b (including Statement of Work and Requirements

Traceability Matrix), if procuring services (e.g., project management, application developers)

Utilize the services of the assigned Contract Liaison, if procuring services Enterprise Architecture (EA)

Use relevant EA materials (e.g., roadmaps, solution patterns) while developing Technical Requirements

Revise/complete EA Solution Assessment for each alternative Refer to the EA TechTalk portal site

Infrastructure Services When EA Solution is complete and approved, prepare Infrastructure Services

Request (ISR), and begin Hosting Solution document Security

Review MDIT and Agency security policies Review State and Federal laws and regulations Begin Infrastructure/Network and Data Flow Diagram



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Requirements Definition StageOutputs:

SEM Templates: Requirements Specification (initial) Requirements Management Checklist Requirements Traceability Matrix (initial) Maintenance Plan (revised) Software Configuration Management Plan (revised)

PMM Templates: Project Plan (revised)

Other Outputs: Security Plan (revised) Application Hosting document (initial) Business Continuity Plan (revised) EA Solution Assessment (final) Infrastructure Services Request (final)



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Functional Design StageDescription:

Maps the "what to do" of the Requirements Specification into the "how to do it" of the design specifications.

Define product structure from a functional viewpoint. Describe logical system flow, data organization, system

inputs and outputs, processing rules, and operational characteristics of the product from the user's point of view.

Define and document product functions to obtain system owner and users understanding and approval.

Define and document product functions to the level of detail necessary to build the system design.

.



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Functional Design StageInputs:

SEM Templates: Maintenance Plan Requirements Specification Requirements Traceability Matrix Software Configuration Management Plan

PMM Templates: Project Plan Quality Management Plan

Other Inputs: Security Plan Business Continuity Plan MDIT Hosting Solution Document



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Functional Design StageHigh Level Activities:

5.1 Determine System Structure 5.2 Design Content of System Inputs and Outputs 5.3 Design User Interface 5.4 Design System Interfaces 5.5 Design System Security Controls 5.6 Build Logical Model 5.7 Build Data Model 5.8 Develop Functional Design 5.9 Select System Architecture



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Functional Design StageTouchpoints:

Contracts and Procurement Contract liaison involvement in the process, if contract

issues arise Infrastructure Services

Review and complete Hosting Solution document Security

Review MDIT and Agency security policies Review State and Federal laws and regulations Review existing or propose new security controls Conduct preliminary risk analysis Revise Infrastructure/Network and Data Flow Diagram



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Functional Design StageOutputs:

SEM Templates: Functional Design Document (final) Maintenance Plan (revised) Requirements Specification (final) Requirements Traceability Matrix (revised) Software Configuration Management Plan (revised)


Other Outputs: Security Plan (revised) Business Continuity Plan (revised) Data Dictionary (final) MDIT Hosting Solution Document (final)



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System Design StageDescription:

Translate the user-oriented Functional Design into a set of technical, computer-oriented system design specifications.

Design the data structure and processes to the level of detail necessary to plan and execute the Construction and Implementation Stages.

Produce general module specifications that define what each module is to do, but not how the module is to be coded.

Provide a blueprint for the coding of individual modules and programs.



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System Design StageInputs:

SEM Templates: Functional Design document Maintenance Plan Requirements Specification Requirements Traceability Matrix Software Configuration Management Plan


Other Inputs: Security Plan Data Dictionary



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System Design StageHigh Level Activities:

6.1 Design Specifications for Modules 6.2Design Physical Model and Database

Structure 6.3 Develop Integration Test Considerations 6.4 Develop System Test Considerations 6.5 Develop Conversion Plan 6.6 Develop System Design 6.7 Develop Program Specifications



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System Design StageTouchpoints:

Contracts and Procurement Contract Liaison involvement if contract issues arise

Enterprise Architecture (EA) Request exceptions as required Complete EA Solution Assessment for the chosen solution and submit to

EA for review/approval Infrastructure Services

Technical and Data Center Services Solutions Engineer involvement in completion of Hosting Solution document

Infrastructure Specialist involvement in establishing the construction environment

Security Review MDIT and Agency Security Policies Review State and Federal Laws and Regulations Revise Network Diagram and Data Flow Diagrams Review Final Risk Analysis with OES recommended security controls



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System Design StageOutputs:

SEM Templates: Conversion Plan (initial) Maintenance Plan (revised) Requirements Traceability Matrix (revised) Software Configuration Management Plan (final) Software Testing Checklist (final) System Design Checklist (final) System Design Document (final) Test Plan (initial) Test Reports (initial)

Other Templates: Project Plan (revised) Security Plan (revised)



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Construction StageDescription:

Translate System Design into a language the computer can understand and execute.

