Rego University: Agile Process, CA PPM (CA Clarity PPM)

www.regoconsulting.com Phone: 1-888-813-0444

Agile Process & The Role of CA PPM in the IT Ecosystem

Agile Process, CA PPM (CA Clarity PPM)


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● Governance Tool Ecosystem (Dan)

● Use of Integrations – Approach and Cost (Raghu)

● Common Integrations (Raghu)

● Strategic Integrations – Best Practice○ Financials (Dan)

○ SharePoint (Dan)

○ Excel (Raghu)

○ Service Management (Raghu)

○ Agile (Doug)

Agenda


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Governance Process Ecosystem


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Governance Sub-Process Ecosystem


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Governance Tool Ecosystem


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Governance Tool Ecosystem


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● Event Based○ This type of Interface is triggered by event in the system. (Either something got created

or updated or deleted)

● Batch○ This type of interface is scheduled and triggered at a set time (nightly or at certain

interval, etc). Since, batch interfaces will handle multiple instances, you want to address transaction managements (what happens when a record fails – one fail, all fail?)

● Manual ○ This type of Interface is manually started by the user when they are ready for data

transmittal.

Integration Basics – Triggers


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● Flat File○ A .CSV file ftp’ed onto a server can be pulled into CA PPM. The file can be read by custom

GEL scripts within a process that can be scheduled or started manually. (This is CA’s preferred method of integration for the On-Demand Clients)

● Web Services○ XML based messaging that makes a call via URLs, or over HTTP to request data from or push

data into CA PPM. This method could leverage GEL scripts, Java classes, or Stored Procedures in the DB

○ This is the most common approach used by any industry for Integrating different systems. Most of the big software vendors like SAP, Oracle, HP, CA have web service API’s developed for bi-directional data exchange with their systems.

● Database Links○ Establish a link from the CA PPM DB to another system database and just pull data from one

system to another using a stored procedure or SQL statement. Best practice in this form is to create a “view” in the source system vs. the core tables. (This is not an option for the On Demand Clients)

● Third Party Tools○ Leverage a third party integration tool like ITROI, etc to build integrations.

○ Leverage an integration service – Pervasive or Task Top

Integration Basics – Methods


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Comparing Methods

Flat File Web Services DB Link

Available in SaaS Yes Yes No

Rough Effort* 40-60 Hours 80-120 Hours 40-60 Hours

Examples • Send journal entry for capital entry

• Read data from any legacy system.

• Create SAP project from new CA PPM project

• Auto create support tickets in CA PPM by reading data from ticketing system

• Pull non-labor financials to CA PPM

• Pull resources into CA PPM

• Push assignment data from CA PPM

Components • Process to read• Error object

• Process for outbound• Java for inbound• Error Object

• View to read• Process to move

from view to object• Error object

*With an integration, effort is needed on both the sending and receiving application. This means that any CA PPM integration will

require some effort form the support team of the system you are integrating to. The level of effort depends on the type of interface


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● Simpler is Better○ With integrations, the more complex the interface is the more difficult it will be to

build and maintain. One Direction vs. Bi-Direction is simpler.

● Get it Right the First Time○ We love agile and iterative development, but not when building an interface.

Interfaces are best done with solid waterfall requirements and signoffs.

● Integrations are recurring jobs.

○ Integration are not for performing one time data loads. Integrations are for exchanging data between two systems on a regular basis.

● Data Ownership is Key○ You must determine which system is the “source” vs. the “non-source” of the data.

One source must be the owner of the data in case there is a conflict. Do not make the mistake to think CA PPM will be the “source” of everything. Leverage other systems to pull summarized data vs. all detail.

Keys to Success


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● Error Handling / Transaction Management○ Errors are inevitable when two different systems are being integrated. Therefore plan

to developing an error handing mechanism to handle data errors, connectivity errors, and system outages.

○ Equally important is transaction management and performance considerations

● Trial First to Avoid Errors○ Before you build the complete interface – try a semi-automated load to ensure the

“process” you have defined is correct.

