SpiraTeam® - Product Information Synchronizing Your Application Lifecycle

After viewing this presentation you will: Objectives After viewing this presentation you will: Understand the challenges involved in managing the development and testing lifecycle of a project Understand the challenges involved in planning and managing projects and why traditional waterfall methodologies have failed to deliver projects on-time and on-budget. Have a strong grasp on the quality assurance and project management features provided by SpiraTeam Have learned about the benefits of using SpiraTeam to plan, execute, test and manage your project

Agenda Quality Assurance & Project Management Challenges SpiraTeam Overview Feature Walkthrough Requirements Management Test Case Management Release & Iteration Planning Task Tracking Incident / Defect Tracking Source Code Integration Integration / Migration Options Use of automated testing tools Integration with other systems Synchronization with external bug-trackers

QA Testing Landscape Traditionally, QA organizations use the following tools and systems to manage their testing: Requirements stored in MS-Word documents or MS-Excel spreadsheets Test scripts for user acceptance testing stored in MS-Word, MS-Excel with results recorded on paper and transcribed manually back into the spreadsheet MS-Access, MS-Excel or standalone web-based bug-tracking system for tracking issues and defects Automated testing is done with a variety of tools depending on the platform and language being tested (Java vs. .NET, web vs. client-server)

QA Testing Challenges This leads to the following challenges: Processes are ad-hoc and not repeatable across projects There is no visibility between test cases, requirements and defects. How do you know when you are truly ‘done’? Measuring progress and productivity during testing is time consuming and difficult It’s hard to share information across the project and get real-time metrics regarding the quality of the system being tested There is no central repository of test results from all sources – both automated and manual SpiraTeam is explicitly designed to address these issues and provide an integrated solution

Why Agile Methodologies? Traditionally projects are delivered in a series of phases that are based on increasing levels of certainty around the system being built: However this approach has some drawbacks: It is not flexible to changes in customer requirements Time is wasted building features that nobody needs The end user cannot give feedback till it’s completed coded You don’t know how stable the system is until the end Traditional Waterfall Methodology Requirements Gathering Business Design Technical Design Systems Development Unit Testing Integration Testing Acceptance Testing (UAT) Release Complete

Traditional Waterfall Methodology The Agile Approach Instead of phases, projects are broken down into releases and iterations. At the end of each iteration you have a fully functioning system that could be released: Traditional Waterfall Methodology Requirements Gathering Business Design Technical Design Systems Development Unit Testing Integration Testing Acceptance Testing (UAT) Release Complete Agile Methodology Limited Upfront Planning Release #1 Release #2 Release #3 Release #4 It 1 It 2 It 3 It 4 It 5 It 6 It 7 It 8 It 9 It 10 It 11 It 12 Release Complete Iteration N Iteration Planning Development, Continuous Integration, Unit Testing, Functional & Acceptance Testing

The Agile Approach (3) The requirements for the project do not have to be codified upfront, instead they are prioritized and scheduled for each iteration: The requirements are composed of ‘stories’ that can be scheduled into a particular release and iteration Release Plan Iteration Tested, Integrated Working System Iteration Scope Iteration Plan

The Agile Approach (3) There are several different agile methods: Scrum Extreme Programming (XP) Agile Unified Process (AUP) Dynamic Systems Development Method (DSDM) They have specific features that make them better suited to different situations, but in general, they follow the same basic agile principles*: Individuals and interactions over processes and tools Working software over comprehensive documentation Customer collaboration over contract negotiation Responding to change over following a plan *Source: Agile Manifesto - http://agilemanifesto.org

The Existing Project Management Toolkit Traditionally, Software Development organizations use the following tools to manage their lifecycles: Requirements stored in MS-Word documents, MS-Excel spreadsheets or expensive tools such a RequisitePro, Doors High-level project plan (GANTT chart) developed in tools such as Microsoft Project, Primavera and printed out for reference Project estimates prepared using a combination of the high-level project plan and specialized standalone MS-Excel spreadsheets Detailed schedules maintained by individual team members using MS-Excel, Whiteboards or Groupware solutions MS-Access, MS-Excel or standalone web-based bug-tracking system for tracking issues and defects