Construction involves coding, validation and unit testing by a developer.

Install hardware or software procured to support the construction effort.

Develop plans for installation of the operating environment hardware and software.

Design a training program and create a Training Plan. Produce operating documentation for installing,

operating, and supporting the product through its lifecycle.



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Implementation



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Construction StageInputs:

SEM Templates: Conversion Plan Functional Design Document Maintenance Plan Requirements Specification Requirements Traceability Matrix System Design Document Test Plan Test Reports


Other Inputs: Security Plan Data Dictionary



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Construction StageHigh Level Activities:

7.1 Establish Development Environment 7.2 Develop Programs 7.3 Conduct Unit Testing 7.4 Establish Development Baselines 7.5 Plan Transition to Operational Status 7.6 Generate Operating Documentation 7.7 Develop Training Plan 7.8 Develop Installation Plan



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Construction StageTouchpoints:


Infrastructure Services Infrastructure Specialist involvement in establishing

hosting environments

Security Finalize Network and Data Flow diagrams



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Construction Stage Outputs: SEM Templates:

Conversion Plan (revised) Installation Plan (initial) Maintenance Plan (revised) Requirements Traceability

Matrix (revised) Test Plan (final) Test Reports (revised) Training Checklist (final) Training Plan (initial) Transition Plan (initial)


Other Outputs: Security Plan (revised) Development baselines Operating Documentation

Users Manual Developer's Reference Manual

Project Test File System units and modules



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Testing StageDescription:

Testing activities focus on interfaces between and among components of the product, such as functional correctness, system stability, overall system operability, system security, privacy and sensitive information control, and system performance requirements.

Integrate components and conduct Integration Testing to determine whether the product meets predetermined functionality, performance, quality, interface, and security requirements.

Once the product is fully integrated, conduct System Testing to validate that the product will operate in its intended environment, satisfies all user requirements, and is supported with complete and accurate operating documentation.

After successful System Testing, conduct User Acceptance Testing (UAT) to identify any final product adjustments before implementation.



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Testing Stage Inputs: SEM Templates:

Conversion Plan Installation Plan Maintenance Plan Requirements Specification Requirements Traceability

Matrix Test Plan Integration testing (component

to component) Performance testing (load,

stress, etc.) System testing (end to end) User acceptance testing (UAT)

Test Reports Integration test reports Performance test report System test reports User Acceptance test reports

Transition Plan Training Plan


Other Inputs: Security Plan Development Baselines Operating Documentation


Project Test File Software Modules



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Testing StageHigh Level Activities:

8.1 Conduct Integration Testing 8.2 Conduct System Testing 8.3 Conduct User Acceptance Testing



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Testing StageTouchpoints:


Infrastructure Services Infrastructure Specialist involvement as documented

in the Infrastructure Services Request (ISR)

Security Include application testing for security controls



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Testing StageOutputs:

SEM Templates: Error Reporting and Tracking

Checklist (final) Integration and System Testing

Checklist (final) Pre-acceptance Checklist (final) Testing Package Checklist (final) User Acceptance Checklist (final)

Conversion Plan (revised, if needed)

Installation Plan (final) Maintenance Plan (revised) Requirements Traceability Matrix

(final) Test Reports (final)

Integration test reports Performance test report System test reports User Acceptance test reports

Training Plan (final) Transition Plan (revised)


Other Outputs: Security Plan (revised) Operating Documents (final)




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Implementation StageDescription:

Implementation of the product is initiated after all application testing has been successfully completed.

This stage involves the activities required to install the software, databases, or data that comprise the product onto the hardware platform at the site(s) of operation.

User training may be required to complete the implementation process. A description of the training necessary for developers, testers, users, and operations staff is provided in the Training Plan.



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Implementation



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Implementation StageInputs:

SEM Templates: Conversion Plan Installation Plan Maintenance Plan Training Plan Transition Plan


Other Inputs: Security Plan Operating Documents




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Implementation StageHigh Level Activities:

9.1 Perform Installation Activities 9.2 Conduct Installation Tests 9.3 Transition to Operational Status



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Implementation StageTouchpoints:

Contracts and Procurement Contract Liaison involvement to close out all open

contracts and/or purchase orders related to this systems development effort

Security Work with the MDIT Security Liaison to finalize and

get final signoff of the Security Plan (DIT-0170)

Other Finalize the Business Continuity Planning process.



