1. Overview of Change Management ClearQuest Overview for CORUG January, 2008

2. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 2 Agenda Change Management Overview IBM Rational ClearQuest Overview Demo ClearQuest Best Practices

3. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 3 Agenda Change Management Overview –What is Change Management –Common Pains –What if I Could…. IBM Rational ClearQuest Overview Demo ClearQuest Best Practices

4. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 4 Change Management Overview What is Change Management? –Process for how software / infrastructure changes are proposed, reviewed, approved, and incorporated –“Build or Run” - May include: changes while the project is executing (e.g. changes to requirements) changes to configured software (e.g. add an additional load-balanced server)

5. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 5 Common Pains Processes are very manual and time-intensive Difficult to track and govern Getting paper sign-offs is tedious and impractical Cannot track changes directly to affected requirements and perform meaningful impact assessments Business sponsors have no idea what is being signed off or that some action is required Change that unexpectedly breaks something in regression cannot easily be “undone” Compliance (SEC, FDA, Sarbanes, etc) Cannot estimate how much and where changes take place

6. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 6 Simplify and Control Change What if you could… –Easily capture and report all stakeholder requests? –Communicate real-time project status to your managers and teams? –Control, manage, and audit change as a single activity across the spectrum of software assets including electronic signatures and record keeping? –Trace changes throughout the software development life cycle (requirements, source code, etc.) –Get started with out-of-the-box forms and workflows that you can easily configure to meet your needs? –Analyze change for high risk areas in requirements, design, and code –Improve the quality of the process and of the end product

7. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 7 Agenda Change Management Overview IBM Rational ClearQuest Overview –Benefits Across the Organization –Key Features Demo ClearQuest Best Practices

8. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 8 Ensure predictable results Frees me to focus Maximize business results IBM Rational ClearQuest Change tracking in the on demand enterprise ExecutiveProject Manager  Managing change effectively speeds the development lifecycle  Metrics ensure efficient resource allocation  Integrations streamline cross-functional team communication Practitioner  Instant project status updates pinpoint problem areas quickly  Effective bug triage meetings improve quality  Automated workflow keeps the team in synch  Easy submission and modification of change requests saves me time  Personal metrics tell me what I should work on first  Automation of tedious tasks saves me time

9. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 9 Centralized Change Management Repository Windows MS Access SQLAnywhere IBM DB2 Express MS SQL Server Oracle WindowsUNIX/LinuxWeb e-mail UNIX/Linux OR User Database Scalable User Database Scalable

10. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 10 Communicate Real-Time Project Status Queries & Charts –Easily create and modify with Wizards –Charts: Aging, Trend, Distribution Reports –Crystal Reports-based run-time engine –Export to many common formats (Excel, Word, HTML) E-mail notification rules –Automatic notification of events and state changes –Configurable through GUI interface –No programming required!

11. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 11 Configure IBM Rational ClearQuest to Meet Your Needs Choose from several “out of the box” schema implementations Extend functionality using pre-defined Packages Take control of your schema with the IBM Rational ClearQuest Designer –Add fields and control behavior –Modify forms –Configure the State Transition Matrix Manage Issues, Risks, and other custom change items

12. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 12 Difference between EPM and ClearQuest EPM Tools: Examples: RPM, Clarity High level processes Programs, Projects, Resources, Budgeting Information rolls up from lower levels DO NOT integrate with development tools ClearQuest: Software development processes (RUP, Agile, SCRUM, etc.) Automation of tasks and processes Enforcing workflows Traceability through integration

13. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 13 Agenda Change Management Overview IBM Rational ClearQuest Overview Demo –Common Change Management Process –Demonstration of the Tool ClearQuest Best Practices

14. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 14 Developer Tester Review CR Submit CR Assign & Schedule Work Make Changes CCBSubmitter CR Closed New CR [Submitted] ClearQuest: Enter Change Request information Set CR state Set CR attributes ClearQuest: Assess priority, schedule, resources, severity, risk Change CR state Update CR [Opened] Verify Changes [Resolved] [Test Failed] [Closed] ClearQuest: Analize and Estimate scope, schedule, budget Set schedule, resources Change CR state Update CR attributes Test the changes Verify the changes against requirements Update CR State [Assigned] Implement changes Change CR State

15. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 15 Agenda Change Management Overview IBM Rational ClearQuest Overview Demo ClearQuest Best Practices –Improve Process –Improve Quality and Gain Insight –Leverage ClearQuest Integration

16. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 16 Manage change and complexity throughout the lifecycle Rational Unified Process ModelsScriptsCode Requirements DesignImplementationTest Requirements Test Manager ( CQTM ) Rational ClearQuest Activity Management IDEs Authoring Tools RSA and RSM RequisitePro

17. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 17 ClearQuest Best Practices Improve Process Manage development and project assets in the integrated solution Formalize, enforce, and audit software development processes, activities, and workflows Customize workflows Improve Quality and Gain Insight Collect and report quality, process, activity, and change metrics Use end to end traceability and tracking for project assets

18. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 18 Leverage Integration Change Management for Requirements Benefits of integration between ClearQuest and RequisitePro –Traceability –Improvements in change impact analysis

19. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 19 Leverage Integration Change Management for Analysis and Design Benefits of integration between ClearQuest and Rational Software Architect –Traceability –Use artifact management without leaving IDE –Identifying high risk design and code elements –Better estimation of effort and resource allocation

20. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 20 Leverage Integration Change Management for Configuration Management Benefits of integration between ClearQuest and ClearCase (UCM) –Traceability –Relate activities to artifacts –Improve overall Configuration Management quality and efficiency

21. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 21 Leverage Integration Change Management for Testing Test Manager is part of ClearQuest –Traceability –Test Manager testing processes and assets are fully integrated with ClearQuest –Test results are translated into defects –Defects are related to artifacts and requirements through traceability

22. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 22 Questions?

23. ClearQuest Overview for CORUG © 2008 Cardinal Solutions Group 23 Thank You Oleg Semenov Managing Consultant OSemenov@CardinalSolutions.com