Transcript 400 Global Administration Drawings

PIEmatrix
200.test User
Drawings
Version 3/20/05
Process for Implementing Excellence
© Copyright 2006 PIEmatrix
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PIEmatrix
Upd & Evol
(Layer)
(Layer)
Application Lifecycle Layer - Discover Slice
Define Business
Requirements
Define
Architecture
Requirements
Define
Development
Strategy
Product
People
Process
Identify Success
Factors
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CONFIDENTIAL/TRADE SECRET
Identify Success Factors - Process Objective:
The objective is to define business critical success factors and quick wins that underlines
business' most important requirements. A “business critical success factor” (bCSF) is a factor
that that is most critical to the business’ operations, objectives, and financial success. (Note: a
bCSF is not the same as the IT project critical success factor, for the bCSF only applies to
business perspectives). A “quick win” (QW) is a requirement that provide short-term benefits to
business or end-users. Once identified, the bCSF and QW requirements need to be the central
focus for the remaining project and updated as required.
Process Step Actions:
1. Obtain and review the business case and project charter (if they exist). For some projects
the bCSF’s and QW’s can be identified in these documents.
2. Review the project’s goal and objectives and then review high-level documentation that
includes initial requirements, functionality scope, technical and process solutions, and all
needs for reporting, security, and other areas of scope as defined by the project charter or
other high-level business and technical requirements.
3. Meet with the business stakeholders (i.e., project owner, product manager, business SME)
and elaborate the initial documented requirements to help determine all bCSF’s and QW’s.
Ensure the scope of these factors are not excessive and are deemed critical relative to all
other functionality that are usually considered important as well. Sometimes people will
claim all requirements are critical. In this case keep the focus on relative importance.
Utilize the Success Factors Worksheet to help with this process.
4. Document the bCSF’s and QW’s and indicate these requirements as the priority focus for
design and development targets. Continue this process during the later steps of defining
business and architecture requirements. Update the Success Factors Worksheet during
this process and indicate the bCSFs and QWs in the Business Requirements and
Architecture Requirements deliverables.
5. Obtain bCSF and QW approval sign-off by the product manager and business owner.
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Drawing 200.2
Project Finance
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PIEmatrix
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(Layer)
(Layer)
Application Lifecycle Layer - Discover Slice
Define Business
Requirements
Define
Architecture
Requirements
Define
Development
Strategy
Product
People
Process
Identify Success
Factors
Identify Success Factors - People Objective:
The objective of the people involvement is to ensure that the individuals who are assigned to this
step have the facilitation skills needed to capture and record the success factors, which include
business critical success factors (bCSF) and quick wins (QW). Note: Individuals can own
multiple roles, especially for smaller projects with limited resource budgets.
• Business Analyst - Jim Stevenson (Owner, Contributor): Manage the success factor
identification process and organize and facilitate the success factor workshops. Skills needed
include strong communications and facilitation skills. This individual needs to drive the process
by reviewing all documentation, interpreting success factors, setting up meetings, and facilitating
in a way that drives towards success factor selection. The business analyst should also
document the results and prepare and submit the deliverable.
• Business SME - Joyce Scully (Contributor): Define the success factors. This person should
work closely with the business owner to ensure clarity and agreement.
• Steering Committee (Approver): Responsible for approving the success factors. This in
important since these factors should be the driving purpose of the entire project and if there are
inconsistencies or misunderstandings at the executive level, the project could run into serious
issues with perceived success, management support, and future budgeting.
• Business Owner - Karen Boyer (Contributor, Approver): Approve the success factors. In
some cases, this person would also be part of the steering committee, but it is important to gain
individual acceptance from this person since he or she will be responsible for the end solution. It
is also best if the person is part of the group of people to be interviewed during the success
factors decomposition process.
© Copyright 2006 PIEmatrix
CONFIDENTIAL/TRADE SECRET
Drawing 200.3
Project Finance
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PIEmatrix
Upd & Evol
(Layer)
(Layer)
Application Lifecycle Layer - Discover Slice
Define Business
Requirements
Define
Architecture
Requirements
Define
Development
Strategy
Process
Identify Success
Factors
Product
People
Forms
Files
Tools
Identify Success Factors - Product Objective:
The objective of the Product section is to provide access to deliverables and tools as they relate
to the selected process box above. Select one of the three tabs to access the subsections. The
following are the descriptions:
Forms - Provides a list of online forms for creating, sharing, and storing deliverables within the
online database.
Files - Provides a list of folders to contain documents and files. One folder is called Templates.
This is used to download a copy of a template file. Other folders are used to contain final
deliverables and work-in-progress files for sharing.
Tools - Provides information about third-party vendor products that are associated with the
process step.
© Copyright 2006 PIEmatrix
CONFIDENTIAL/TRADE SECRET
Drawing 200.4
Project Finance
Dashboard
Plan
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Reports
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Design
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PIEmatrix
Upd & Evol
(Layer)
(Layer)
Application Lifecycle Layer - Discover Slice
Define Business
Requirements
Define
Architecture
Requirements
Define
Development
Strategy
Process
Identify Success
Factors
Product
People
Forms
Files
Tools
Identify Success Factors - Forms:
The following is list of online forms for creating, sharing, and storing deliverables within the online
database. A Template Forms link will open an online template form. Rename the form for use as
a deliverable for this project. This will place the form in the Deliverables Forms list.
