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www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04 Web: www.garantis-solutions.com Email: [email protected] The role of ALM and PLM in creating modern products (software+firmware+mechanics)

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Page 1: The role of ALM and PLM in creating modern products ...garantis-solutions.com/.../GARANTIS_role_of_ALM_PLM... · Flexible Process management Flexible Time/Plan management Flexible

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

Web: www.garantis-solutions.comEmail: [email protected]

The role of ALM and PLM in creating modern products

(software+firmware+mechanics)

Page 2: The role of ALM and PLM in creating modern products ...garantis-solutions.com/.../GARANTIS_role_of_ALM_PLM... · Flexible Process management Flexible Time/Plan management Flexible

IT company providing consultancy services for Polarion ALM

Based in Berlin, Germany and in Reading, UK.

About „Garantis IT Solutions“

Services on-site/off-site:

• We provide Polarion Administration, Customization

• Rollout of new project, Maintenance, Training

• SLA support

Skills:

• Widgets, Velocity, SQL, HTML, GUI design

• Requirements Management, Process Definition

• Infographics, Reports

Plugins:

• TeamCalendar, AutoDocWikiPagesPolarion

Experience:

• Since 2014 – 4 years of Polarion ALM experience

• Since 2015 – 3 years support of big Customers

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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Our Services

Polarion ALM

Consulting

Support

Customization

Embedded Software Development

• Linux Embedded

• Development, Testing, QA

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

Page 4: The role of ALM and PLM in creating modern products ...garantis-solutions.com/.../GARANTIS_role_of_ALM_PLM... · Flexible Process management Flexible Time/Plan management Flexible

www.Garantis.solutions // [email protected] // +49 176 677 07771

Polarion ALM – Key Customers

Polarion ALM

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www.Garantis.solutions // [email protected] // +49 176 677 07771

Why we need Requirements Management

FOSDEM - Free and Open Source Developers’ European Meeting

LINUX

Open Source Projects

Software Development

Commercial Projects

Strict Process management Strict Time/Plan management Strict Requirements management

Flexible Process management Flexible Time/Plan management Flexible Requirements management

(Driven by Community) (Driven by Industry & Market)

Page 6: The role of ALM and PLM in creating modern products ...garantis-solutions.com/.../GARANTIS_role_of_ALM_PLM... · Flexible Process management Flexible Time/Plan management Flexible

www.Garantis.solutions // [email protected] // +49 176 677 07771

Why we need Requirements Management

Open Source Projects

Software Development

Commercial Projects

Strict Process management Strict Time/Plan management Strict Requirements management

Flexible Process management Flexible Time/Plan management Flexible Requirements management

(Driven by Community) (Driven by Industry & Market)

Page 7: The role of ALM and PLM in creating modern products ...garantis-solutions.com/.../GARANTIS_role_of_ALM_PLM... · Flexible Process management Flexible Time/Plan management Flexible

www.Garantis.solutions // [email protected] // +49 176 677 07771

Polarion in Requirements Management

Commercial Projects

Strict Process management Strict Time/Plan management Strict Requirements management

(Driven by Industry & Market)

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Agenda

You will get insight into the • common challenges we faced• solution chosen, strategies applied• lessons learned and experience gained• summary of success and savings achieved

Agenda

Overview

Case Study about Managing Software Development Project for kitchen appliance “Thermomix” Key words: Embedded Software with Internet Of Things technology

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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Generations of Thermomix

The Thermomix is a kitchen appliance made by the Corporate Group Vorwerk.

• more Software• more Features• more Complexity

time

TM5 Thermomix provides 12 functions:

• steaming• emulsifying • blending• precise heating• mixing • milling• whipping • kneading• chopping• weighing• grinding• stirring

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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Thermomix TM5 Eco System

Components of the Eco System:• Device• Mobile Application• Website• Recepies Database

HWSW MECSYSPRD APPWEB RCP

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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Using FDD for Thermomix development• Vorwerk wanted to use Feature Driven Development (FDD)

approach to accelerate development of the software for the Thermomix TM5 product

• Polarion was chosen as ALM tool

• Customization was done for FDD WiFiConnection

Cloud Recipe Synchronization

Features define functionality of Thermomix

UserInteraction

GuidedCooking

ManualCooking

RecipeChip

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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Why Polarion for TM5 Project ?

