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Predictability @ Scale
How to Solve Your Biggest
Product Development Challenges
2© Perforce Software Inc. All Rights Reserved.
Presenters
Anthony Washington
Senior Solutions Engineer
Rick Riccetti
CTO of ALM Solutions
3© Perforce Software Inc. All Rights Reserved.
• Quality improvements by focusing development on fulfilling
requirements
• Better Efficiency and faster time to market
• Adherence to internal and external regulations and standards
• Instant audit evidence of work performed
• Repeatable process with all teams onboard
Predictability at Scale
4© Perforce Software Inc. All Rights Reserved.
Common ALM Toolchain Patterns
Office Documents Dedicated Applications Modern ALM
1 2 3
Office documents for
managing key artifacts
Artifacts managed in a
variety of applications
Artifacts managed in
an ALM application
5© Perforce Software Inc. All Rights Reserved.
Engineering Pitfalls Addressed by ALM Solutions
Scope Creep Code Changes Gaps (Lag) Knowledge Gaps
1 2 3 4
One of the
largest
contributors to
time & cost
overruns.
Code changes
don’t solve
issues or meet
requirements
Gaps or lag
between steps in
the dev process
Knowledge gaps
(who did what,
when, why?)
Failed Audits
5
Failed audits or
incredibly
long/hard prep
time
6© Perforce Software Inc. All Rights Reserved.
Addressing Pitfalls @ Scale
Spreadsheets/
Documents
Other Tools Helix ALM
Process Ownership
Control Timing & Process
Compliance
Some
Data Collection
Automate Traceability Some
Reporting/Analysis Reporting
7© Perforce Software Inc. All Rights Reserved.
What makes a Solution Scale
1
Collaboration
Collaboration
improves efficiency
and quality
2
Visibility
Visibility is
knowledge
3
Automation
Automation
reduces lag
4
Traceability
Traceability is the
supporting glue
8© Perforce Software Inc. All Rights Reserved.
Scaling with Helix ALM
Scope Creep Code Changes Gaps (Lag) Knowledge Gaps
1 2 3 4
One of the
largest
contributors to
time & cost
overruns.
Code changes
don’t solve
issues or meet
requirements
Gaps or lag
between steps in
the dev process
Knowledge gaps
(who did what,
when, why?)
Failed Audits
5
Failed audits or
incredibly
long/hard prep
time
9© Perforce Software Inc. All Rights Reserved.
Scope Creep Scope Creep
2 3 4 51
VISIBILITY FOR ENTIRE TEAM
10© Perforce Software Inc. All Rights Reserved.
Scope Creep Scope Creep
2 3 4 51
• Multiple Tabs for Data Review
• Configurable Approval process
• View related information quickly through hyperlinks
11© Perforce Software Inc. All Rights Reserved.
Scope Creep cont. Scope Creep
2 3 4 51
• Visual Indicators
• Multiple Versions
• Scalable search
capabilities
12© Perforce Software Inc. All Rights Reserved.
Code Changes Code Changes
2 3 4 51
• Modular Approach
13© Perforce Software Inc. All Rights Reserved.
Code Changes cont. Code Changes
2 3 4 51
• What else may be
affected
• Better Scoping of
work
• More Accurate
Release Planning
14© Perforce Software Inc. All Rights Reserved.
Code Changes cont. Code Changes
2 3 4 51
• Code attached to
the relevant item
• Better Analysis
• Improved Reporting
15© Perforce Software Inc. All Rights Reserved.
• Gaps (or lag) between steps in the
dev process.
• As code changes, bugs are fixed,
features are implemented, a lag exists
between the time the code is blessed
and QA is informed they can verify it.
• Enforce and Improve process timing
through Automation
Gaps (Lag) in Process Gaps (Lag)
2 3 4 51
16© Perforce Software Inc. All Rights Reserved.
Appropriate Automation
2 3 4 51
• Automation based on
aggregate data
• Automation based on
events
• Automation to improve
visibility
Automation
17© Perforce Software Inc. All Rights Reserved.
Appropriate Automation cont.
