cares: computer-aided requirements engineering software

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Institut d’Informatique de Gestion CARES: Computer-Aided Requirements Engineering Software Requirements Specification with BPMN 2.0 in WTO procurement Prof. Florian Evéquoz, Daniel Hadrian HES-SO Valais // Wallis, 2014 HES-SO Master Lausanne

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Requirements Specification with BPMN 2.0 in WTO procurement Présentation du projet CARES à l'occasion du Workshop BPM im Öffentlichen Sektor (BPMÖS) organisé dans le cadre de la conférence Informatik 2014.

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Page 1: CARES: Computer-Aided Requirements Engineering Software

Institut d’Informatique de Gestion

CARES: Computer-Aided Requirements Engineering Software

Requirements Specification with BPMN 2.0 in WTO procurement Prof. Florian Evéquoz, Daniel Hadrian HES-SO Valais // Wallis, 2014 HES-SO Master Lausanne

Page 2: CARES: Computer-Aided Requirements Engineering Software

Institut d’Informatique de Gestion

Overview •  Context: Public Procurement

–  Regulations –  Appeals, costs –  Problem: specify the need à RS

•  Requirements specification (RS) –  comprehensiveness, completeness, reduce ambiguity –  avoid extra cost –  business context –  assessment and evaluation

•  CARES Methodology –  Innovation by using business processes as a foundation (systematic,

business oriented) –  Incorporate literature and best practices

•  Prototype •  Conclusion & Perspectives

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Institut d’Informatique de Gestion

CONTEXT: PUBLIC PROCUREMENT

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Institut d’Informatique de Gestion

Context: Public procurement

•  Regulations: –  Threshold values for public expenditure

•  150’000 – 250’000 –  Equity of treatment –  Fair use of public funds –  Transparency

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Institut d’Informatique de Gestion

REQUIREMENTS SPECIFICATION

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Institut d’Informatique de Gestion

Known issues in public procurements

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Quelle: Peter Fischer, Delegierter ISB

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Institut d’Informatique de Gestion

What happens with bad specification?

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Institut d’Informatique de Gestion

How to deal with public procurements

23.09.2014 © 2013 Daniel Hadrian, Florian Evéquoz Hes-so Valais//Wallis 8

Public procurement Call for bids

Decision

Nee

d

Nee

d sa

tsifi

ed •  Specify the

whole need

•  Specify the requirements

•  Validate requirements

•  Select a procedure

•  Evaluate the bidders

•  Check legal aspects

•  Evaluate the bidders

•  Decide

•  Appeals

Page 9: CARES: Computer-Aided Requirements Engineering Software

Institut d’Informatique de Gestion

What is a good Requirements Specification •  Comprehensive and complete to avoid extra cost •  No ambiguity

–  validated by business users –  used by IT-specialists

•  Allows the precise assessment and evaluation of the bids –  To ensure quality in the decision process –  To avoid appeals –  To evaluate the product

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Institut d’Informatique de Gestion

CARES METHODOLOGY

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Institut d’Informatique de Gestion

Methodology for RS

Model business processes

Specify requirements

Weight requirements

Consolidate in a template

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Institut d’Informatique de Gestion

Why start with business processes?

•  Allow the business users to validate the requirements

•  Make sure the whole need is specified •  Use BPMN

–  International standard for process documentation –  Bridge the gap between business and IT people

23.09.2014 © 2013 Daniel Hadrian, Florian Evéquoz Hes-so Valais//Wallis 12

Model business processes

Specify requirements

Weight requirements

Consolidate in a template

Page 13: CARES: Computer-Aided Requirements Engineering Software

Institut d’Informatique de Gestion

Why start with business processes?

23.09.2014 © 2013 Daniel Hadrian, Florian Evéquoz Hes-so Valais//Wallis 13

Model business processes

Specify requirements

Weight requirements

Consolidate in a template

Inventory (Process landscape)

Services

Processes

Sub-Proceses

The first level gives an overview of the domains of activities (inventory of services).

Services are delivered by processes.

The second level gives details on each service group of the inventory.

The third level show the end-to-end process delivering the service selected on the second

level The fourth level show all details and

complexity of the process selected on the third level.

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Institut d’Informatique de Gestion

How to specify requirements?

•  Systematically review the processes •  Add requirements on

–  processes (global requirements) –  shapes (functional requirements) –  messages (mostly non functional requirements)

•  Use a standardized phrase pattern

à Business user do it themselves

23.09.2014 © 2013 Daniel Hadrian, Florian Evéquoz Hes-so Valais//Wallis 14

Model business processes

Specify requirements

Weight requirements

Consolidate in a template

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Institut d’Informatique de Gestion

How to specify requirements?

