The PMBOK has 5 Process Groups. • Project management is accomplished
through the appropriate application and integration of the 42 logically grouped ...
Software Project Management Leveraging RUP, OpenUP, and the PMBOK Arthur English, GreenLine Systems
© GreenLine Systems Inc. 2003 – 2013
My Background • 30+ years of IT project management experience with both government and business organizations. organizations – – – –
DHS Customs and Border Protection (CBP). Federal Financial Institution Examination Council (FFIEC). Unisys Global Justice and Public Safety Practice. Merrill Lynch Global Wealth Management.
• Certified Project Management Professional (PMP) and Scrum Master (CSM). • Received patent for “Platform Independent Model-Based Framework for Exchanging Information in the Justice System.” • Written multiple books, whitepapers, and articles on IT software development and project management. management Page 2
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What is the focus of this presentation?
RUP
O Open U Unified ifi d P Process (OpenUP)
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What topics will be covered? • • • • • •
A qquick review of the PMBOK. What is the RUP? How can you use the RUP with the PMBOK®? What is OpenUP? How can you customize OpenUP? Where can you get more information?
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A quick review of the PMBOK®
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The PMBOK has 5 Process Groups •
Project management is accomplished through the appropriate application and integration of the 42 logically grouped project management processes comprising the 5 process groups.
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PMBOK® Processes are organized into 9 Knowledge Areas • • • • • • • • •
Integration Management Scope Management g Time Management Cost Management y Management g Quality Human Resource Management Communications Management Risk Management Procurement Management Page 7
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Integration Management for Example Initiating
Develop D l project j charter
Planning
Develop D l project j management plan
Executing
Monitoring & Control
Closing
Direct & manage Monitor project Di M i & controll Close Cl j or project execution project work phase Perform integrated change control
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What is the RUP?
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What is the RUP? • The RUP is not a book, a development method developed and published once and for all in paper form form. In contrast with the dusty binder approach, the RUP is designed, developed, delivered, and maintained like any software tool. The RUP shares many characteristics with software products: – Designed and documented using the Unified Modeling Language (UML). – Delivered D li d online li using i W Webb technology. t h l – Upgraded on a regular basis. – It can be tailored and configured using Rational Method Composer (RMC). – Built upon the unified method architecture meta-model. – It’s It’ integrated i t t d with ith the th other th Rational R ti l tools. t l Page 10
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RUP Architecture
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RUP Dimensions • The RUP has two dimensions: – The horizontal dimension represents time and shows the lifecycle aspects of the process as it unfolds. – The vertical dimension represents core process disciplines (or workflows), which logically group software engineering activities byy their nature.
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How can you use the RUP with the PMBOK®?
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How does the RUP compare to the PMBOK? • RUP
• PMBOK
• •
• •
Any project type Books & 3rd party resources
•
Project management focus
• •
Progressive elaboration PMBOK ® is i a guide id rather th th than a methodology that’s meant to be adapted Phases are specific to project type (software development, development construction, construction retail, etc.)
• • • •
Software development Web-site delivery with lots of templates, whitepapers, & examples Project management—as well as software development focus Iterative Ad t th Adapt the process Phases and iterations specific to software development
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RUP PM WBS aka Workflow
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PM Activity Tasks
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Project Manager Responsibilities
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RUP PM Tasks • • •
Small projects have 17 RUP tasks. Large projects have 32 RUP tasks. PMBOK ® has 42 processes. Not all PMBOK ® processes map to RUP tasks.