2 3 4 51
• Automation for Process
improvement
• Notifications
• Triggers
• Escalations
Automation
18© Perforce Software Inc. All Rights Reserved.
Immutable Traceability Automation - Traceability
2 3 4 51
• Decompose Requirements
• Generate Test Cases
• Generate Test Runs
• Generate Issues
19© Perforce Software Inc. All Rights Reserved.
• Knowledge gaps
(who did what, when, why?).
• Every dev team experiences turnover and every engineer
gets to work with someone else’s code. When an engineer
leaves the team, knowledge is potentially lost.
Knowledge Gaps Knowledge
Gaps
2 3 4 51
20© Perforce Software Inc. All Rights Reserved.
Fast and Timely Analysis
2 3 4 51
• Query with ease
• Compound filtering
• Configurable search
criteria
• Multiple tabs and filters
to save results
Knowledge
Gaps
Configurable
Search Criteria
21© Perforce Software Inc. All Rights Reserved.
Process at Scale
2 3 4 51
Hybrid Development Approach
Knowledge
Gaps
22© Perforce Software Inc. All Rights Reserved.
Predictability with Helix ALM
2 3 4 51
Knowledge
Gaps
23© Perforce Software Inc. All Rights Reserved.
• Not getting work out fast enough
• Quality not high enough
• Looking for a solution to grow with you
Bottom line
Scope Creep Code Changes Gaps (Lag) Knowledge Gaps
1 2 3 4
Failed Audits
5
Questions?
25© Perforce Software Inc. All Rights Reserved.
• Process + Modern ALM =
• Quality improvements by focusing development on fulfilling
requirements
• Increased efficiency and faster time to market
• Adherence to internal and external regulations and standards
• Instant audit evidence of work performed
• Repeatable process with ALL teams onboard
Achieve Predictability at Scale
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Predictability at Scale

  • 1. Predictability @ Scale How to Solve Your Biggest Product Development Challenges
  • 2. 2© Perforce Software Inc. All Rights Reserved. Presenters Anthony Washington Senior Solutions Engineer Rick Riccetti CTO of ALM Solutions
  • 3. 3© Perforce Software Inc. All Rights Reserved. • Quality improvements by focusing development on fulfilling requirements • Better Efficiency and faster time to market • Adherence to internal and external regulations and standards • Instant audit evidence of work performed • Repeatable process with all teams onboard Predictability at Scale
  • 4. 4© Perforce Software Inc. All Rights Reserved. Common ALM Toolchain Patterns Office Documents Dedicated Applications Modern ALM 1 2 3 Office documents for managing key artifacts Artifacts managed in a variety of applications Artifacts managed in an ALM application
  • 5. 5© Perforce Software Inc. All Rights Reserved. Engineering Pitfalls Addressed by ALM Solutions Scope Creep Code Changes Gaps (Lag) Knowledge Gaps 1 2 3 4 One of the largest contributors to time & cost overruns. Code changes don’t solve issues or meet requirements Gaps or lag between steps in the dev process Knowledge gaps (who did what, when, why?) Failed Audits 5 Failed audits or incredibly long/hard prep time
  • 6. 6© Perforce Software Inc. All Rights Reserved. Addressing Pitfalls @ Scale Spreadsheets/ Documents Other Tools Helix ALM Process Ownership Control Timing & Process Compliance Some Data Collection Automate Traceability Some Reporting/Analysis Reporting
  • 7. 7© Perforce Software Inc. All Rights Reserved. What makes a Solution Scale 1 Collaboration Collaboration improves efficiency and quality 2 Visibility Visibility is knowledge 3 Automation Automation reduces lag 4 Traceability Traceability is the supporting glue
  • 8. 8© Perforce Software Inc. All Rights Reserved. Scaling with Helix ALM Scope Creep Code Changes Gaps (Lag) Knowledge Gaps 1 2 3 4 One of the largest contributors to time & cost overruns. Code changes don’t solve issues or meet requirements Gaps or lag between steps in the dev process Knowledge gaps (who did what, when, why?) Failed Audits 5 Failed audits or incredibly long/hard prep time
  • 9. 9© Perforce Software Inc. All Rights Reserved. Scope Creep Scope Creep 2 3 4 51 VISIBILITY FOR ENTIRE TEAM
