Iterative RFP Process Management

Transcription

1 Iterative RFP Process Management SEI Conference on the Acquisition of Software Intensive Systems January 2004 Adaptive Team Coaboration, Inc Borman Avenue St. Pau, MN Copyright Adaptive Team Coaboration, Inc., A rights reserved

2 Objectives Introduce an Adaptive Team Coaborative Process (ATCP) Review traditiona request for proposa (RFP) process Government chaenges with iterative deveopment Introduce iterative RFP process management Review Architectura Tradeoff Anaysis Method (ATAM) Describe case study at State of Wisconsin Iterative process Traceabiity strategy Automation within an MDA framework Copyright Adaptive Team Coaboration, Inc., A rights reserved

3 Business Benefits Acceerated deivery through repeatabe process 6 months vs months New customer-centric viewpoint Drive improved customer satisfaction In-house expertise Reduce dependency on outside hep Retain organization knowedge Reduce risk reated to ess experienced workforce Impact anaysis Reduce risk of change Reference mode Used in impementation stage by seected vendor Used by other states as basis for other RFPs Copyright Adaptive Team Coaboration, Inc., A rights reserved

4 Adaptive Team Coaboration Process SM (ATCP ) Adaptive Pan in increments; get sma things working (iterations) Work together (coaborate) to get best resuts Buid team environment in which everyone earns and can contribute effectivey Customer-centric Deiver continua visibe vaue to customer Describe system capabiities with customer/user first, not system Risk-driven Something that might happen that may affect the project Minimize rework risk : business/requirements change and unknown technoogy Identify and resove potentia risks Copyright Adaptive Team Coaboration, Inc., A rights reserved

5 ATCP Predecessors Extreme Programming (XP) Adaptive Software Deveopment (ASD) Usage-Centered Design (U-CD) U-CD adopted ATCP Actor/Roe concepts Oct Object-Oriented Anaysis and Design (OOAD) Unified Modeing Language (UML) Rationa Unified Process (RUP) Capabiity Maturity Mode Integration (CMMI) Copyright Adaptive Team Coaboration, Inc., A rights reserved

6 ATCP Foundation Buit on industry standards to provide stabe patform Adaptive Team Coaboration Process (ATCP) Unified Modeing Language (UML ) Software Process Engineering Metamode (SPEM) Mode-Driven Architecture (MDA ) Ensures sustainabiity and ongevity Integrates with industry process frameworks SEI Capabiity Maturity Mode Integration (CMMI) Project Management Institute (PMI) Copyright Adaptive Team Coaboration, Inc., A rights reserved

7 Mode-Driven Architecture (MDA) Object Management Group (OMG) initiative CORBA, UML, CWM, XMI Ease transition from one patform to another version Integrate with existing egacy appications Appy domain-specific reference business modes Use UML 2.0 for a modes Provide framework for vendor-specific transformation mappings Extend usefu ifetime of system modes Support speciaized computing environments Copyright Adaptive Team Coaboration, Inc., A rights reserved

8 Sampe ATCP Workfow Copyright Adaptive Team Coaboration, Inc., A rights reserved

9 Traditiona RFP Process Muti-year, phased approach; simiar to waterfa Business requirements phase System requirements phases Design phase Impementation phase Contro costs Open seection process No vendor favoritism Copyright Adaptive Team Coaboration, Inc., A rights reserved

10 Chaenges With Traditiona RFP Approach Different awards for each phase (often to different vendors) Deiverabes produced by one phase often disregarded by vendor in next phase Difficut to hod vendors accountabe Degenerate into contract management issues Often resut in massive change requests and overruns Agency often hed hostage due to incompete product Copyright Adaptive Team Coaboration, Inc., A rights reserved

11 Iterative Deveopment and Government Agencies Because of egisative statute, most agencies must foow estabished procurement process Most agencies appy waterfa approach Most activities are manua and not automated Want to hod vendors accountabe Just-in-time (JIT) iterative approach often inconsistent with every i dotted and t crossed phiosophy Not panning each project detai out ahead Don t coect every singe requirements ahead of time Don t wait unti the requirements are done Reaity requires a compromise Copyright Adaptive Team Coaboration, Inc., A rights reserved

