Integrated PPM & Req. Mngmnt

[email protected] 2003 Kifinti Solutions Inc.

Project & Requirements Management Seminar

[email protected]

Seminar Agenda• 11:40 – 11:50 – Quick Introductions• 11:50 – 12:20 – OMNINET & OMNITRACKER background• 12:20 – 12:45 – Lunch• 12:45 – 1:30pm – OMNITRACKER Project & Requirements• 1:30 – 1:45pm – Q&A and General Wrap up

Copyright 2003 Kifinti Solutions Inc.

[email protected]

Who are we?

Kifinti – means “how are you?” in Maltese”

20+ strong (Toronto, Ottawa, and Montreal)

Go to partner for several top technology vendors

Leading technology, Best Practices & expertise, and Local Support, Service & Training


[email protected]

What we do?• Service Management – “PROCESS LAYER”

• Project Management, ITIL, IT Support , Customer Service and process that needs to be automated• ITAM, Asset Management

• Infrastructure Management – “MANAGEMENT LAYER”• Inventory Discovery (HW & SW), Software License Compliance• Software Distribution & OS Imaging• Patch & End Point Management & Security Policy Enforcement

• Identity & Access Management – “SECURITY LAYER”• User Request approval and provisioning, Single Sign On• Security Information & Event Management

•Network Management – “MONITORING LAYER”• Integration of Monitoring technologies with ITSM strategy


[email protected]

Our Value add?• Free Training

• No charge training on ITSM, IPCM, HEAT, & OTHER PRODUCTS

• Experts blended with Ongoing Support & Service• Ongoing Assistance Program• Local User Groups• Ongoing Webinars

• Client Collaboration• Encourage collaboration & sharing amongst clients• Leveraging Investments

• Experienced, Involved & Local Account Management• Heavily involved in verticals like Pension Plans• Senior account teams



Who are our customers?


More Customers…

http://www.theglobeandmail.com/

http://www.forzanigroup.com/default.aspx

http://www.hydroone.com/en/

http://www.citibank.com/domain/redirect/logo/citi.htm?BVE=http://web.da-us.citibank.com&BVP=/cgi-bin/citifi/scripts/&M=S&US&_u=visitor


And Still More Customers…

https://www.amerisourcebergen.com/

http://www.admtl.com/passager/accueil.aspx

http://www.comark.ca/

http://www.russelmetals.com/english/index.html


Really more Customers…?


Ok enough with the customers!

http://www.limestone.on.ca/home%20page

http://www.senecac.on.ca/


Oh yes there is more…

http://www.halton.ca/

[email protected]

Seminar Summary• Learn “Kifinti” means “How are you in Maltese”• OMNITRACKER Project & Requirements Management technology• OMNITRACKER is more then a good PM or RM APP…this is a

WORKFLOW platform• This platform is something that you can expand upon

– ITSM– TASK MANAGEMENT– RISK MANAGEMENT– CONTRACT MANAGEMENT– CUSTOMER SERVICE– AND MORE


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Introduction to OMNITRACKER Project Management Center &

Requirement Management Center

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Introduction to OMNINET

OMNITRACKER: Concept, Architecture, USPs

Project Management Center


Demo

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Brief history of OMNINET

Foundation 1995

1997 -1998 Development of OMNITRACKER as QM-System / Defect-Tracking for software development projects

1999 OMNITRACKER was released as market-ready software solution, first customer implementations

2000 OMNITRACKER provides ITIL compliant

service management processes. Setting up the sales of OMNITRACKER

now 12 application templates for different

business processes > 35.000 concurrent clients > 450 customer installations 100+ employees (80+ in Eckental)

OMNINET Headquarter

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Partner Strategy

Partner coverage today • Germany• Austria• Switzerland• Benelux• Canada• Russia• Denmark• Czech Republic• Slowenia• France• Hungary

• UK • Ireland• Romania• Bulgaria• Greece• UAE• Saudi-Arabia• Australia• New Zeeland• Kuwait• Iran

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References (extract)

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Demo

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OMNITRACKER, a flexible IT workflow platform

ITSM

SOM

PMC

SEC

SMC

CMCRMC

OMNITRACKER

…

ERP-Software

3rd partySoftware

OMNITRACKER provides an organization with the platform to drive their business processes integrated to other success-critical applications.

In combination with ERP-Systems

and other 3rd-party-Software,

OMNITRACKER allows the

customers to use their resources

in an optimal way.

