Presentation Title: Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions)
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1 Presentation Title: Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions) Presenter Name: Konstantin Klioutchinski Room name: Room I (Foyer 1) Presentation date: 18th October 2016 Company Name: Contacts: Web: GARANTIS IT Solutions Ltd. info@garantis.solutions
2 // // About Garantis IT Solutions IT company providing consultancy services for Polarion ALM Based in Berlin, Germany and in Reading, UK. Services on-site/off-site: We provide Polarion Administration, Customization Rollout of new project, Maintenance, Training Skills: Widgets, Velocity, SQL, HTML, GUI design Requirements Management, Process Definition Infographics, Reports Plugins: TeamCalendar, AutoDocWikiPagesPolarion More useful info for you : (Downloads, Blog, WhitePapers, Analysis Reports, Extensions for Polarion) Web: info@garantis.solutions
3 Agenda Overview Case Study about Managing Software Development Project for kitchen appliance Thermomix Key words: Embedded Software with Internet Of Things technology 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 Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #1
4 Generations of Thermomix The Thermomix is a kitchen appliance made by the Corporate Group Vorwerk. TM5 Thermomix provides 12 functions: steaming emulsifying blending precise heating mixing milling whipping kneading chopping weighing grinding time stirring more Software more Features more Complexity Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #2
5 Thermomix TM5 Eco System Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #3
6 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 Manual Cooking Polarion was chosen as ALM tool Customization was done for FDD Guided WiFi Cooking Connection User Interaction Cloud Recipe Synchronization Recipe Chip Features define functionality of Thermomix Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #4
7 Why Polarion for TM5 Project? Polarion allows: 1. Traceability by Linking Work Items 2. Requirements Management 3. Specification & Design Documents 4. Change & Configuration Management SVN, Commit Comments link to Work Items automaticaly 5. Test and Quality Management 6. Issue & Risk Management 7. Audit & Metrics, Reports 8. 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 verify impact depends Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #5
8 What is FDD Feature-driven development (FDD) is an iterative and incremental software development process. It is one of a number of lightweight or Agile methods for developing software. Its main purpose is to deliver tangible, working software repeatedly in a timely manner. The process includes/uses principles: - Build feature list - Plan by feature - Design by feature How is it Implemented in Polarion Features are grouped into collections known simply as feature sets. Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #6
9 Feature Driven Development What is the next great Idea? 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 Conceptual Design Reflection in Polarion Great Idea Description Specification Implementation Stakeholder SW Architects & Requirements Engineers SW Development Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #7
10 Work Items (Traceability) User Story Feature Requiremet Test Case Feature Set TM-31 - Cloudstick WiFi TM _Cloudstick Visualization TM _Cloudstick WiFi Signal 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 vivid color if connection is established TM-801 WiFi Signal icon Active TM _Cloudstick Sync Button TM-724 SynchButton grayed out if there is NO connection with server TM-821 SynchButton Inactive TM-725 SynchButton in vivid color if there is connection with server TM-822 SynchButton Active Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #8
11 Data Model in Polarion - Core Work Items specify depend specify depend Space Work Item + LiveDoc Work Item(s) embedded in LiveDoc Embedded Work Item Embedded Work Items Text Wiki Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #9
12 Data Model in Polarion - Complete impacts specify specify depend auto-create depend 1:N verify 1:N verify implements Level 1 Level 2 Level 3 Change Type To Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #10
13 Customization of Documents LiveDoc Custom LiveDoc ( contains Feature, Specification Text, Requirements, Test Cases found automatically/linked to Requirements) Space Home Custom Wiki Page ( replaced Home page for some Spaces ) Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #11
14 The FDD process includes: - Build feature list - Plan by feature - Design by feature How FDD maps onto Polarion Feature Set Features are grouped into collections known as feature sets. Feature Set is a work item in Polarion. It is linked to multiple Feature work items. Each Space - is one Feature Set. Home page of Space is programmed to display all info about Feature Set: linked Features, Test Cases and latest Test Results. Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #12
15 The FDD process includes: - Build feature list - Plan by feature - Design by feature FeatureSet and Features organized as Documents Feature Set Related Test Cases and Test Results Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #13
16 The FDD process includes: - Build feature list - Plan by feature - Design by feature Plan by Feature By Definition: A feature is a small, client valued function that can be implemented in two weeks. Plans are based on Features +ChangeRequest, +Issue Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #14
