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IBM Software Group
© 2009 IBM Corporation
Toward the Industrialization of Software Development and Delivery:
A View of Rational Strategy and Directions
Alan W. Brown Rational CTO for [email protected]
IBM Software Group
2
Topics
Toward Software Delivery Factories
Today’s Rational Solutions
Taking the Next Step
Roadmap and Summary
IBM Software Group
3
Your Business Depends on their Ability to Innovate and Deliver Superior Systems and Software
Advanced reporting enables you to demonstrate compliance to requirements and
regulations with complete accountability
Increased automation enables you to develop products at a lower cost and with fewer resources
than before, while coping with rapidly changing market demands and technological advances
Enhanced collaboration enables you to manage relationships between
subcontractors and multiple suppliers
IBM Software Group
4
But……
……the world is changing……
IBM Software Group
5
In Banking, five key trends will drive the industry to become a highly specialized market with tremendous demand complexity
Customers redefine the rules of the game
2015 Mega-Trends
Changing workforce composition dictates new approaches
Technology improves inexorably to enable breakaway value
Universal banks and ultra-focused niche players thrive
1
2
3
5
Regulatory burdens intensify4
Pronounced shifts in demographics, attitudes and behaviors, in addition to ubiquitous information, are giving customers increased purchasing power
IBM’s Vision - The Future of Banking
An older and increasingly mobile and diverse workforce will require new and more flexible approaches to compensation and performance management
Heightened requirements around privacy, security and operational and partnership risk will require banks to take an enterprise-wide approach
Advances in global connectivity, computing power, service- oriented architectures, and data analysis will lead to unprecedented functionality
Customers
Competition
Human Capital
Regulation
Technology
Source: IBM Institute for Business Value
The marketplace will further consolidate and non-bank banks and industry specialists will both compel and enable traditional banks to specialize
IBM Software Group
8
But……
……the world is changing……
……our own organizations are changing……
IBM Software Group
9
Toward Global Delivery of Systems and Software
Customer pain points
Mismatched and misunderstood process
Communication issues
Cultural issues
Decreased productivity
Increased rework
Mistakes in work-transfer
Higher coordination costs
Political issues
Lack of security IP protection
Lack of project visibility, agility and control
Lack of project metrics – unable to measure success
Gartner survey of 219 clients who outsourced projects offshore & domestically – half are expecting to fail to deliver anticipated savings
Business drivers
Acquisitions and mergers
Increased flexibility to adapt quickly
Budget cuts / cost reductions
Skill shortage
Variable staffing model
Application backlogs
Competitive edge with decreased time to market and low cost solution
CreatesGlobal
Development & Delivery
IBM Software Group
10
The Economics of Offshore Development
Centralized
100%
Distributed
+70%
-20%
-20% =30%
Costs in the U.S.and Europe
Reduced Costs Due to Lower Labor Rates
+70%
Additional Collaboration
Costs
Additional Management
and Monitoring Costs
Overall Offshore Cost Savings
“Offshore Outsourcing – Business Models, ROI and Best Practices” Marcia Robinson & Ravi Kalakota
IBM Software Group
11
Today’s Globally Distributed Organizations An Illustration
On-Site(W.Europe)
Off-Shore(India)
Near-Shore(E.Europe)
Analysis Design Construction
Function & Performance
TestComponent
TestDeployment Project
Management
100%100%
40%
60%
70%
30%
60%
40%
80%
20% 20%
20%
60%
IBM Software Group
12
But……
……the world is changing……
……our own organizations are changing……
……our software practices are not keeping pace……
IBM Software Group
13
Performance of people & assets in software supply chains
“Whether designing an airplane, assembling a motorcycle [or delivering software]… the ability to integrate the talents of dispersed individuals and organizations is becoming the defining competency for managers and firms.”
-- Tapscott & Williams, Wikinomics, Copyright 2006
E01-EDI
