© 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
Dec 05, 2014
© 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
© 2011 IBM Corporation
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
The Reporting Domain
3
© 2011 IBM Corporation
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
IBM Software
The Development Intelligence (DI) Space
5
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?
© 2011 IBM Corporation
IBM Software
Project Management
Build Management
Architecture Management
Requirements Management
Change Management
Configuration Management
Portfolio Management
Quality Management
CxO
Project Manager
Process Lead
6
The Development Intelligence (DI) Space What does a Data Warehouse (DW) do?
Data
Warehouse
© 2011 IBM Corporation
IBM Software
Project Management
Build Management
Architecture Management
Requirements Management
Change Management
Configuration Management
Portfolio Management
Quality Management
7
The Development Intelligence (DI) Space How does a data warehouse work?
Data
Warehouse
Extract, Transform, Load
(ETL) Process
© 2011 IBM Corporation
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
IBM Software
Project Management
Build Management
Architecture Management
Requirements Management
Change Management
Configuration Management
Portfolio Management
Quality Management
Customer
Develop/Test Teams
Analyst/Design Teams
9
The Documentation Space To “pull” text for a report, go directly to the source
Document
© 2011 IBM Corporation
IBM Software
Project Management
Build Management
Architecture Management
Requirements Management
Change Management
Configuration Management
Portfolio Management
Quality Management
Management
Stakeholders
Engineers/Analysts
10
Satisfy All Reporting Needs
Data
Warehouse
Document
Generation
Development
Intelligence
© 2011 IBM Corporation
IBM Software
11
The Reporting Domain
11
Business
Decisions
Deliverables
© 2011 IBM Corporation
Why does Development Intelligence matter?
12
© 2011 IBM Corporation
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
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
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?
1515
© 2011 IBM Corporation
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
Reporting Technologies to Best Meet Each Reporting Domain
CLM Reporting Technologies
17
© 2011 IBM Corporation
IBM Software
18
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 Corporation
IBM Software
1919
Rational Publishing Engine
Document Creation Made
Simple
High Quality, Compliant
Documents
High Performance
Document Generation
Rational
Publishing
Engine
Usability
Flexibleoutput
Speed
© 2011 IBM Corporation
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
Demo
CLM Reporting Technologies
21
© 2011 IBM Corporation
IBM Software
22
SIMPLIFIED CHINESEHINDI JAPANESE
ARABICRUSSIANTRADITIONAL CHINESE TAMIL THAI
FRENCH
GERMAN
ITALIAN
SPANISH
BRAZILIAN PORTUGUESE