2009-05-24 2009 Robert Grupe. All rights reserved. Red 7 Management Solutions PM Productivity Tools...

2009-05-24 2009 Robert Grupe. All rights

reserved.

Red7 Management Solutions

PM Productivity Tools

There Must Be A Better Way

Robert Grupe


reserved.

Table of Contents Scope of Presentation Discussion of Solution Options Product Examples

PM Requirements Management PM Integrated Suites

Selection Considerations Recommendations


reserved.

Scope of This Overview

This is a discussion and overview of productivity tools for commercial product management NOT internal business process

automation and improvement tools

(i.e. business & marketing vs business analyst)


reserved.

Most Common Product Management Tools Word Processor (MS-Word)

MRDs, PRDs, business cases, competitive matrices, etc Spreadsheet (Excel)

Requirements tracking, Financial analysis, Charts, etc Presentation Software (PowerPoint)

Roadmaps, Customer presentations, Training, etc Web Conferencing Tools - WebEx, GoToMeeting Requirements Management

Bugtrackers - Bugzilla, etc. Screen Capture and Image Editing Tools Collaboration Servers - Wikis/Portals

Collaborate on requirements and bugs with Engineering teams Collaborate with customers Online Office Suites - Google Docs

Survey Tools Such as Surveymonkey and Surveygizmo


reserved.

This Overview: Focus on PM Tools Something PM’s can acquire independently

Without affecting current Engineering to improve their own productivity and provide better business intelligence

Provide PM specific functions Not provided by Engineering requirements management solutions

However, integration with Engineering tools definitely a plus for traceability, dependencies, etc., • Engineering requirements and project management• Other important systems such as CRM (sales and support)


reserved.

So NOT… Integrated Development Environment (IDE) Requirements Management tools for requirements, test, change, configuration, build, and project management

Such as… (see Forrester report - free from IBM)IBM Rational RequisitePro & DOORSMicrosoft Visual Studio Team SystemBorland CaliberRM Compuware Optimal TraceHP Quality Center MKS IntegrityRally Enterprise Serena Dimensions RMJama Countour


reserved.

Platform Options 1/2 Corporate Server

A’s - Security control D’s - in-house deploy and maintenance resources

Hosted Application Server A’s

• Hardware & OS maintenance outsourcing• Application configuration and maintenance outsourcing• Via solution vendor professional services

D’s• Reliance on 3rd parties for availability and SLA’s• Shared security control (but could also be an benefit)


reserved.

Platform Options 2/2 SaaS

A’s•Quick start-up, pay for what you need

D’s• 3rd party security and business continuity risks


reserved.

SaaS/Hosted Considerations Service Availability & Support Responsiveness Look for SLA guarantees and performance dashboards

Business Continuity & Data Portability What happens if the vendor goes out of business or has a disaster?

How will you operate in times of service disruption?

IP Confidentiality How are your data and archives being protected from malicious activities?• Some companies make misleading claims.

• Look for 3rd party verification.


reserved.

SAS 70 audits Type I

• Whether or not the claimed security policies are documented internally

Type II• Have the claimed security policies been implemented during the specified time

Audit reports usually provided to customers on a requested basis only

AICPA SysTrust Audit report available through seal on web site

3rd parties (e.g. McAfee tested) Not standardized or independently validated

SaaS Security Validations


reserved.

Security CertificationsBuyer Be Ware Demand a copy of the audit report for any claimed

security certification Ensure that they are for your vendor, not just their

hosting provider Ensure that the date period is recent (not years

ago) Read the report to see what security is being

claimed and verified If you just receive the cover letter, ask for the

full report Pay attention to auditor’s comments

Actual performance against claims SAS and AICPA SysTrust are no guarantees of security

CPA auditors, validating documentation and procedures McAfee’s own web site vulnerable despite “McAfee Secure”


reserved.

Outsourcing Security Caveats What level of security do you REALLY need and what

is the real risk of not having it? Data breach could expose company to legal regulatory

issues Despite the best due diligence, no security is infallible

If a competitor got access to your future requirements what damage would that really cause your company?

Rather than conducting your own extensive security audit, how about accepting a reference customer’s endorsement? Someone you assume would do the proper due diligence Salesforce gained huge market share due to

convenience without any security assurances• And yet many companies would consider their sales pipeline and contact details highly confidential


reserved.