Project Management Toolkit Challenges As the static project plan with its discrete phases has become replaced by the more flexible agile approach, the old set of tools no longer works: The project requirements and scope are not locked-down so the schedule of releases and iterations needs to be connected to the requirements backlog in real-time The project schedule is constantly evolving, with stories being reallocated to different iterations and team members re-estimating the number of stories they can complete (velocity) Defects and stories need to be managed in the same environment, with the project estimates and schedules taking account of both at all times SpiraTeam is explicitly designed to address these issues and provide an integrated solution

SpiraTeam® Overview

Product Overview Instead of having to buy separate requirements management, quality assurance and project management solutions, SpiraTeam provides a complete Lifecycle Management solution in one package. SpiraTeam manages your project's requirements, tests, stories, release plans, iteration plans, tasks and bugs/issues in one environment. Since it’s web based, teams can collaborate in real time and have up to the minute visibility of the project’s status.

Why Choose SpiraTeam? The top reasons that our customers choose SpiraTeam over other solutions are: It is a complete solution that includes requirements management, test case management, release planning, iteration planning, task estimation and defect tracking all fully integrated from day one. Highly intuitive web application that provides a complete picture of a project’s status and health yet requires only a web-browser. Methodology Agnostic – SpiraTeam can be used equally web for any agile methodology – including Scrum, AUP, XP, DSDM Ability to leverage your existing technology investments. SpiraTeam integrates with many automated testing solutions, software configuration management (SCM) and third-party defect-management systems. In addition, we provide superb technical support that ensures that enquiries and questions are dealt with in a timely and professional manner.

Feature Snapshot Listed below are some of the many great features that makes SpiraTeam the leading choice of ALM solution for companies and organizations worldwide: Develop high-level requirements with initial estimates Create, edit and execute test-cases Track bugs, enhancements, risks and issues Map tests to requirements to track coverage Prioritize and schedule requirements for each release Determine resourcing levels to deliver required features Link bugs to test steps during test execution Drill down from requirements to tests and incidents Load-balance project resources to maximize project velocity Track issues and defects against project schedule Personalized dashboards and customizable reporting Integrated web-based document management.

Competitive Landscape We believe that SpiraTeam offers an unbeatable combination of capability and affordability: Source: Inflectra Corporation, 2010 Niche Players Challengers SpiraTeam XPlanner Mingle ScrumWorks CollabNet Team Forge AcuNote Affordability TargetProcess Version One Rally Enterprise Uncompetitive Incumbents Breadth of Features / Capability

Representative Customers The following are some of the organizations who are using SpiraTeam to manage their application development lifecycles: Energy & Industrial Financial & Business Services Government Information Technology Healthcare & Bio-Technology Telecommunications Retail & Consumer Goods Transportation & Hospitality

Testimonials "... Great features, such as integration into JIRA and Bugzilla, for issue tracking. Clean layout. Great price for the product and great customer support. I really recommend SpiraTeam. I have tested it thoroughly and found it to be just what our company was looking for. ...“ - Zeb Anderson - Mortenson Construction “…I really love this tool it does exactly what I need as a QA manager and gives me a lot of flexability. The best part is the service. From the phone support to the responsiveness of the development team I could not be happier with this purchase. This is the first application I have ever used that I could say that about. If you are looking for a tool to track Requirements, Releases, Test Cases, and Defects this is what you are looking for. For me I look for a tool that allows me to get my job done faster and still provide me the data I need. This tool does that and with the enhancements that are planed it will actually be very valuable for other portions of our company. The other thing I look for is a responsive customer & tech support team. Inflectra has hands down the best support teams I have ever worked with. Makes all the difference when you can tell them what you need to product to do and the actually address your needs...“ - Daniel Hauser of RegEd

