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Unterstützung der Softwareentwicklungs- und Projektrealisierungsprozesse durch ein Application LifecycleManagement Tool bei Swisslog
Erfahrungsbericht
Version 1.09 September 2008Philippe Meuli
Page 1 / 26 August 2008 / REConf2008
Page 2 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Table of Contents
n Swisslog Overview – Business, Services and Products
n Process Support and Improvement
n Process to Tool
n Application Lifecycle Management Tool
n Summary
File information: GI_JT2008.ppt
Process support through ALM Tool
Page 3 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Swisslog Overview
Business, Services and Products
Page 4 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Introduction to Swisslog
n Headquarters in Buchs/Aarau, Switzerland
n Public company, listed inZurich stock exchange (SLOG)
n 2060 employees
n Subsidiaries in 20 countries
n Turnover in 2007: 708 MCHF
n Focused strategy with core divisions (WDS and HCS)
n www.swisslog.com
Swisslog Overview
Chapter 1
Warehouse & Distribution Solutions
Consulting Services
.
Healthcare Solutions
Swisslog
Page 5 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Swisslog Facilities
USA UK
MalaysiaMalaysia
Germany
Project realisation including software application Software product development
Australia
Sweden
SwitzerlandSwitzerland
Swisslog Overview
Chapter 1
Page 6 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Picture of a Logistics CentreSwisslog Overview
Chapter 1
Page 7 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
WDS Services and Products
Consult Design Deliver Operate
Automated
Service and support
System operation
Supply chain audit
Logistics network design
IT concepts & process consulting
Modernization
Operation assistance
Manual
Semi-automated
Consult Design Deliver Operate
Automated
Service and support
Service and support
System operationSystem operation
Supply chain audit
Supply chain audit
Logistics network design
Logistics network design
IT concepts & process consulting
IT concepts & process consulting
ModernizationModernization
Operation assistanceOperation assistance
Manual
Semi-automated
Swisslog Overview
Chapter 1
Page 8 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Warehouse Management Software
SinglePoint
of Control
(SPOC)
WarehouseManager™
Mfg.Yard Mgmt.
CockpitLabor
AutomationManager™
Voice RFID
AutomationControl™
ERP System
Material Handling Systems
Swisslog Overview
Chapter 1
Page 10 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
A typical sign that Process Improvement is needed
Over commitment
Plans and procedures
are given up
Success heavily depends on competence and heroism of
individuals Not repeatable
Executable product /
project but budget and cost overflow
Chapter 2
Process Support and Improvement
Page 11 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Are you settling for less?
Symptoms
n Plans are made but not necessarily followed.
n Work is not tracked against the plan; plans are not adjusted.
n Requirements are not consistent; changes are not managed.
n Estimates are way of; over commitment is common.
n When overruns become apparent, a crisis atmospheredevelops.
n Defects are discovered in tests, or worse yet, by the customer.
n Success depends on heroic efforts by competent individuals.
n Repeatability is questionable.
Chapter 2
Process Support and Improvement
Page 12 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
MONTE ROSA - DUFOURSPITZEChapter 2
Process Support and Improvement
DufourspitzeThe highest peak of the
Monte Rosa massif and at
4,634m also the highest peak in Switzerland
with the impressive east
face, intensely glaciated
and some 2,500 meters
high.
How to reach the top?
Page 13 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
OBJECTIVE
n To give the Software Improvement Process a world – wide and clear direction and
measurability Swisslog WDS decided to adopt the CMMI (Capability Maturity Model
Integrated) staged model.
n Reach Maturity Level 2 and later Maturity Level 3 with Software Product Development
and Software Project Realisation Units world-wide within 3 to 5 years
Insert picture here:height 8 cm, width 7.2 cm
It is not necessary to change. Survival is not mandatory.
W. Edwards Deming 1900 – 1993
Chapter 2
Process Support and Improvement
Page 14 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
BENEFITS
Selection of benefits
n cost reduction (less error removal)
n ensure scalability of resources to business needs (exchangeability of resources world-wide)
n speed up process cycles
n reduce developing time / time to market of new products
n keep project frames (time, scope, cost) intact
n benefit from synergies between product development and
project realisation people
becoming more effective by technical, process & management improvements.
n improve service quality (deliverables)
n enable continuous improvement (process effectiveness)
Chapter 2
Process Support and Improvement
Page 15 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
RETURN ON INVESTMENT
n Typical SW-Project
Question: How long will Integration & Test last if no errors are made during the first two phases?