Data Warehouse(Interfaces to and from the
Data W arehouse are n ot
displayed on this diagram)
G02 - GeneralLedger
A05 - AP
S01 - SalesCorrections
I01 POReceiving
I03 Return toVendor
I06 WarehouseManagement
M a inframe apps - B luePC/NT apps - G reenUnix apps - Y ellow3rd party interface - OrangeLines: Colors have no special meaning.They are to help make the diagram easier toread.For More Information: See the databasecontaining information about eachapplication: Application V4.mdb
S06 - Credit App
P15 EES EmployeeChange Notice
OTHER APPS - PCAP - Collections/Credit
TM - Credit Card DB
AC CTS R EC APPS - PC990COR
Bad DebtBenefical Fees
Beneficial ReconcilJEAXFJEBFAJEBK AJEDVA
JESOAJEVSAJEVSF
NSFTeleCredit Fees
INVENTORY CONTROL APPS - PCCode Alarm
Debit ReceivingsDevo Sales
Display InventoryIn Home
JunkoutsMerchandise W ithdrawl
Promo Credits
RTV AccrualShrink
AP Research - Inv CntrlAP Research- Addl Rpt s
Book to Perpet ual InventoryClose Out Reporting
Computer Intelligence DataCount C orrections
Cross Ref for VCB Dnlds
Damage W rite OffDebit Receivings
DFI Vendor Dat abaseDisplay Inventory Reconcil
Display Inventory Rep orting
INVENTORY CONTROL APPS - PCDPI/CPI
IC BatchingInventory Adj/Count C orrect
Inventory Control ReportsInventory Levels
Inventory RollMerchandise W ithdrawl
Open Receivings
PI Count Result sPI Time R esults from Inv
Price Prot ectionSales Flash Reporting
Shrink ReportingSKU Gross Margin
SKU Shrink Level DetailUSM
VCB Downloads
Journal Entry Tool Kit
Scorecard - HR
L02-ResourceScheduling(Campbell)
P09 - P17Cyborg
M02 - Millennium
M03 - Millennuim 3.0
Banks - ACH and Pos toPay
Cobra
B01 - StockStatus
S03-Polling
P14 On-line NewHire Entry
CTS
Plan Administrators(401K, PCS, Life,
Unicare, SolomonSmith Barney)
D01 Post LoadBilling
I04 HomeDeliveries
I02 -Transfers
Arthur Planning
I07 PurchaseOrder
I12 EntertainmentSoftware
I05Inventory Info
E13E3 Interface
S04 - Sales Posting
V01-Price ManagementSystem
I10 Cycle PhysicalInventory
I55 SKUInformation
K02Customer Repair
Tracking I35 Early WarningSystem
B02 MerchandiseAnalysis
I13- AutoReplenishment
U18 - CTO
InterceptI09 Cycle Counts
E02-EmployeePurchase
Texlon 3.5
ACH
Stock Options
I17 Customer PerceivedIn-Stock
U16-Texlon
SiteSeer
C02 - CapitalProjects
F06 - FixedAssets
US Bank ReconFile
Star Repair
EDICoordinator
Mesa Dat a
NEW SoundscanNPD Group
AIG W arrant y Guard
Resumix
Optika
Store BudgetReporting
P16 - Tally Sheet
Cash Receipts/Credit
S05 - HouseCharges
Ad Expense
L01-PromoAnalysis
V02-PriceMarketingSupport
BMP - Busperformance Mngt
StoreScorecard
I11 PriceTesting
Valley Media
P09Bonus/HR
I15 Hand ScanApps
Roadshow
POS
S08 - VertexSalesTax
A04 - CustRefund Chks
Equifax
ICMS Credit
CellularRollover
S09 - DigitalSatelliteSystem
NPD,SoundScan
Sterling VANMailbox (Value)
I18SKU Rep
X92-X96Host to AS400
Communication
S02 -Layaways
Washington,RGIS,
Ntl Bus Systems
V04-SignSystem
I14 Count CorrectionsNARM
P01-EmployeeMasterfile
I06 - CustomerOrder
FrickCo
UAR - Universal AccountReconcilliation
DepositoryBanks
S07 - CellPhones
S11 - ISPTracking
AAS
Fringe PO
Cash Over/Short
L60 MDFCoop SKU Selection
Tool
SKUPerformance
SupplierCompliance
1
I35 - CEIASIS
Misc Accounting/Finance Apps - PC/NTCOBA (Corp office Budget Assistant)PCBS(Profit Center Budget System)
Merchandising Budget
AIMSMerch Mngr Approval
Batch ForcastingAd Measurement
AIMS Admin
AIMSReportingAd
Launcher
V03- MktReactions
SpecSource
CTO2.Bestbuy.com
RebateTransfer
SignSystem
CopyWriter'sWorkspace
ELTPowerSuite
StoreMonitor
AIS Calendar
Stores & Mrkts
Due Dates
Smart Plus
InsertionsOrders
BudgetAnalysis Tool
Print CostingInvoice App
AIS Reports
BroadcastFilter
Smart PlusLauncher
GeneralMaintenance
Printer PO
PrinterMaintenance
VendorMaintenance
Vendor Setup
Connect 3
Connect 3Reports
Connect 3PDF Transfe
Spec SourceSKU Tracking
S20-SalesPolling
Prodigy
PSP
In-HomeRepair
WarrantyBillingSystem
Process Servers(Imaging)
Prepared by Michelle Mills
Page 1 of 2
E01-EDI
Data Warehouse(Interfaces to and from the
Data W arehouse are n ot
displayed on this diagram)
G02 - GeneralLedger
A05 - AP
S01 - SalesCorrections
I01 POReceiving
I03 Return toVendor
I06 WarehouseManagement
M a inframe apps - B luePC/NT apps - G reenUnix apps - Y ellow3rd party interface - OrangeLines: Colors have no special meaning.They are to help make the diagram easier toread.For More Information: See the databasecontaining information about eachapplication: Application V4.mdb