verify

impact

depends

Polarion allows:1. Traceability by Linking Work Items2. Requirements Management3. Specification & Design Documents4. Change & Configuration Management

• SVN, Commit Comments link to Work Items automaticaly

5. Test and Quality Management6. Issue & Risk Management7. Audit & Metrics , Reports8. Flexible architecture

• Easy to re-configure Workflows, WorkItems, Forms

9. Customization• Widgets & Scripts from Polarion Extensions web site or Do-It-Yourself.

10.Collaboration• Work simultaneously on the same documents stored in central repository. Notifications.

11.Polarion Support – quick comprehensive answers to all kind of questions

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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SW Architects & Requirements Engineers

Feature Driven Development

Feature Set A Feature A1 Feature A2 Feature Set B Feature B1

Feature Set C Feature C1 Feature Set D Feature D1 Feature D2

Feature Set E Feature E1 Feature E2 Feature E1 Feature E1

Stakeholder SW Development

What is the nextgreat Idea?

Specification Implementation

Conceptual Design

Reflection in Polarion

Great Idea Description

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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Data Model in Polarion - Complete

POLARION – internal DataBase

PLAN(s)

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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Work Items (Traceability)

User Story Feature Requiremet Test CaseFeature Set

TM-31 - Cloudstick WiFi TM-475 –000_Cloudstick Visualization

TM-512 –001_Cloudstick WiFiSignal

TM-722 – WiFi Signal icon shall be grayed out if connection fails

TM-800 – WiFi Signal icon Inactive

TM-723 – WiFi Signal icon shall be in vividcolor if connection isestablished

TM-801 – WiFi Signal icon Active

TM-513 –002_Cloudstick SyncButton

TM-724 – SynchButtongrayed out if there is NO connection with server

TM-821 – SynchButtonInactive

TM-725 – SynchButton in vivid color if there isconnection with server

TM-822 – SynchButtonActive

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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Traceability

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Traceability using Polarion

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Test Management

Requirements

Hey Guys, ensure all

the requirements are

tested well!

How should I

know that?

Test Cases

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Use cases Test Management

64%

25%

11%

Test Results

Passed

Failed

Blocked

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Use cases Change Management

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Cost of Change Management

Analysis Design Implementation Testing Live

Cost of changes

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Space Work Item + LiveDocWork Item(s) embedded in LiveDoc

depend

dependspecify

specify

Data Model in Polarion - Core Work Items

Text

Embedded Work Items

Wiki

Embedded Work Item

Linking - same like in Chemistry

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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depend

dependspecifyspecify

verify

verify

1:N

1:N

auto-create

Change Type To

implements

impacts

Level 1 Level 2 Level 3

Data Model in Polarion - Complete

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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From ONE projectto CORPORATE STANDART

EXPAND

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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GROWTH of projectsHISTORY:

• From 1 project to many

• From „Software Project“ we moved to:

„System“ + „Software“ + „Mechanics“ + „Electronics“ projects

Software

(1) We started here: FDD for IoT functionalityof Thermomix

Mechanics Electronics

SYSTEM

(2) Now we are movingtowards - CompleteThermomix product to bedescribed in Polarion:• System• Software• Mechanics• Electronics

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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Project Data Model in Polarion

• SYSTEM

• Software

• Mechanics

• Electronics

Template for any PRODUCT

SYSTEM Software Mechanics Electronics

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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ALM + PLM : WHERE – STORE - WHAT ?SITUATION:

Both tools - Polarion and Teamcenter - can store Requirements.

WHERE is it BETTER to store the Requirements, Specifications, Issues, etc ?

POLARION is powerful and flexible in managing Work Items & Documents.

It allows complex Queries, customizedReports, and offers LiveDoc

TEAMCENTER is powerful in CAD, Material Management, BOM, etc.

