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© 2014 River North Solutions, Inc. v1.2 4/3/2014
Elevate Requirements Management
to the Next Level
Bob Parro, VP Product Development
SEDC2014
4/3/2014
© 2014 River North Solutions, Inc. v1.2 4/3/2014 2
Agenda
River North
Importance of Requirements Management
Requirements Management tool – DOORS
Day-in-the-life of a requirements document
Summary
Q&A
© 2014 River North Solutions, Inc. v1.2 4/3/2014 3
IBM Software Expertise
Requirements Management Rational DOORS
Rational DOORS Next Generation
Rational Requirements Composer
Rational Requisite Pro
Collaborative Lifecycle Management Rational Team Concert (RTC)
Rational Quality Manager (RQM)
Jazz platform
Document Publishing Rational Publishing Engine (RPE)
Modeling Rhapsody (Systems & Software)
Rational Systems Architect (EA)
Rational Software Architect (IT)
Product/Portfolio Management Rational Focal Point
Training All above IBM products
Systems Engineering methodologies
River North Rational Add-on Products Ambiguous Words Detector™ (AWD)
ArrangeMe™ – DOORS data manipulation
Requirement Metrics Dashboard™ (RMD)
ChangeTracker™ – revision rich text markup
Export Me™ – automated doc publishing
Allocated Requirements Tool™ (ART)
Industry Experience Energy
Medical Device
Transportation
Aerospace & Defense
Telecommunications
Healthcare/Providers
Clients (partial list) NuScale Power
Westinghouse Nuclear
Baxter Healthcare
Hospira
Bayer Healthcare
Eli Lilly
Roche Diagnostics
Ansaldo STS
Crane Aerospace
Northrop Grumman
Comcast
Multiple Healthcare systems in
Midwest, Southwest, West Coast
Professional Society Leadership INCOSE
Risk Management WG Co-Chair
Midwest Biomedical Healthcare WG
Chicagoland Chapter President
IEEE
Board of Directors
Key River North Smarter Solutions Requirements Management Accelerator
Data input and manipulation automation
Requirements quality automation
Product variant productivity
Process automation
Data/document publishing automation
Metrics
Staff Augmentation Systems engineers
Key River North Partners Sodius
GEBS Reporting
Island Training
Executive Management Mike Parro, Principal
Bob Parro, VP Business
Development & Product
Development
Contact Information www.rivernorthsolutions.com
River North Profile
© 2014 River North Solutions, Inc. v1.2 4/3/2014 4
Attendee Demographics
Who is in the room today?
How many are hoping to establish a formal RM program?
How many are trying to improve current RM program?
© 2014 River North Solutions, Inc. v1.2 4/3/2014 5
Systems Engineering Impact
Better systems engineering leads to
Lower cost
Shorter schedule
Better system value Honour, EC, Systems Engineering Return on Investment,
PhD thesis, Univ South Australia 2013
Eric Honour
INCOSE Founder
INCOSE Fellow
Former President
SYSTEM DESIGN
DETAIL DESIGN
PRODUCTION INTEGRATION
TEST
Traditional Design
Time
Risk
Saved Time/ Cost
“System Thinking” Design Time
Risk
© 2014 River North Solutions, Inc. v1.2 4/3/2014 6
Systems Engineering Spend for Optimum ROI
Overrun 53%
ROI 7:1
Overrun 24%
ROI 4.6:1
Overrun 7%
ROI 1.1:1
Overrun 3%
ROI 0
Optimum
SEE=14.4%
Overrun 15%
ROI 3.5:1
Median of
programs
Honour, EC, Systems Engineering Return on Investment, PhD thesis, Univ South Australia 2013
http://www.hcode.com/seroi/index.html
© 2014 River North Solutions, Inc. v1.2 4/3/2014 7
RM Value
RM is not document management
Requirements are everywhere and touch everything
© 2014 River North Solutions, Inc. v1.2 4/3/2014 8
Accelerate Requirements Management
Perspective and Considerations
2 Requirements Management Pillars
Quality of requirements
Bi-directional traceability at granularity of single requirement (not
document)
Look down from regulations to design
Identifies coverage gaps
Identifies suspect artifacts that must be analyzed when reg changes
Also identifies orphans, or scope creep candidates
20
200
Rela
tive
Cost to
Re
pa
ir
Acceptance Test
Unit Test Coding Design Analysis
0
Maintenance
1-2
10
5
50 Time not spent in
requirements is time
spent in rework
(at cost x200)
Stage in which Requirements Error Is Discovered
“Our research indicates 80-plus percent of development failures result directly from poor requirements gathering, management, and analysis.”