S06 - Credit App
P15 EES EmployeeChange Notice
OTHER APPS - PCAP - Collections/Credit
TM - Credit Card DB
AC CTS R EC APPS - PC990COR
Bad DebtBenefical Fees
Beneficial ReconcilJEAXFJEBFAJEBK AJEDVA
JESOAJEVSAJEVSF
NSFTeleCredit Fees
INVENTORY CONTROL APPS - PCCode Alarm
Debit ReceivingsDevo Sales
Display InventoryIn Home
JunkoutsMerchandise W ithdrawl
Promo Credits
RTV AccrualShrink
AP Research - Inv CntrlAP Research- Addl Rpt s
Book to Perpet ual InventoryClose Out Reporting
Computer Intelligence DataCount C orrections
Cross Ref for VCB Dnlds
Damage W rite OffDebit Receivings
DFI Vendor Dat abaseDisplay Inventory Reconcil
Display Inventory Rep orting
INVENTORY CONTROL APPS - PCDPI/CPI
IC BatchingInventory Adj/Count C orrect
Inventory Control ReportsInventory Levels
Inventory RollMerchandise W ithdrawl
Open Receivings
PI Count Result sPI Time R esults from Inv
Price Prot ectionSales Flash Reporting
Shrink ReportingSKU Gross Margin
SKU Shrink Level DetailUSM
VCB Downloads
Journal Entry Tool Kit
Scorecard - HR
L02-ResourceScheduling(Campbell)
P09 - P17Cyborg
M02 - Millennium
M03 - Millennuim 3.0
Banks - ACH and Pos toPay
Cobra
B01 - StockStatus
S03-Polling
P14 On-line NewHire Entry
CTS
Plan Administrators(401K, PCS, Life,
Unicare, SolomonSmith Barney)
E01-EDI
Data Warehouse(Interfaces to and from the
Data W arehouse are n ot
displayed on this diagram)
G02 - GeneralLedger
A05 - AP
S01 - SalesCorrections
I01 POReceiving
I03 Return toVendor
I06 WarehouseManagement
M a inframe apps - B luePC/NT apps - G reenUnix apps - Y ellow3rd party interface - OrangeLines: Colors have no special meaning.They are to help make the diagram easier toread.For More Information: See the databasecontaining information about eachapplication: Application V4.mdb
S06 - Credit App
P15 EES EmployeeChange Notice
OTHER APPS - PCAP - Collections/Credit
TM - Credit Card DB
AC CTS R EC APPS - PC990COR
Bad DebtBenefical Fees
Beneficial ReconcilJEAXFJEBFAJEBK AJEDVA
JESOAJEVSAJEVSF
NSFTeleCredit Fees
INVENTORY CONTROL APPS - PCCode Alarm
Debit ReceivingsDevo Sales
Display InventoryIn Home
JunkoutsMerchandise W ithdrawl
Promo Credits
RTV AccrualShrink
AP Research - Inv CntrlAP Research- Addl Rpt s
Book to Perpet ual InventoryClose Out Reporting
Computer Intelligence DataCount C orrections
Cross Ref for VCB Dnlds
Damage W rite OffDebit Receivings
DFI Vendor Dat abaseDisplay Inventory Reconcil
Display Inventory Rep orting
INVENTORY CONTROL APPS - PCDPI/CPI
IC BatchingInventory Adj/Count C orrect
Inventory Control ReportsInventory Levels
Inventory RollMerchandise W ithdrawl
Open Receivings
PI Count Result sPI Time R esults from Inv
Price Prot ectionSales Flash Reporting
Shrink ReportingSKU Gross Margin
SKU Shrink Level DetailUSM
VCB Downloads
Journal Entry Tool Kit
Scorecard - HR
L02-ResourceScheduling(Campbell)
P09 - P17Cyborg
M02 - Millennium
M03 - Millennuim 3.0
Banks - ACH and Pos toPay
Cobra
B01 - StockStatus
S03-Polling
P14 On-line NewHire Entry
CTS
Plan Administrators(401K, PCS, Life,
Unicare, SolomonSmith Barney)
D01 Post LoadBilling
I04 HomeDeliveries
I02 -Transfers
Arthur Planning
I07 PurchaseOrder
I12 EntertainmentSoftware
I05Inventory Info
E13E3 Interface
S04 - Sales Posting
V01-Price ManagementSystem
I10 Cycle PhysicalInventory
I55 SKUInformation
K02Customer Repair
Tracking I35 Early WarningSystem
B02 MerchandiseAnalysis
I13- AutoReplenishment
U18 - CTO
InterceptI09 Cycle Counts
E02-EmployeePurchase
Texlon 3.5
ACH
Stock Options
I17 Customer PerceivedIn-Stock
U16-Texlon
SiteSeer
C02 - CapitalProjects
F06 - FixedAssets
US Bank ReconFile
Star Repair
EDICoordinator
Mesa Dat a
NEW SoundscanNPD Group
AIG W arrant y Guard
Resumix
Optika
Store BudgetReporting
P16 - Tally Sheet
Cash Receipts/Credit
S05 - HouseCharges
D01 Post LoadBilling
I04 HomeDeliveries
I02 -Transfers
Arthur Planning
I07 PurchaseOrder
I12 EntertainmentSoftware
I05Inventory Info
E13E3 Interface
S04 - Sales Posting
V01-Price ManagementSystem
I10 Cycle PhysicalInventory
I55 SKUInformation
K02Customer Repair
Tracking I35 Early WarningSystem
B02 MerchandiseAnalysis
I13- AutoReplenishment
U18 - CTO
InterceptI09 Cycle Counts
E02-EmployeePurchase
Texlon 3.5
ACH
Stock Options
I17 Customer PerceivedIn-Stock
U16-Texlon
SiteSeer