17 The FDD process includes: - Build feature list - Plan by feature - Design by feature Design by Feature Polarion LiveDoc exists for each Feature. It contains: - Embedded Feature work item - Chapter Specification with list of Requirements for this Feature - Chapter Design describing the software design - Chapter Testing with list of TestCases Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #15
18 The FDD process includes: - Build feature list - Plan by feature - Design by feature Summary: how FDD maps onto Polarion Work Item Feature Set linked to multiple work items Feature Plans based on Features & Tasks (+ChangeRequest, +Issue) Design is described in Live Documents Test Runs are formed from test cases linked to Features Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #16
19 Facts & Figures Numbers for TM5 project: Total: work items 40 Spaces 400 Documents 120 users Polarion Performance = Good (no problem with speed) Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #17
20 Customization of Polarion how much you need? Customization Our estimation of Customization small medium high Workitems Workflows (+) Documents TestCases Custom Fields Views (+) TestRuns Plans Wiki pages/reports Spaces (home pages) 60% Standard 40% Customization Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #18
21 Polarion from First Steps to Success Common Challenges (before introducing Polarion) - Documentation of requirements did not have Linking & Traceability. Documentation & Linking were separated. - Regular manual work was required to setup, maintain, analyse and correct Linking & Traceability - Reporting tools were not integrated, manual work was needed to create reports Strategies Applied - FDD development model was chosen for our SW Development project - Polarion was chosen as ALM Platform (for managing Requrements, Specifications, Tests, Plans, Reports, Documents, Tasks, Builds, etc) - Customizaton of Polarion was done to get FDD Benefits and Success - Reduced Errors - Saved Time & Effort, reduced errors for Linking & Traceability - Reporting gave good instant overview of differnet aspects of the project (testing, defect management, progress and completness of specification) - Optimizing the cooperation of the team - Full Control of changes. Simple recovery by SVN revert Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #19
22 Polarion from First Steps to Success Lessons learned - Polarion solved Linking & Traceability, because it is integrated tool/technology inside Polarion - Reporting was good after a bit of customization - Workflows, Custom Fields, Views allowed to quicky implement FDD process Our Advice Communication, Communication + Communication During setting up the project have frequent meetings During maintenance - have regular meetings One responsible person as Administrator single point of contact Automate as much as possible, write generic, reusable scripts (very important for multiple projects) If you need support ask Polarion Support or other experts Keep strict User Permissions and strict Linking Rules if you want to have your Polarion clean&tidy. Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #20
23 What we added (some small ideas) Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #21
24 What we added Team Calendar The Team Calendar consists of: new Work Item type in Polarion Wiki page to display scheduled WorkItems Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #22
25 What we added Release Note SVN 1 Jenkins 2 3 WorkItem BuildRecord Info: Version Location Result_StaticCodeAnalysis Result_TestSmoke Related Sprints Binary Image 5 4 ReleaseNote Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #23
26 What we added Release Note Release Note contains: Info about software build Version/Tag Link to Jenkins and Jenkins job ID Test runs and test results for this build Missing test cases Features/Requirements/Tasks/Issues for this build Static Code Analisys data Release Note helps to analyse Test Results, done in different TestRuns for the same Build Record SVN 1 Jenkins 2 WorkItem BuildRecord Info: Version Location Result_StaticCodeAnalysis Result_TestSmoke Related Sprints 5 ReleaseNote Binary Image 4 3 Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #24
27 What we added AutoDocWikiPagesPolarion Use Case : 400 Documents in project Increased maintenance complexity Questions came: what is located where, what is the description, what is the status AutoDocWikiPagesPolarion The Auto Documentation of Wiki pages consists of: Each Wiki page has Description (in source code) and screenshot of the page (as attachement) Wiki page to display list of all Wiki pages, extract the Description and screenshot of the page You can: See Overview of your wiki pages (total number, status, comments, ToDos, etc) See examples (screenshots) and be able to compare and choose the right report for your needs Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #25
28 What we added Meeting Minutes The Meeting Minutes consists of: new Work Item type in Polarion Wiki page to display Meeting Minutes Polarion Customization at Vorwerk (presented by GARANTIS IT Solutions), Konstantin Klioutchinski, GARANTIS IT Solutions Ltd., Slide #26
29 // // Thank you! Questions & Answers More useful info for you : (Downloads, Blog, WhitePapers, Analysis Reports, Extensions for Polarion)
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