IDC, November 2007
© 2014 River North Solutions, Inc. v1.2 4/3/2014 9
Accelerate Requirements Management
Product Development Lifecycle Influencers
Cumulative Lifecycle Cost – Spent vs. Committed
Prod/Test
Develop Design
Concept
© 2014 River North Solutions, Inc. v1.2 4/3/2014 10
Cumulative Lifecycle Cost – Spent vs. Committed
Cost Reducers - People/Suppliers
- Platform
- SW Stack
- Dev Process
- Dev Tools
Accelerate Requirements Management
Product Development Lifecycle Influencers
© 2014 River North Solutions, Inc. v1.2 4/3/2014 11
Accelerate Requirements Management
Product Development Lifecycle
© 2014 River North Solutions, Inc. v1.2 4/3/2014 12
Accelerate Requirements Management
Traceability – Collaboration Across the Lifecycle
Use Cases
Test Cases
Stakeholder
Requirements
Systems
Requirements
Subsystem
Requirements
Test Cases
Standards
Best Practice: Invest adequately in DOORS schema design
Use traceability to manage relationships between linked information
© 2014 River North Solutions, Inc. v1.2 4/3/2014 13
Accelerate Requirements Management
Import All Your Data & Create Documents
DOORS ASCII
Spreadsheet
MS-Project
Tool Integrations
FrameMaker
HTML
PowerPoint
Word
Outlook
Excel Microsoft
MS-Word RTF
OLE
ASCII
Spreadsheet
MS-Project
Tool Integrations*
FrameMaker
MS-Word
RTF MS-Word
Direct Entry ReqIF XML
© 2014 River North Solutions, Inc. v1.2 4/3/2014 14
Accelerate Requirements Management
DOORS – Like Word and Excel Together
Set attributes like cost,
risk, priority accurately
Create traceability
to other
requirements, tests
or information
Reference requirements
with precision Navigate to
specific statements
© 2014 River North Solutions, Inc. v1.2 4/3/2014 15
Accelerate Requirements Management
Requirements Management - Traceability
Stakeholder
Requirements
Systems
Requirements
Subsystem
Requirements
© 2014 River North Solutions, Inc. v1.2 4/3/2014 16
Accelerate Requirements Management
Attributes – to Support and Control Process
© 2014 River North Solutions, Inc. v1.2 4/3/2014 17
Accelerate Requirements Management
Requirements Management Tool Features
Document structure Attributes
View related information View historical information
Filter to focus
© 2014 River North Solutions, Inc. v1.2 4/3/2014 21
Accelerate Requirements Management Workflow for Day-in-the-Life of a Requirements Document
DOORS
Data
Source
Word, PDF
Module Module Import Toolbox
User
imports
data into
DOORS
© 2014 River North Solutions, Inc. v1.2 4/3/2014 22
Accelerate Requirements Management
Preparing Data For DOORS
Admins excel at formatting
Uniform DOORS content
Focus on content not form
Increase productivity
Savings can be 1+ days per document
© 2014 River North Solutions, Inc. v1.2 4/3/2014 23
Accelerate Requirements Management
Who Prepares the Document?