C02 - CapitalProjects
F06 - FixedAssets
US Bank ReconFile
Star Repair
EDICoordinator
Mesa Dat a
NEW SoundscanNPD Group
AIG W arrant y Guard
Resumix
Optika
Store BudgetReporting
P16 - Tally Sheet
Cash Receipts/Credit
S05 - HouseCharges
Ad Expense
L01-PromoAnalysis
V02-PriceMarketingSupport
BMP - Busperformance Mngt
StoreScorecard
I11 PriceTesting
Valley Media
P09Bonus/HR
I15 Hand ScanApps
Roadshow
POS
S08 - VertexSalesTax
A04 - CustRefund Chks
Equifax
ICMS Credit
CellularRollover
S09 - DigitalSatelliteSystem
NPD,SoundScan
Sterling VANMailbox (Value)
Ad Expense
L01-PromoAnalysis
V02-PriceMarketingSupport
BMP - Busperformance Mngt
StoreScorecard
I11 PriceTesting
Valley Media
P09Bonus/HR
I15 Hand ScanApps
Roadshow
POS
S08 - VertexSalesTax
A04 - CustRefund Chks
Equifax
ICMS Credit
CellularRollover
S09 - DigitalSatelliteSystem
NPD,SoundScan
Sterling VANMailbox (Value)
I18SKU Rep
X92-X96Host to AS400
Communication
S02 -Layaways
Washington,RGIS,
Ntl Bus Systems
V04-SignSystem
I14 Count CorrectionsNARM
P01-EmployeeMasterfile
I06 - CustomerOrder
FrickCo
UAR - Universal AccountReconcilliation
DepositoryBanks
S07 - CellPhones
S11 - ISPTracking
AAS
Fringe PO
I18SKU Rep
X92-X96Host to AS400
Communication
S02 -Layaways
Washington,RGIS,
Ntl Bus Systems
V04-SignSystem
I14 Count CorrectionsNARM
P01-EmployeeMasterfile
I06 - CustomerOrder
FrickCo
UAR - Universal AccountReconcilliation
DepositoryBanks
S07 - CellPhones
S11 - ISPTracking
AAS
Fringe PO
Cash Over/Short
L60 MDFCoop SKU Selection
Tool
SKUPerformance
SupplierCompliance
1
I35 - CEIASIS
Cash Over/Short
L60 MDFCoop SKU Selection
Tool
SKUPerformance
SupplierCompliance
1
I35 - CEIASIS
Misc Accounting/Finance Apps - PC/NTCOBA (Corp office Budget Assistant)PCBS(Profit Center Budget System)
Merchandising Budget
AIMSMerch Mngr Approval
Batch ForcastingAd Measurement
AIMS Admin
AIMSReportingAd
Launcher
V03- MktReactions
SpecSource
CTO2.Bestbuy.com
RebateTransfer
SignSystem
CopyWriter'sWorkspace
ELTPowerSuite
StoreMonitor
Misc Accounting/Finance Apps - PC/NTCOBA (Corp office Budget Assistant)PCBS(Profit Center Budget System)
Merchandising Budget
AIMSMerch Mngr Approval
Batch ForcastingAd Measurement
AIMS Admin
AIMSReportingAd
Launcher
V03- MktReactions
SpecSource
CTO2.Bestbuy.com
RebateTransfer
SignSystem
CopyWriter'sWorkspace
ELTPowerSuite
StoreMonitor
AIS Calendar
Stores & Mrkts
Due Dates
Smart Plus
InsertionsOrders
BudgetAnalysis Tool
Print CostingInvoice App
AIS Reports
BroadcastFilter
Smart PlusLauncher
GeneralMaintenance
Printer PO
PrinterMaintenance
VendorMaintenance
Vendor Setup
Connect 3
Connect 3Reports
Connect 3PDF Transfe
Spec SourceSKU Tracking
S20-SalesPolling
Prodigy
PSP
In-HomeRepair
WarrantyBillingSystem
Process Servers(Imaging)
Prepared by Michelle Mills
Page 1 of 2
Lack of architectural governance
Actual application architecture of an IBM client
Palm / PDA Blackberry
System i
System z
CICS / IMS
Web 2.0
Software archeology
Linux
SAP / Oracle
MS.net
PackagedApps
Java / J2EE
VB / C++
Layers of disjointed, poorly managed software assets
Contributors are everywhere with diverse skills, roles
Growing complexity associated with IP & regulatory mandates
More formal IT & business service level agreements
Packaged app vendorPackaged app vendor
LOB LeadersLOB Leaders
Testing teamTesting team
Core dev teamCore dev teamRegional SIRegional SI
Outsourced vendorOutsourced vendor
Acquired dev teamAcquired dev team
Web teamWeb team
Architecture teamArchitecture team
IBM Software Group
14
Projects Too Often Deliver Late, or Not at All!
Late Design Breakage
Patch/Test/Patch/..Iterative
DeadlineDeadline
Specifications
Build
Build
Final Tests
Release
If we cancel the project we
minimize the loss
If we cancel the project we
minimize the loss
Acceptance (SIT,UAT) &
Verification Begins Build
Implementation Phase
Implementation Phase
Requirements PhaseRequirements Phase
Release
Final TestsFinal Tests
IBM Software Group
15
The Model is Evolving to a Software Delivery Factory
Enterprises look to IT to bring efficiency and stability in delivery of core capabilities to the business, and drive innovation and differentiation for new services to the market.
IT uses systems integrators and technology partners to create centers of excellence specialized in delivering value to the business.
We call these software delivery factories.
