Overcoming challenges to ensure success of outsourcing/offshore projects

Transcription

1 IBM Software Group Overcoming challenges to ensure success of outsourcing/offshore projects Osmond Ng Technical Consultant IBM SWG HK 2004 IBM Corporation

2 Reasons for Outsourcing Project Results by Strategic Reason for Outsourcing 1 Cost Savings Free Up Internal Resources for Other Purposes Lack of In-House Expertise Need for Special Skills/Services/Equipment Outsourcing Hot Spots India China Malaysia Singapore Philippines ITtoolbox Outsourcing Survey 2

3 Critical Criteria for choosing outsourcing partner 3

4 Offshore Development Drivers Cost Savings Mergers/acquisitions result in distributed development teams Supplemental resources needed Access to talent that is not locally available 24x7 development Time to Market Variable staffing needs Application backlog Response to geopolitical risks Establish market presence in foreign country Localize products 4

5 Offshore Development Who Is Doing It? Enterprise IT organizations in all industry sectors Product Development organizations Large companies often direct ownership of offshore development centers Mid-size companies Small companies Systems Integrators and SW Development Outsource Suppliers Distributed Development is mainstream! 5

6 Outsource/Offshore = Distributed Development They face the same problem? Quality What are we asking the counterpart to do? What are we going to monitor? How are we going to know if things are going well? 6

7 Reality of Distributed Development 3 Year Development Cost Comparison T o ta l D e v e lo p m e n t C o s t $ M illio n $70 $60 $50 $40 $30 $20 $10 $0 All onsite Distributed Best Case Distributed - Worst Case 100 FTE Decreased Productivity Increased Rework Additional Process, Tools, Automation 7

8 Cost Savings Barriers Productivity decreases in on-site / offshore team, due to: Communications issues time lag, cultural Requirements not well defined up front Requirements management process does not provide feedback loop, or method for communicating changing / evolving requirements Requirements well defined, but not well communicated Organizational issues lack of motivation Process (handoff, delivery, change management) not well understood time spent trying to figure out who does what Additional project management overhead Mismatched and unsynchronized configuration management processes and systems resulting in classic configuration management problems work to know what files to work on, what is the latest build, why did the build break, etc. Productivity Decrease of 50% -100% or more is common in initial projects. Rework increases due to: End product not the right product (requirements mis-match) End product has high defect density Project deliverables not well defined Offshore testing process not aligned with onsite needs Typical localized project rework is 20%-30%. Distributed development can bring this to 50%-100% rework in initial projects. 8

9 IBM Rational Summary Value Propositions Lower Development Costs - Effectively manage and control staff development resources and to take advantage of lower cost resources available through the use of onsite, offsite and offshore software development. Increase Staff Productivity - Improve individual and project productivity to meet the backlog of business requests. Increase current staff capability to take advantage of current and emerging technology. Ability to quickly leverage staff across project portfolios. Decrease Time to Market - Reduced project delivery time allows clients to bring projects on line faster while incorporating more business critical features. Improve Quality Standard processes, methods, and tools drive higher quality software which in turn drives business results. Increase Competitive Advantage - Software is the critical differentiator for providing new services to customers and for opening new markets. 9

10 Distributed Development Project Models Usually have a combination of on-site and distributed development resources Distributed roles and tasks: Business Modeling/Planning Requirements Definition Analysis and Design/Architecture Deployment Implementation Testing/Integration Evaluation At both sites: Project Management Configuration/Change Management Software Engineering Process 10

11 Distributed Development Workflow Example Site A Site A Both Sites Site B Site B Business Model Requirements & Use Cases Model Code Unit Tests Site A Site A Site A Both Sites Both Sites Test Plan Test Cases System Tests Test Results Defects Common Process and Guidance Progress Metrics and Reporting Software Configuration Management 11

12 Distributed Development - Common Pitfalls Multiple Development Sites generate confusion: Conflicting Processes Varying Project requirements Change Management and Version Control Measuring project progress & quality Overall Project control 12