Part of the solution: Add reviews in Phase 1 & 2
Savings
20%
Specification & Design Code & Test Integration and Test
40% 20% 40%
A
Specification & Design
Integration and Test
40% 20% 5%
Error removal
35%
Code & TestB
Specification & Design & Reviews
Code & Review &
Test
Integrationand Test
45% 20% 15%
C
Chapter 2
Process Support and Improvement
Page 16 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
PLANNING LEVELS
PROCESS GRANULARITY
n Accurate planning breakdown structure supports agility and predictability
Iteration
Planning
Release
Planning
Ite
ratio
nI0
7.0
3
Itera
tio
nI0
7.x
x
Ite
ratio
nI0
7.0
2
Ite
ratio
nI0
7.1
1
Ite
ratio
nI0
7. 0
1
I te
ratio
nI0
7.1
2
Releases
MilestonesTime
R2R1.1R1aR1
Annual Release
Delivery Quality
Course of Iteration Delivery Quality Course of Release Delivery Quality without Iterations
Chapter 2
Process Support and Improvement
Page 18 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Processes � Methods� Tools
Tools support, enable and secure:
n CMMI Maturity Level 2: By-directional traceabilityà REQM (Requirements Management)
n Product Quality & Integrity (i.e. daily builds) enabled through
à CM (Configuration Management)
n Regression Testing (automated Testing) is not possible without
tools
à V&V (Verification & Validation)
Processes Methods Tools
support
enable
Templates
Chapter 3
Process to Tool
Page 19 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Boundary Conditions
Soft Factors
n Geography
– Geographical repartitionn Language
n Culture
n Knowledge (skills, experience)
Hard Factors
n Technical requirements
– Functional e.g. Tool Coverage– Non-functional
n Connectivity
– Access (internal / web)n Security
– User rights / restrictionsn Support of CMMI compliance
Process to Tool
Chapter 3
Page 20 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
System Borders (in and out of scope)
GU Project
Management
Consulting &
Sales
Customer
Support
Finance &
Controlling
Human
Resources
Others(Marketing, IT,
Infrastruktur, Einkauf,
QS, ...)
Customer
Market
Community,
Legislation &
Politics
Competitor
Shareholder
Economic
Ecology
Software Project Realisation
Swisslog intern
Direct incluence
Indirect influence
employee
(Know-How)
Los & profit,
Project
success
SLOG-SW-
products
Communikation &
collaboration
Engineering & SW-
Development methods
Customer
relationship
Tools
infrastructure
Systemplanning &
Processplanning
Realisation &
commissioning
Automation
WDS
Management
Chapter 3
Process to Tool
Page 21 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Tool CoverageProcess to Tool
Chapter 3
Tracker
Requirements Management
Configuration Management(& Version Control)
Project Planning, Monitoring & Control
Testing
Application Lifecycle Management ATF
Project Management
POLARION
AutomatedTestFramework
Page 22 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Polarion Support Concept
Server and Virtual Machine Set-Up
Chapter 3
ESX 1
Virtual Centre
ESX 2VMotion
Region1
Region2
Region3
Region4
Region5
Region6
SWDev.
Customer
Project 1
Project n
Root
Dev
Test
Prod
IT S
erv
ice T
eam
sU
sers
� set-up, maintenance, upgrades, test,
recovery, … of Polarion applications
� Polarion Administration
Polarion Administrator (1) � configuration, updates, …
Polarion Key User (many, per region) � supports local users
Virtual Machines per Region / Unit
IT- Application Service Team
IT- Infrastructure Service Team
� set-up, maintenance, upgrades, backup …
of server infrastructure, operating system,
network
Process to Tool
Page 23 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Tool Evaluation Steps
1. Define evaluation process (guidelines)
2. Define evaluation criteria (evaluation spread sheet)
3. Define evaluation method and stakeholders
4. Establish evaluation time frame (evaluation schedule)
5. Perform evaluation (according schedule – apply method, criteria)
1. First round1. Search for solutions (known solutions, literature, web, references, …)2. List solutions3. Screen solutions4. Short list candidates
2. Second round1. Submit use cases to candidates2. Validate use case implementation (hearing)3. Short list final candidates
3. Third round1. Financial screening of final candidates2. Pilot project negotiations with final candidates3. Pricing, ability to execute, support, …
6. Decide
7. Pilot / Migration
Process to Tool
Chapter 3
Page 24 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
A new functional release consists of 2 builds
n Upgrade install (only changes)
n Full install (all modules)
Build scenario
Use Case – Build scenario
Example
Unchanged modules
Baseline
Full Install
upgrade Install
Chapter 3
Process to Tool
Page 25 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
AccessibilityProcess to Tool
Chapter 3
InternetInternet
Customer
ReverseProxi
Front EndPolarion
[User / Password]
R1
R2
R3
R4
R5
R6
