DEV-10: Estimating your Transformation the Reality Brenntag

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1 Dev-10: Estimating your Transformation the Reality A case study Dr. Stuart Roberts Latin America Head of Development Agenda Overview of Modernization of IT system landscape The Transformation Project Estimating the transformation effort Status Today and Lessons Learned 2 Estimating your Transformation the Reality World Wide Latin America North America Other activities Europe ,887 5,147 Total external sales 2007: US$ 9.1 billion Over 300 locations ca. 11,000 Employees 3 Estimating your Transformation the Reality 3 1

2 Overview of Latin America Mexico Caribe Volume (MT) Distribution 780 KMT External sales (US$) 710 M$ No. of Employees 1,090 Number of distribution sites* 49 Central America Andino Norte Brazil 17 Countries 21 filling stations 43 warehouses 5 marine terminals Cono Sur *Stand-alone sales offices not included 4 Estimating your Transformation the Reality 4 Agenda Overview of Modernization of IT system landscape Estimating the transformation effort The Transformation Project Status Today and Lessons Learned 5 Estimating your Transformation the Reality Modernization of IT System Landscape Initial situation Self-developed ERP System (Progress Platform) Character-based user interface Monolithic program architecture One software version per language Spanish, Portuguese, English Decentralized installations Limited reports/inquiries 6 Estimating your Transformation the Reality 2

3 Overall modernization approach Project Falcon Add new functionality Consolidate versions Modernize user interface and leverage GUI capabilities Project Falcon: Upgrade Phoenix System Project Raven: Implement SAP FI/CO Infrastructure Part 7 Estimating your Transformation the Reality Screen Shot: Old application (Falcon 2) 8 Estimating your Transformation the Reality Screen shot: New application (Falcon 3) There is hope!!! 9 Estimating your Transformation the Reality 3

4 Benefits of GUI Not-quantifiable Functional Flexible inquiries are easier to use Fewer screens (SO went from 16 screens to 5) Easier integration with personal productivity tools, especially Excel Technical AppServer allows for better scalability Newer technologies will always be GUI Future projects will require less user training 10 Estimating your Transformation the Reality Benefits of GUI & SOA quantifiable Easier translation (our HelpMan ), because we now have a single set of source code Better security in GUI environment, after separation of system layers users will no longer have direct access to the operating system and database files Easier navigation for Data Entry More user-friendly 11 Estimating your Transformation the Reality Agenda Overview of Modernization of IT system landscape The Transformation Project Estimating the transformation effort Status Today and Lessons Learned 12 Estimating your Transformation the Reality 4

5 The Progress Application Before: Phoenix Character UI on DG/UX platform 3 versions to support 3 languages After: Falcon GUI Client/Server - OpenEdge 10.1B 1 Version with multiple languages Timetable month transformation month for roll-out to the countries 13 Estimating your Transformation the Reality Transformation project Project steps 1. Pre-Study Progress/ 2. Pilot-Project: Transformation of Sales Order Entry Module (Coached by Senior Progress Professional) 3. Roll-out of Pilot System to one region 4. Cooperation with Progress offshore team (Argentina) 5. Identification and prioritization of next modules 6. Step-by-step transformation 7. Roll-out of transformed modules as soon as possible 14 Estimating your Transformation the Reality Pre-study of Progress ERP Transformation Original guesstimate (stick finger in air) Progress Professional Services & Analyze Application 4 weeks Consider # of programs (> 2,500 per language) Consider # of tables (250) and fields (5,000) Functionality scope Architecture of code Harvesting scheme Estimate as result of pre-study: Total transformation effort ca. 6 man years 15 Estimating your Transformation the Reality 5

6 Transformation approach Recommendations from pre-study Re-design user interface to make full use of GUI capabilities (don t just transform ) Use ProDataSets to fully separate business logic from functionality and physical storage Optimistic locking (?) Don t use shared variables Dynamics, or use the managers(?) 16 Estimating your Transformation the Reality Step-by-step transformation approach Pïlot (SO) programs Master Data Programs Purchasing -67 Programs Inquiries Programs Modules to be defined 17 Estimating your Transformation the Reality Offshoring to Latin America Met the resource requirements More people Expertise Budget constraints Added benefit: same language of many of our users, and almost the same time zone Internal Team doing other projects 18 Estimating your Transformation the Reality 6