Small Project Acquire Staff Assess Iteration Conduct Review Define Project Organization and Staffing Develop Business Case p Develop Iteration Plan Identify and Assess Risks Initiate Iteration Initiate Project Iteration Evaluation Criteria Review Iteration Plan Review Iteration Plan Review Organize Review Plan Phases and Iterations Project Approval Review Project Planning Review Report Status Report Status Schedule and Assign Work
Large Project Acquire Staff Assess Iteration Compile Software Development Plan Conduct Review Define Monitoring & Control Processes Define Project Organization and Staffing j g g Develop Business Case Develop Iteration Plan Develop Measurement Plan Develop Problem Resolution Plan Develop Product Acceptance Plan Develop Product Acceptance Plan Develop Quality Assurance Plan Develop Risk Management Plan Handle Exceptions and Problems Identify and Assess Risks Initiate Iteration Initiate Iteration Initiate Project Page 18
Iteration Acceptance Review Iteration Evaluation Criteria Review Iteration Plan Review Lifecycle Milestone Review Monitor Project Status Organize Review g Plan Phases and Iterations Prepare for Phase Close‐Out Prepare for Project Close‐Out Project Acceptance Review Project Approval Review Project Approval Review Project Planning Review Project Review Authority (PRA) Project Review Report Status Schedule and Assign Work
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RUP Activities & Tasks for Large Projects (1 of 2) Activities
Tasks
Conceive New Project Evaluate Project Scope and Risk
Identify and Assess Risks
Develop Business Case
Identify and Assess Risks
Develop Business Case
Plan the Project
Develop Measurement Plan Developp Q Qualityy Assurance Plan
Initiate Project
Project Approval Review
Develop Product Acceptance Develop Risk Management Plan Plan Define Project Organization and Staffingg Plan Phases and Iterations
Develop Problem Resolution Plan Define Monitoring & Control Processes
Compile Software Development Plan Project Planning Review Plan Remainder of Initial Iteration Develop Iteration Plan
Develop Business Case
Iteration Plan Review
Manage Iteration
Initiate Iteration
Identif and Assess Risks Identify
Assess Iteration
Monitor Project Status
Report Status
p & Handle Exceptions Problems
Develop Business Case
Iteration Plan Review
Acq ire Staff Acquire
Iteration Evaluation Criteria Review Iteration Acceptance Review Reevaluate Project Scope and Risk Identify and Assess Risks Develop Business Case Monitor & Control Project Schedule and Assign Work Project Review Authority (PRA) Project Review Plan for Next Iteration Develop Iteration Plan
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RUP Activities & Tasks for Large Projects (2 of 2) Activities Redefine the Development Plan
Tasks Develop Measurement Plan Develop Quality Assurance Plan
Develop Product Acceptance Develop Risk Management Plan Plan Define Project Organization and Staffing
Develop Problem Resolution Plan Define Monitoring & Control Processes
Compile Software Development Plan Project Planning Review Close-Out Phase
Prepare for Phase Close-Out
Lifecycle Milestone Review
Close-Out Project
Prepare for Project Close-Out
Project Acceptance Review
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PMBOK® Process to RUP Activity Mapping (1 of 3) PMBOK Processes 4.1 Develop project charter 4.2 Develop project management plan
4.3 Direct and manage project execution
4.4 Monitor and control project 4 5 Perform integrated 4.5 change control 4.6 Close project or phase 5.1 Collect requirements 55.22 Define scope 5.3 Create WBS 5.4 Verify scope 5.5 Control scope 6.1 Define activities
RUP Tasks Develop Business Case
Project Approval Review
Initiate Project
Plan Phases and Iterations
Develop Measurement Plan
Develop Iteration Plan
Develop Product Acceptance Plan
Schedule and Assign Work Iteration Acceptance Review Iteration Evaluation Criteria Review
Handle Exceptions & Problems Iteration Plan Review
Develop Problem Resolution Plan Compile Software Development Plan Define Monitoring & Control Processes Initiate Iteration
Report Status
Project Review Authority (PRA) Project Review
Monitor Project Status
Handled by RUP Configuration and Change Management Discipline Prepare for Phase Close-Out Lifecycle Milestone Review Project Acceptance Review Handled by RUP Requirements Discipline Handled by RUP Requirements Discipline No direct mapping to RUP Lifecycle Milestone Review Assess Iteration Plan Phases and Iterations Plan Phases and iterations Develop Iteration Plan
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Prepare for Project Close-Out
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PMBOK® Process to RUP Activity Mapping (2 of 3) PMBOK Processes
RUP Tasks
6.2 Sequence activities 63E 6.3 Estimate ti t activity ti it resources 6.4 Estimate activity durations
Plan Phases and iterations
Develop Iteration Plan
Plan Phases and iterations
Develop Iteration Plan
Plan Phases and iterations
Develop Iteration Plan
6.5 Develop schedule 6.6 Control schedule
Plan Phases and iterations Assess Iteration
Develop Iteration Plan Handle Exceptions and Problems
7.1 Estimate costs 7,2 Determine budget
Project Planning Review Plan Phases and iterations No direct mapping to RUP
7.3 Control costs
No direct mapping to RUP
8.1 Plan quality 8.2 Perform quality assurance 8.3 Perform quality control 9.1 Develop human resource plan 9.2 Acquire project team 9.3 Develop project team 9.4 Manage project team
Develop Quality Assurance Plan Handled by RUP Configuration and Change Management Discipline Handled by RUP Configuration and Change Management Discipline Define Project Organization and Staffing Acquire Staff No direct mapping to RUP Schedule and Assign Work
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Handle Exceptions & Problems
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PMBOK® Process to RUP Activity Mapping (3 of 3) PMBOK Processes
RUP Tasks
10.1 Identify stakeholders
Handled by RUP Business Modeling and Requirements Disciplines
10.2 Plan communications
Compile Software Development Plan
10.3 Distribute information 10.4 Manage stakeholder expectations 10.5 Report performance 11.1 Plan risk management
Report Status
11.2 Identify risks 11 3 Perform 11.3 P f qualitative lit ti risk i k analysis 11.4 Perform quantative risk analysis 11.5 Plan risk responses
Identify and Assess Risks
Plan Phases and Iterations Report Status Develop Risk Management Plan
Identify and Assess Risks Identify and Assess Risks Identify and Assess Risks
11.6 Monitor and control risks Identify and Assess Risks 12.1 Plan procurements No direct mapping to RUP 12.2 Conduct procurements No direct mapping to RUP 12.33 Administer procurements No direct mapping to RUP 12 12.4 Close procurements No direct mapping to RUP
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What about process inputs and outputs aka artifacts?