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Core System

Core Components

Templates

Applications

OMNITRACKER: Platform Architecture

Business Platform

Clients

Windows, web and mobile clients

Data Im- / Export

Web-Service

Automation Interface

Very powerful integration capabilities

Release compatibility guaranteed by contract

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technical overview

Architecture

Core Components

Templates

Clients

IT Service Management

Center

Requirements Management

Center

Sales Management

Center

Document Management

Stock & Order Management

Systems Engineering

Center

Customer Care Center

Contract Management

Center

Project Management

Center

Risk Management

Task Management

Dispatch Center

individual Template

TemplateIm-/Export

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technical overview

Architecture

Core Components

Templates

Clients

eMail-Gateway

Web-Gateway Scanning-Gateway

CTI-Gateway

Interface Bus GIS-Gateway

Dashboard

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OMNITRACKER: Platform Architecture

In OMNITRACKER both objects and business rules are stored in ‘Folders’. Adding additional Application Templates means: adding new Folders.

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Demo

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OMNITRACKER Project Management Center

Administrative basics

All OMNITRACKER templates use the same ‘Master Data’.

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For hour registration a ‘Personnel Record’ needs to created first, linked to a user account.

Every month, a new ‘Time Account’ is created automatically, to group time entries per month.

Time Entries are linked to a ‘Service’, a Time Account and an Activity

Administrative basics

As a result: OMNITRACKER can provide automated analyses and views based on registered time entries, per person, per month, per project and per service.

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– Supports the full project lifecycle– Calculation and monitoring of crucial parameters (deliverable, deadline, budget, quality)– Based on concepts developed by the Project Management Institute (PMI) and methods of

PRINCE2 (Projects IN Controlled Environments)


Main processes supported: Project initiation Project planning Project execution Project monitoring Project closure

Other supported processes: Employee time recording and billing

of travel expenses Reporting Project documentation

OMNITRACKER Project Management basics

Existing links to other OT applications: IT Service Management Requirement Management System Engineering Sales Management Risk Management

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Project

Project Phase

Activity

Time Entry

Travel Expense

Time Account

Employee Master Data

Contract

Budget Control

Planning

Time Registration


Contract / Project layerfor scope definition and approval process

Project-Phase layerfor phase- and budget planning and control

Activity layerto structure the work in easier manageable parts, for resource planning and time scheduling

Time Entry and Travel Expense layer for recording time efforts and travel expenses

PMC database model: layered approach

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New projects can be created manually or using the project wizard, to create a project out of a pre-defined project template.

Project structure and planning

Activities can be planned as successors/predecessors and parents/children.

Resources can be scheduled taking utilization into account

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Set workflow state to „Approved“ to allow execution of a project component

Project execution Each object (project, phase, activity) has its own workflow.

Each object (project, phase, activity) can have another responsible person.

Hour registration can only be done, when the related Activity is set to ‘approved’ and by assigned employees.

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Hour Registration

Via the ‘calendar view’

Or fast entry, via the ‘grid view’

Only on assigned and approved Activities!

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Two thresholds per project-phase to escalate

The Responsible gets a notification e-mail if thresholds are exceeded

Color scheme used for visualization

OMNITRACKER Budget Monitoring, at Project Phase

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On Activity Level: based on completion% and registered hours, the expected total required hours are visualized. Red: > expected, green: < expected


Actual Project Phase parameters calculated based on: Estimated effort versus registered effort Completion% Planned end date versus expected end date Internal hourly rate

OMNITRACKER Budget Monitoring: Earned Value Analysis (EVA)

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Reports (Crystal Reports)

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Personnel Capacity Utilisation grouped by projects

Time recording totalTime recording invoicable

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Demo

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Covers the entire process, from elicitation of requirements up to release of their implemented functions

Workflow based process control Generic information model, easy adaptable

and extensible Common platform for customer (ordering

party) and the contractor: Client Portal Clear, logged communication between the

involved party HOOD INSIDE certified

OMNITRACKER Requirement Management Center

OMNITRACKER Requirement Management Center, basics

Problem area

Solution area

Customer Requirements

System Requirements

Design Requirements

Sub-System

System Requirements

Design Requirements

Generic Information Model(according to HOOD)

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Relation with other OT applications

Out-of-the-box integration with: OT Project Management Center OT System Engineering (defect management) Risk Management

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Customer Requirements: Describe from a customer´s point of view what

functionality the system has to support Define specific objectives, which have to be fulfilled

by implementation

System Requirements: Describe what has to be delivered to satisfy the

Customer Requirements

Design Requirements: Define in detail how to realize the

System Requirements

Modeling of Requirements

Customer Requirement

n

mn

m

System Requirement

n

mn

m

Design Requirement

n

m

Several layers of abstraction

Activity

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Requirement Specification Elicitation Specification Analysis Review

Realization Implementation Test Release

.