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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Our Journey

• SYSTEM

• Software

• Mechanics

• Electronics

Template for any PRODUCT

SoftwareMechanicsElectronics

System

SoftwareMechanicsElectronics

System

SoftwareMechanicsElectronics

SystemSoftwareMechanicsElectronics

System

SoftwareMechanicsElectronics

SystemFDD project to develope IoTtechnology for Thermomix

1

We developed set of TEMPLATES for complete PRODUCT

2

3 More projects started to usePolarion and TEMPLATE

4EVALUATION of integrationPolarion + Teamcenter

FDD for IoT

Slide #23www.GARANTIS.solutions

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Process for SW DevelopmentAnother process can be defined

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SAFe – Scaled Agile FrameworkFor the whole Company

“Agility comes in different forms,

but basically it’s the ability to

quickly adapt to or even anticipate

and lead change. Agility in the

broadest form affects strategic

thinking, operations, technology

innovation and the ability to

innovate in products, processes

and business models.”

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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Thermomix TM5 Eco System

Components of the Eco System:• Device• Mobile Application• Website• Recepies Database

HWSW MECSYSPRD APPWEB RCP

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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Challenges

• Move from ONE project to CORPORATE STANDART• Continuous Integration• Testing Automation• Integrations to other tools• ALM + PLM = Product• Agile in ALM, Agile in PLM

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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We want to FIND and TRAIN new engineers

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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We want to FIND and TRAIN new engineers1. Software Developers – to program additional functions in

Polarion ALM, integrations, data analysis, new visual ways to represent data

2. Process Consultants – to analyze, understand, describe, imrove processes in other companies

3. Polarion ALM Consultants – to setup, customize, improvePolarion ALM in other companies

4. Business Development Manager – to look after customers, marketing

5. Research & Development – to find new ways to analyzeproject management data

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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Questions & Answers

Web: www.garantis-solutions.com

Email: [email protected]

www.GARANTIS-solutions.com // [email protected] // +49 030 52 66 03 04

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www.Garantis.solutions // [email protected] // +49 176 677 07771

Polarion – How it looks

Page 37: The role of ALM and PLM in creating modern products ...garantis-solutions.com/.../GARANTIS_role_of_ALM_PLM... · Flexible Process management Flexible Time/Plan management Flexible

www.Garantis.solutions // [email protected] // +49 176 677 07771

Example 1

Page 38: The role of ALM and PLM in creating modern products ...garantis-solutions.com/.../GARANTIS_role_of_ALM_PLM... · Flexible Process management Flexible Time/Plan management Flexible

www.Garantis.solutions // [email protected] // +49 176 677 07771

Example 2

Page 39: The role of ALM and PLM in creating modern products ...garantis-solutions.com/.../GARANTIS_role_of_ALM_PLM... · Flexible Process management Flexible Time/Plan management Flexible

www.Garantis.solutions // [email protected] // +49 176 677 07771

Example 3

Page 40: The role of ALM and PLM in creating modern products ...garantis-solutions.com/.../GARANTIS_role_of_ALM_PLM... · Flexible Process management Flexible Time/Plan management Flexible

www.Garantis.solutions // [email protected] // +49 176 677 07771

Example 4

Page 41: The role of ALM and PLM in creating modern products ...garantis-solutions.com/.../GARANTIS_role_of_ALM_PLM... · Flexible Process management Flexible Time/Plan management Flexible

www.Garantis.solutions // [email protected] // +49 176 677 07771

Example 5

Page 42: The role of ALM and PLM in creating modern products ...garantis-solutions.com/.../GARANTIS_role_of_ALM_PLM... · Flexible Process management Flexible Time/Plan management Flexible

www.Garantis.solutions // [email protected] // +49 176 677 07771

Example 6

Page 43: The role of ALM and PLM in creating modern products ...garantis-solutions.com/.../GARANTIS_role_of_ALM_PLM... · Flexible Process management Flexible Time/Plan management Flexible

www.Garantis.solutions // [email protected] // +49 176 677 07771

Example 7

Page 44: The role of ALM and PLM in creating modern products ...garantis-solutions.com/.../GARANTIS_role_of_ALM_PLM... · Flexible Process management Flexible Time/Plan management Flexible

www.Garantis.solutions // [email protected] // +49 176 677 07771

More useful info for you : www.Garantis.solutions/alm4you(Downloads, Blog, WhitePapers, Analysis Reports, Extensions for Polarion)

Thank you!Questions & Answers