PM Solutions by Category PM Requirements

Management Accept Requirements

(SaaS) Accompa (SaaS) IBM Focal Point

(Server) Nahito Pathfinder

(SaaS) Orcanos QPack (Server) Requirements DB

(Server) Ryma FeaturePlan

(SaaS)

Suggestions Capture Accompa Accept Idea Ryma IdeaScope

Portfolio Analysis Accept Portfolio IBM Focal Point Ryma FeaturePlan


reserved.

PM Requirements Management Solutions


reserved.

Orcanos QPack Company

Israeli, founded in 2004 Customers

Alvarian, Quategra, Flash Networks, Incredimail Pricing

Unknown Customer Service

Unresponsive to requests for information Product

Simple, easy-to-use Basic requirements management database application

with Blackblot document templates Windows server based with Windows only client


reserved.

Accompa Company

Headquarters in US, development in India & US Private: no details about ownership or management

Customers 100+: HP, Xythos, Primavera, etc

Pricing $25/month/user for first 10 licenses ($300/yr/usr) $19/user/month ($228/yr) after the first 10 users

Customer Service Best for timeliness and completeness of responses to requests for

information Email and web support only

Product Requirements management, suggestion capture, and project ROI

comparisons (user defined) SaaS: ready to go with minimal configuration


reserved.

Nihito Pathfinder Company

Founded in 2006 No other info on web

Customers Unspecified

Pricing Unknown

Customer Service Unresponsive to requests for information Web & email only

Product Simple requirements databases and document repository.

Reports in tabular format. Nothing you couldn’t do with your own templates,

spreadsheets, and intranet wiki/portal or even shared network drives.


reserved.

Requirements Management Database (ReqDB) Company

White Plains, NY Customers

Unspecified Pricing

$395/usr Customer Service

Email/Web only Product

Basic requirements management MS-Access application with Web UI


reserved.

Build Your Own Suggestions: CRM Portal (Salesforce)

Salesforce - customer portal Case type “Feature Request” and escalated defects

Requirements Management: Wiki/Portal Microsoft SharePoint Services 3.0

Downloadable Application Templates• Product and Marketing Requirements Planning

• Document templates (not integrated)• From Blackblot Procedural Requirements Management Model

• Marketing Intelligence Portal• Customer suggestions• Requirements Database with discussions• Change Management• Bug Tracking• MS Project integration


reserved.

Integrated PM Suites

Requirements and Portfolio Management +


reserved.

IBM Telelogic Focal Point Company

Telelogic acquired by IBM in 2008 Customers

Boeing, Ford, Toyota, Sony Ericsson, Sharp, Symbian, etc. Pricing

Software (plus annual maintenance 20%) • Full User $1,750 /user• Contributor $950/user• 5 - Stakeholders $1,750

Hosted (includes maintenance)• Full User $819 / user• Contributor $445/ license• 5 - Stakeholders $819

Customer Service Unresponsive to requests for information

• Probably because of IBM focus on larger customers


reserved.

IBM Focal Point Impressions A’s

Open source & *nix platform Interactive analytics for executive what-if’s

• On-screen dragging of elements Integration with DOORS and Rational IDE

D’s IBM not very responsive to SMBs? Requires configuration and integration Document templates require professional services

Was a great product, but maybe has lost its way due to IBM acquisition?


reserved.

Ryma Feature Plan Company

Quebec Canada, founded in 2000• VC round B Aug 2008

Based on and co-marketed with Pragmatic Marketing

Customers Reuters, Trend Micro, Proofpoint, Autodesk, etc.

Pricing Unspecified: integrated with consulting services, integration, and customization

Customer Service Unresponsive to requests for information


reserved.

Ryma FeaturePlanImpressions A’s

Integration with Rally IDE Suitable for large PM environments

Go-to-market functionality D’s

Complex to deploy and integrate


reserved.

Accept Company

Fremont CA Partner with 280 Group consulting Largest number of product award recognitions

Customers 150+: BAE, Intuit, Tumbleweed, VMWare, Utimaco

Pricing Access Ideas $1,200/yr for 1,000 active suggestions Requirements & Portfolio

• Primary admin $3,000• PM $1,200-$1,800• Dev $1,000-$1,200

Customer Service Responsive and helpful


reserved.

