Passing internal and external audits with reporting and dashboards nov 2011

© 2011 IBM Corporation

Passing Internal and External Audits with Reporting and Dashboards

Reporting in the Rational Solution for Software and Systems Delivery

Geoff Rosenthal

NA Practice Lead – Reporting Segment

November 2011


IBM Software

Agenda

The Reporting Domain

Why does development intelligence matter?

Reporting technologies to best meet the needs of each reporting domain

Demo

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IBM Software

Reporting IS a Domain in Software and Systems Delivery

Just like any other one of our domains (Requirements Management, Change and

Configuration Management, Quality, Management, etc.), Reporting is

– A important/integral domain for the Software and Systems Delivery Lifecycle (SDLC)

– It has complexity, but so does every domain!

Reporting is not just a by-product of a set of tools

– The business value of Rational tools is realized by the insights that can be drawn from

using those tools

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IBM Software

The Development Intelligence (DI) Space

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The application of Business Intelligence techniques in the development space

Development Intelligence reports are generally used as insight for business decisions

– The reports help to communicate status, monitor progress, diagnose problems, identify corrective actions, etc.

– They are a key decision support tool for managing processes

Traditional Business Intelligence techniques can help us understand the data

– Crosstabs/pivots – How does the data break down?

– Drill up/down/through – How is the data interrelated?

– Dashboards – What is the big picture?

– Data warehouses – How are we trending over time? How can I related disparate data sources?


IBM Software

Project Management

Build Management

Architecture Management

Requirements Management

Change Management

Configuration Management

Portfolio Management

Quality Management

CxO

Project Manager

Process Lead

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The Development Intelligence (DI) Space What does a Data Warehouse (DW) do?

Data

Warehouse


IBM Software

Project Management

Build Management



Change Management



Quality Management

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The Development Intelligence (DI) Space How does a data warehouse work?

Data

Warehouse

Extract, Transform, Load

(ETL) Process


IBM Software

The Documentation Space

Documentation is most often a deliverable

– Specifications are often written in one project phase and then passed into the following phase

– Documents may be contractual deliverables

– Documents often form the basis of a contractual relationship

– Specifications may have to comply with standards/requirements in both structure and styling

Documentation is most often not authored using a word processor, but instead is generated from point sources

– Repositories used for local or distributed authoring and management of artifacts (requirements, models, etc.) i.e. our Rational tools

– Static files

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IBM Software

Project Management

Build Management



Change Management



Quality Management

Customer

Develop/Test Teams

Analyst/Design Teams

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The Documentation Space To “pull” text for a report, go directly to the source

Document


IBM Software

Project Management

Build Management



Change Management



Quality Management

Management

Stakeholders

Engineers/Analysts

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Satisfy All Reporting Needs

Data

Warehouse

Document

Generation

Development

Intelligence


IBM Software

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Business

Decisions

Deliverables


Why does Development Intelligence matter?

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IBM Software

The Essential CIO Report – IBM GBS C-Studies

Reflecting face-to-face conversations with over 3,000 CIOs from

organizations of every size, sector and region!!

CIOs are now increasingly in step with CEOs‟ top priorities

CIOs agree on the criticality to derive insight from the huge volumes of

data

–Must turn insights into competitive advantage with tangible business

benefits

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IBM Software

CIO Report Highlights

CIOs are highly focused on insight provided by data

CIOs/CEOs identified insight and intelligence as one of their top priorities

over the next three to five years

CEOs increasingly rely on CIOs to turn data into usable information,

information into intelligence, and intelligence into better decisions

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IBM Software

Which requirements are addressed in this iteration?

Are all of therequirements tested?

What’s the quality of the high priority requirements?

What defects are reported against which requirements?

Are we readyto release?

What tradeoffs can we maketo release on time?

Can we passan audit?

What defects were resolved in this release?

Project ManagerAnalyst

Can your team answer these questions…

Quality ProfessionalRelease EngineerDeveloper

What is the quality of the build? What

has changed that I need to test?

What defects have been addressed since the last build?

How can I standardize when teams use different tools?

Where are the bottlenecks

in our processes?

How can I speed up my builds?

Are build timesgetting longer

or shorter?

What requirementsam I implementing?What test

uncovered this defect,on which environment

and what build?

What changesoccurred overnight?

How can I recreate thelast version to

do a patch?

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IBM Software

If you don‟t have good decision making capabilities, what happens?

No Visibility

Am I on track?

Increased delivery risk

You cannot improve what you cannot measure

Increased development costs

Effecting the overall company „bottom line‟

Poor and unpredictable quality

Effecting the business reputation

Customer dissatisfaction

Effecting future and current business

Stop guessing, start measuring


Reporting Technologies to Best Meet Each Reporting Domain

CLM Reporting Technologies

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IBM Software

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Rational Insight

IBM Rational Insight is a comprehensive performance

measurement solution tailored for SSD to automatically

and objectively measure program and project progress

– Extract and transform data from multiple data sources

– OOTB customizable data models, reports, and dashboards

– Measured performance via aligned reports and project

dashboards

– Provides visibility into heterogeneous data sources

deployed on geographically distributed teams

– Progressive disclosure via Alerts, Drill-Down, and Drill-Thru

optimized for multiple roles

Rational Insight utilizes IBM technologies including the Cognos 8 BI reporting engine to

deliver this “solution”

– Extensive Data Warehouse schema modeled after the SSD product domains

– Cognos Data Manager content developed to ETL data from supported Rational products into

the DW

– Cognos Framework Manager models developed to provide visibility into the DW and live

product schemas

– Tooling developed to map and load XML data coming from Rational reportable REST

interfaces into the DW

– OOTB reports and dashboards aligned with best practices/methods (RMC)18


IBM Software

1919

Rational Publishing Engine

Document Creation Made

Simple

High Quality, Compliant

Documents

High Performance

Document Generation

Rational

Publishing

Engine

Usability

Flexibleoutput

Speed


IBM Software

Componentizing Robust, Proven Technologies for Jazz CLM

Rational Reporting for Development Intelligence (RRDI) is based off of the Rational Insight

technology

– RRDI includes the same report authoring components (Report Studio and Query Studio)

that are included in Insight.

– RRDI includes a set of reports for the Jazz CLM domains as well as cross-domain

reports.

– RRDI does NOT include functionality to tailor/customize the data warehouse or database

extraction process.

Rational Reporting for Document Generation (RRDG) is based off of the Rational Publishing

Engine (RPE) technology

– RRDG includes a document generation interface to generate documents based upon

pre-defined templates.

– RRDG includes a set of document templates.

– RRDG does NOT include the template authoring studio for document template authors

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Demo

CLM Reporting Technologies

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IBM Software

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Passing internal and external audits with reporting and dashboards nov 2011