Approach for Using SpiraTeam (1) The first step is to define the high-level project requirements: This is a hierarchical list of all the features that the system needs to fulfill (in some methodologies these are called user stories) They can be entered by hand, imported from Excel, or loaded from other tools like Jama Contour or Enterprise Architect The next step is to create the project’s high-level schedule: Include the major releases, minor releases and optionally builds and iterations depending on desired granularity You can now assign the different lower-level requirements to each of the iterations so that it is possible to start planning the features that will be developed in each iteration Requirements & Release Plan

Approach for Using SpiraTeam (2) Now you can create the test plan This consists of a hierarchical list of test cases organized into folders. Each test case can have multiple test steps. Each test case can be mapped to one or more requirements – this is used to specify the test coverage of the various requirements. Any requirements that have no covering tests are a project risk and additional covering tests should now be written The tests can be entered by hand or imported from Excel. Finally you can also map the test cases to the releases to provide regression testing capability Requirements & Release Plan Test Plan Creation

Approach for Using SpiraTeam (3) Now you start the iteration planning: Decompose the requirements into detailed project tasks that can be prioritized and individually estimated. These estimates can be then compared against the top-down requirement estimate Potentially re-assign the requirements and tasks to different iterations, if there is not enough time/resources to support the planned functionality Assign any defects that were raised in the previous release/iteration into the current iteration for resolution In some methodologies (Scrum) this is called ‘sprint planning’ Requirements & Release Plan Test Plan Creation Iteration Planning

Approach for Using SpiraTeam (4) Now you can schedule the team members and load balance the task resourcing allocation: Assign the discrete project tasks and defects to the members of the development team staffed to the iteration Create and assign test sets to the various testers. Each test set contains a group of test cases that need to be executed. Team members view their individual schedule and task assignments to determine if they can perform all the tasks The detailed task schedule is updated by the team members, with the release/iteration schedule reflecting the updates so that the management can make changes to the master schedule Requirements & Release Plan Test Plan Creation Iteration Planning Schedule & Resourcing

Approach for Using SpiraTeam (5) Real-time status of the progress of the iteration and release is visible by the management during development and testing: The team members update the status and actual effort values for their assigned test sets, tasks and incidents. When tasks and tests are completed, or if exception conditions occur (late starting tasks, late finishing tasks, overruns, etc.), the status of the overall iteration and release is updated to give early indication of needed management intervention During the test runs, test failures can be used to automatically generate new defects that are managed by the incident tracker Requirements & Release Plan Test Plan Creation Iteration Planning Schedule & Resourcing Tracking & Testing

Feature Walkthrough

Personalized ‘My Page’ Upon login to SpiraTeam, you are presented with a personalized ‘dashboard’ of all your key information. This provides a consolidated view of all the artifacts that are of interest to you with information to let you know what action needs to be taken. RSS Feeds of your information are available.

Project Home Page Each project has a dashboard home-page that summarizes all of the information regarding the project into a comprehensive, easily digestible form. It provides a “one-stop-shop” for people interested in understanding the overall status and health of the project at a glance.

Project Portfolio Management Projects in SpiraTeam can be organized into Project Groups that belong to a common organization, customer or division. This allows you to view a summary project group dashboard that lets you view the aggregate status of the group as whole as well as compare the relative health of the different projects in the group:

Requirements Management You have the ability to create and manage project requirements, user stories and use cases in a hierarchical organization. Requirements can be prioritized, estimated and also associated with a specific release. Each requirement is displayed with its associated test coverage and task progress.

Requirements Test Coverage Each requirement is mapped to one or more test cases that can be used to validate that the functionality works as expected.

Requirements Elaboration (Tasks) Each requirement can then be decomposed into its low-level assignable work items called ‘tasks’. Each can be separately estimated to validate the overall high-level requirement estimate.