Analyst Preps Document
● 4-5+ Days/Document
● Results vary by author
● Impact other tasks
● Impacted by other tasks
● Addresses more issues
Admin Preps Document
● 1-2 Days/Doc Prep
● Uniform Results
● Focus on this task
● Analyst focuses on imported results
● 1-2 days Analysis
Savings can be 1+ days per document
© 2014 River North Solutions, Inc. v1.2 4/3/2014 24
Accelerate Requirements Management
Define Pure Data Prep Process
Define clear, simple, consistent process and rules
Train administrative resources to import data
Apply formatting and import tools where needed
PDF conversion
Automated parsing and outline generation
Automated data import
Repeatable results bearing common look & feel
Accelerate Requirements Management
Define Pure Data Prep Process
© 2014 River North Solutions, Inc. v1.2 4/3/2014 25
Accelerate Requirements Management
Approach Enables Focus on Data Analysis Not Format
Engineers, Business Analysts, Managers focus on content
Apply prioritization, ownership, risk, estimates
Do not waste time on data cleanup, formatting
Improves productivity, accelerates projects
© 2014 River North Solutions, Inc. v1.2 4/3/2014 26
DOORS
Module Module
ArrangeMe*
*In Beta release
User
imports
data into
DOORS
User
manipulates
data in
DOORS
Data
Source
Word, PDF
Import Toolbox
Accelerate Requirements Management Workflow for Day-in-the-Life of a Requirements Document
© 2014 River North Solutions, Inc. v1.2 4/3/2014 27
Accelerate Requirements Management
Example of Source Data in Word
Before
transferring
to DOORS
© 2014 River North Solutions, Inc. v1.2 4/3/2014 28
Accelerate Requirements Management
Word Data Transferred into DOORS
© 2014 River North Solutions, Inc. v1.2 4/3/2014 29
Accelerate Requirements Management
Use Patterns to Identify Data to be Manipulated
Requirement
Attribute = ‘Basis’
Attribute = ‘Reference’
© 2014 River North Solutions, Inc. v1.2 4/3/2014 30
Accelerate Requirements Management
Build Rules to Automate Data Manipulation ArrangeMe
© 2014 River North Solutions, Inc. v1.2 4/3/2014 31
Accelerate Requirements Management
ArrangeMe Rule Set ArrangeMe
© 2014 River North Solutions, Inc. v1.2 4/3/2014 32
Accelerate Requirements Management
Beginning State Before Processing a Module ArrangeMe
© 2014 River North Solutions, Inc. v1.2 4/3/2014 33
Accelerate Requirements Management
After ArrangeMe Processes Module (using example rules)
ArrangeMe
© 2014 River North Solutions, Inc. v1.2 4/3/2014 34
Accelerate Requirements Management
ArrangeMe™ Rule Set Execution
© 2014 River North Solutions, Inc. v1.2 4/3/2014 35
Accelerate Requirements Management
ArrangeMe™ Rule Set Execution
© 2014 River North Solutions, Inc. v1.2 4/3/2014 36
Accelerate Requirements Management
ArrangeMe™ Rule Set Execution
© 2014 River North Solutions, Inc. v1.2 4/3/2014 37
Accelerate Requirements Management
Automated Data Manipulation in DOORS
User defines patterns in data
‘Shall’
Key words such as Rationale, Exception, Reference
User defines ‘rules’ = user-defined automation behavior
Move Rationale statement to attribute ‘Rationale’ in nearest
requirement, delete original object containing Rationale
Move Exception statement to attribute ‘Exception’ in nearest
requirement, delete original object containing Exception
Report on activities performed
Tool: ArrangeMe
© 2014 River North Solutions, Inc. v1.2 4/3/2014 38
Westinghouse Nuclear
Thousands of documents for a power plant project
Many hundreds of pages per document
Import/data manipulation for hard-coded version of ArrangeMe
3 weeks/document -> 2 hours/document
Flexible UI allows users to define data manipulation rules
unique to their needs
Rule sets stored centrally in DOORS for all users to leverage
Accelerate Requirements Management
ArrangeMe Value Proposition
© 2014 River North Solutions, Inc. v1.2 4/3/2014 39
DOORS
Module Module
ArrangeMe*
Ambiguous
Words
Detector
User
imports
data into
DOORS
User
manipulates
data in
DOORS
User
manages
requirements
in DOORS
Requirement
ambiguity
removal
*In Beta release
Data
Source
Word, PDF
Import Toolbox
Accelerate Requirements Management Workflow for Day-in-the-Life of a Requirements Document
© 2014 River North Solutions, Inc. v1.2 4/3/2014 40
Accelerate Requirements Management