“Global Application Outsourcing”, Mark Skilton, CSC, April 2006.
http://en.wikipedia.org/wiki/Software_factory
IBM Software Group
16
The Basis for an Efficient Software Delivery Factory
Desktop/database integration Global integration
Function first Team first
Manual Process aware and transparent
Pre-determined tool function Dynamically extensible
Proprietary infrastructure Internet standards
Lengthy team and project onboarding Day one productivity
Rigid process Creative collaboration
Project post-mortems Continuous steering
Best guesstimates Real-time insight
Ad hoc shared artifacts Managed reuse
Local standards Industry standards
IBM Software Group
17
Software Factories Deliver Solutions in an Agile Way The Eclipse Approach – Iterative and incremental
fitness
endgame
release 3.2
M1
plan
deve
lop
stab
ilize
6 weeks
warm-up
retr
ospe
ctiv
e
initi
al re
leas
e pl
an
deco
mpr
essi
on
3.1
M2
plan
deve
lop
stab
ilize
…
plan
deve
lop
stab
ilize
sign-offsign-off sign-off
6 weeks 6 weeks
fix -
spit
& p
olis
hte
st fix test
IBM Software Group
18
Achieving Agility at Scale
Disciplined agile teams:
1. Produce working software on a regular basis.
2. Do continuous regression testing, and better yet take a Test-Driven Development (TDD) approach.
3. Work closely with their stakeholders, ideally on a daily basis.
4. Are self-organizing, and disciplined teams work within an appropriate governance framework.
5. Regularly reflect, and measure, on how they work together and then act to improve on their findings in a timely manner.
IBM Software Group
20
Summary: Changing Focus for Solutions Delivery
1. Reducing Labour Rates
2. Process Maturity and Consistency
3. Rigorous Governance and Management
4. Asset and Service Reuse
5. Increasing Levels of Automation
6. Flexible Sourcing – component level
7. Delivering Capabilities not resources
8. Software as a Service
Competitive Necessity Competitive Necessity
Competitive AdvantageCompetitive Advantage
Efficiency………Operational Stability………Innovation
IBM Software Group
21
Topics
Toward Software Delivery Factories
Today’s Rational Solutions
Taking the Next Step
Roadmap and Summary
IBM Software Group
22
Governance and Control of Software Delivery Factories
IBM Software Group
23
IBM Software Group
24
IBM Rational Software Delivery Platform
• Enterprise Modernization and Transformation
• Organizational Governance
• Skill Development and Community
• Implementation Services
Manage Evolving
Requirements
Manage Architecture
Accelerate Change
& DeliveryImprove Project Success
Deliver Enduring Quality
Deploy Process & Governance Best Practices
In-house software
Outsource vendors
Packaged applications
Systems & products
Solutions to help customers achieve greater value and performance from their investments in delivering software
IBM Software Group
25
Typical Software Development OrganizationBus
iness
Analys
is
Functi
onal
Analys
isTec
hnica
l Des
ign
ReferenceArchitecture
Development
Dev Factory Test Factory
Produc
tion
ITBusiness
IBM Software Group
26
Layer 1 : Rational Asset Manager : Interdepartmental work product delivery
Busine
ss Ana
lysis
Functi
onal
Analys
isTec
hnica
l Des
ign
ReferenceArchitecture
Development
Dev Factory Test Factory
Produc
tion
ITBusiness
RAM
Interchange examples:Business modelsSpecification documentsChange documents
Interchange documents:Usecase diagramsUser role descriptions
Interchange examples:UML diagramsTechnical specifications
Interchange documents:Architecture frameworksArchitecture guidelines
Interchange documents:Factory deliveriesFactory design documentsSLA descriptions
IBM Software Group
27
Large Petroleum Company’s IT organization
Objective Applications Management
Reduce time to find critical documents for supporting new release of a software products
Reduce time down time applications
Capture application knowledge from distributed support team workers (India, Brazil)
Solution IBM’s Rational Asset Manager (RAM) Integrations with HP Asset Center, HP Service Center, ClearCase, ClearQuest.
Benefits
Reduce service down time as a result of better understanding which fine grained RAM development assets have been validated for new operational configurations proposed in Tivoli CCMDB like new versions of WebSphere Server or JVM.
Faster searching and secure access to documents
Understand and trace asset lifecycle from development to production.
IBM Software Group
28
Rational Asset Manager
CRUD
HP Asset Center
CRUDNavigate, browse?
Navigate, browse
HP Service Center
E-PIMS
Visual Studio
Telelogic System Architect
…
Navigate, browse
Navigate, browse
SCM
SCM
Their vision and usage of RAM as the central portal for IT KMS
IBM Software Group
29
Rational Asset Manager
CRUD
Cross-repository analytics, reporting, impact analysis
HP Asset Center
CRUDNavigate, browse?
Navigate, browse
OptionalIntegration DB
HP Service Center
E-PIMS
Visual Studio
Telelogic System Architect
…
Navigate, browse
Navigate, browse
SCM
SCM
Additional functionality for analytics and reporting can be reached by the inclusion of a federated data store
IBM Software Group
30
Layer 2: Lifecycle : Rational JazzBus
iness
Analys
is
Functi
onal
Analys
isTec
hnica
l Des
ign
ReferenceArchitecture
Development
Dev Factory Test Factory
Produc
tion
ITBusiness
Requirements Management
Demand Management
Quality Management
Deployment Management
Version Control
Project ManagementJAZZ
IBM Software Group
31
Creating a Platform That Can Transform Software Delivery
Enable team transparency of “who, what, when, why”
Build team cohesion and presence
Automate hand-offs – so nothing falls through the cracks
Automate team workflow improving productivity
Automate data collection eliminating administrative overhead
Real time reporting and alerts reduces project risk
Dynamic provisioning of projects and teams
Real-time iteration planning and workload balancing
Unify teams with tools choice
Real-time integration of people, process and projects across the lifecycle
Collaborate in Context
Right-size Governance
Day One Productivity
Robust, extensible and scaleable
Globally distributed, fluid and dynamic
Community-based and open at Jazz.net
An open technology initiative to transform how people work
together to deliver greater value and performance from their software investments
IBM Software Group
32
Items and relationshipsEvent history,
Item history trends
Jazz RepositoryDefectsRequirementsUse-cases, …..