Test Case Management SpiraTeam provides the ability to create, edit and delete project test cases that are stored in a hierarchical folder structure. You can move, copy and filter the test cases according to a variety of criteria.

Manual Test Cases - Editing Each test case consists of a set of test steps that represent the individual actions a user must take to complete the test. You can include other template test cases as steps within your test case. This allows you to build a library of reusable test components.

Manual Test Cases - Execution You can execute groups of test cases - along with their test steps – so that the testers can follow the instructions and determine if the system being tested behaves as expected. Optionally a new incident can be raised in the system – linked to the test step failure

Automated Testing – Test Scripts You can attached test automation scripts to test cases in SpiraTeam. SpiraTeam supports a wide variety of test automation engines (both commercial and open-source) including Rapise, QTP, Squish, LoadRunner TestComplete and Selenium.

Automated Testing – Test Hosts The automated test scripts managed in SpiraTeam can be either executed on the local machine or scheduled for execution on a series of remote hosts. Using Inflectra’s RemoteLaunch™ technology, you can manage an entire global test lab from a central SpiraTeam server, with test sets being executed using a variety of different automation technologies 24/7.

Test Set Organization To make it easier to assign and track the execution of test cases, SpiraTeam allows you to optionally group the test cases into test sets that can be assigned as a ‘package’ to individual testers or automation hosts. Each test set can be associated with a particular release for testing, and you can quickly see the execution status of each test set in one consolidated view.

Test Run Tracking Every time you execute a test case, SpiraTeam records every pass / failure as well as the associated incidents generated as a ‘Test Run’. These archived Test Runs can be viewed to determine if changes to the system have introduced failures to previously working functionality.

Release Planning You have the ability to create a master release schedule containing all the major milestone releases together with the individual iterations – smaller releases of the system delivered every 4-6 weeks.

Product Backlog Planning The list of user stories, requirements, defects and features is called the Product Backlog. SpiraTeam lets you organize the backlog by component, package or priority. You can order and categorize them by simple drag and drop editing. This is called backlog grooming.

Sprint / Iteration Planning The requirements (user stories), tasks, test cases and outstanding incidents (bugs, issues) can be scheduled against the different iterations / sprints in the release. The system will calculate the available effort as requirements are added.

Kanban & Scrum Agile Planning Boards The Planning Board allows teams to view the story cards by iteration, status or person for a given release or iteration. The allows you to manage the number of backlog items at each stage of the process and also load-balance the members of the project team.

Task Progress Tracking SpiraTeam provides the ability to track the progress of the tasks in the system and determine if tasks are suffering from schedule overrun or misestimation. In addition you can compare actuals for continuous process improvement.

Build Management SpiraTeam provides the ability to integrate with continuous integration build servers such as Hudson and CruiseControl so that the status of builds can be recorded in SpiraTeam and linked to source code revisions, incidents and test runs. This provides traceability for each build, so that you can see what was changed in each build, what was tested and what was fixed.

Resource Tracking Once the requirements, tasks and incidents have been scheduled against the iteration plan, you can use the Resource Tracking screens to view the total assigned workload for the members of the project and determine the resource assignments and perform load balancing if necessary.

Bug / Issue Tracking The system provides the ability to create, edit, assign, track, manage and close incidents (i.e. bugs, issues, risks, defects, enhancements) that are raised during the testing of the software system under development.

Incident Traceability Unlike a standalone bug tracking tool, you can trace the defects back to the test case and the underlying requirement that generated them, giving the project manager unprecedented power in analyzing the “in-process” quality of a system during its lifecycle.

Document Management All documents and web links uploaded to the system are available in the integrated document management system. This allows you to organize the documents into folders, categorize by document types and associate with meta-tags. Once uploaded, users can search, sort and filter the documents as well as find dynamically related items through the meta-tag hyperlinks.

