Module J Trade Study Process



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Module J Trade Study Process CC04264140.ppt

Trade Study Objectives Support the decision needs of the system engineering process Evaluate alternatives (requirements, functions, configurations) Integrate and balance all considerations (cost, performance, producibility, testibiity,compatibility, supportability, etc) Develop and refine a system concept Determines if additional analysis, synthesis, or trade-off studies are required to make a selection Trade studies support selection of the best or most balanced solution CC04264141.ppt

Purposes of Trade Study Trade studies - General Identify and execute trade-offs among requirements, design, schedule, and cost Support decision needs of system engineering process Level of study commensurate with cost, schedule, performance, and risk impact Requirements analysis trade studies Establish alternative performance and functional requirements Resolve conflicts between requirements Functional analysis/allocation trade studies Support functional analysis and allocation Determine preferred set of requirements for function interface Determine requirements for lower-level functions Evaluate alternative architectures Synthesis trade studies Establish system/ci configurations Assist in selecting system concepts and design Select HW/SW, make or by, examined proposal changes, etc. System/cost effectiveness analysis Develop MOEs hierarchy Identify critical MOEs as TPMs CC04264142.ppt

Trade Study Guidelines Boeing Systems Engineering Manual Disciplined process Fair and consistent evaluations All affected aspects of program participate Trade study leader to help focus and coordinate DSMC Systems Engineering Fundamentals Formal decision analysis method Solve complex problems with more than one selection criterion Provide documented decision rationale Best balanced solution Integrate and balance all requirements CC04264143.ppt

Value of Trade Study Process Systemization of thought Clarification of options, problem structure, and available trade-offs Improved communication of ideas and professional judgement within the organization Improved communication of rationale for action to others outside the organization Confidence that all available information has been accounted for in a decision CC04264144.ppt

Trade Study Functions in Each Acquisition Phase Acquisition phase Pre-Concept Exploration Concept Exploration and Definition Program Definition & Risk Reduction Engineering & Manufacturing Development Production & Deployment Trade study emphasis Compare alternative sets of requirements to see how they meet general customer needs Compare technologies and approaches Evaluate concepts for meeting mission needs Select alternate system configurations Select preferred technologies Reduce alternatives to a testable number Select component/part designs Select testing methods Select support processes Examine advantages of proposed design changes Evaluate new mission requirements Assess incorporation of new technologies Trade study emphasis areas change throughout the acquisition process CC04264145.ppt

Trade Study Process Key Elements Define the problem Establish evaluation criteria Develop alternative solutions Quantify downselected alternatives Performance Weight Reliability Producibility Safety Etc Order alternatives relative to criteria Screen alternatives Prepare Trade Study Report Scope of application of any one step will vary depending on a program s current acquisition phase CC04264146.ppt

Trade Study Process Flow Define objectives and requirements Formulate evaluation criteria Identify alternative Select configurations Weigh the criteria Prepare utility functions* * Software tool is available Quantify evaluation criteria Evaluate alternatives Perform sensitivity checks Execute decisions Develop costing functions CC04264147.ppt

QFD Identifies and Supports Trade Studies The correlation matrix identifies the relationship between the HOWs Correlation Matrix HOW vs HOW Strong positive Positive No relation Negative Strong negative IPTs identify the conflicts or synergies between each of the HOWs in the roof of the house of quality CC04264148.ppt

Establishment of Effective Evaluation Criteria Must reflect all technical requirements Must reflect business objectives Must be closely linked to TPMs Effective screening/evaluation criteria must: Differentiate meaningfully between alternatives without bias Relate directly to the purpose of the trade study, i.e., they are requirements based Be broadly based to ensure coverage of all decision factors Be independent of each other to the greatest degree possible Be universally understood by all trade study participants CC04264149.ppt

Example of Evaluation Criteria Life Cycle Cost Supportability Performance Formulate a. Weight b. Power c. Accuracy d. Size e. Cost f. Schedule g. Risk h. Testability i. Supportability j. Complexity k. Reliability l. Maintainability m. Safety Quantify a. Weight = 565 lb b. Power = 32 kw c. Accuracy = 2 m d. Size = 2 ft 3 e. Cost = $1.2M f. Schedule = 3.5 yr g. Risk = Medium h. Testability = 99% FD/FI i. Supportability = 3 tools j. Complexity = Medium k. Reliability = 500 hr MTBF l. Maintainability = 0.5 MMH/FH m. Safety = 99.999% CC04264150.ppt