….,BuildsSource code,
Test-casesTest results
Storage
Event Notification Conversation
Project and Team Structure Search
ProcessEnactment
Security and Access
EclipseClient Platform
WebClient Platform
Visual StudioClient Platform
Jazz Collaboration Server
Rational’s Software Factory Tooling Platform
Rational ClearQuest
Rational ClearCase
IBM Software Group
33
Jazz: Open, extensible, web-centric, integration architecture
Data
Open Lifecycle Services
Universal addressing and access
Language neutral
Loose coupling
Tools independentCore Services
Discovery
Administration(users, projects, process)
Query
Data Warehousing
Storage
Collaboration
Additional Services
Foundation Services
REST API
Task Specific Logic
Core Logic
IBM Software Group
34
Layer 3 : Governance : Rational Jazz InsightBus
iness
Analys
is
Functi
onal
Analys
isTec
hnica
l Des
ign
ReferenceArchitecture
Development
Dev Factory Test Factory
Produc
tion
ITBusiness
Factory Control
Development Metrics
Deployment Management
and Delivery into Production
Project Management
Demand Management
RAM
JAZZ
INSIGHT
IBM Software Group
35
IBM Software Group
36
Topics
Toward Software Delivery Factories
What is a Software Factory?
Today’s Rational Solutions
Taking the Next Step
Roadmap and Summary
IBM Software Group
37
The Rational Approach to Value
Application Portfolio Analysis
Understand overall application portfolio and their dependencies
Mapping logical functional areas to applications deployed
Outcome: Recommended efficiencies for decommisioning, aligning, and combining apps
Application and Project Analysis
Deep application analysis to understand current status of deployed systems
Connecting applications to historical change demands and trends
Outcome: Better decision making using detailed statistics and industry benchmarking information
Outcome: Complete CMDB + application asset portfolio mapping information
Process and Performance Analysis
Measurement framework for key process and practices
Assessment of priorities and change aligned with broader improvement processes (e.g., CMMi)
Outcome: Roadmap for process improvements with clear measurement goals and tracking
Tool Platform Analysis
Identify improvement areas for individual LOBs based on their delivery characteristics
Map of current LOB tools in use across the organization
Overlap and gap analysis to assess inefficiencies
Outcome: Proposed standardization of platform to reduce license costs and increase performance
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Measurement Framework (APM)
Information Collection Analysis
P o s t E S A F W M a n u a l A d j u s t m e n t s 3 . 3 7 1 3 P r e L i f e F W A p p o i n t P r o d u c e r 3 . 4 8 8 7 P o s t E S A F W A g e n t C h a n g e s 3 . 8 7 9 1 P o s t L i f e H F D B u i l d H i e r a r c h y 4 . 9 9 3 1 P r e L i f e H F D E s t a b l i s h S e l l i n g A g r e e m e n t 5 . 0 0 0 0 P o s t L i f e H F D S u p p o r t I n t e r n a l R e p l a c e m e n t s 5 . 8 9 7 6 P o s t I A F W B u i l d H i e r a r c h y 6 . 0 9 2 0 P o s t I A F W R e c e i p t R e q . a n d V e r i f y A p p t . 6 . 2 4 5 8 P o s t L i f e H F D P r o c e s s P a y m e n t 6 . 2 9 5 0 P o s t I A F W P a y m e n t O p t i o n s - - W i r e 6 . 5 2 2 3 P o s t I A F W P a y m e n t O p t i o n s - - M a n u a l 6 . 5 2 2 3 P o s t T e r m S C H R e c e i p t R e q . a n d V e r i f y A p p t . 6 . 6 1 6 5 P o s t I A F W A d d r e s s C h a n g e s 6 . 6 4 4 9 P o s t I A F W A g e n t C h a n g e s 6 . 6 5 4 1 P o s t I A F W S t a t e m e n t s 6 . 6 6 0 5 P o s t E S A F W T e r m i n a t e d A g e n t s 6 . 9 1 1 5 P o s t I A F W P r o c e s s P a y m e n t 6 . 9 9 3 6 P o s t E S A F W B u i l d H i e r a r c h y 7 . 1 6 3 1 P o s t T e r m S C H B u i l d H i e r a r c h y 7 . 1 6 3 1 P r e I A F W B a c k g r o u n d C h e c k 7 . 1 7 4 1 P r e L i f e F W B u i l d D e m o g r a p h i c s / A P R 7 . 3 6 3 8 P o s t T e r m S C H P a y m e n t O p t i o n s 7 . 7 3 2 8 P o s t I A F W P a y m e n t O p t i o n s - - D T C C 7 . 7 4 2 0 P o s t L i f e F W A g e n t C h a n g e s 7 . 9 6 3 6 P o s t L i f e F W B l o c k T r a n s f e r 8 . 0 4 0 5 P o s t T e r m S C H C o m p O u t s i d e N o r m C y c l e 8 . 0 9 7 2 P o s t I A F W S u p p o r t I n t e r n a l R e p l a c e m e n t s 8 . 1 2 5 5 P r e I A F W E s t a b l i s h S e l l i n g A g r e e m e n t 8 . 2 3 8 3 P o s t L i f e H F D C a l c u l a t e C o m p 8 . 2 5 8 5 P o s t L i f e H F D C o m p O u t s i d e N o r m C y c l e 8 . 3 1 5 2 P o s t L i f e H F D N S C C P a y m e n t s 8 . 3 3 7 2 P o s t L i f e H F D R e c e i p t R e q . a n d V e r i f y A p p t . 8 . 3 7 6 5 P o s t T e r m S C H C a l c u l a t e C o m p 8 . 4 5 9 8 P o s t I A F W C a l c u l a t e C o m p 8 . 5 1 0 1 P r e L i f e F W R e n e w / T e r m i n a t e C o n t r a c t s 8 . 6 2 6 4 P o s t E S A F W A u d i t i n g C y c l e 8 . 6 4 2 0 P r e L i f e F W R e c . & E s t a b . I n d . P r o d . C o n t r a c t 8 . 8 0 5 1 P o s t L i f e F W B l o c k o f B u s i n e s s R e q u e s t 8 . 8 7 1 0 P o s t I A F W C o m p O u t s i d e N o r m C y c l e 9 . 4 9 2 8