Document Version Tracking Once uploaded to the central knowledge repository, revisions to the documents can be uploaded so that there is complete audit trail of all changes made to artifacts and associated documentation in the project.

Instant Messaging & Collaboration SpiraTeam includes an integrated instant-messenger that lets users collaborate and communicate in real-time regardless of geographic location. The discussions can be codified and tagged against specific artifacts in the system, so that they become part of the artifact discussion thread.

Software Configuration Management (SCM) SpiraTeam allows you to link your existing software configuration management (SCM) repositories to a particular project. When this is done, you can browse the contents of the repository (folders, files and revisions) directly in the SpiraTeam web interface.

Source Code Integration In addition to being able to view the source code repository, using SpiraTeam you can link artifacts to specific source code revisions. This allows you to associate requirements, tasks or defects/incidents with the corresponding code changes. This provides end-to-end traceability from requirements to working software code.

Attachments & Screenshot Capture You can upload document attachments and web links to all artifacts (requirements, test cases, tasks, incidents, etc.) in the system. Each of these artifacts includes an attachment view that allows users to view the existing attachments, delete an existing attachment and upload new documents from their workstation. In addition, there is a built-in screen capture utility for quickly adding screenshots to a test execution or incident report

Customizable Reporting Dashboard SpiraTeam includes an extensive reports library that can display information such as Requirements Traceability, Test Case Execution, Release Notes, Task Progress and Incident Status. SpiraTeam allows you to build a customized reporting dashboard featuring your frequently-used graphs, charts and reports. The graphs available include: Requirements Coverage, Test Run Progress, Incident Discovery, Project Velocity, Task Burndown and Burnup. Supported formats include HTML, XML, Word, Excel.

Change History Tracking All of the changes made to a particular artifact in the system are tracked by SpiraTeam, so that at any time you can view the complete audit trail of all the changes made to an artifact, including the date of the change, who made the change, and what information was changed. SpiraTeam features full version-control capabilities that allow you to rollback specific changes and revert the artifact back to a prior revision.

Timecard Submission SpiraTeam includes a built-in timecard entry system that lets developers quickly and easily enter the time spent each day on their assigned tasks and incidents.

Custom Properties In addition to the built-in fields that are associated with each type of artifact, you can also define custom properties for each type of artifact in the system. The system supports a variety of different field types including: text, rich-text, dropdown lists, user selectors, and date-fields

Customizable Incident Fields You can customize each of the fields used in the Incident tracking module to suit your own business needs - including incident type, status, priority and severity. You can even associate your own color schemes with the different priorities and severities.

Customizable Workflows & Notifications Different types of incident, requirement and task can follow their own customized workflow. This allows you to tailor SpiraTeam to the business processes used by your organization. Each workflow consists of a customizable set of steps and transitions. In addition each transition can be used to send email notifications to the detector, owner or users in a certain project group.

Artifact Associations Each artifact can be linked to an unlimited number of other requirements, incidents and source code revisions, providing traceability between related artifacts. For example a change request incident that turns into a new requirement can be associated to preserve the pedigree of the requirement.

Support for Mobile Devices SpiraTeam provides a mobile web interface that allows users of smartphones, tablets and other mobile devices to view their dashboard of assigned test cases and execute their tests using the mobile device. During test execution, you can attach screenshots to failed tests using the device’s built-in camera, providing additional context.

Email Integration SpiraTeam has a built-in email notification engine that lets you define custom email templates and notification events. This enables the system to send out notifications when specific events occur (e.g. user is assigned a test case, the priority of a requirement changes, etc.). In addition, SpiraTeam can connect to your email system and retrieve users’ comments and attach them to the appropriate artifact in the system. It can also create new incidents directly from emails, saving users’ time.

Visual Studio & Eclipse IDE Integration Developers can work on assigned requirements, tasks and incidents directly inside their Integrated Development Environment (IDE). SpiraTeam has plug-ins available for both Eclipse and Visual Studio. Research has shown that allowing developers to use the same tool to develop their code and manage their workload enhances efficiency and improves data accuracy.