Sources of Design Trade Study Decision Criteria Business Objectives Mission Area Analysis CC04264151.ppt Concept Exploration Program Definition & Risk Reduction Engineering & Manufacturing Development Production & Deployment Program management business plan Service mission roles Mission area plans (MAPS) Voice of the customer Justification for major system new start -Mission Need Statement (MNS) System performance requirements Acquisition decision memorandum Operational requirements Document (ORD) System specification Test and evaluation master plan Technical Performance Measurements (TPMs) Planning, programming, and budgeting system documentation Configuration Item Specifications (CIS) Requirements Allocation Document (RADs) TPMs Integrated program Summary Planning, programming, and budgeting system documentation Existing technical manuals Logistics plan Production plan Fielding plan

Identification of Alternatives Reflect widest range of different solutions Sources include: Predetermined, competitive bids Developed Customer Synthesis Brainstorming, all disciplines QFD Experience Suppliers CC04264152.ppt

Identification of Alternatives Maximum limit of affordability Cost Minimum acceptable effectiveness Cost target (goal) Most tradeoffs occur in this region where decisions are difficult Effectiveness goal Effectiveness CC04264153.ppt

Screen Alternatives Eliminate alternatives which do not appear to meet requirements (go/no-go tests or killer trades) Eliminate alternatives with low probability of successful implementation Eliminate alternatives which are expected to exceed cost and schedule constraints CC04264154.ppt

Example of Uncoupling and Killer Trades SOW Task: System Req ts: Evaluate and select propulsion subsystem for long range conventional cruise missile Range 2,000 NM Launcher-ship VLS, be compatible and maintain commonality All other requirements held constant (e.g. lethality) Propulsion subsystem Type Speed Altitude Range, NM Meets reqt Turbojet Turbofan Propfan Rocket Ramjet Rocket Low 1,200 No High 1,600 No Subsonic Supersonic Hypersonic... Low 1,600 No High 2,000 Yes Low 2,100 Yes High 2,600 Yes High 500 No High 800 No High 200 No Scramjet High 300 No CC04264155.ppt Uncoupling allowed looking at propulsion subsystem only Killer trade reduced concepts from 10 down to 3 for more detailed analysis

Quantify Downselected Alternatives Performance Weight Reliability Producibility Safety Affordability Schedule Risk Etc CC04264156.ppt

Sample Criteria Weighting Mission capability 0.16 0.09 0.33 0.06 0.36 Speed & Logistics/ Cargo Cargo Safety endurance R&M capacity capability 0.05 0.24 0.09 0.27 Speed at Max tank Max helo Pierside max power condition condition 0.11 0.17 0.06 0.09 Endurance No. of No. of In-stream at 27 kts tanks helos No. of vehicles No. of containers 0.05 0.02 No. of vehicles 0.02 0.01 No. of containers CC04264157.ppt

Sample Prioritization Input Sheet SL-7 CLASS CONVERSION TRADE-OFF STUDIES PRIORITIZATION SURVEY WHAT IS YOUR OPINION AS TO WHICH MISSION CAPABILITY ATTRIBUTE IS MORE IMPORTANT TO MISSION SUCCESS? MISSION ATTRIBUTE MISSION ATTRIBUTE CARGO CAPACITY 9 8 7 6 5 4 3 2 1 2 3 4 5 6 7 8 9 CARGO CAPACITY CARGO CAPACITY 9 8 7 6 5 4 3 2 1 2 3 4 5 6 7 8 9 SPEED & ENDURANCE CARGO CAPACITY 9 8 7 6 5 4 3 2 1 2 3 4 5 6 7 8 9 LOGISTICS/R&M CARGO CAPACITY 9 8 7 6 5 4 3 2 1 2 3 4 5 6 7 8 9 SAFETY CARGO CAPABILITY 9 8 7 6 5 4 3 2 1 2 3 4 5 6 7 8 9 SPEED & ENDURANCE CARGO CAPABILITY 9 8 7 6 5 4 3 2 1 2 3 4 5 6 7 8 9 LOGISTICS/R&M CARGO CAPABILITY 9 8 7 6 5 4 3 2 1 2 3 4 5 6 7 8 9 SAFETY SPEED & ENDURANCE 9 8 7 6 5 4 3 2 1 2 3 4 5 6 7 8 9 SPEED & ENDURANCE SPEED & ENDURANCE 9 8 7 6 5 4 3 2 1 2 3 4 5 6 7 8 9 SAFETY LOGISTICS/R&M 9 8 7 6 5 4 3 2 1 2 3 4 5 6 7 8 9 SAFETY CC04264158.ppt