Template Forms
• Success Factors Worksheet Form Template
Deliverables Forms
• Success Factors Worksheet - Project Finance
© Copyright 2006 PIEmatrix
CONFIDENTIAL/TRADE SECRET
Drawing 200.5
Project Finance
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PIEmatrix
Upd & Evol
(Layer)
(Layer)
Application Lifecycle Layer - Discover Slice
Define Business
Requirements
Define
Architecture
Requirements
Define
Development
Strategy
Process
Identify Success
Factors
People
Back to Forms
Form
Success Factors Worksheet
Product
Project Title
Business Analyst
Objective
Tools
Deliverable
Status
People
Files
Name
(select name from drop
down list of users)
(drop down value list
execute business rules)
Role
Owner, Contributor
Business SME
Contributor
Business Owner
Contributor, Approver
(auto fill in from process objective, auto expand/collapse)
Success Factors
ID
P
Mega Process
Success Factor
Application Feature Needs
(auto transfer to requirements
deliverable)
© Copyright 2006 PIEmatrix
CONFIDENTIAL/TRADE SECRET
Drawing 200.6
Project Finance
Dashboard
Plan
App Lifecycle
Discover
Reports
Design
Log Out
Help
Construct
Validate
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Search
Mon & Opt
PIEmatrix
Upd & Evol
(Layer)
(Layer)
Application Lifecycle Layer - Discover Slice
Define Business
Requirements
Define
Architecture
Requirements
Define
Development
Strategy
Process
Identify Success
Factors
Product
People
Forms
Files
Tools
Identify Success Factors - Files:
The file repository below contains documents and files. One folder is called Templates. This is
used to download a copy of a template file. Some template files may correspond with template
Forms. Other folders are used to contain final deliverables and work-in-progress files for sharing.
Download File
Upload File
Delete File
Create Folder
Delete Folder
© Copyright 2006 PIEmatrix
CONFIDENTIAL/TRADE SECRET
Drawing 200.7
Project Finance
Dashboard
Plan
App Lifecycle
Discover
Reports
Design
Log Out
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Construct
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Search
Mon & Opt
PIEmatrix
Upd & Evol
(Layer)
(Layer)
Application Lifecycle Layer - Discover Slice
Define Business
Requirements
Define
Architecture
Requirements
Define
Development
Strategy
Process
Identify Success
Factors
Product
People
Forms
© Copyright 2006 PIEmatrix
CONFIDENTIAL/TRADE SECRET
Files
Tools
Identify Success Factors - Tools:
Thus tools section provides information about third-party vendor products that are associated
with the selected process step.
Select Vendor:
Select Vendor Tool:
Choose…
Choose…
Drawing 200.8
Project Finance
Dashboard
Plan
App Lifecycle
Reports
Discover
Design
Log Out
Help
Construct
Validate
Deploy
Search
Mon & Opt
PIEmatrix
Upd & Evol
(Layer)
(Layer)
Application Lifecycle Layer - Discover Slice
Define Business
Requirements
Define
Architecture
Requirements
Define
Development
Strategy
Process
Identify Success
Factors
Product
People
Forms
Files
Tools
Identify Success Factors - Tools:
Thus tools section provides information about third-party vendor products that are associated
with the selected process step.
Select Vendor:
Select Vendor Tool:
Mercury Interactive
TestDirector
Mercury’s TestDirector™ tool is used for gathering requirements, planning and scheduling
tests, analyzing results, and managing defects and issues. The Identify Success Factors
step provides early and critical requirements that may be stored in TestDirector. The data
stored in the online Success Factors Worksheet can be imported into TestDirector’s
Requirement tab. Once imported, the user can allocate test scripts associated with the
chosen success factors.
Exporting Instructions: From Success Factors Worksheet to TestDirector.
1) Open the…
2) Launch the…
© Copyright 2006 PIEmatrix
CONFIDENTIAL/TRADE SECRET
Drawing 200.9
Project Finance
Dashboard
Plan
App Lifecycle
Discover
Reports
Design
Log Out
Help
Construct
Validate
Search
Deploy
Mon & Opt
PIEmatrix
Upd & Evol
(Layer)
(Layer)
Application Lifecycle Layer - Discover Slice
Define Business
Requirements
Define
Architecture
Requirements
Define
Development
Strategy
Process
Identify Success
Factors
Product
People
Forms
Files
Tools
Identify Success Factors - Product Objective:
The objective of the Product section is to provide access to deliverables and tools as they relate
to the selected process box above. Select one of the three tabs to access the subsections. The
following are the descriptions:
Forms - Provides a list of online forms for creating, sharing, and storing deliverables within the
online database.
Files - Provides a list of folders to contain documents and files. One folder is called Templates.
This is used to download a copy of a template file. Other folders are used to contain final
deliverables and work-in-progress files for sharing.
Tools - Provides information about third-party vendor products that are associated with the
process step.
© Copyright 2006 PIEmatrix
CONFIDENTIAL/TRADE SECRET
Drawing 200.10