  • 10. 10© Perforce Software Inc. All Rights Reserved. Scope Creep Scope Creep 2 3 4 51 • Multiple Tabs for Data Review • Configurable Approval process • View related information quickly through hyperlinks
  • 11. 11© Perforce Software Inc. All Rights Reserved. Scope Creep cont. Scope Creep 2 3 4 51 • Visual Indicators • Multiple Versions • Scalable search capabilities
  • 12. 12© Perforce Software Inc. All Rights Reserved. Code Changes Code Changes 2 3 4 51 • Modular Approach
  • 13. 13© Perforce Software Inc. All Rights Reserved. Code Changes cont. Code Changes 2 3 4 51 • What else may be affected • Better Scoping of work • More Accurate Release Planning
  • 14. 14© Perforce Software Inc. All Rights Reserved. Code Changes cont. Code Changes 2 3 4 51 • Code attached to the relevant item • Better Analysis • Improved Reporting
  • 15. 15© Perforce Software Inc. All Rights Reserved. • Gaps (or lag) between steps in the dev process. • As code changes, bugs are fixed, features are implemented, a lag exists between the time the code is blessed and QA is informed they can verify it. • Enforce and Improve process timing through Automation Gaps (Lag) in Process Gaps (Lag) 2 3 4 51
  • 16. 16© Perforce Software Inc. All Rights Reserved. Appropriate Automation 2 3 4 51 • Automation based on aggregate data • Automation based on events • Automation to improve visibility Automation
  • 17. 17© Perforce Software Inc. All Rights Reserved. Appropriate Automation cont. 2 3 4 51 • Automation for Process improvement • Notifications • Triggers • Escalations Automation
  • 18. 18© Perforce Software Inc. All Rights Reserved. Immutable Traceability Automation - Traceability 2 3 4 51 • Decompose Requirements • Generate Test Cases • Generate Test Runs • Generate Issues
  • 19. 19© Perforce Software Inc. All Rights Reserved. • Knowledge gaps (who did what, when, why?). • Every dev team experiences turnover and every engineer gets to work with someone else’s code. When an engineer leaves the team, knowledge is potentially lost. Knowledge Gaps Knowledge Gaps 2 3 4 51
  • 20. 20© Perforce Software Inc. All Rights Reserved. Fast and Timely Analysis 2 3 4 51 • Query with ease • Compound filtering • Configurable search criteria • Multiple tabs and filters to save results Knowledge Gaps Configurable Search Criteria
  • 21. 21© Perforce Software Inc. All Rights Reserved. Process at Scale 2 3 4 51 Hybrid Development Approach Knowledge Gaps
  • 22. 22© Perforce Software Inc. All Rights Reserved. Predictability with Helix ALM 2 3 4 51 Knowledge Gaps
  • 23. 23© Perforce Software Inc. All Rights Reserved. • Not getting work out fast enough • Quality not high enough • Looking for a solution to grow with you Bottom line Scope Creep Code Changes Gaps (Lag) Knowledge Gaps 1 2 3 4 Failed Audits 5
  • 25. 25© Perforce Software Inc. All Rights Reserved. • Process + Modern ALM = • Quality improvements by focusing development on fulfilling requirements • Increased efficiency and faster time to market • Adherence to internal and external regulations and standards • Instant audit evidence of work performed • Repeatable process with ALL teams onboard Achieve Predictability at Scale
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Notas do Editor

  1. What does Predictability at Scale mean? Companies today are really focused on proving well thought out and developed solutions for their users needs while at the same time trying to improve efficiency and beat competitors to market. At the same time they must stay up to date on internal as well as external regulations and standards and be ready at a moments notice to support and defend work in the event of an audit. Oh by the way, they also need to keep everyone on board with the latest updates and ensure their process isn’t reliant on one person or team and it can be repeated in another part of the company or another part of the world where the culture may be completely different. Predictability at scale means you have a better idea of the outcome due to the process you put in place. We’ve all heard about the person who baked phenomenal cakes and was always told they should open a bakery or restaurant.