Integration / Migration Options

Software Configuration Management Integration Overview SpiraTeam has a very flexible architecture and has been integrated with a variety of external tools and systems: SpiraTeam Requirements Test Cases Releases Iterations Defects Tasks Various Tools Requirements Defect/Issue Tracking Tools Bugzilla, TFS, FogBugz, JIRA, Mantis, etc. Software Configuration Management Subversion, CVS, Git, TFS, VSS MS-Office Legacy Data Automated Testing Systems xUnit Unit Testing Rapise Functional Testing Various Tools Functional Testing Various Tools Performance & Load Testing

Automated Functional & Load Testing Tools Functional testing tools: Inflectra Rapise® functional testing system HP QuickTest Pro™ functional testing system Selenium IDE and WebDriver functional testing framework TestComplete™ and Soap-UI from SmartBear Squish® multi-platform test automation system SmarteScript™ functional testing system Ranorex functional testing system Rational Functional Tester (RFT) FitNesse open-source testing framework Load/Performance testing tools: HP LoadRunner load-testing system Neotys NeoLoad load testing system JMeter open-source Load Testing System

Automated Unit Testing Tools SpiraTeam can integrate with a variety of automated unit testing tools and frameworks: NUnit and MS-Test frameworks for .NET JUnit & TestNG frameworks for Java PyUnit framework for Python TAP framework for Perl PHPUnit framework for PHP Test::Unit framework for Ruby

Integration with Build Servers SpiraTeam® is able to connect to your continuous integration (CI) build server to link tests and defects with continuous builds: Currently Available: Hudson Jenkins Planned: CruiseControl TeamCity Atlassian Bamboo

Integration with Bug-Tracking Systems SpiraTeam® is able to leverage your existing investments in bug / issue tracking systems: Current Synchronize incidents with Atlassian JIRA Synchronize incidents with Bugzilla Synchronize incidents with FogBugz Synchronize incidents with Mantis Synchronize incidents with Microsoft Team Foundation Server Synchronize incidents with AxoSoft OnTime Synchronize incidents with IBM Rational ClearQuest and RTC

Integration with Requirements Mgt Systems SpiraTeam® is able to leverage your existing investments in requirements management and UML modeling systems: Synchronize requirements with IBM Rational RequisitePro Synchronize requirements with Sparx Enterprise Architect Synchronize requirements with Jama Contour Synchronize requirements with IBM DOORS Synchronize user stories with Version One

Integration with SCM Systems SpiraTeam® is able to leverage your existing investments in Software Configuration Management (SCM) systems: Current: Integration with Subversion repositories Integration with CVS repositories Integration with Microsoft TFS repositories Integration with Microsoft VSS repositories Integration with Mercurial distributed repositories Integration with GIT distributed repositories Integration with Perforce repositories Planned Integration with Rational ClearCase repositories Integration with StarTeam repositories

Integration with Developer IDEs SpiraTeam® is able to integrate with your developers’ Integrated Development Environment (IDE): Ability to manage requirements, tasks and incidents inside Microsoft Visual Studio Ability to manage requirements, tasks and incidents inside the Eclipse IDE

Data Migration Options SpiraTeam makes it easy to import data from a variety of existing legacy data sources: Import requirements, test cases, incidents and test runs from any software package capable of exported in MS-Excel, MS-Word or MS-Project formats Import requirements, test cases, incidents and test runs from HP QualityCenter and Mercury TestDirector.

Please contact sales@inflectra.com if you have additional questions.

Legal Notices DISCLAIMER: All product comparison diagrams have been made on the basis of information available on respective product websites. The analysis and views expressed in the diagrams and the information made available are purely those of Inflectra Corporation.  It is possible that competing products have additional features not mentioned on the product websites.