…
World – wide
n Limited, dedicated access
for customers
n Full access for employees
Firewall
DMZ
alm.sl.com
[SSL]
Page 26 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Comparison – Elements
n Company
– Facts
– Founded / Quoted / Revenue / Profitability / HQ, Presence /
Customers, Users / Credit Rating / Service (SLA)
n Product
– Overview (scope, functions)
– Technology
– Integration / web / Open Source / Architecture
n Pilot
– Resources
– Time frame
n Licence model
n Finances
– Total / incremental and running cost per deployment phase
– Payment schedule
n Comparison
Chapter 3
Process to Tool
Page 27 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Comparison – Final Decision Criteria
n Company +++
– Financial figures– Presence– Customer base / users
n Risks ++
– Resources (Assets)– Support– Product Development
n Product ++
– Tracker– REQM– CM & VC– Planning
n Technology ++
– Architecture– Accessibility– Extendibility
n Licence model +++
n Price +
n General ++
n Company ++
– Financial figures– Presence– Customer base / users
n Risks +
– Resources (Assets)– Support– Product Development
n Product +++
– Tracker– REQM– CM & VC– Planning
n Technology +++
– Architecture– Accessibility– Extendibility
n Licence model ++
n Price +++
n General +++
Bidder#2
Chapter 3
Process to Tool
Page 28 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Application Lifecycle Management with
POLARION
For Swisslog
Polarion is a unified software development productivity platform which combines requirements, tasks, change requests, process management, planning, metrics and audits.
Chapter 3
Process to Tool
Page 30 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Work Breakdown Structure (WBS) and
traceability
Chapter 3.1
ALM Tool
Page 31 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
WBS for requirements and project work
n Bug fixing
n Minor enhancements
n Major enhancements
n Project work
Polarion Development
Project Group
User
Story
Task
Task
User
Story
Task
Task
TaskTask
Task
Polarion Tracker Project Polarion Requirements Project
Bug
Report
User
Story
Task
TaskTask
Specification
Feature
Use
Case
Use
Case
Use
Case
Feature
Use
Case
Bug
Report
Task
Enhancement
request
Task
Enhancement
request
User
Story
Task
TaskTask
Chapter 3.1
ALM Tool
Page 32 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Work packages
Polarion Development
Project Group
User
Story
Task
Task
User
Story
Task
Task
TaskTask
Task
Polarion Tracker Project Polarion Requirements Project
Bug
Report
User
Story
Task
TaskTask
Specification
Feature
Use
Case
Use
Case
Use
Case
Feature
Use
Case
Bug
Report
Task
Enhancement
request
Task
Enhancement
request
User
Story
Task
TaskTask
WP WM
WP SPOC7
Chapter 3.1
ALM Tool
Page 33 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Bi-directional traceability
Impact Traceability
Chapter 3.1
ALM Tool
Page 34 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
WBS - Work Breakdown StructureChapter 3.1
ALM Tool
����
����
����
����
����
BugReport
MinorEnhancement
MajorEnhancement
(Roadmap)
RequirementsSpecification
Feature Feature Feature
UserStory
Task TaskTask
UserStory
Task Task
Source DocsTest
Cases
Re
qu
irem
ents
Pro
ject
Co
de
UserStory
Task Task
TestResults
Page 35 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Major Enhancement – WBS and traceability to
requirements in a Word document
Chapter 3.1
[see ���� on page 34]
ALM Tool
Page 36 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Major Enhancement – Word requirements document
with tags to allow traceability in ALM system
Chapter 3.1
[see ���� on page 34]
ALM Tool
Page 37 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Minor Enhancement – WBS and traceability to
requirements defined directly in the enhancement tracker
Chapter 3.1
[see ���� on page 34]
ALM Tool
Page 38 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Bug Fix – WBS and traceability to the bug report in the
tracker
Chapter 3.1
[see ���� on page 34]
ALM Tool
Page 41 / 26 August 2008 / GI_JT2008 © 2008 Swisslog AG
Summary
n The development and software team in Malaysia and
Switzerland as well as the software project realisation teams world wide are integrated into the very same process:
– All people are tasked using Polarion
– They use the same SVN repository – no external supply of work
products
n A clear definition of the work break down structure facilitates a common way of working
n “Face-to-face” communication on daily basis is crucial – tools
can just support this:
– Locally this is not a technical issue
– Remotely this must be facilitated by suitable tools
– Video conference (suitable for workshops and meetings)
– Skype / telephone only (suitable for general conversations)
– Web Conference / Net Meeting (suitable for joint discussion
on work products)
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