  2. For some context, through out this webinar, I’ll be referring to three aspects of ALM products (Desktop Applications like Office, Dedicated Applications like requirements management and testing tools, and more integrated solutions like Helix ALM) So I’m sure you are aware, Word was the first ALM tool, followed shortly there after with Excel and surprisingly after more than 30 years for many it’s still the tool of choice! Many companies have moved to more robust dedicated packages to manage a portion of the ALM process like a testing or source code control. But now the real growth is in tools that manage the entire ALM process. Today with products being more complex and with geographically dispersed teams we need to move beyond simply managing the process to managing the process @ SCALE.
  3. There are a host of pitfalls lurking around I could add to this list which if not checked will cause problems with any engineering effort. So don’t take this as an exhaustive list. More importantly, the theme here is how do we deal with common engineering issues in the most efficient way for our environment consistently If all you have is a hammer then every problem you view has to be a nail or you ignore it. So let’s take a look at the tools at our disposal. SCOPE CREEP: Back in the day -- Gold Plating Cost overruns Delivery slips CODE CHANGES: Change without Analysis can lead to a disaster (AFOSI) GAPS: Two types (time between steps, knowledge of the who, what, when & why [not the how]? FAILED AUDITS: Long prep times; incorrect information; NO CLUE! We’ve often heard: NO DECISION IS A DECISION. True! But what if we make the wrong decision!
  4. Try this: do a search for ALM tools or point solution like Testing Tools or Requirements Management Tools and see how many hits you get. I am always surprised at how many products there are to choose from! Every solution is not right for every company. Circumstances and environment matter. The culture matters. The company and in most cases the team matters. The processes implemented for one or two people working on a new idea out of their garage most likely won’t work for a team of hundreds or more working on a complex product involving several companies over multiple time zones…..that is with one exception. I have three friends (Siri, Alexa and Cortana) who have been discussing developing some Killer App that they believe is going to something everyone will just die for! We talk just about every day and I asked if they needed in help in figuring out how to manage all the information on how they were going to design the system. Well they thought my offer was very amusing as they put it “Why should we listen to someone who asks them everyday for something as simple the best way to get to work and who has a special on pizza today; we’ll just keep everything in our heads! We can cross-reference and pull up whatever we need much quicker than I could anyway.” Sometimes they seem so smart allelicy with their answers! For a solution to scale, you will need a great deal of flexibility to deal with a wide range of engineering pitfalls!
  5. Questions to Ask yourself: Collaboration: How well does the solution support collaboration between team members and stakeholders? Is the process efficient? Does the system have sufficient security to allow visibility and feedback without allowing changes to be made data? Does the system have the capability to determine when feedback is allowed? (CLICK) Visibility: How well does the system allow team members and stakeholders t view information? Is it all or nothing or can the system be configured to allow viewing and or changes to specific fields in a record? Is the system able to handle / allow a sub-contractor access to their data, while preventing other contractors or even the Prime from viewing that information depending on where the item is within the process? (CLICK) Automation: How well does the system improve process flow by using automation to reduce time lag and improve visibility of information? (CLICK) And finally, Traceability: Is the system able to automatically assist with ting items together behind the scenes without always needing human interaction?
  6. Solving Scope Creep Visibility
  7. Multiple tabs allow visibility to different item views in a quick and efficient manner. These views are perpetual and are available whenever a user accesses the system. Finding, checking and reviewing subsets of data help keep requirements in check. (CLICK) Formal / Informal Signoffs on items are also available in Helix ALM. These Signoffs are configurable and also help to ensure Scope Creep is kept in check. (CLICK) Recognizing the importance of linked items, Helix ALM provides a convenient way to also view linked items though hyperlinks which launch a view of the associated item.