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Implementation StageOutputs:

SEM Templates: Conversion Plan (final) Maintenance Plan (final) Transition Plan (final)

PMM Templates: Project Plan (final) Post Implementation Evaluation Report (PIER) (final)

Other Outputs: Security Plan (final) Converted data or system files Installation Test materials Operating documents Operational software product



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SEM TailoringThe intent of SEM tailoring guidelines, found in SEM

Chapter 2, is to provide flexibility in utilizing SEM components in the systems development process. The focus here is to ensure that adequate processes are used for each of the various types of systems engineering initiatives – “using the right tool for the job.”



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Template Exercise/Break Review the blank and completed template for

“Requirements” In small groups

Discuss how the form should be completed Captain” (person w/lightest shirt) to report out on

How it felt using the new process How is it the same/different What do they need to make it a success Difference between Clients role and MDIT role

Complete assignment and take break w/in 25 min



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Process Guides



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Why are we doing this? Consistent, standard, repeatable processes Collection of best practices Identify defects before they get to production Decrease cost Increase productivity and quality Improve Communication Improve on-time and on-budget delivery our

clients Avoid late engagement from stakeholders



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SEM Processes (linked)

Structured Walkthrough Process Guide A guide to assist the project team with a formal process on how to ensure a deliverable is complete and of acceptable quality. A Structured Walkthrough is required for every major project deliverable.

Stage Exit Process Guide A guide to assist the project team on how to transition from one SEM stage to the next. Required before moving to the next stage (e.g., Requirements Definition to Functional Design).



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Structured Walkthrough Process Guide



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A structured walkthrough is an organized procedure for a group of peers to review and discuss the technical aspects of software development work products.

“The number of errors in production systems decreases by as much as 90% in organizations that use walkthroughs diligently.”



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The major objectives Find errors & omissions as early as possible Improve the quality of the product

Structured Walkthrough Meeting Record Structured Walkthrough Management Summary

Report.



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Structured Walkthrough RolesDetailed /Definitions in Notes

Author Presenter Moderator Reviewers Scribe



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When is a Structured Walkthrough (SWT) Required?

On all major stage exit deliverables (see SWT Process Guide page 18+)

Initiation and Planning Stage: Project Plan Security Plan Software Configuration Management Plan Maintenance Plan, if needed

Requirements Definition Stage: Requirements Specification Document Requirements Traceability Matrix Security Plan

Etc…



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Stage Exit Process Guide



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Stage Exit Documentation



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Stage Exit Process Guide Assists the project team with the Exit Approval

Process. Assists the project team in securing the approval by

designated individuals to continue with the project and move forward into the next stage of development.

The Exit Approval indicates that all documents related to that stage have been approved and that there are no outstanding issues.

Stage Exit Position Response Form



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Stage Exit Participants

Systems Engineering Team System Owner/Sponsor's) Client point of contact (POC) Software Quality Assurance (SQA) Enterprise Architecture (EA) Office of Enterprise Security (OES) Infrastructure Services (IS) Others, as appropriate



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What Do I Need to Actually Do

Follow the overview documents Complete the Templates for the Stage Complete the Structured Walkthrough Obtain “Sign-Offs” on all templates Complete the Stage Exit when all areas sign off Use SEM Process for Continuous Improvement



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Monitoring and Tracking

Bi-weekly reporting on SEM implementation Validation that Stage Exit documents are

complete Validation that Stage Exit documents conform

to the Software Configuration Management Plan

SUITE Core Team reviews reports and feedback on SEM usage



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Additional SEM Components



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SEM Systems Maintenance Guidebook

Offers guidance on system maintenance, including a section on Release Management

Refers the user back to existing SEM / SEM Express documents (templates) for the purposes of updating the documents (such as the Requirements Specification document)



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Additional SEM Workshops

Software Configuration Management Requirements Gathering Estimating Structured Walkthrough & Stage Exit

Processes Security Plan



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Thoughts? - Questions?During Implementation

Michigan.gov/SUITE Your Manager/Project Manager Local IO Core team and SEM Champion(s) [email protected] – Routed to right responder

Software Engineering Process Group) SEM Change Form MDIT 0181

www.michigan.gov/suiteSUITE Team Room on TechTalk

(Projects –> MDIT –> SUITE)



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Handouts

SEM Trifold Slides as handouts – Print 4 or 6 per page

double sided / stapled Template and Sample for Requirements SEM Template JobAid SEM Express (19 pages – includes SEM

Express Overview Diagram)

detail training powerpoint slide deck

Documents

sem sem initiation

sem documents

sem overview

sem fits

sem documentationis

additional sem components

sem champions email

sem touch points