Ambiguous Words Detector (AWD)
Automatically detects usage of ambiguous words in
requirements (>250 ambiguous words included in tool)
Blends into your DOORS schema
Recognizes requirements from attribute/enumerated value used
in your schema to define object as requirement
New: allows >1 attribute/enum value to define object as rqmt
Ambiguous words search list contained in DOORS
module
No coding required to modify list
© 2014 River North Solutions, Inc. v1.2 4/3/2014 41
Accelerate Requirements Management
Ambiguity Detection – Example of Oppty to
Eliminate Defects at Time of Insertion
Impact of early defect removal
20
200
Rela
tive C
os
t to
Rep
air
Acceptance Test
Unit Test Coding Design Analysis
0
Maintenance
1-2
10
5
50 Time not spent in
requirements is time
spent in rework
(at cost x200)
Stage in which Requirements Error Is Discovered
AWD
Impact
© 2014 River North Solutions, Inc. v1.2 4/3/2014 42
DOORS
Module Module
ArrangeMe* BranchManager
for DOORS
Ambiguous
Words
Detector
User
imports
data into
DOORS
User
manipulates
data in
DOORS
User
manages
requirements
in DOORS
Requirement
ambiguity
removal
Main
stream
Parallel
stream
*In Beta release
Data
Source
Word, PDF
Import Toolbox
Accelerate Requirements Management Workflow for Day-in-the-Life of a Requirements Document
Branch and Merge for
DOORS
Advanced, high performance
Requirements Management
Skipping due to SEDC
presentation time constraints
Slides are in attendee version
of PPT
© 2014 River North Solutions, Inc. v1.2 4/3/2014 43
Accelerate Requirements Management
BranchManager for DOORS
Why needed?
Derivative product, family of products
Maintenance branches
Fix and propagate
Core requirement reuse
What does it bring to DOORS?
Requirement set Branching
Manages Module and Object parent-child relationships across
branches
Requirement set Comparing
Compares content, structure and link changes intelligently
Requirement set Merging
Merges flexibly – interactive & incremental, push or pull
© 2014 River North Solutions, Inc. v1.2 4/3/2014 44
Derivative product
Product A (Original)
Product B
Product C
Clone &
Extend
Clone &
Modify
Review &
Update
Take
Changes
Accelerate Requirements Management
Branch and Merge Needs
© 2014 River North Solutions, Inc. v1.2 4/3/2014 45
BranchManager Value Proposition
• Product Line Engineering
• Maintenance Streams
• Requirements Library
• Personal Sandbox
• …
Accelerate Requirements Management
BranchManager Summary
Brings Stream Management to Rational DOORS
Branch sets of modules as a new stream of requirements
Compare modules with differences in content and structure
Merge changes across branches
FM
FM
FM
FM
DOORS
Project
FM
FM
Co
mp
are
DOORS
Project
© 2014 River North Solutions, Inc. v1.2 4/3/2014 46
DOORS
Module Module
Web
Publisher
ArrangeMe* BranchManager
for DOORS
Ambiguous
Words
Detector
RPE Published
Document
Word, PDF
Export
Me
User
imports
data into
DOORS
User
manipulates
data in
DOORS
User
manages
requirements
in DOORS
Requirement
ambiguity
removal
Main
stream
Parallel
stream
Publish Dev Process
Milestone Docs for
Review & Approval
Publish Dev Process
Milestone Docs for
Review & Approval *In Beta release
Data
Source
Word, PDF
Import Toolbox
Accelerate Requirements Management Workflow for Day-in-the-Life of a Requirements Document
© 2014 River North Solutions, Inc. v1.2 4/3/2014 47
Challenges
• Significant manual post-processing usually required
• Publishing document combining data from >1 module
• Template management
• RPE publish wizard in DOORS
• Click-intensive
• Uses terminology unfamiliar to DOORS users
• Difficult to remember correct wizard settings to achieve standard output
Accelerate Requirements Management
Document Publishing from DOORS
© 2014 River North Solutions, Inc. v1.2 4/3/2014 48
Accelerate Requirements Management
Document Publishing Using RPE
© 2014 River North Solutions, Inc. v1.2 4/3/2014 49
Solution
• Export Me™ single-click publishing tool for DOORS
• Uses RPE, settings defined by RPE admin and saved
Accelerate Requirements Management
Document Publishing…Simplified – Export Me
© 2014 River North Solutions, Inc. v1.2 4/3/2014 50
Export Me and Rational Publishing Engine (RPE)
Accelerate Requirements Management
Document Publishing…Simplified – Export Me
