Passing internal and external audits with reporting and dashboards nov 2011
- 1. Reporting in the Rational Solution for Software and Systems Delivery Passing Internal and External Audits with Reporting and Dashboards Geoff Rosenthal NA Practice Lead – Reporting Segment November 2011 © 2011 IBM Corporation
- 2. IBM Software Agenda The Reporting Domain Why does development intelligence matter? Reporting technologies to best meet the needs of each reporting domain Demo 2 © 2011 IBM Corporation
- 3. The Reporting Domain 3 © 2011 IBM Corporation
- 4. 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 4 © 2011 IBM Corporation
- 5. IBM Software The Development Intelligence (DI) Space 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? 5 © 2011 IBM Corporation
- 6. IBM Software The Development Intelligence (DI) Space What does a Data Warehouse (DW) do? Portfolio Management Project Management CxO Requirements Management Architecture Data Management Warehouse Change Process Lead Management Configuration Management Build Management Project Manager Quality Management 6 © 2011 IBM Corporation
- 7. IBM Software The Development Intelligence (DI) Space How does a data warehouse work? Portfolio Management Project Management Requirements Management Extract, Transform, Load Data Architecture Management (ETL) Process Warehouse Change Management Configuration Management Build Management Quality Management 7 © 2011 IBM Corporation
- 8. 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 8 © 2011 IBM Corporation
- 9. IBM Software The Documentation Space To “pull” text for a report, go directly to the source Portfolio Management Project Management Customer Requirements Management Architecture Management Change Analyst/Design Teams Management Configuration Document Management Build Management Develop/Test Teams Quality Management 9 © 2011 IBM Corporation
- 10. IBM Software Satisfy All Reporting Needs Development Intelligence Portfolio Management Project Management Data Management Warehouse Requirements Management Architecture Management Change Engineers/Analysts Management Configuration Management Build Management Stakeholders Quality Document Management Generation 10 © 2011 IBM Corporation
- 11. IBM Software The Reporting Domain Deliverables Business Decisions 11 © 2011 IBM Corporation11
- 12. Why does Development Intelligence matter? 12 © 2011 IBM Corporation
- 13. 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 13 © 2011 IBM Corporation
- 14. 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 14 © 2011 IBM Corporation
- 15. IBM Software Can your team answer these questions… Analyst Project Manager Which requirements are Can we pass Are we ready addressed in this iteration? to release? Are all of the an audit? requirements tested? What defects were What’s the quality of the high priority requirements? resolved in this release? What defects are reported What tradeoffs can we make against which requirements? to release on time? Developer Release Engineer Quality Professional What requirements How can I standardize when teams What is the quality am I implementing? test What use different tools? of the build? What uncovered this defect, has changed Where are the Are build times on which environment and what build? bottlenecks getting longer that I need to test? How can I recreate the in our processes? or shorter? last version to What defects have been do a patch? changes What How can I speed up my builds? addressed since the last build? occurred overnight? 15 15 © 2011 IBM Corporation
- 16. 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 © 2011 IBM Corporation
- 17. CLM Reporting Technologies Reporting Technologies to Best Meet Each Reporting Domain 17 © 2011 IBM Corporation
- 18. IBM Software 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 © 2011 IBM Corporation18
- 19. IBM Software Rational Publishing Engine Document Creation Made Simple Usability High Quality, Compliant Documents Rational Publishing High Performance Engine Flexible Document Generation Speed output 19 © 2011 IBM Corporation19
- 20. 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 20 © 2011 IBM Corporation
- 21. CLM Reporting Technologies Demo 21 © 2011 IBM Corporation
- 22. IBM Software ITALIAN HINDI FRENCH JAPANESE BRAZILIAN PORTUGUESE SIMPLIFIED CHINESE TRADITIONAL CHINESE SPANISH RUSSIAN TAMIL THAI GERMAN ARABIC 22 © 2011 IBM Corporation