Sample Multi-Attribute System Effectiveness Model System 100 30 20 20 30 Schedule Life cycle cost Availability Performance 15 10 5 15 5 Demo IOC FOC MTBF MTTR RDT & E 5 Prod 10 O & M 5 CEP 10 Lethality 10 Range 5 5 Response time CC04264159.ppt

Sample Utility Curves 10 8 6 Score 4 2 10 8 6 Score 4 2 0 1000 500 0 MTBF (hr) 0 0.5 1.0 1.5 2.0 2.5 3.0 In-flight accuracy (CEP drift rate, NM/hr) 0 0.5 1.0 1.5 Air alignment time (hr) Max 0 Nuclear hardness 98 99 00 IOC 97 98 1 st prod del CC04264160.ppt

Sample Weighted Summary Table Alternatives Criteria [weight] Score Alternative 1 Alternative 2 Alternative 3 Alternative 4 Alternative 5 Weighted score Score Weighted score Score Weighted score Score Weighted score Score Weighted score A [15] 3.1-3.5 46.5-52.5 4.2-5.9 63.0-88.5 6.0-6.5 90.0-97.5 3.5-5.2 52.5-78.0 4.5-5.0 60.0-82.5 B [20] 3.9-4.6 78.0-92.0 7.8-8.2 156.0-164.0 8.9-9.2 178.0-184.0 6.4-6.9 128.0-138.0 7.6-8.1 152.0-162.0 C [10] 5.2-6.0 52.0-60.0 4.3-6.0 43.0-60.0 7.0-8.2 70.0-82.0 7.3-8.5 73.0-85.0 9.2-9.5 92.0-95.0 D [35] 9.0-9.5 315.0-332.5 7.0-7.3 245.0-255.5 8.5-9.0 297.5-315.0 9.7-9.9 339.5-346.5 6.7-7.2 234.5-252.0 E [20] 5.0-6.7 100.0-134.0 3.5-4.5 70.0-90.0 5.0-6.0 100.0-120.0 6.9-7.2 138.0-144.0 7.8-8.2 156.0-164.0 Total 591.5-671.0 577.0-658.0 735.5-798.5 731.0-791.5 694.5-755.5 CC04264161.ppt

Trade Study Report Ref Boeing Systems Engineering Process Manual 1. Introduction Problem description Ground rules/assumptions Constraints 2. Concepts Range of options Procedure used Drawings/data sheets 3. Downselected alternatives Screening/downselection process Evaluation criteria Weighting factors Results of screening 4. Quantified technical impact Detailed studies Additional assumptions Additional analysis 5. Conclusions and recommendations Reasoning Additional recommendations CC04264162.ppt

Trade Study Product Characteristics In order to meet customer quality requirements, each Trade Study conducted within Product Definition is expected to be characterized by a consistent set of elements which include... Clear problem statement Identification of requirements that must be achieved Ground rules and assumptions Decision criteria Resource requirements statement (source/man hrs reqd) Schedule to accomplish (proposed and actual) Potential solutions and screening matrix Comprehensive array of feasible alternatives Comparisons of alternatives using decision criteria Technical recommendation of trade study leader Documentation of decisions leading to recommendation CC04264163.ppt

Why Do Trade Studies? Have all the alternatives been considered? CC04264164.ppt

The Name of the Game - Trade-Offs Performance requirements Technical parameters Producibility Cost Schedule Reliability Maintainability CC04264165.ppt