© 2014 River North Solutions, Inc. v1.2 4/3/2014 51
Users want to weave
data from a common
data source with data
from a product-specific
data source
Export Me can publish
a document
specification that
accesses data from
many data sources, in
any order
Accelerate Requirements Management
Document Publishing…Simplified – Export Me
© 2014 River North Solutions, Inc. v1.2 4/3/2014 52
Users sometimes want to publish marked up version of
document
Export Me, in conjunction with add-on ‘ChangeTracker’, can
optionally publish markup
Mark up
version triggered
by module level
attribute setting
Useful during
review/approval
cycles
Accelerate Requirements Management
Document Publishing…Simplified – Export Me
© 2014 River North Solutions, Inc. v1.2 4/3/2014 53
Single-click publishing
No RPE/doc publishing training required for document publishers
Simplifies, standardizes process; opens publishing to more users; brings repeatability to the table; reduces rework
Publish multiple documents in one operation
Documentation consistency
Publish-time auto-contextualization of RPE templates
Drives # RPE templates & document specifications to minimum
Westinghouse: 800 -> 1
Significantly reduces template maintenance and sustainability costs
Accelerate Requirements Management
Export Me – Value Proposition
© 2014 River North Solutions, Inc. v1.2 4/3/2014 54
Accelerate Requirements Management
Document Publishing Simplified – Web Publisher
Web Publisher
Publish DOORS documents using web browser
Eliminates need to install RPE application on DOORS client
machine
Implements RPE server
Facilitates sharing RPE assets across user community
Supports scheduling publishing tasks
Avoids tying up user machine to perform publishing task
Compatible with other tools
DOORS Web Access
Rhapsody + Design Manager
Rational Team Concert (RTC)
Rational Quality Manager (RQM)
XML data sources
© 2014 River North Solutions, Inc. v1.2 4/3/2014 55
Accelerate Requirements Management
Web Publisher
RPE server
Advanced, high performance Requirements Management
Skipping due to SEDC presentation time constraints
Slides are in attendee version of PPT
© 2014 River North Solutions, Inc. v1.2 4/3/2014 56
Accelerate Requirements Management
Web Publisher
© 2014 River North Solutions, Inc. v1.2 4/3/2014 57
Accelerate Requirements Management
Web Publisher – Value Proposition
Eliminates need to install and maintain RPE application on
DOORS client machine
Frees up user machine from running publishing operation
Schedule publishing tasks
May allow reducing number of RPE licenses required
© 2014 River North Solutions, Inc. v1.2 4/3/2014 58
DOORS
Module Module
Web
Publisher
ArrangeMe*
Ambiguous
Words
Detector
RPE
Requirement
Metrics
Dashboard
HTML
Published
Document
Word, PDF
Export
Me
User
imports
data into
DOORS
User
manipulates
data in
DOORS
User
manages
requirements
in DOORS
Requirement
ambiguity
removal
Main
stream
Parallel
stream
Publish Dev Process
Milestone Docs for
Review & Approval
Publish Dev Process
Milestone Docs for
Review & Approval
Metrics Dashboard Showing Leading Indicators
*In Beta release
BranchManager
for DOORS
Data
Source
Word, PDF
Import Toolbox
Accelerate Requirements Management Workflow for Day-in-the-Life of a Requirements Document
© 2014 River North Solutions, Inc. v1.2 4/3/2014 59
Accelerate Requirements Management
Useful for Leading Indicators
“You can’t manage what you don’t measure”
How do you assess risk of meeting milestones without
analyzing project data and trending data?
Early warning system – alerts risk of missing
milestones
Solution must present minimum burden on
project members to obtain data
© 2014 River North Solutions, Inc. v1.2 4/3/2014 60
Accelerate Requirements Management
Metrics Dashboard Value Proposition
Displays trending of project execution performance
Easy to spot deviation from plan
Enables corrective action well ahead of project milestones
SyRS Ambiguous Requirements
© 2014 River North Solutions, Inc. v1.2 4/3/2014 61
Accelerate Requirements Management
Capturing and Using Leading Indicators
Flexible, user-defined metrics – DOORS View-based
View name becomes metric name
User creates view filter that captures metric
Total Rqmts, Rqmt Gaps, Rqmt Orphans, # Ambiguous Rqmts, etc.
