Improving IT Agility with Rational Collaborative Lifecycle Management

IBM Software Group

Transforming software delivery through Collaborative Lifecycle Management

1 The Defining Challenge of IT

2 ALM Imperatives

3 Collaborative Lifecycle Management for IT Agility

4 Demonstration

2 IBM Software Group | Rational software

Software is the invisible thread that drives business innovation Example of software-driven "systems of systems" used to deliver emergency cardiac care within a six-minute response window.

Ambulance Fleet Inventory Electronic Health Record Ambulance Route Traffic Control Cardiac Dispatch Optimization Management Specialists

Ambulance Transport Patient

Remote Cardiac Emergen Monitoring and Center cy Room Data Diagnosis IBM Software Group | Rational software The defining challenge: Managing “systems of systems” From back-end software to customer facing portals, systems of systems drive your relationships with customers, suppliers and business partners

Customer Facing Systems

Web portals z & Storefronts Customer Service Mobile Apps Portal

Sales & Service Outsourced, Contract Partners YOUR & OEM Development BUSINESS Partners

Order Processing, HR, Payroll and Billing & Collections Administrative Customer Systems Relationship Management Back-End Systems

4 IBM Software Group | Rational software

Silos create barriers to effective software delivery

“Only 34% of software projects are deemed successful, costing $300B annually”1

“Only 22% of executives felt that their IT and business strategy were tightly integrated”2

Requirement-induced delays cost US businesses over $30B annually.”3

1 CHAOS Chronicles v 12.3.9, The Standish Group, June 30, 2008 2 Roger Roberts, Johnson Sikes, "IT's Unmet Potential", McKinsey Quarterly, November 2008 3 US Dept. of Congress, Planning Report, 2002 IBM Software Group | Rational software What is Application Lifecycle Management?

“Application lifecycle management (ALM) is the marriage of business management to software engineering made possible by tools that facilitate and integrate requirements management, architecture, coding, testing, tracking, and release management.” Wikipedia IBM Software Group | Rational software ALM Algebra A software project can still fail if:

! Project managers expertly Requirements manage schedules Modeling ! Analysts diligently capture Coding business requirements Change management ! Developers write quality code Configuration mgt ! Testers run thousands of tests Build Testing But these activities do not Project management correspond to each other, Application Lifecycle Management or to the needs of the business IBM Software Group | Rational software ALM is about connecting the boxes

Project/Planning Requirements Development Testing

• Business • Use Cases • TDD • Scenario- Drivers • Nonfunctional • Build Driven Automation • Iterations • Sign-off Management • Fill Cracks • Sign-off • Contract • Static User • Contract Analysis • • Risk Assess Involvement • Risk Assess • BVT • Threat Model • Contract • User • Source • Test Management Validation Involvement Requirements • Pair Programming/ Code Review

Source: Gartner Application Architecture, Development & Integration Summit Presentation, The Future and Present of AD, Thomas E. Murphy, December 2008 IBM Software Group | Rational software Gartner: Five principal benefits of ALM

What do you get from ALM implementations? Agility Through the collaboration and application of “just enough” processes Predictability Through better estimation, better communication and more repeatable processes

Auditability Traceability of work back to a business need, Quality Through more-effective management of requirements, design and quality processes Productivity Through the continuous improvement of processes and practices, and more effective utilization of resources

Gartner, “MarketScope for Application Life Cycle Management, Research Note G00162941, December 2008, p. 2. IBM Software Group | Rational software Agenda

1 The Defining Challenge of IT 2 ALM Imperatives 1. Real-Time Planning 2. Traceability 3. Continuous Process Improvement 4. Development Intelligence 5. Agile Collaboration 3 Rational Collaborative Lifecycle Management

4 Demonstration

10 IBM Software Group | Rational software Imperative # 1: Real-Time Planning

• Plans live outside • Plans fully integrated with execution of ALM environment • Continuous planning through • Manual, error-prone updates project dashboards • Separate from team activities • Instantly see the impact of changes and assignments to delivery dates • Disconnected from metrics • Easily instantiate project plans on past team experiences into individual and team activities

11 IBM Software Group | Rational software Imperative # 2: End-to-end traceability Which requirements are addressed in this iteration? Are we ready Are all of the requirements tested? Can we pass an audit? to release?