13 A Team-Based Approach All tools and team members support all development imperatives Analyst Architect Developer Tester Model, Rapidly simulate, construct, Design, assemble, Visually model transform, create, and monitor applications integrate and business and data and execute processes generate tests code Deployment Manager Provision, configure, tune and troubleshoot applications Project Manager Follow a common process Manage and measure projects Manage requirements Manage change and assets Manage quality Senior Executive Align IT investments with business objectives Analyze and monitor project portfolios 13

14 What is the Rational Team Unifying Platform? A process Software development best practices An integrated suite of infrastructure tools: Requirements management Change Request Management Software configuration management Test planning Project documentation automation A project measurement tool Project measurement IBM Rational Unified Process IBM Rational RequisitePro IBM Rational ClearQuest IBM Rational ClearCase IBM Rational TestManager IBM Rational SoDA IBM Rational Project Console Eliminate Software Development Chaos with Collaborative Software Development 14

15 Solution in a Distributed Environment Increase Team Productivity IBM Process & Tooling Common processes/automation Requirements Management RUP, ClearQuest, RequisitePro Change Management RUP, ClearCase/ClearQuest/MultiSite Testing RUP, TestManager Delivery RUP, ClearCase/ClearQuest/MultiSite Metrics/measurement Early identification of problems Continuous improvement Reduce Rework Architecture/modeling Common artifacts Change Management Process Metrics/measurement Reduce ratio of onsite/offsite staff RUP, Project Console, ClearQuest IBM Process & Tooling RUP, Rose/XDE, RRD RUP RUP, ClearCase/ClearQuest MultiSite RUP, Project Console, ClearQuest Side effect of improved process and tooling 15

16 Best Practices Documented, Visible Software Lifecycle Processes Secure, Traceable Change Management System Requirements Management Architecture and Modeling Manage and Measure Project Success and Quality Facilitate Communication and Collaboration 16

17 Distributed Development Workflow Example Site A Site A Both Sites Site B Site B Business Model Requirements & Use Cases Model Code Unit Tests Site A Site A Site A Both Sites Both Sites Test Plan Test Cases System Tests Test Results Defects Common Process and Guidance Progress Metrics and Reporting Software Configuration Management 17

18 IBM/Rational Supports Geographically Distributed Development Documented, Visible Software Lifecycle Processes Rational Unified Process: RUP Secure, Traceable Change Management System Requirements Management Architecture and Modeling Manage and Measure Project Success and Quality Facilitate Communication and Collaboration 18

19 Process: A Must-have In Distributed Development Enables clear, consistent communication Identifies resources requirements Defines team responsibilities and their relationship with other team members Reduces risk Assists project planning and cost estimation Promotes rapid feedback 19

20 Collaborative Software Process IBM Rational Unified Process Searchable, Web-based, covers the entire lifecycle Direct access from Rational tools extended help menu RUP is an industrywide process platform that provides you with software development knowledge, guidelines, templates, and examples for every member of your team Proven. Practical. Flexible. 20

21 Process Delivery Tools: Project Web Site Index, Search, Getting Started, Feedback,.. Hotlinks Defined Roles Graphical navigation 21

22 IBM/Rational Supports Geographically Distributed Development Documented, Visible Software Lifecycle Processes Secure, Traceable Change Management System RUP, ClearCase, ClearQuest, MultiSite Requirements Management Architecture and Modeling Manage and Measure Project Success and Quality Facilitate Communication and Collaboration 22

23 Managing Change and Complexity: The Problem Analyst Of course I didn t t forget a file... Did requirement 462 make it into this release? Add promotion Bug calculation 849 Bug New New 527 platform New GUI Bug 98 New web customer button design transaction Bug Bug Bug Why did the build break? How many severity 1 bugs are left? Build 3 Project Manager Is bug 873 fixed in this build? Developers Integrator Build 2 Build 1 Testers 23

24 Change Request Management IBM Rational ClearQuest Capture change requests Communicate realtime project status Control your change management process Customize Rational ClearQuest to meet your needs Interfaces Web and native client The Leading SCM Solution Ranked #1 for the Last Five Years* 24

25 Easily capture change requests Windows UNIX Web Windows MS Access SQLAnywhere IBM DB2 Express MS SQL Server Oracle OR UNIX Oracle User Database Scalable 25