Workflow: Requirement

Requirement workflow

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Administration and versioning of specifications

Supporting different specification types, e.g. Customer Requirements Specification

(CRS) System Requirements Specification (SRS) Design Requirements

Specification (SDS)

Grouping and structuring of requirements, information and graphics

Automatic creation of documents in different file formats (e.g. MS Word, PDF, RTF, MS Excel, XML)

Tree view: Specifications

Specifications (Requirement Documents )

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OMNITRACKER Requirements Management Center

01. Specifications Creation of a new system specification Definition of the structure of the specification

(optionally using a template) Creation of part specifications and chapters Printing of the specification

02. Content Management of individual requirement

specifications– Customer, System and Design

Requirements (CREQs, SREQs, DREQs) Management of optional content

– for example Information objects, Use Cases

03. Stakeholders Creation and management of Stakeholder

details

04. Roles Predefined roles within Requirements

Management Center (RMC)

Table of Contents View

Content

Persons

Folder structure

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Webportal

Used to allow external users access, so they can create new requirements edit existing requirements add documents as attachments retrieve the state of the process perform state transitions

All interaction and communication is transparent and logged

Enables the client to take part in creating, approving and testing of requirements

The web portal offers extensive search and filter features for efficient usage

Client (web) portal

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Requirement collection options

Top down: creating a Specification, based on an existing template

Bottom up. By fast entry of requirements, using the ‘grid view’ and later collecting, grouping and reorganizing them in a Specification

With help of the customer via the web portal: let the client define the scope and later start adding details based on that.

A combination of these methods.

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Integration PMC, RMC, SEC and RM

1. Activities contain links to Requirements

2. Requirements contain links to test cases and bugs

3. Projects contain links to Risks

Estimated effort Requirements versus estimated effort Activities

Registered hours versus estimated effort, on Activity level and Requirement Level

State of activities => state of related Requirements

Which requirements are linked to Activities and which not (scope check)?

All people involved work in the same tool: Business Analysts, Project Managers, Developers, Testers, Clients, Contractors ....

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Customer benefits

OMNITRACKER is…

… fast- ready to use business-templates- standardized project-model - step-by-step implementation- quick return on investment

… flexible– scalable– easily extendable

(licenses / processes)– highly integrable / open interfaces– configurable and adaptable

(without programming)

… fair- many license-models (buy, rent,

pay as you use, SaaS)- clear cost-model- contractual warranted release-

compatibility- customer-influence on product

development via RFC- know-how-transfer to customer

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Demo

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Questions ?

Thank you for your attention!

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OMNINET GmbHD-90542 Eckental

[email protected] – http://www.omninet.de

OMNINET Austria GmbHA-1030 Wien

[email protected] – http://www.omninet.at

OMNINET Technologies NV/SAB-3018 Leuven

[email protected] – http://www.omninet.be

OMNINET NederlandNL-2517 Den Haag

[email protected] – http://www.omninet.nl

OMNINET RussiaRUS-Moscow 121099

[email protected] – http://www.omninet.ru

OMNINET GmbH (Schweiz)CH-3072 Ostermundigen

[email protected] – http://www.omninet.ch

OMNINET Software Solutions

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Introduction

Company data

• Founded in 1995, private company, no debt

• 100+ employees (80+ in Eckental)

• Business areas • Uniquely flexible suite of OMNITRACKER

ITSM and Business Process applications

• Including specific application developments using the same OMNITRACKER core suite

• Consistent growth, 450+ active customers supporting in-excess of 35.000 concurrent users

• All core development in one place

OMNINET Headquarters in Eckental

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General

– Requirements Management and System Engineering process tool, allowing for easy and quick implementation, enabling fast ROI

– Generic information model, easily adaptable to customer processes

– Supports several levels of abstraction (e.g. Customer-, System- and Design-Requirements)

– Provides a common understanding between customer and contractor about the system to be developed and its functionality and technical features

– Grouping and structuring of requirements as specifications (documents)

– Efficient OMNITRACKER data structures support linking of requirements and their visualization across several levels of abstraction

OMNITRACKER Requirements Management Center Summary of technical features 1/3

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– Control the completeness of a derivation (traceability of requirements) using extensible filter and search mechanism

– Automatic creation of documentation with report/print-out functionality for specifications, requirements and use cases

– Entire documentation and logging of interactions between customer and contractor

Process control

– Role-based authorization concept

– Workflow-based process control for specifications, requirements and use cases

– Workflow-based escalations

Miscellaneous

– Web login for external access

– Integration of additional OMNITRACKER solutions


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Definition of requirements

– Define system scope

– Management of stakeholders, their roles and issues

– Elicitation, specification and analysis of requirements

– Allows for a fast input of requirements and derived requirements in grid view (without exchanging the form)

– Management and support of review and release process

– Management and versioning of requirements

– Recording and administration of use cases

Realization of implementation

– Management of the implementation of requirements

– Providing requirements for approval by the customer

– Recording and providing test results

– Approval of the implementation by the customer's project manager


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Export of OMNITRACKER project data into a MS Project GANTT Chart

Exporting the Project Structure Planning to MS Project