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Roadmapping by Gerrit Muller University of South-Eastern Norway-NISE e-mail: [email protected] www.gaudisite.nl Abstract This article describes what a roadmap is, how to create and maintain a roadmap, the involvement of the stakeholders, and criteria for the structure of a roadmap. Distribution This article or presentation is written as part of the Gaudí project. The Gaudí project philosophy is to improve by obtaining frequent feedback. Frequent feedback is pursued by an open creation process. This document is published as intermediate or nearly mature version to get feedback. Further distribution is allowed as long as the document remains complete and unchanged. August 21, 2020 status: concept version: 2.0 People Process Conceptual Realization Functional Customer objectives Application time, ca 5 years Market Products Technology drives, requires supports, enables Marketing technology, process people manager Architect

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Page 1: Roadmapping - Gaud&iacute System Architecting homepage · 2018-10-19 · Roadmapping by Gerrit Muller University of South-Eastern Norway-NISE e-mail: gaudisite@gmail.com Abstract

Roadmappingby Gerrit Muller University of South-Eastern Norway-NISE

e-mail: [email protected]

Abstract

This article describes what a roadmap is, how to create and maintain a roadmap,the involvement of the stakeholders, and criteria for the structure of a roadmap.

Distribution

This article or presentation is written as part of the Gaudí project. The Gaudí projectphilosophy is to improve by obtaining frequent feedback. Frequent feedback is pursued by anopen creation process. This document is published as intermediate or nearly mature versionto get feedback. Further distribution is allowed as long as the document remains completeand unchanged.

August 21, 2020status: conceptversion: 2.0

People

Process

Conceptual

Realization

Functional

Customer objectives

Application

time, ca 5 years

Market

Products

Technology

dri

ves,

req

uir

essu

pp

ort

s, e

nab

les

Mar

keti

ng

tech

no

logy

, pro

cess

p

eop

le m

anag

er

Architect

Page 2: Roadmapping - Gaud&iacute System Architecting homepage · 2018-10-19 · Roadmapping by Gerrit Muller University of South-Eastern Norway-NISE e-mail: gaudisite@gmail.com Abstract

The Roadmap Integrates Five Views

People

Process

Conceptual

Realization

Functional

Customer objectives

Application

time, ca 5 years

Market

Products

Technology

dri

ves,

req

uir

essu

pp

ort

s, e

nab

les

Mar

keti

ng

tech

no

logy

, pro

cess

p

eop

le m

anag

er

Architect

Roadmapping2 Gerrit Muller

version: 2.0August 21, 2020

RSProadmapStructure

Page 3: Roadmapping - Gaud&iacute System Architecting homepage · 2018-10-19 · Roadmapping by Gerrit Muller University of South-Eastern Norway-NISE e-mail: gaudisite@gmail.com Abstract

Granularity of Roadmap Material

Single pageTop-level

roadmap

Poster

part of many presentations

Supporting

roadmaps

Single page

per view

or per driver

Supporting

reports

Document

per relevant

subject

Poster

part of many presentations

Roadmapping3 Gerrit Muller

version: 2.0August 21, 2020

ROADdeliverables

Page 4: Roadmapping - Gaud&iacute System Architecting homepage · 2018-10-19 · Roadmapping by Gerrit Muller University of South-Eastern Norway-NISE e-mail: gaudisite@gmail.com Abstract

Problems that Occur without Roadmapping

Frequent changes in product policy

Late start up of long lead activities, such as people

recruitment and process change

Diverging activities of teams

Missed market opportunities

Roadmapping4 Gerrit Muller

version: 2.0August 21, 2020

ROADwithoutRoadmapping

Page 5: Roadmapping - Gaud&iacute System Architecting homepage · 2018-10-19 · Roadmapping by Gerrit Muller University of South-Eastern Norway-NISE e-mail: gaudisite@gmail.com Abstract

Management with a Limited Horizon

2012 2013 2014

now

horizon

now

now

feature

feature

feature

horizon

horizon

now feature

horizon

Feature still

unknown

Do!

Stop

Do!

Roadmapping5 Gerrit Muller

version: 2.0August 21, 2020

ROADonOffManagement

Page 6: Roadmapping - Gaud&iacute System Architecting homepage · 2018-10-19 · Roadmapping by Gerrit Muller University of South-Eastern Norway-NISE e-mail: gaudisite@gmail.com Abstract

Management with a Broader Time Perspective

2012 2013 2104

now

now

now

feature

feature

feature

now feature

Work with

1.5 persons

Continue with

0.5 person

Work with

1.5 persons

Preparation by

0.5 person

number of people

allocated

time

legend

Roadmapping6 Gerrit Muller

version: 2.0August 21, 2020

ROADanalogManagement

Page 7: Roadmapping - Gaud&iacute System Architecting homepage · 2018-10-19 · Roadmapping by Gerrit Muller University of South-Eastern Norway-NISE e-mail: gaudisite@gmail.com Abstract

Creation or Update of Roadmap in Burst Mode

Market

Products

Market

Products

Techno-logy

People

Process

SharedRoadmap

Techno-logy

People

Process Process

People

Market

Products

Techno-logy

2 weeks to digestand prepare

2 weeks to digestand prepare

preparationby expert

teams

Collectivemeetingca 2 days

Collectivemeetingca 2 days

Collectivemeetingca 2 days

Roadmapping7 Gerrit Muller

version: 2.0August 21, 2020

ROADbursts

Page 8: Roadmapping - Gaud&iacute System Architecting homepage · 2018-10-19 · Roadmapping by Gerrit Muller University of South-Eastern Norway-NISE e-mail: gaudisite@gmail.com Abstract

