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PDP CENTER User Guide Yahoo! Korea Project Management Office Sam Hwang

User guide of PDP(Product Development Process) Center of Yahoo Korea

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PDP center is for the process management of SW development projects. Although it is not used anymore in Y!K. I hope you can some ideas from this user guide when you make a web based tool for project or process management. thanks, Sam

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PDP CENTER

User Guide

Yahoo! Korea

Project Management Office

Sam Hwang

Table of Contents

• Introduction

• About PDP Center

• Major Features

• Product Development Process (PDP) diagram

• Changes in Dependency over PDP Steps

• Screenshots & Overall Feature Descriptions

Introduction

• What is PDP Center?

– An internal system that supports the whole product development process in Yahoo! Korea

– Users can manage documents, outputs and approval status throughout PDP lifecycle, with the aid of its powerful management features

• Targeted Users

– All active PDP-related users, departments and managers who belong to the group of PDs, Engineers, Architects, Paranoids, UED, F2E, QA and so on.

• Project Lead & Development : Yahoo! Korea PMO Group

– Supervisor and Product Owner: Soonsam Hwang

– Project Manager: Sung G. Eo

– Head Developer: Seunghwan Lee

Major Features

• Overall management for whole product development processes

• Process Customization and assignment of posts in charge

• Tabular information which can help users easily understand work progress across all phases

• Documents/Links version control

• Kick-off form registration and planned ETA management

• Email notification which guides users to follow processes

• Automatic log for checkpoints, approval, documents and any significant change

• Diverse search options and report exportation

• Various kinds of approval options (Approve, Consent, Hold, Cancel, Reconfirm)

• Integration with QA approval features in YAM (or YIMS)

• Creation/management/customization over BU, Properties, Projects/Tasks, Email and others

• User-friendly and English-based Interface

• Powerful administrator features

STAG

E

Product Development Process (PDP) Diagram

Y!KR PDP 3.1

IDEATION & ASSESS

Product Plan BUILD RUN LAUNCH

Biz Plan

DO

CS

REVIE

WS

UI Review

Audience Head

Review

Kick-Off Meeting

ID VD F2E ENG

PRD Post-

Launch Review

Wireframe /ERD

QA Request

Audience Head ▼

UI Review Council ▼

PRC & Stakeholder ▼

Audience Head ▼

PRC Review

QA Confirm

& Sing-Off

PRC Review

APPRO

VA

L

ARC/HRC Review

PDP Center

PD QA PD

Kick-Off Docs

PD

PDP Center’s

coverage

Dependency Changes over PDP steps

PDP Step Producing/Handling Approval/Confirmation

PRD Review PD, EPM BU Head, Eng.Head

ID Review PD, ID team ID Manager

Kick-Off Review PD, EPM BU Head, Eng.Head, PMO

VD UED team UED Manager

ARC Review EPM, Developer Architect

F2E F2E team F2E Manager

Development Developer EPM

QA EPM, QA team QA Managers

Launch N/A PD

Post Review PD BU Head, Eng.Head, PMO

ID review step has been eliminated in PDP Center v3.0

Access to next step is permitted only if prev. step’s approval status is clear.

Red/Orange Arrow: Next step can start after prev. step is approved

Green Line: Next step can be finished(approved) after prev. step is approved

Project Listing (Main Page)

Create a new project

My Projects

Useful Links

Project Search

All Project List

Details of each module will be

explained further in this manual.

My Projects

By access

permission

By launch

status

Show employee info when

the name is clicked

Hot link to Project Overview

[BU_Property_YYMM_SEQ]

By Type:

Project/Others

Show status of all

processes real-time

Project

period

By Priority:

P0/P1/P2/P3

Progress Status:

Green/Yellow/Red

All Projects List

Sort by Project name, BU, Property,

Product Owner, Type, Priority, Start, Finish

(in ascending/descending order)

Skip to other pages

Search Options

Search result can be exported to

Excel format which can be easily

reformatted to Project Status

Report with filtering options

Project Name Toggle

(English / Korean)

Stopped/canceled project appears

highlighted in gray color so that it

can be recognized compared with

others.

New Project Registration /

Modification of Projects

Customizable Process

by Project/Others Type

Input BU/Property (New only)

Input or Change Project Name

(Kor/Eng)/Description/Priority

Auto-allocation of posts,

personnel, managers by role

and by selected process steps

& property

Save Project Information

1

2

3

4

Process can be stopped when the

development condition is not met,

by clicking this button.

(Admin Feature)

Project Overview

Progress Bar : Display status and

completion dates of each step

History Archive:

Automatically records logs in the events

of approval, requests, file upload,etc.

Or anyone can write comments freely.

Project Summary

Process Status

•Step : Provide hot links to individual

process pages

• Term : Show timelines and elapsed days

in each process

• Documentation : Show files/documents

and related links with version-control

• Approver : Person in charge of final

confirmation for each step

• Status : Approval status and date

Process Group : Group/Ungroup

correlated projects

Process Details

Indicate current process within the

progress bar.

• History Archive:

Utilized as a communication board, not

only limited to track system logs upon

approval or file updates for current phase

Brief summary for the current step

• Approval / Consent : Show who are to

approve/consent along with their

employee information, timestamp

• Confirmation / Comments : Show

confirmation status and comments

• Documentation, Files :

Add related docs, links (URL, Twiki,

Bugzilla) with titles and descriptions

Automatic comment when uploaded

Types of Approval

Terminology

• Approval: Permits completion of the current phase and starts the next phase

• Consent: A sort of prerequisite that has to be met before the approval

• Hold: Instead of immediate confirmation, puts comments to discuss issues

• Reject: Approval or consent is disallowed because not all conditions are met

Write issues to

discuss

QA Request Form

Basic information related to Test

• Choice of QA subjects

• Designated QA Sub-pages will be created

within project overview page once QA

manager’s verification is done

Submit

Request

• Similar to Yims QA Request Form

•QA managers are predetermined

• Soft/Hard launch plan : Choose dates

on the calendar

• QA scope : Choose all or corresponding

items from a list of QA subjects

Auto-allocation of QA-related

personnel, managers by role

Overall QA Process (from Project Overview page)

Tech QA (ARCH, DBA, System Test,

Operational, Security QA), VD QA, CC

QA, AD QA, UAT (Bug-finder Test) QA

pages are created after QA Request

form is reviewed and approved.