What’s the quality of the What defects were high priority requirements? resolved in this release? AnalystsWhat defects are reported What tradeoffs can we Analyst Project against which requirements? Manager make to release on time? What is the quality What requirements of the build? am I implementing? What has changed How can I recreate that I need to test? the last version Quality to do a patch? Developer Professional What defects have been Release addressed since the last build? What test uncovered this defect, Engineer on which environment and what build? How can I standardize when Are build times getting longer or shorter? What changes occurred overnight? teams use different tools? Where are the bottlenecks How can I speed up in our processes? my builds? IBM Software Group | Rational software Imperative # 3: Continuous process improvement Choosing the right process WATERFALL Waterfall development When stability is the primary driver

Iterative development When stability and change are equal players

Agile development When change is the primary driver IBM Software Group | Rational software Making process executable

Step 1: Step 2: Customize Enact Project Process Manager Architect

Variant #1 Project A Scrum Agile Product Owner Scrum Master Team Member

Variant #2 Project B Iterative Iterative Analyst Developer Quality Release Professional Engineer Variant #3 Waterfall Project C Waterfall Analyst Developer Quality Release Professional Engineer IBM Software Group | Rational software Imperative # 4: Development Intelligence How important is measurement? Statistical outcomes: Projects with strong versus weak measurement practices Strong Weak

Fortune 500 firms with: Quality measures: 45% Productivity measures 30% Complete measures: 15%

Source: Capers Jones, Measurement, Metrics and Industry Leadership, 2009 and Software Engineering Best Practices, McGraw Hill, 2010 IBM Software Group | Rational software Actionable intelligence -- Project-by-Project, Team-by-Team IBM Software Group | Rational software Imperative # 5: Agile collaboration

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• Silo’d teams; disconnected data • Unified team shares linked data • Chat and discussion threads disconnected • Chat and discussion threads integrated from project activity with project history • Important discussions are lost to email and • ALM environment becomes an essential chat archives--project records are missing “archeological tool” for understanding the “real reason” for decisions the past, speeding later enhancements • Lengthy “on-ramp” for new team members • New team members can easily understand the context of activities 17 IBM Software Group | Rational software Agenda

1 The Defining Challenge of IT

2 ALM Imperatives

3 Collaborative Lifecycle Management for IT Agility

4 Demonstration

18 IBM Software Group | Rational software Agile has gone mainstream

Core principles of Agile teams

! “Fits just right” process ! Continuous testing and validation ! Consistent team collaboration ! Rapid response to change ! Ongoing customer involvement ! Frequent delivery of working software

“Agile development methodology and associated techniques are being used by over 9 million developers (64%) worldwide.”

*Evans Data Corporation, Global Developer Population and Demographics Report 2009, p.9 IBM Software Group | Rational software Collaboration across Agile teams Adopt in any order, at any time

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Detail User Stories with Rational Requirements Composer

! Increase average on time performance by 161%* ! Improve the percentage of projects that deliver ! Reduce time overruns by 87% * the functionality needed by the business by about 75%*

Elaborate Collect Organize into User Stories Comments, Collections with Sketches, Request Storyboards, Reviews Diagrams based on D%)#5(-)#&!E+)/! stakeholder FGH;!B'-4+)

Source: IAG Consulting, September 2009, Business Analysis Benchmark measuring Requirements Maturity levels IBM Software Group | Rational software Accelerate Agile adoption with Rational Team Concert

― Quality of releases improves 12%* ― Team productivity increases of up to 50% ― Project governance improvements of 12% ― Team collaboration performance up 25%*

Manage Source Track Changes Harness the backlog Steer the Code using Plans and sprint with Process Templates Dashboards

Track Builds D%)#5(-)#&!E+)/! D%)#5(-)#&!E+)/! J%)#(0(+&#!;C! JK+&7%5!G;CL&! G<&)#A&! G2-4#! D%)#5(-)#&!E+)/! "#9#4*0A#%)! 3'+41!&<&)#A&! -2(*&&!0(*I#2)&! -%1!(#0*&+)*(+#&!

* Based on IBM customer surveys IBM Software Group | Rational software

Manage quality with Rational Quality Manager

! Average cost of a defect found in production ! Save average of 696 hours by reusing scripts* $241,000/defect ! Save an average of 1755 hours by preventing and blocking duplicate defects*

Organize Design Test Develop Test Execute Steer the Test Plans Cases Scripts Tests test effort using Dashboards

Capture Test Submit Defects Requirements

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Source: GBS Test Practices study, 2005-2008, over 846 projects IBM Software Group | Rational software Incremental Adoption by Subversion, CC/CQ and Git teams

A collaboration solution for teams using multiple tools in their enterprise New York City

North Carolina Testing Ireland

Rational Enterprise-proven ALM Infrastructure

Project Management Rational ClearQuest or Change Europe Development China

Define Build Test Deploy

New bridges to work Team Concert Rational Build Forge items and planning Rational Config & Build China ReqPro ClearCase or Synergy

EclipseTM, Linux®, Microsoft® Windows®, ® ® UNIX , IBM z/OS , IBM i Development Optionally bridge to Australia Subversion or Git

! Manage planning and project status with work items and dashboards in Team Concert and develop with existing artifacts that reside in subversion, Git or ClearCase (new bridges in RTC 2.0) ! Enables teams to reuse assets, process and investment in Subversion, ClearCase/ClearQuest or Git ! Third party connector to Jira ! Take advantage of new collaborative ALM in an evolutionary way with lower business risk