A c t io n R e lo c a te R e p la c e R e s t ru c tu re R e p r io r it iz e
A c t io n R e t ir e
R e ta in
In-flight Projects Information
Component Business Model (CBM)
Description Internal positioning
Time/Risk/Impact
Payb
ack
Assumptions Key FiguresRisks & Dependencies Financials
NPV- Cost against benchmark
Resource Requirements- Personnel, Material, External
Spend, Other Milestones
Value: CHF nn
Application Opportunities
Results
Product Management
Risk Management
Business Acquisition and
Channel Management
Account Accountholder / Affiliated Party
Disbursements / Claims Cash Flow Financial Management
Business Administration &
Infrastructure
Plan Sponsor Administration
Product Portfolio StrategyProduct Alliances StrategyProduct
Planning & Analysis
Channel Segmentation
Strategy & Plng
Brand StrategyClient Asset
Retention Strategy
Market Research &
Analysis
Catastrophe Resource Planning
Campaign Planning
MiscellaneousPayments Strategy
Treasury PlanningBusiness Policies &
ProceduresChannel
Relationship Management
Account Exception Handling
Accountholder Satisfaction Management
Potential & Actual Loss Event Reserves
Management
Procurement / Vendor
ManagementChannel
Management (Plan &
Performance)
Account Administration Service Level Management
Customer Profitability Analysis
Claims Management
Business Process
Management
Risk and Exposure
Management
Campaign Management (External and
Internal)
Litigation Management
Regulatory Compliance Monitoring
Facilities Management
Reinsurance Management
Fraud Management
Investment Management
Asset Management (non-financial
assets)Technology
ManagementAudit & Legal Compliance
Risk Rating Channel Administration
Account Administration
Accountholder / Prospect/ Affilated
Party Profile
Underwriting Decisioning Channel Profile
Third Party Administration
Services
Accountholder Accounts
Loss Control (Mitigation Svcs)
Campaign Execution
Claims Processing Auditing
Product Suitability
Client Negotiation / Claims
Settlement
Regulatory Compliance Reporting
Financial AdviceContract
Settlement / Agreement
Establish / Maintain Separate Accounts Disbursements Funds
SettlementSystems Dev &
OperationsEnrollment &
EligibilityRegulatory Compliance(OFAC, AML Verification)
Sales Generation and
Enablement
Content Management
Litigation Services & Arbitration
Human Resources
New Business Processing and
Policy Issue
Facilities Maintenance &
OperationsPublic Relations
Fraud Detection / Investigation
Training/ Knowledge
Management
Document, Print, and Imaging
ServicesBehavior Modeling
Producer Compensation
Environmental Risk Tracking
Value-Added Services
(Mitigation / Advisory) Admin
Plan Sponsor Services
Correspondence Handling
Business to Business Mktg
Separate Accounts Administration
Security Services
Group Pension Payout Schemes
Touch Point Handling (Contact
Servicing)Investment Operations
Exec
ute
Product Internal Approvals
Billing
Product Define and Design Treaty &
Facultative Reinsurance
Product Deployment Premium Audit Channel
Education Delivery
Accountholder Transactions and
Events
Rate, Rule and Form Filing
Promotion and Brand
Management
Value Added Services Handling
Touch Point Management
(Contact / Communications
Management)
Cash Transactions
Management & Control
Rate Negotiation Account Management
Underwriting Management
Accountholder Services
Performance Management
Medical Management
Accountholder Relationship
Strategy
Business Strategy
Business Planning & Budgeting
Capital Management (Asset / Liability
Portfolio Management)
Investment Strategy
Benefits / Claims Strategy
Cash Flow Planning & Budgeting
Financial Policy
Treasury / Bulk Reserves
Management
Cash Reserves Allocation
Accountholder Segmentation
Strategy & Planning
Cash Flow Policies and Procedures
Actuarial Control
Reinsurance Strategy
Group Strategy
Account Installation
Cont
rol
Product Economics & Performance
(includes Acturial Pricing)
Reconcile Cash Transactions
Dire
ct
Risk, Compliance,
Legal Management
Strategy
Channel Relationship
Strategy
Account Administration
Strategy & Planning
PaymentsPlan Participant
Modelling
Benefits Administration
Group Billing & Collections
Claim Impact / Expert Evaluation
Accounting Functions
(AR/AP/GL/P&L/Taxes)
Financial Reporting & Metrics
Financial Facility
Collections (includes 3rd
Party Collections)
Medical Bill Review
Alignment to new business strategy Alignment to operational business
objectives and needs Impact on business value
– Efficiency– Revenue– Customer
Leverage points in the organization
Accessibility of functionality Availability Usability Breadth and utility of function
Accuracy and Quality Accessibility to data Flexibility Maintainability
Development foundation Integration profile Scalability Architecture Maintainability Reusability Security