○ Have a Testing Environment. It is really important to have test environments that mirror the productions as much as possible and that the data is representative of actual production data.

Keys to Success


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Common Integrations – Picture 1


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Common Integrations – Picture 2


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● Overall Strategy○ CA PPM is not the financial system of record, but it is often the source

for labor actuals and it needs to be the place for PMs to manage project budgets

● Who Has an Interface?

● Common Uses:○ Generate Financial Project or Asset element

○ Create Capitalization Journal Entry Data

○ Pull Actuals from financial system

• How do you reconcile CA PPM rates vs. actual labor costs?

● Approach○ Custom interface for each use

Strategic Integrations: Financials


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● Overall Strategy○ CA PPM is for Management and SharePoint is for Communication and

Interaction with Stakeholders


● Common Uses:○ Documents - Show SharePoint Documents in CA PPM – “Frame”

○ Issues / Risks

○ Demand - Pull SharePoint Ideas to CA PPM Ideas

○ Reporting - Create SharePoint Portlets

● Approach○ OOTB Connector

○ Custom Connector

○ Purchase Add-On: ITROI

Strategic Integrations: SharePoint


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● Overall Strategy○ Leverage Excel for data manipulation and then import to CA PPM – like

MSP sync


● Common Uses:○ Financial Plans, Allocations, Bulk Data Load

● Approach○ Custom interface for each use

○ Purchase Add-On: Integrin, ITROI

Strategic Integrations: Excel


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● Overall Strategy○ CA PPM is for Project, Resource, and Portfolio Management and

Service Mgmt Tool is for Incident/Problem/HelpDesk Ticket Mgmt


● Common Uses:○ Pull Time into CA PPM (one way)

○ Pull Tickets into CA PPM Incidents (one way) • Architecture Decision – what comes over and do you sync back?

○ Pull Tickets to Ideas (one way)• Architecture Decision – what comes over and do you sync back?

● Approach○ OOTB light connector with CA Service Desk

○ Custom Connector

Strategic Integrations: ITSM/Demand


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● Agile Introduction○ Manifesto

○ Benefits

○ Statistics on Growth

● Comparison of Agile Tools○ CA Agile / JIRA / Rally / Version One

● Using CA PPM AND and Agile Tool○ Governance & Process

○ Integration Points

Strategic Integrations: Agile


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Agile Manifesto


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Agile Manifesto

Process and toolsIndividuals and

interactionsover

Following a planResponding to

changeover

Comprehensive

documentationWorking software over

Contract negotiationCustomer

collaborationover


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Why Companies Want to Move to Agile


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Benefits … With a Downside

● Faster Features to the Customers

● Better Business Involvement

● Easier Ability to Correct/Fix BEFORE going live

BUT

- Little/No Visibility for Management (‘old dog, new trick?’)

- Requires Manual Intervention when aggregating for decision support

- Co-location is a problem

- Resource management is an issue

- Financial Cap/ex (aka. A “post it wall wont pass an audit”)


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Statistics on Growth

● 35% of all projects use Agile

● 20% or more of the PMs are Agile

● Most have been using it for 3 years or less

● Growth of PMI-ACP: 300%


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Gartner Leaders + CA PPM Agile


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2013 Surveys on Tools Used


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CA PPM Agile

• Key Features:• Full built-in integration with CA PPM Projects, Tasks, and Timesheets

• Weaknesses• Not widely used – as of right now it’s mostly limited to CA PPM customers.