24 In beta IBM Software Group | Rational software Adopt in any order

Collaborate on Product Backlogs and Sprint Plans

" Increase " Improve " Improve Value Quality Predictability

Collection Requirement Track Requirements Composer

Sprint Plan Plan-item Steer Team Concert Team

Test Plan Test Case Steer Quality Manager In beta IBM Software Group | Rational software Plan Collaboration improves value & time to delivery

" Creating a shared vision Developers delivers what the understand the stakeholders want business needs and " Ensuring coverage test effort improves quality for the release and each sprint " Whole team buy-in improves team trust, efficiency and focus

Testers understand Sprint Plans and business expectations Product owners clarify the business needs in a collection IBM Software Group | Rational software

Plan Item collaboration improves quality

" Story points include test Developers effort understand user story, " Everyone knows what’s test effort and done being developed when criteria and by whom. " A Story is ‘done’ when associated tests have passed

Testers define and execute test cases with a clear definition of Product owners clarify the details of a the ‘done’ criteria user story IBM Software Group | Rational software Defect collaboration reduces cost

Testers execute tests and " 4-clicks to submit a submit defects to RTC defect with all of the information needed to reproduce the defect " Test execution is recorded and linked to test case " Test execution be linked to build " Defects are linked to Test Executions Developers navigate " Developer can navigate test links on a defect the links IBM Software Group | Rational software

User Interfaces come to you

! A common ‘delegated’ approach to artifact creation & linking in all products.

Quality Manager Dialog for interacting with Test Case Rational Team Concert

Click to add Plan- Test Case & Plan item Links item are linked in both directions IBM Software Group | Rational software Linked data is visible on all artifacts

! All roles can view the links on their artifacts. ! Each user has their own perspective and user interface for viewing links. ! Create, delete, navigate links on artifacts

! Example: Developer sees the relationships on a defect IBM Software Group | Rational software Rich hovers reveal status with a simple gesture

Quality Manager Test Case

Hover mouse over link Status of development plan- item is revealed IBM Software Group | Rational software Lifecycle Queries reveal traceability gaps

! Show which RTC plan items implement which RRC requirements

32 IBM Software Group | Rational software Mash-up Dashboards keep teams up to date

" Developers, Testers and Business Analysts can customize dashboards to suit their needs " Add widgets from other CLM tools to stay up to date with each others work

Developers have insight into requirements in Rational Requirements Composer IBM Software Group | Rational software

Scale your Agile development with integrations to Enterprise Systems

Work-item links tab ! Link ClearCase UCM change sets to includes references Rational Team Concert work-items & to ClearCase use Agile planning, dashboards to Activities track your work

! Link to ClearQuest records enterprise change management (from RTC or RQM)

! Produce Enterprise Dashboards using Rational Insight

! Rational Application Developer integrates with Rational Team Concert for WAS development Opening a ClearCase Activity link will show the ! Integrate with Rational Asset activity properties in the Manager to catalog team assets Properties view, just as if the properties were requested from CCRC directly. IBM Software Group | Rational software A continuous planning approach IBM Software Group | Rational software

Gartner MarketScope on Application Lifecycle Management IBM Rational Positioned as the Leader in this Segment

“IBM is one of the few vendors with credible offerings in almost all the requirements of ALM”

“IBM Rational is one of the first vendors to tell a story about integrating across the lifecycle”

“Jazz is a solid architectural foundation for further innovation”

“We rate IBM as a Strong Positive because of its current market strengths and breadth of portfolio” IBM Software Group | Rational software The Jazz Million Seat March Expanding the Reach of Jazz technology

! Transforming software delivery – Making it more collaborative, productive, and transparent

! Breaking down barriers – Offering an innovative approach to integration based on open, flexible services and Internet architecture

! Leveraging the power of community Join the March! – Allowing community members can interact directly • Over 300,000 licenses with the Jazz developers and other community members • 57,000 developers on Jazz.net • Over 100 videos to get you started

What the leading industry analysts are saying…

“Breakthrough Technology” EZ Insight, Inc. Report, July 2009, "The IBM Rational Jazz Strategy for Collaborative Application Lifecycle Management“ by Liz Barnett

“Difficult for Competitors to Equal” Julie Craig, EMA

37 IBM Software Group | Rational software

Next steps: Resources

! Rational Team Concert Sandbox Get up and running in seconds with a sandbox account for evaluating Rational Team Concert. Create work items, deliver source code, customize dashboards, edit plans, and more. ! www.jazz.net/sandbox

! Agility@Scale eKit Download the Forrester Agile Wave and get a wealth of resources for improving team flexibility and responsiveness. http://www.ibm.com/software/info/sdp/agile/index.jsp IBM Software Group | Rational software IBM Software Group | Rational software

! Learn more at: ! IBM Rational software ! Rational trial downloads ! IBM Rational Software Delivery Platform ! Leading Innovation Web site ! Process and portfolio management ! developerWorks Rational ! Change and release management ! IBM Rational TV ! Quality management ! IBM Business Partners ! Architecture management ! IBM Rational Case Studies

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