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RUP Artifacts
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RUP inputs and outputs aka artifacts
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How can you use the RUP with the PMBOK® ? •
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•
Leverage RUP first, then PMBOK® • RUP principles, processes, templates, and d examples l ffocus on software ft development Leverage the PMBOK® after the RUP • Use the PMBOK® to build upon the RUP where PMBOK® processes such as Cost, Time, and Quality Management add to the RUP Become familiar with both the RUP and PMBOK® templates • Choose and adapt p the template p that works best
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What is OpenUP?
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What is OpenUP? • OpenUP p is one of the agile g development p pprocesses created by IBM and the Eclipse Foundation. • OpenUP applies iterative and incremental approaches to a structured SDLC. • OpenUP is tools agnostic. • OpenUP can be customized using the open source tool Eclipse Process Framework (EPF) composer. • OpenUP is the primary practice library published by EPF. The others include ABRD, Scrum, and XP. Page 29
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OpenUP Architecture
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OpenUP Value Proposition Waterfall
OpenUP
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•
Provides transparency p y and visibility on project progress throughout the SDLC process Business value is delivered earlier in the SDLC process Page 31
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Easilyy adapts p to changing g g requirements Risk is mitigated earlier in the development p process p © GreenLine Systems Inc. 2003 - 2013
OpenUP Activities Inception
Elaboration
Construction
Transition
• Define project scope and architecture
• Prioritize work streams with business stakeholders
• Incrementally develop, test, and deliver work packages
• Beta test solution to validate that business expectations are met
• Define requirements
• Develop schedule and cost estimate
• Demo solution increments to business and get feedback
• Achieve business concurrence that solution is complete
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RUP Dimensions
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OpenUP Dimensions
The Deployment Discipline is not included in OpenUP. It was added for GreenLine Systems projects.
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How does OpenUP compare to the RUP? • • • • • •
OpenUP is free. RUP costs $$$. Both OpenUP and RUP are tailorable. The OpenUP tailoring tool, Eclipse Process Framework (EPF) Composer is free. The RUP tailoring tool, Rational Method Composer, costs $$$. The RUP is iterative and can be agile. g OpenUP p is iterative and agile. g Both OpenUP and RUP are well defined. Both OpenUP and RUP are complete development processes. Both OpenUP and RUP have Phases and Disciplines. – –
•
Both OpenUP and RUP have roles. – –
•
OpenUP has 5 Disciplines. RUP has 9 Disciplines. OpenUP has 7 roles. roles RUP has 6 role groups with 36 roles.
Both OpenUP and RUP have Work Products (AKA Artifacts). – –
OpenUP has 17 Work Products. RUP has 76 Work Products. Page 35
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How can you customize OpenUP?
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EPF Composer • EPF Composer p is built upon p the Eclipse p pplatform. • Supports many of the Eclipse plug-ins. • Different Views present specific information. – For example, Library view shows plug-ins and their content.
• Perspectives p ggroupp related views to support pp a workflow. • Standard Perspectives are: – Authoring: g for editingg method content. – Browsing: for previewing published elements.
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EPF Composer Compared to Rational Method Composer • • • •
The Eclipse Process Framework (EPF) is an open-source project at eclipse.org. As proposed, IBM will donate major tool components and content from the next-generation RUP platform. The EPF tool contains full pprocess-authoringg and ppublishingg capabilities. p The main difference between EPF and the Rational Method Composer tool is: – Lack of integration with other IBM Rational tools such as Rational Portfolio Manager and Rational Software Architect – Lack of a migration capability from Rational Process Workbench.
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•
The second part of this donation will include content supporting the new Basic Unified Process, a new agile process for small teams applying RUP principles and practices. For more information see: http://www.ibm.com/developerworks/rational/library/dec05/haumer/
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EPF Composer Authoring Perspective Library View
Authoring Perspective
Task Editor (form based)
Configuration View
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EPF Composer Authoring Perspective Form based plain text or…
…Rich Text editors
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EPF Composer Browsing Perspective Browsing Perspective Configuration g View
Preview View
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Where can you get more information?
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For RUP & RMC check out IBM developerWorks
http://www.ibm.com/developerworks/rational/products/rup/ Page 43
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For OpenUP check out the EPF website • http://www.eclipse.org/epf/downloads/downloads.php
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EPF Published Websites
http://www.eclipse.org/epf/downloads/configurations/pubconfig_downloads.php Page 45
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