7 Approach - Transformation by Module Cycle 1 Define scope 2 Planning & Estimation Select Module 3 Design 4 Harvesting Final Module Delivery 6 Final Testing & Review 5 Transformation 19 Estimating your Transformation the Reality Planning & Estimation: Function point analysis Steps in Function point analysis Design document with all programs to be transformed (options in CHUI menu) List of all tables used, by program Identify function points (business view of programs to be transformed) Re-design of functional areas to take advantage of GUI functionalities (more than just transformation) Estimate transformation effort for each function point based on new design 20 Estimating your Transformation the Reality Example for Function Point Analysis Example from Operations Module (goods receipt) CHUI Menu Title Program Function Hours 3.3 Menu awgdmenu.w Menu de 3 recepción de productos Bodegas (R ecepcion de bienes) Grabación compras normales de productos awgoodin.w F iltro por Año y nro. de OC Pide filtros y realiza validaciones sobre los mismos contra distintas tablas para cerciorars e que la busqueda es factible. 10 azpoitem.w OC filtrada de distintas maneras. En CHUI son 3 browse de entre los cuales se elije awgdpur.w escritura. Ejecuat el proceso de a recepcion de notas en tiempo de impresion (Awpurprt). En punto se puede detener el proceso de envio/impresión(f1 permite descontinuar la ejecucion antes de cualquier actualizaciones a la DB). 20 azclient.w de OC filtrada de distintas maneras. En CHUI son 5 browse de entre los cuales se elije gettaxid.w C lientes 3 azloc.w Zoom de Bodegas 8 awgdpuru.w aplicativo. 20 G etnextl ot.p Asigna el siguiente nro de lote. Es disparado por proceso. 3 getl C S tat.p Determina como se crean los numeros de lote. Verifica si esta activado el Control de Lotes por s ucurs al/producto/s ufijo. Es disparado por proceso. 3 azunits.w Zoom de Unidades de Medida 8 azpacks.w Zoom de Empaques 8 addtotein.p Disparado por proceso. 15 awtotin.w Browser de Nuevo Tanque P ortatil. Es disparado por proceso. 10 awtotinu.w Mantenimiento de Tanque Portatil Carga de datos. Es disparado por proceso. 25 awztotin.w Browser. Es disparado por proceso. 15 getl C S tat.p Determina como se crean los numeros de lote. Verifica si esta activado el Control de Lotes por s ucurs al/producto/s ufijo 0 azclient.w de OC filtrada de distintas maneras. En CHUI son 5 browse de entre los cuales se elije 1. 0 azunits.w Zoom de Unidades de Medida 0 azpacks.w Zoom de Empaques 0 azprods.w info. de OC filtrada de distintas maneras. En CHUI son 3 browse de entre los cuales se elije azstock.w Zoom de Stock 8 azprods1.w Zoom de Productos. 8 azstock.w Zoom de Stock 0 awlotin.w Browser de Asignacion(R ecepcion) de Lotes Estimating your Transformation the Reality 7

8 Master Data Module Numbers $$$$ 22 Estimating your Transformation the Reality Statistical Analysis: Estimate remaining effort Prediction after 1 year of cooperation excl. Complexity and Efficiency Improvements Status No. of programs Size of Programs Total (Done- Progress) 614 (59%) 10,004 (41%) To Transform 433 (41%) 14,571 (59%) Forecast based on number of programs: Done 59% Hours 6,901 To transform 41% Hours 4,796 Forecast based on size of programs: Done 41% Hours 6,901 To transform 59% Hours 9,931 Predicted effort varies substantially depending on criteria => Use common sense, consider past experience and special project situation (e.g. qualification of team, efficiency obstacles in starting stage of project ) 23 Estimating your Transformation the Reality Statistical Analysis Prediction incl. Complexity BACKWARD LOOKING METRICS Module Programs Size Hours Hours/Prog Hours/SizeComplexity Maintenance Purchasing Inquiry METRICS for ESTIMATION ComplexityHours by Program Hours by Size Estimating your Transformation the Reality 8

9 Summary: Total Effort per module (as of 08/30/2008) Argentina Offshore-Team Module PM/Architect Developers Total hours Total days Total years Master Data Maintenance 1,611 1,812 3, Purchasing & Inquiries 948 5,270 6, Operations Module , Total External Effort Internal Team Module Pilot (Sales Order Entry) months, Developers 1.25 ca. 4 4 Senior Testing/Coordination of offshore team ca. 18 months, ca. 0.5 Full-time Senior Developer 1.50 Total Internal Effort 2.75 Total Transformation Effort Estimating your Transformation the Reality Agenda Overview of Modernization of IT system landscape The Transformation Project Estimating the transformation effort Status Today and Lessons Learned 26 Estimating your Transformation the Reality Application Status Today First roll-out - completed Pilot 4 modules from Argentina IQ, PO, MT, OP HelpMan Auditing & Security Currently in Month 31 Behind schedule had hoped to have transformation completed by now Testing has been a problem 27 Estimating your Transformation the Reality 9

10 Development Teams Status Today Internal team Internal development & maintenance (e.g. GL/SAP) Not working on transformation, except for help, security, auditing Latin American team Increased size of team to 5 FTE All working on transformation 28 Estimating your Transformation the Reality Lessons Learned Transformation Supported by a Senior Coach who has done it before Training is not enough Module-wise transformation approach improves manageability of project Timelines & budgets Transformation and re-design of application comingled Client/Server Paradigm shift is quite extensive It always takes more effort than you think initially Harvesting is not as easy as you expect Spend time defining temp tables and ProDataSets 29 Estimating your Transformation the Reality Lessons Learned - Outsourcing Keep face-to-face contact with your outsourcing partners Outsourcing works best on mid/long-term relationships External and internal team should work on the same platform 30 Estimating your Transformation the Reality 10

11 Questions? 31 Estimating your Transformation the Reality Thank You 32 Estimating your Transformation the Reality 11