12 Adaptation of pure iterative deveopment and traditiona RFP procurement process Agie and adaptive coaborative deveopment process Significanty everage UML for modeing Comprehensive traceabiity strategy Compete automatic generation of RFP consumabe work products Vendors hed responsibe for competey answering RFP Objective response grading captured in too Simuation of mutipe scoring agorithms Copyright Adaptive Team Coaboration, Inc., A rights reserved

13 EnABLES Project Department of Workforce Deveopment (DWD), Unempoyment Insurance (UI) Division Enhanced Automated Benefits Lega Enterprise Services (EnABLES) project Competey repace egacy (Cobo/IDMS) appication with new distributed web appication Depoy new customer-centric business mode Reduce ca backs by increasing eves of customer sef-service $30 miion, seven-year project; ook for off-the-shef soution See RFP and supporting materias at Copyright Adaptive Team Coaboration, Inc., A rights reserved

14 Project Inception: Four Iterations Started at end of June 2002 Began with no process and no too environment, staff with incredibe domain experience but no UML or too experience Identified three iterations to finish RFP Fourth iteration to review responses and award contract Issued RFP and a supporting materias November 6, 2002 Contract awarded in eary May 2003 ATC provided coaching, training, too configuration ATCP provided software deveopment process framework Copyright Adaptive Team Coaboration, Inc., A rights reserved

15 First Iteration: Estabish Vision Generated extended business service survey Aso known as business use case mode survey Incuded coarse-grained business workfow diagrams (activity diagrams) Incuded business use case outines Competey auto-generated with too reporting capabiities Buit transparent too environment with rea-time reporting Team coud use a their time to advance project No team time required to produce reports Focused on reviewing content Copyright Adaptive Team Coaboration, Inc., A rights reserved

16 Sampe Business Service Diagram UI Bank Print Mai Provider Caimant Caim Weeky Benefits UI Tax Genera Accounting Chid Support Agency Empoyer Copyright Adaptive Team Coaboration, Inc., A rights reserved

17 Second Iteration: Mode Workfow Eight weeks ong Launched with use case detaiing and business workfow modeing with UML training Supported with faciitated workshops Captured detaied business use case specifications Appied ATCP universa design process pattern Banned the use of the word Caim Too genera; too specific Meant too many things to too many peope Copyright Adaptive Team Coaboration, Inc., A rights reserved

18 Second Iteration: Mode Workfow Modeed interna workfow of each business use case Used coaboration diagrams for business use case event fows Used cass diagrams for business participant responsibiities Appied UML coaborations Eight team members hed over 50 meetings with 100 peope to review detaied business use case specifications and interna workfow modes Medium-grained traceabiity from each use case fow to each interaction diagram Generated business workfow reaization surveys Copyright Adaptive Team Coaboration, Inc., A rights reserved

19 Sampe Interna Business Workfow 1: present caimabe week 4: determine questions 10: present certification questions 13: review answers 15: request confirmation 17: send confirmed certification 6: determine appropriate questions certification questions : Eigibiity Questions 19: create weeky certification 26: send certification 27: update activity og 9: get appropriate questions 2: receive caimabe week acceptance 11: receive answers 16: receive confirmation 5: get certification questions 18: receive confirmed certification 29: verify certification : Caimant : Caims Taker : Weeky Caim Processor : Certification Processor 28: add weeky certification fied 3: add 12: create 14: review 20: get work fow : Activity Log 25: update as caimed contact : Activity Log : Certification Answers 8: review for questions 22: create 24: update week caimed23: add weeky certification 21: create : Weeky Certification : Caimabe Week 7: get caim record : Benefit Records Processor Copyright Adaptive Team Coaboration, Inc., A rights reserved : Caim Record : Benefit Certification/Disbursement Record