• Not mentioned in either Gartner or Forrester Research papers on ALM Solutions for 2012


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Atlassian JIRA + Agile

• Key Features:• Price: 10x cheaper than other solutions

• Big community (over 20,000 customers)

• Many add-on and plugins available that are easy to install and provide much additional functionality

• Simple, easy to use

• Weaknesses• Out of the box there isn’t a lot of advanced functionality

• Built-in reporting and dashboarding not very robust


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Rally Software

• Key Features:• Broad set of features

• One of the most widely used agile-specific software

• Weaknesses• English only

• Expensive


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VersionOne

• Key Features:• Broad set of features

• One of the most widely used agile-specific software

• Supports Scrum, Kanban, Lean, XP and Hybrid methodologies

• 50+ pre-packaged agile metrics and reports

• Weaknesses• Limited but growing technology partnerships

• Support for non-agile processes is limited


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IBM Rational

• Key Features:• Largest vendor in the market by installed based and ALM revenue

• Broad portfolio provides coverage of the widest variety of functionality and platforms

• Weaknesses• Complex, overlapping product line

• Accommodation of installed base and legacy products slows the pace of change

• Complex installations and management


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CollabNet TeamForge

• Key Features:• Long experience with SaaS support of developers

• Access robust ALM capabilities in their own environment

• Mobile access

• Weaknesses:• Overlaps in product offerings due to acquisitions

• Management outside SCCM is less mature


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Vender Overview

Vendor and

Tool

CA PPM

IntegrationMethods

SaaS Solution

AvailableKey Features

On Premise

Cost for 100

Users

(annually)

SaaS Cost for

100 Users

(annually)

CA PPM Agile Yes Scrum, Kanban Yes

out of the box

CA PPM

integration

N/A $54,000

IBM Rational

Yes, 3rd party

(Tasktop,

Pervasive, or

custom)

Scrum, IBM

Agile Scaling

Model

Yes

largest vender in

ALM market,

large range of

products

$100K - $150K

plus CA PPM

integration

IBM Rational

Jazz

Atlassian JIRA

+ Agile

Yes, 3rd party

(Tasktop,

Pervasive, or

custom)

Scrum, Kanban Yes

price, large user

base, lots of

add-ons and

plugins

$6,000 ONE

TIME FEE (plus

CA PPM

integration)

$5,400 (plus CA

PPM integration)

Collabnet

TeamForge

Yes, 3rd party

(Tasktop,

Pervasive, or

custom)

Scrum, Kanban Yes

$50K - $75K

plus CA PPM

integration

Web Service

APIs and SDK

Rally Software

Yes, 3rd party

(Tasktop,

Pervasive, or

custom)

Scrum, Kanban Yes

large feature-

set, large agile-

specific user

base

$42,000 -

$58,800 (plus

CA PPM

integration)

$42,000 -

$58,800 (plus

CA PPM

integration)

VersionOne

Yes, 3rd party

(Tasktop,

Pervasive, or

custom)

Scrum, Kanban,

Lean, XP,

Hybrid

Yes

large feature-

set, supports

many

methodologies,

large agile-

specific user

base

$34,800 -

$46,800 (plus

CA PPM

integration)

$34,800 -

$46,800 (plus

CA PPM

integration)


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Using CA PPM and an Agile Tool

● With Agile, tool not as important as process

● Key decisions○ How to maintain governance

○ Integration points

● Governance vs Agile○ Visibility for PMO & senior leadership needs to be maintained

○ Only a portion of your project or team may be agile

○ Water-Scrum-Fall

• Ex: general Project Charter with a fixed time frame & budget


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Agile● Product or Release

● Sprint/Kanban Board

● User Story/Issue

● Task

● Impediment

● Team Member

● Hours Logged

● Remaining Hours

CA PPM● Project

● Phase

● Activity

● Task

● Issue

● Team Member/Assignee

● Timesheet/Trans. Hours

● ETC

Integration Points


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Integration Points

● Data almost always flows Agile ➞ CA PPM

● Exceptions○ Project

○ Team allocated in CA PPM, assignments made in Agile tool

○ User Stories…Depends

• Will your product owner be in CA PPM or the Agile tool?


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Questions

Contact US888.813.0444

Email [email protected]

Web Sitewww.regoconsulting.com

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Rego University: Agile Process, CA PPM (CA Clarity PPM)

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