26 Non-intrusive Project Status Reporting Are all the high severity defects resolved in this build? What is the state of all iteration 1 enhancements? Project Manager Rational ClearQuest Instant reporting delivers real-time project status Wizards quickly generate queries and charts from Windows and/or Web interfaces 26

27 Manage Change Requests In A Distributed Environment Multi-site allows distributed teams to work together efficiently Replicates ClearQuest databases Routinely synchronizes the replicas Cousin to ClearCase MultiSite Shared technology leverages ClearCase/MultiSite skills Can be used with or without ClearCase 27

28 ClearQuest Webinterface 28

29 Manage Change IBM Rational ClearCase Easy to Use Web and native client interfaces Makes parallel development practical * International Data Corp, SCM Tools Forecast and Analysis, The Leading SCM Solution Ranked #1 for the Last Four Years* 29

30 Manage Change Within Your Development Environment Seamless integration in your development environment Context sensitive menus Choice of Rational or Microsoft CM dialogs Manage Change and Assets Change management within IBM WebSphere Studio and Microsoft Visual Studio.NET IBM Rational ClearCase 30

31 Manage Assets In A Distributed Environment Multisite : Around the World or Across the Hall Supports development across geographically distributed project teams Balances the development load Facilitates backup of VOBs 31

32 ClearCase Web File Browser 32

33 ClearCase Webmerge 33

34 Accelerate Productivity With Parallel Development IBM Rational ClearCase and ClearQuest Make parallel development practical Work simultaneously on multiple releases Coordinated workflows across the team Secure, versioned software assets Help teams collaborate and communicate Benefit the entire development team Enables 24x7 development Provides secure repository Tracks changes: Who did what, when Accelerate Distributed Team Development 34

35 Summary - MultiSite Change Management North American Server European/Off-shore Server Business Integration Modeler, Rose XDE Modeler RequisitePro, Rose XDE Modeler Rose XDE WebSphere Studio, Rose XDE Developer, Modeler, Rose XDE Developer, PurifyPlus, Test Rapid Developer Rapid Developer RealTime Business Integration Modeler, Rose XDE Modeler RequisitePro, Rose XDE Modeler Rose XDE WebSphere Studio, Rose XDE Developer, Modeler, Rose XDE Developer, PurifyPlus, Test Rapid Developer Rapid Developer RealTime Business Model Requirements & Use Cases Model Code Unit Tests Business Model Requirements & Use Cases Model Code Unit Tests Baseline Artifacts Business Integration Modeler, Rose XDE Modeler RequisitePro, Rose XDE Modeler Rose XDE WebSphere Studio, Rose XDE Developer, Modeler, Rose XDE Developer, PurifyPlus, Test Rapid Developer Rapid Developer RealTime Team Unifying Platform Test Plan Team Unifying Platform Test Cases Common Process and Guidance Progress Metrics and Reporting Software Configuration Management Functional Tester, Performance Tester System Tests Test Results ClearCase, Team Unifying Platform Defects Rational Unified Process, Team Unifying Platform Team Unifying Platform Team Unifying Platform ClearQuest Synchronize Keeps development activities up and running 24X7 Team Unifying Platform Test Plan Team Unifying Platform Test Cases Common Process and Guidance Progress Metrics and Reporting Software Configuration Management Functional Tester, Performance Tester System Tests Test Results ClearCase, Team Unifying Platform Defects Rational Unified Process, Team Unifying Platform Team Unifying Platform Team Unifying Platform ClearQuest Business Model Team Unifying Platform Test Plan Requirements & Use Cases Team Unifying Platform Test Cases Common Process and Guidance Progress Metrics and Reporting Software Configuration Management Model Functional Tester, Performance Tester System Tests Test Results Code ClearCase, Team Unifying Platform Defects Unit Tests Rational Unified Process, Team Unifying Platform Team Unifying Platform Team Unifying Platform ClearQuest Maintenance work QA work Custom code Multiple US sites Offshore sites Offshore contractor Parallel development Disaster recovery Secure-Partitioning capability 35