Accept Impressions A’s

Independent of any particular PM process framework

Most number of product awards D’s

SaaS only solution


reserved.

Other Tools


reserved.

Business Resource Software

Wizard interview and analysis, recommendations, spreadsheet graphing, samples, financial statements, export to Word & PPT, etc.

$230 each or packaged discounts.

Business Plan: Plan Write When Budget dollars are tight a solid business plan is essential. Plan Write

Expert Edition will guide you through the entire process of documenting your business plan.

Pricing Strategy: Plan Write for Pricing Will help you determine the optimal price with a strategic pricing plan

designed to maximize profits or capture market share. Marketing Strategy: Business Insight

will help you develop the best marketing strategy based on proven business models, including Michael Porter's Five Forces. Your product management efforts will benefit from a structured strategic planning process.

Marketing Plan: Plan Write for Hi-Tech Marketing Will help you plan and implement your marketing strategy. The result is a

professional marketing plan that will provide you guidance and the ability to measure your product management success.


reserved.

Requirements Management Integration Considerations Test Cases

How your requirements will be verified Use Cases

Storyboarding Graphical UI’s with collaboration Mock-up UI’s

Change Management Requirements Traceability

Effort and cost estimates Glossary Agile/Iterative Release management


reserved.

Recommendations


reserved.

ROI of PM Tools Accompa Customer Survey (n=23)

28% PM time on requirements $106k average PM burdened annual cost 16% average time saved with Accompa $4749 savings per PM $278 average Accompa cost per PM ROI = 17x + other benefits

Jama Requirements Management (team of 10) $25,023 Improved team efficiency $50,446 Avoiding lost requirements $135,122 Avoiding unnecessary work $99,390 Reducing requirements defects $309,981 Annual cost savings --> Cost/Benefit 4:1


reserved.

Tool Selection Criteria Define your PM framework first and identify

analytical needs. What existing or future IDE’s would this need to

integrate with? What are the IT security concern barriers?

Can you outsource (SaaS)? How much money and influence does your PM team

have to get the tools you want? If you have little, then you need to go with simpler

tools that will be the least disruptive on current operations.

Successful products are more than just features. It is about execution: design implementation, quality,

delivery, customer satisfaction, reputation, etc.


reserved.

CMMI (Capability Maturity)

Level Characteristics Result 5 – Optimizing Continuous Process Improvement

Causal analysis and resolution Focus on process improvement

4 – Quantitatively Managed

Quantitative process performance analysis Processes managed and controlled.

3 – Defined Process Standardization Process characterized for organization and proactive (adaptable frameworks based on project requirements).

2 – Managed Basic project management Requirements management Project management, monitoring, and control Process characterized for projects and often reactive.

1 – Initial Competent people and heroics. Processes undefined, uncontrolled, non-repeatable.

Increasing Productivity &

Quality


reserved.

Level 2: Managed

PM Org Complexity

Level 1: Ad Hoc Level 3+: Defined

PM Solutions for CMMI Levels

• FeaturePlan

• Accompa• Accept

• Focal Point• SharePoint

• QPack

Implementation Complexity

• Pathfinder• ReqDB • IdeaScope


reserved.

PM Solutions Recommendations CMMI Level 1

Build Your Own(Hosted SharePoint, $20/mth for 50 users)• Wiki/Portal - centralized repository and discussions• Extend Defect tracking system for PM requirements• Use CRM portal for customer suggestions

CMMI Level 2 Accompa

CMMI Level 3 (executive involved what-ifs)1. Accept2. FeaturePlan (Pragmatic Mkg loyal / Rally IDE

shop)3. Focal Point (IBM IDE shop)


reserved.

Fini Full presentation and vendor feature comparison matrix available

Robert Grupe, CSSLP CISSP [email protected]

+1.314.266.7321http://www.red7managementsolutions.com

2009-05-24 2009 Robert Grupe. All rights reserved. Red 7 Management Solutions PM Productivity Tools...

Documents

Transcript of 2009-05-24 2009 Robert Grupe. All rights reserved. Red 7 Management Solutions PM Productivity Tools...