20 Third Iteration: Generate RFP Eight weeks ong Launched with workshop to identify system use cases Estabished fine-grained traceabiity from messages on individua fow diagrams to system use cases Required extending traceabiity capabiities of too set Buit business mode data warehouse for reporting Identified business and technica architectura requirements Copyright Adaptive Team Coaboration, Inc., A rights reserved

21 Third Iteration: Generate RFP Needed to make RFP contents navigabe and usefu to vendors Estabished enterprise governance process Appied ATAM framework for RFP response evauation Identified RFP questions and expected responses Took two hours to competey generate a RFP materias Copyright Adaptive Team Coaboration, Inc., A rights reserved

22 Sampe System Use Cases Request Weeky Certification Compete Certification Estabish Certification Requirements Caims Taker Caimant Poicy Impementer Certification Processor Receive Certification Confirmation Estabish Payment Requirements Payment Processor Approve Forced Payment Information Anayzer View Aerts Verify Caimant Identity Request Forced Payment Forced Payment Manager Identify Information Suppier Tax Overpayment Manager Copyright Adaptive Team Coaboration, Inc., A rights reserved

23 Architecture Tradeoff Anaysis Method SM (ATAM) Appied Software Engineering Institute s (SEI) Architecture Tradeoff Anaysis Method (ATAM) by Kazman, Kein, and Cements Technique for assessing vaue of architecture for off-the-shef appications during government procurement processes Uses quaity attributes with focused questions to transate technica architecture concerns into business concerns The purpose of the ATAM is to assess the consequences of architectura decisions in ight of quaity attribute requirements Copyright Adaptive Team Coaboration, Inc., A rights reserved

24 Traceabiity Strategy Business Objective Business Use Case Business Workfow Business Worker Business Entity Suppementa Requirement Architectura Subsystem System Use Case Business Responsibiity RFP Question Vendor Response Copyright Adaptive Team Coaboration, Inc., A rights reserved

25 Mode Eements Identified 35 business use cases 75 business actors 500 externa business services Business use case fows 400 interna workfows Business use case reaizations 2,000 interna business services Business object responsibiities 80 interna business worker roes 250 business entities 300 system use cases 500 RFP questions 20 report tempates 50 consumabes 2,000 pages of RFP content Copyright Adaptive Team Coaboration, Inc., A rights reserved

26 Automated Deveopment Environment Rationa Rose for UML modeing Rationa RequisitePro for requirements management and basic traceabiity Rationa CearQuest for change management Rationa SoDA for reporting Extended ight native traceabiity with custom traceabiity too Transparent too usage critica If something was not in the too, it did not exist, and it did not appear in the RFP Copyright Adaptive Team Coaboration, Inc., A rights reserved

27 RFP Extending Native Traceabiity Copyright Adaptive Team Coaboration, Inc., A rights reserved

28 Fourth Iteration: Scoring Responses & Issue Award Six months ong Two months to wait for vendor responses Buit framework for capturing vendor responses Executed and evauated mutipe scoring agorithms Seected two finaists Performed two one-week ong vendor demonstrations Evauated vendor demo performance Issued award Finaized contract detais Copyright Adaptive Team Coaboration, Inc., A rights reserved

29 Moving Forward Estabish iterative project office inside automated deveopment environment begins Juy 03 Base system instaation begins Sept 03 Gap anaysis begins Oct 03 Customization begins Feb 04 Appy MDA principes to generating functiona software from UML specifications Supports ITSC federa guideines for unempoyment insurance system modernization efforts Copyright Adaptive Team Coaboration, Inc., A rights reserved

30 Concusions EnABLES RFP process coud not have been done and wi not be sustainabe without MDA principes Buit a computationa independent mode CIM has its own CIM, PIM, and PSM Wi be detaiing PIM and generating mutipe PSMs Transformations mosty done by hand Enforced and captured by toos Transformations more automated moving forward Provided framework for impementing customdeveoped or off-the-shef product on any technica patform Copyright Adaptive Team Coaboration, Inc., A rights reserved

31 Questions? Thank you for your attention and participation! Copyright Adaptive Team Coaboration, Inc., A rights reserved