23.09.2014 © 2013 Daniel Hadrian, Florian Evéquoz Hes-so Valais//Wallis 15

Model business processes

Specify requirements

Weight requirements

Consolidate in a template

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Institut d’Informatique de Gestion

Weight requirements

•  Common understanding between users of the importance of the requirements

•  Foundation for the evaluation –  The evaluation scale is public –  Guarantees the equity of treatment

23.09.2014 © 2013 Daniel Hadrian, Florian Evéquoz Hes-so Valais//Wallis 16

Model business processes

Specify requirements

Weight requirements

Consolidate in a template

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Institut d’Informatique de Gestion

Use a standard template

•  Using the same template allows: –  systematization for the writers of the RS –  the bidders to familiarize easier and faster with the

documents

•  Our template is based on the recommendations of –  IEEE 830-1998 recommended practice for software

requirements specifications –  IEEE 1233-1998 Guide for Developing System

Requirements Specifications

23.09.2014 © 2013 Daniel Hadrian, Florian Evéquoz Hes-so Valais//Wallis 17

Model business processes

Specify requirements

Weight requirements

Consolidate in a template

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Institut d’Informatique de Gestion

Modified IEEE Recommended Practices template

23.09.2014 © 2013 Daniel Hadrian, Florian Evéquoz Hes-so Valais//Wallis 18

Model business processes

Specify requirements

Weight requirements

Consolidate in a template

•  Introduction –  Purpose –  Scope –  Definitions, acronyms, and abbreviations –  References –  Overview *

•  Overall description –  Product perspective* CONVERSATION DIAGRAMS FOR SYSTEM PERIMETER –  Product functions* PROCESS MAPS –  User characteristics –  Constraints –  Assumptions and dependencies

•  Specific requirements* END-TO-END PROCESSES –  End-to-end process 1 “Name of the Process”

•  Use-case 1 “Name of the use-case” •  Use-case 2 “Name of the use-case”

–  End-to-end process 2 “Name of the Process” •  Use-case 1 “Name of the use-case” •  Use-case 2 “Name of the use-case”

–  Etc.

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Institut d’Informatique de Gestion

PROTOTYPE

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Institut d’Informatique de Gestion

Concept of «CARES»

•  CARES: Computer Aided Requirements Engineering Software: –  Supports the methodology –  Simplifies communication –  Guides the user in the process of gathering,

specifying and weighting requirements –  Allows for traceability of requirements

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Institut d’Informatique de Gestion

Concept of «CARES»

Business user

BPMN

Process documentation

Procurement documents

Project manager

IT-Specialist

non-functional requirements

& weights

Monitoring / QS

Functional requirements

& weights

GUI DB

BPMN

Process documentation

CARES

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Institut d’Informatique de Gestion

Information architecture

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Home (login)

Projects Requirement Manager Collaborator Learn

Cares Trash

My Projects Shared

projects

Project 1 Project 2 New Cares Project

Add New Files Process Files Requirement

Files

Requirement Specification Project

Details

BPMN process with requirements specified Requirements in

Tabular manner

Folders

Selected by default

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Institut d’Informatique de Gestion

Information architecture

23.09.2014 © 2013 Daniel Hadrian, Florian Evéquoz Hes-so Valais//Wallis 23

Home (login)

Projects Requirement Manager Collaborator Learn Cares Trash

Selected by default

Latest Projects (All Requirements)

Tabular View Graphical

View

Requirement Specification

Filters Add/delete/search Edit Save/Print Customize

Projects browser

Page 24: CARES: Computer-Aided Requirements Engineering Software

Institut d’Informatique de Gestion

Information architecture

23.09.2014 © 2013 Daniel Hadrian, Florian Evéquoz Hes-so Valais//Wallis 24

Home (login)

Projects Requirement Manager Collaborator Learn Cares Trash

Selected by default

Latest working project

Share Approval Comments Live discussion Customize

Projects browser

Page 25: CARES: Computer-Aided Requirements Engineering Software

Institut d’Informatique de Gestion

Demo

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Institut d’Informatique de Gestion

CONCLUSION & PERSPECTIVES

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Institut d’Informatique de Gestion

Validation

•  Informal validation of the methodology has been carried out in real projects –  Canton Bern –  Canton Basel-Stadt –  City of Lucerne

•  Procurement process using the methodology successful (incl. no appeals)

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Institut d’Informatique de Gestion

Perspectives

•  Business model

•  Further development

•  Searching for business partners

•  Target private corporations as well as the public sector

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Institut d’Informatique de Gestion

Thank you

Contact Prof. Dr. Florian Evéquoz Technoark 3 3960 Sierre [email protected]

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