36 IBM/Rational Supports Geographically Distributed Development Documented, Visible Software Lifecycle Processes Secure, Traceable Change Management System Requirements Management RUP, Requisite Pro, ClearQuest Architecture and Modeling Manage and Measure Project Success and Quality Facilitate Communication and Collaboration 36

37 Requirements Management IBM Rational RequisitePro Understand and Communicate the Impact of a Requirement Change 37

38 Managing Requirements with IBM Rational RequisitePro Keep your team on track Microsoft Word Database 3 interfaces - work the way you want Document-centric or database-centric - your choice Web 38

39 IBM Rational RequisitePro Intuitively Managing Requirements Microsoft Word A familiar way to work Contextual information Extensive formatting Requirements Database Security Organization Reporting and metrics The Power of a Database and the Freedom of Word 39

40 Communicating Changes and Their Impact notification of changes With Rational RequisitePro's suspect links, my team members and I can immediately see changes that are made Jason Oliver, Kodak Suspect links 40

41 IBM/Rational Supports Geographically Distributed Development Documented, Visible Software Lifecycle Processes Secure, Traceable Change Management System Requirements Management Architecture, Modeling and Testing RUP, Rose/XDE, Test Manager Manage and Measure Project Success and Quality Facilitate Communication and Collaboration 41

42 Why Invest in Architecture and Design? To work at a higher level of abstraction To communicate with stakeholders Clients, users, implementers, testers, documenters To detect errors and omissions in designs before committing full resources to full implementation Through (formal) analysis and experimentation Investigate and compare alternative solutions Minimize engineering risk To drive implementation We can do this with models 42

43 UML Diagrams 1. Use Case Communicates to the customer what functionality is in the project scope, and who the system actors are. 2. Activity Shows the workflow in a business process. 3. Collaboration Shows the objects participating in a scenario of a use case, how the objects are related, and the messages sent between the objects. 4. Sequence Shows the objects participating in a scenario of a use case, how the objects are related, and the messages sent between the objects. Similar to collaboration diagram but in a different format. 5. Class Diagrams the classes or subset of classes in a system along with their relationships, attributes and operations. 6. Statechart Shows the dynamic behavior of an object, including the states that it may exist in. 7. Component Shows the physical components that make up a system. 8. Deployment Addresses how the system will be deployed. 43

44 Model Applications and data Rational Software Architect/ Rose XDE Developer How? UML diagrams composition Multiple diagrams support and validation Identify/Apply Patterns Reusable Assets Specification (patterns, templates, frameworks, components, models) for Reuse Team sharing What problems does it solve? Architectural problems discovered too late Systems are hard to change if if you need to look at code Slow progress without a common understanding Benefits Improve understanding and communication Improve quality Accelerate change analysis 44

45 Modeling For Business, Application And Data Modelers One notation: UML One tool: RSA/Rose XDE Web Publish the Models Business Modeling Application Modeling Data Modeling 45

46 What is Automated Test Management? Using automation tools to accelerate the process of test planning, test creation, test execution and test results analysis Plan Create Analyze Execute 46

47 Manage Test IBM Rational TestManager Understand and Communicate Test 47

48 Manage Test Cases and Trace to Requirements Test Case properties Test Suite Execution Log IBM Rational TestManager 48

49 IBM/Rational Supports Geographically Distributed Development Documented, Visible Software Lifecycle Processes Secure, Traceable Change Management System Requirements Management Architecture, Modeling and Testing Manage and Measure Project Success and Quality RUP, ProjectConsole, SoDA, ClearCase, ClearQuest Facilitate Communication and Collaboration 49

50 Accurate Project Status IBM Rational ProjectConsole Customizable reports on project information Visual project status and measurement information Avoid Wasting Time Looking for and Working From Outdated Information 50

51 Why do we measure? Communicate effectively Identify and correct problems early Make informed trade-offs Track specific project objectives Manage risks Defend and justify decisions 51