Typical Stakeholders of a Roadmap

business manager

marketing manager(s)

people, process, and technology manager(s)

operational manager(s)

architect(s)

overall enterprise responsible

project or program managers

discipline or line managers

Roadmapping8 Gerrit Muller

version: 2.0August 21, 2020

ROADstakeholders

Page 9: Roadmapping - Gaud&iacute System Architecting homepage · 2018-10-19 · Roadmapping by Gerrit Muller University of South-Eastern Norway-NISE e-mail: gaudisite@gmail.com Abstract

Target of the First Session

Shared vision on market

First iteration of possible products as an answer to

the market

Share technology status, as starting point for

technology roadmap

Explore people and technology status, to identify

main issues

Roadmapping9 Gerrit Muller

version: 2.0August 21, 2020

ROADburst1Target

Page 10: Roadmapping - Gaud&iacute System Architecting homepage · 2018-10-19 · Roadmapping by Gerrit Muller University of South-Eastern Norway-NISE e-mail: gaudisite@gmail.com Abstract

Target of the Second Session

Obtaining a shared vision on the desired technology

roadmap

Sharing the people and process issues required for

the products defined in the first iteration

Analyzing a few scenarios for products, technologies,

people, and process

Roadmapping10 Gerrit Muller

version: 2.0August 21, 2020

ROADburst2Target

Page 11: Roadmapping - Gaud&iacute System Architecting homepage · 2018-10-19 · Roadmapping by Gerrit Muller University of South-Eastern Norway-NISE e-mail: gaudisite@gmail.com Abstract

The Roadmap Update Visualized in Time

time

Market: What is needed by the customers?

People: What kind of and how many people are

required to realize the products and technologies?

Process: What processes are required to let these

people realize the products and technologies?

Technology: What technological trends are

relevant? What technologies are needed?

Products: How to package technologies

into products to fulfill market needs?

Roadmapping11 Gerrit Muller

version: 2.0August 21, 2020ROADsequence

Page 12: Roadmapping - Gaud&iacute System Architecting homepage · 2018-10-19 · Roadmapping by Gerrit Muller University of South-Eastern Norway-NISE e-mail: gaudisite@gmail.com Abstract

From Roadmap to Detailed Plans

Q1

delta

Q1Q2 Q3 Q4 Q1 Q2 Q3 Q4

Q2

delta

Q3

delta

Q1

delta

201X 201Y

business plan:

budget & allocation

detailed

planning

roadmappingPolicy

and Planning

Process

Product Creation

Processmarket

events

tech hurdle tech hurdletech hurdle

roadmap nroadmap n + 1

budget budget

market

events

Roadmapping12 Gerrit Muller

version: 2.0August 21, 2020

ROADbudgetPlan

Page 13: Roadmapping - Gaud&iacute System Architecting homepage · 2018-10-19 · Roadmapping by Gerrit Muller University of South-Eastern Norway-NISE e-mail: gaudisite@gmail.com Abstract

3-Tier Approach

roadmap

detailed plan

budget

5 years

1 year

1 mnth-1yr

horizon update

1 year

3 months

1 day-1 mnth

scope type

portfolio

program

program or activity

vision

commitment

control means

Roadmapping13 Gerrit Muller

version: 2.0August 21, 2020

ROADplanningTiers

Page 14: Roadmapping - Gaud&iacute System Architecting homepage · 2018-10-19 · Roadmapping by Gerrit Muller University of South-Eastern Norway-NISE e-mail: gaudisite@gmail.com Abstract

Roadmap Essentials

Selection of most important or relevant issues

Key drivers as a means to structure the roadmap

Nothing is certain; ambiguity is normal

Use facts whenever possible

Don’t panic in case of impossibilities

Roadmapping14 Gerrit Muller

version: 2.0August 21, 2020ROADessentials

Page 15: Roadmapping - Gaud&iacute System Architecting homepage · 2018-10-19 · Roadmapping by Gerrit Muller University of South-Eastern Norway-NISE e-mail: gaudisite@gmail.com Abstract

Requirements for a Good Roadmap

Recognizable issues for all stakeholders

Clear positioning in time; uncertainty can be visualized

The main events (enabling or constraining) must be present

Limited amount of information to maintain the overview

Roadmapping15 Gerrit Muller

version: 2.0August 21, 2020

ROADrequirements

Page 16: Roadmapping - Gaud&iacute System Architecting homepage · 2018-10-19 · Roadmapping by Gerrit Muller University of South-Eastern Norway-NISE e-mail: gaudisite@gmail.com Abstract

Sources of Facts

Market analysis reports

Installed base

Manufacturing (statistical process control)

Suppliers (roadmaps, historical data)

Internal reports (technology studies, simulations)

number of customers, market size, competition, trends

change requests, problem reports, historical data

technology studies, simulations

roadmaps, historical data

statistical process control

Roadmapping16 Gerrit Muller

version: 2.0August 21, 2020

ROADfactSources

Page 17: Roadmapping - Gaud&iacute System Architecting homepage · 2018-10-19 · Roadmapping by Gerrit Muller University of South-Eastern Norway-NISE e-mail: gaudisite@gmail.com Abstract

Causes for Overestimation

Quantization effects of small activities (the amount of time is

rounded to manweeks/months/years)

Uncertainty is translated into margins at every level (module,

subsystem, system)

Counting activities twice (e.g., in technology development and in

product development)

Quantization effects of persons/roles (full time project leader,

architect, product manager, et cetera per product)

Lack of pragmatism (technical ambition is not too bad during the

roadmap process, as long as it does not pre-empt a healthy

decision)

Too many bells and whistles without business or customer value

Roadmapping17 Gerrit Muller

version: 2.0August 21, 2020

ROADcausesOverestimation