QA Request / Modify / Approval 1

2

Approve the entire QA phase if

all QA subjects are approved 3

Tech QA

Approval/Consent for

each subject of Tech QA

Tech-QA-related

Bugzilla / URL inputs

Status bar for Sub-QA Phases

VD QA

Display current QA phase

and status

VD QA Report Summary

CC QA

Display current QA phase

and status

CC QA Report Summary

AD QA

Display current QA phase

and status

AD QA Report Summary

Relevant files/URL, etc.

UAT(User Acceptance Test) QA

Display current QA phase

and status

UAT QA Report Summary

Final QA Approval

Product is ready for launch if QA

manager grants the final approval

after all other QA’s are completed.

Project Grouping (How to group/ungroup related projects)

Add Project:

- Open a Popup that shows all

projects available to group

Use Search Options to narrow

down to find related projects

Use checkbox to select desired

projects and Click “Done”

Delete Project:

- Open a Popup that shows

grouped projects only which

makes ungrouping handy

1

2

3

4

Brief information of grouped projects appear in Project Summary page with

hotlinks so that users can easily check or jump to other related projects

1

Project Grouping (Project Listing page)

Grouped projects can be identified and the group can

expand/shrink by +/- toggle button in front of project names

Project Kick-Off Form (Scrum)

Contacts (Team Sign-Off):

Automatically load default employee

information from stored data. User can

make necessary changes before

submission.

Project Summary

Unable to change Project name,

BU, Property and Priority

(dependent on project data)

Project Kick-Off Form (Scrum)

Add/Delete one entry

per each click

Resources Estimation:

- Resource Type: Choose from PD, EPM,

SDE, F2E, QA, SE, UED

- Head Counts: # of persons

- Select Dedicated / Partial involvement

- Man-Months: Expected M/M for the type

-Automatically load default employee

information from stored data. User can

make necessary changes before save.

Dates: Determine starting and finishing

date of the project

Input or modify dates by

viewing calendar popup

Schedule Estimation:

- Set overall timeline starting from Kick-off

to Post Review

- Easily adjust the number of sprint and

date of each sprint.

Add/Delete one

sprint per each click

Comments are not part of the Kick-Off

Form and it is saved in the Kick-off page’s

system log.

Project Kick-Off Form (Waterfall)

Add/Delete one entry

per each click

Resources Estimation:

- Resource Type: Same as Scrum

- Head Counts: # of persons

- Work Days: Man-days required for each

resource type

- Forecast Date Relieved: Expected

completion date for the resource type

- Man-Months: Expected M/M

Dates: Determine starting and finishing

date of the project

Input or modify dates by

viewing calendar popup

Schedule Estimation:

- Set overall timeline starting from

Requirement to Post Review

- Ending Date of each phase is marked as

ETA for that phase and is used to verify

progress of the project.

Add/Delete one

sprint per each click

Kick-Off Process Page

Kick-Off Form:

- Once a K/O Form (Scrum or Waterfall) is saved, it is listed under Kick-Off Form panel of Kick-Off process page.

- Write button changes to Update button if at least one Kick-off form is registered.

- By clicking Update button, user can load previously saved Kick-off form and make necessary changes.

- User can open and view a read-only page if one of Titles is clicked.

Delete selected

Kick-Off Form

View read-only Kick-Off form

(All previous versions remain

in the history)

Setting ETA Date & Process Status

Expected Completion Date for Individual Phase:

- For Waterfall project, planned completion dates for each phase initially registered through the Kick-off form are

automatically linked with corresponding pages and are set as a sort of deadline for the phase.

- By looking up the planned schedules, PDP Center guides the user how many days have passed in the current

phase or have exceeded since the ETA date. (If exceeded, it is highlighted in red color)

- In the project listing pages(main), it shows the health status of the progress by showing colored signals. (G/Y/R)

- ETA can be modified in corresponding pages anytime, and the status signals change accordingly.

When ETA exist:

• Green: Before ETA or exceeded < 30 days

• Yellow: exceeded >= 30 and < 60

• Red: exceeded >= 60 days

When ETA does not exist:

• Green: Passed < 60 days since start date

• Yellow: Passed >= 60 and <90

• Red: Passed >= 90 days

Start date and phase ETA date

can also be set manually.

Process Page

Project Listing (Main) Page

Project Search is Powered Up!

Basic Search Options

Search result can be exported to

Excel format which can be

reformatted to Project Status Report

Various Search Options:

- Basic search options: Project name, Project type, Project Period, Property, Priority, Product Owner

- Extended search options (Newly added)

• Select Process: Choose one from PRD, Kick-off, VD, ARC, F2E, Development, QA review, Launch

• Date Comparison: as compared with ETA / since the current phase started

• Passed more than: Type no. of days within which the search conditions are reflected

• E.g.: ARC review, since the current phase started, 30 days : It lists the projects only whose ARC review

has passed more than 30 days since ARC phase started.

• In combination with basic search options, the extended search can effectively sort out the projects that

match very specific criteria.

- By a single mouse click, the search result can be easily exported to Excel file format, which can be regenerated

to be a project status report after a minor modification.

Extended Search

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2

3

4

Thank You!