Operations & Support costs Maintenance & Development costs Licensing costs Training costs
Action Retire Replace Restructure Reprioritize Relocate
Existing Portfolio View
Revised Portfolio View
ValueFunctional
Technical
DataTCO Costs
Alignment to new business strategy Alignment to operational business
objectives and needs Impact on business value
– Efficiency– Revenue– Customer
Leverage points in the organization
Accessibility of functionality Availability Usability Breadth and utility of function
Accuracy and Quality Accessibility to data Flexibility Maintainability
Development foundation Integration profile Scalability Architecture Maintainability Reusability Security
Operations & Support costs Maintenance & Development costs Licensing costs Training costs
Action Retire Replace Restructure Reprioritize Relocate
Existing Portfolio View
Revised Portfolio View
ValueFunctional
Technical
DataTCO Costs
ValueFunctional
Technical
DataTCO Costs
ApplicationInventory Repository
Application Surveys
LimitedApplicationInventory
Business Processes
Data Architecture
Application Data Interfaces
A v a y a I n t e r a c t io nC e n t e r
A C E S A n d O M N IV R U
e C S W
C S W D C A S
W I S E
O M N I
A C E S
T P A W e b
P l a n S p o n s o rS y s t e m ( n o
i n t e g r a t i o n s w i t ho t h e r s y s t e m s )
C h e c k a n d T a x
O t h e rT o u c h P o i n t s
S p o n s o r W e b
R e f e r e n c e D a t a
B i- d i r e c t io n a l F l o w
U n i - d i r e c t i o n a l F lo w
Q D R O - Q u a l i f i e d D o m e s t i c R e la t io n s O f f ic eA p p l i c a t i o n I n t e r - r e la t i o n s h ip s
E n t r y A p p l ic a t i o n s P r o c e s s in g A p p l ic a t i o n s R e f e r e n c e D a t a A p p l i c a t io n s
APP
LIC
ATI
ON
SPR
OC
ESS
DA
TA
Example: Three integrated work streams
4 Weeks 3 Weeks 2 Weeks
IBM Software Group
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When modernizing enterprise technologies, it is important to make decisions from a business perspective.
Business processes are modeled, and analytics graphically show the type, number, or quality of technologies that support those technologies.
To find out more information about the technologies supporting a certain process, users simply click on the process step to view child technology diagrams.
Begin with understanding how your business goals Begin with understanding how your business goals relate to your high level processes and architecturerelate to your high level processes and architecture
Enterprise Architecture creates a common blueprint of enterprise information, the basis for complete analysis
IBM Software Group
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Extract real data from current deployed application
Focus on “golden sample” of key applications
Validate information across applications and supporting lifecycle tools
Benchmark to industry norms and expectations
NormalisationInterpretationSyntheses
Workshop
CodeAnalysis
DataExtraction
Application Analysis Approach
IBM Software Group
41
cobol
j2ee
MIDAS
eHR/SAP
WMB
Code Analysis
Code Analysis
Code Analysis
Code Analysis
Code Analysis
Data extract
Data extract
Quality Mngt
Proj Mngt
Industry Data
Dat
a N
orm
aliz
atio
n
Dat
a In
terp
reta
tion
Synt
hese
sDeployment Retrospective
Size & Code Quality
Application Quality(Defect Density)
Effort & Duration
2
3
4
Workshop1
Pres
enta
tion
NormalisationInterpretationSyntheses
Workshop
CodeAnalysis
DataExtraction
Generic Information
Example Engagement
IBM Software Group
42
Topics
Toward Software Delivery Factories
What is a Software Factory?
Today’s Rational Solutions
Taking the Next Step
Roadmap and Summary
IBM Software Group
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Reducing the Complexity in Software Delivery
By automating repetitive tasks thus saving labor costs
Examples include:
Build automation
Quality Management and Test Automation
Configuration Management
By discovering defects earlier in the lifecycle thus reducing the repair costs
Examples include:
Requirements Analysis and Management
Code Scanning
Modeling and Model-driven development
By lowering the risk thus decreasing the variance of software projects
Examples include:
Standardized software processes
Traceability through Integration
Efficiency
Productivity
Predictability
IBM Software Group
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GOAL: Delivering value efficiently
and effectively in distributed organizations
Summary of the IBM Rational Software Strategy
Changing World, Changing Organizations
New approaches to software development and delivery are needed
Strong Focus on Value
Measured improvements
Clear ROI and metrics
Realistic expectations and goals
Rational Solutions Aimed at
Efficiency
Productivity
Predictability
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© Copyright IBM Corporation 2008. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.