Test Gaps, Test Orphans, Design Gaps, Design Orphans, etc.
Module name becomes metrics dashboard name
User configures scheduler for metrics snapshot interval
Fire and forget
Metrics captured at user-defined interval
Metrics engine builds metric charts, publishes to website
Runs unattended
Metric consumers (mgrs & team members) periodically follow browser favorite to Metrics Dashboard to consume metrics
© 2014 River North Solutions, Inc. v1.2 4/3/2014 62
DOORS
Module Module
Web
Publisher
ArrangeMe* Ambiguous
Words
Detector
RPE
Requirement
Metrics
Dashboard
HTML
Published
Document
Word, PDF
Export
Me
User
imports
data into
DOORS
User
manipulates
data in
DOORS
User
manages
requirements
in DOORS
Requirement
ambiguity
removal
Main
stream
Parallel
stream
Publish Dev Process
Milestone Docs for
Review & Approval
Publish Dev Process
Milestone Docs for
Review & Approval
Metrics Dashboard Showing Leading Indicators
*In Beta release
BranchManager
for DOORS
Data
Source
Word, PDF
Import Toolbox
Accelerate Requirements Management Workflow for Day-in-the-Life of a Requirements Document
© 2014 River North Solutions, Inc. v1.2 4/3/2014 63
Accelerate Requirements Management
Requirements Management Effort Savings
© 2014 River North Solutions, Inc. v1.2 4/3/2014 64
DOORS
Module Module
Web
Publisher
ArrangeMe* Ambiguous
Words
Detector
RPE
Requirement
Metrics
Dashboard
HTML
Published
Document
Word, PDF
Export
Me
BranchManager
for DOORS
Data
Source
Word, PDF
Import Toolbox
Smarter Solutions for Requirements
Management & Document Publishing
High Performance RM Capability/Tool
Import automation / Process & Services
Automated data manipulation / ArrangeMe
Boost requirement quality / Ambiguous Words Detector
Change management process / ChangeTracker
Automated, simplified, consistent document publishing / Export Me
Monitor leading indicator trends / Requirement Metrics Dashboard
Advanced High Performance RM…
Reduced tool footprint & licenses / Web Publisher
Parallel stream development / BranchManager for DOORS
© 2014 River North Solutions, Inc. v1.2 4/3/2014 65
Accelerate Requirements Management
Requirements Management Done Well Can…
Enable reaching market windows sooner
Enable meeting contractual commitments on time
Facilitate full compliance with industry standards & regulations
Facilitate producing products that meet user needs
With fewer defects
© 2014 River North Solutions, Inc. v1.2 4/3/2014 66 66
6
6
COLLABORATE REPORTING and ANALYTICS
AUTOMATE
Requirements Engineering
Verification, Validation and Quality Management
Collaboration, Coordination & Change Management
Process & Practice Engineering
Publishing & Reuse
Built on a core product set
Architecture and Design
Information Integration
Accelerate Requirements Management
Engineering Solution Platform
© 2014 River North Solutions, Inc. v1.2 4/3/2014 67
6
7
Rational Quality Manager Rational DOORS
Rational Team Concert Rational ClearQuest / ClearCase
Rational Change / Synergy
COLLABORATE REPORTING and ANALYTICS
AUTOMATE
Requirements Engineering
Verification, Validation and Quality Management
Collaboration, Coordination & Change Management
Rational Method Composer
Process & Practice Engineering
Rational Asset Manager Rational Publishing Engine
Publishing & Reuse
Rational Rhapsody Rational System Architect Rational Design Manager
Architecture and Design
Rational Engineering Lifecycle Manager
Information Integration Built on a core product set
Accelerate Requirements Management
Rational Engineering Solution Platform
© 2014 River North Solutions, Inc. v1.2 4/3/2014 68
Gartner Nov 2013 ALM Market Analysis
ALM – Application Lifecycle
Management…
Software requirements
definition & management
Software change &
configuration management
Software project planning, with
a current focus on agile
planning
Work item management
Quality management, including
defect management
http://www.gartner.com/technol
ogy/reprints.do?id=1-
1NHDUJ3&ct=131126&st=sb