52 IBM Rational Project Console - Easily assess status and project metrics through indicators and charts 52

53 Communicate Real-time Project Status Project metrics for managers Resource allocation Are change requests distributed evenly across the team? Who is available to take on a mission-critical bug fix? Project status How many Priority 1 defects are still outstanding? Trends How long is it taking to fix the average bug? How long is taking to implement enhancement requests? Testing How many defects are in the verifying state? 53

54 Automated Project Documentation IBM Rational SoDA Automates creation and maintenance of project documentation Incremental report regeneration Always updates from the source Maintain project documentation as project artifacts evolve 54

55 Project Documentation with IBM Rational SoDA Project Data Requirements Analysis Design Test CM Defects Rational SoDA Analysis Documents Design Documents Test Documents Status Reports Integrated Documents Project Documentation 55

56 IBM/Rational Supports Geographically Distributed Development Documented, Visible Software Lifecycle Processes Secure, Traceable Change Management System Requirements Management Architecture and Modeling Manage and Measure Project Success and Quality Facilitate Communication and Collaboration Facilitate Communication and Collaboration IBM Rational Software Development Platform 56

57 Distributed Development Workflow Example Site A Site A Both Sites Site B Site B Business Model Requirements & Use Cases Model Code Unit Tests Site A Site A Site A Both Sites Both Sites Test Plan Test Cases System Tests Test Results Defects Common Process and Guidance Progress Metrics and Reporting Software Configuration Management 57

58 IBM Rational Software Development Platform Business Integration Modeler, Rose XDE Modeler RequisitePro, Rose XDE Modeler Rose XDE Modeler, Rapid Developer Rose XDE Developer, RAD, RSA Rose XDE Developer, PurifyPlus, Test RealTime Business Model Requirements & Use Cases Model Code Unit Tests TestManager TestManager Functional Tester, Performance Tester TestManager ClearQuest Test Plan Test Cases System Tests Test Results Defects Common Process and Guidance Rational Unified Process, Team Unifying Platform Progress Metrics and Reporting Team Unifying Platform Software Configuration Management ClearCase, Team Unifying Platform 58

59 IBM Rational Summary Value Propositions Lower Development Costs - Effectively manage and control staff development resources and to take advantage of lower cost resources available through the use of onsite, offsite and offshore software development. Increase Staff Productivity - Improve individual and project productivity to meet the backlog of business requests. Increase current staff capability to take advantage of current and emerging technology. Ability to quickly leverage staff across project portfolios. Decrease Time to Market - Reduced project delivery time allows clients to bring projects on line faster while incorporating more business critical features. Improve Quality Standard processes, methods, and tools drive higher quality software which in turn drives business results. Increase Competitive Advantage - Software is the critical differentiator for providing new services to customers and for opening new markets. 59

60 The IBM Software Development Platform: Customer Success Merrill Lynch Ericsson Lockheed Martin Canada Credence Systems Corporation Covarity Choice Hotels International Information Builders, Inc. 300% productivity increase 80% fewer bugs; 100% productivity increase $409K Net Quantifiable Benefit; 222% ROI 1200% increase in developer productivity 90% reduction in bug backlog Reduced development lifecycle by 25% 1440% ROI; 9.5M Net Quantifiable Benefit 96% productivity increase 60

61 Corporate Drives Life Cycle Geographically Distributed Development: Thomson Financial Standardized on Rational RequitiePro, Rational Rose/XDE, Rational ClearCase MultiSite, Rational ClearQuest, Rational Services Benefits Pilot project costs reduced by 50% - from $400,000 to $200,000 Stable infrastructure established for improved software reuse and efficient distributed development Quality and stability is increasing The use of UML enabled us to document and collaborate more effectively. And,it assisted in knowledge transfer --helping our teams in the U.S.communicate clearly with the development team overseas, Rajiv Gupta Vice President of Technology Thomson Financial Corporate Group 61

62 Voice of the Customer: TTI Telecom Reducing Cost and Accelerating Development with IBM Rational ClearCase MultiSite Benefits Improved efficiencies in build and release management Accelerated global development in a 24X7 environment Improved time to market by 50% Estimated savings of $2 million per year IBM Rational ClearCase helps us optimize two of our most important resources time and employee productivity. Arieh Shalem Director, Corporate Quality Management 62

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