  8. When viewing documents, visual Indicators show what type of artifact you are viewing. It’s easy to find and distinguish items based on these visual indicators Locks on individual paragraphs are also available to indicate items locked by Process controls while the system also reports items being edited by other users Just as the system provides extensive searching capabilities in the form view, those capabilities are available in the document view as well. All of these capabilities keep multiple eyes on any document / paragraph to control visibility and reduce the risk of “things getting added or missed”
  9. To deal with code changes, Helix ALM’s configurability supports a modular approach to managing your information. Tracking information based on Product Name, System, Sub-System and Component to name a few make locating information much easier when doing analysis to find specific pieces of code which may be responsible for product issues. This is much easier than searching though several documents for related items especially with complex products and worldwide deployments.
  10. No changes are made in a vacuum. Quickly see what may be affected by a proposed change by using the Impact Analysis to review Direct and Indirect impacts. Direct and Indirect Impacts provide for better scoping of work, more appropriate assignments to individual engineers, and a more accurate and reliable Release Planning schedule.
  11. When appropriate, sections of code may be attached to individual items within Helix ALM, again providing for Better Analysis and Improved reporting.
  12. Helix ALM provides a mechanism for reducing or even eliminating timing Gaps by helping you reduce when tasks are performed. When is the best time for QA to start writing Test Cases? Usually when requirements are mature but not necessarily approved because a Scalable system like Helix ALM can use Automation to notify users if / when a requirement changes. When is the best time for QA to begin conducting test runs? Depending on the type of Test, this could begin as modules or components are completed, again to scale, you would need Automation to make those notifications to the QA team.
  13. Your automation should have a soft touch – by that I mean appropriate. It can be based on aggregate data provided or (CLICK) If your system is smart enough it can be configured to know when transitions should occur based on the workflow configuration. (CLICK) The configuration may also be used to help improve Visibility by setting up automated notifications to different users.
  14. Helix ALM provides a configurable interface to ensure Automation is Appropriately applied with that soft touch From individual or group notifications to keep everyone on the same page to Triggers and Escalations which monitor activity and only function when conditions warranted or Escalations which occur when time constraints are violated, Helix ALM helps ensure your implementation scales with you.
  15. With Helix ALM, provides a mechanism to “Trace as you Go” rather than waiting until you are done! Whether Decomposing Requirements, generating Test Cases and Test Runs or generating Issues, the system is able to keep your items linked and you Traceability Matrices up to date.
  16. All changes are automatically saved with Helix ALM providing a detailed historical view of all changes and resolving knowledge gaps. The system even captures that objective evidence for Testing at the STEP LEVEL not just at the Test Case level as comparable systems do!
  17. Searching is fast an efficient with multiple methods for finding and saving the data you work with most often. In fact the search capability provides for compound filtering allowing you to search on the results from a previous search as well.
  18. What happens when the development team wants to try a new development methodology? Will you be forced to buy a different tool? With Helix ALM your development process won’t dictate the tool you use. Helix ALM is able to support development process from Agile to Waterfall. This Hybrid approach allows true freedom in configuring a process which fits your style. Helix ALM helps scalability because you don’t need to select multiple tools based on a teams development methodology.
  19. We all know reporting is critical. After all you can have the best system in the world, but if you are not able to produce reports showing your objective evidence in a timely manner, then the system has little use. From that initial Business Requirement through the code which was actually generated and tested to meet the requirement. Helix ALM is able to generate many different type of reports to support your needs.
  20. Remember, every problem isn’t a nail. Make sure you choose a system which is flexible enough to address the many engineering problems you are likely to run into and also has the ability to grow with you. Helix ALM will help you increase your Predictability @ SCALE
  21. Thanks, Anthony. That’s all the time we have for questions today. As Anthony talked about today, predictability at scale is about achieving a better idea of the outcome due to the processes you put in place and the tools you use drive those processes.   Hopefully you’ve seen that modern ALM solutions, such as Helix ALM, give you that predictability at scale while helping you:   See real quality improvements by focusing development on fulfilling requirements Increase development efficiency so you can bring innovative products to market faster Improve adherence to internal and external regulations and standards while gaining instant auditable evidence of work performed Achieve repeatable processes with all teams on board and rowing in the same direction
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