PMIW PMTools Presentation LeveragingRUPOpenUPandPMBOK

5/27/2018 PMIW PMTools Presentation LeveragingRUPOpenUPandPMBOK

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Leveraging RUP, OpenUP, and the PMBOK

Arthur English, GreenLine Systems

GreenLine Systems Inc. 2003 2013


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My Background

30+ years of IT project management experience.

DHS Customs and Border Protection (CBP).

Federal Financial Institution Examination Council (FFIEC).

Unisys Global Justice and Public Safety Practice.

Merrill Lynch Global Wealth Management.

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

GreenLine Systems Inc. 2003 -2013Page 2

.


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What is the focus of this presentation?

RUP

pen n e rocess(OpenUP)



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What topics wil l be covered?

A uick review of the PMBOK.

What is the RUP? How can ou use the RUP with thePMBOK

What is OpenUP?

Where can you get more information?



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A quick review of



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The PMBOK has 5 Process Groups Project management is accomplished through the appropriate

a lication and inte ration of the 42 lo icall rou ed ro ect

management processes comprising the 5 process groups.



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PMBOKProcesses are organized into

Integration Management

Scope Management Time Management

Cost Management

Qualit Mana ement

Human Resource Management

Risk Management



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Integration Management for Example

Initiating Planning Executing

& Control

Closing

eveop proectcharter

eveop proectmanagement

plan

rect manageproject execution

ontor controproject work

ose proect orphase

Performintegratedchange 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

.

dusty binder approach, the RUP is designed, developed,delivered, and maintained like any software tool. The RUP

Designed and documented using the Unified Modeling

Language (UML).Delivered online using Web technology.

Upgraded on a regular basis.

Composer (RMC).

Built upon the unified method architecture meta-model.


s negrae w e o er a ona oos.


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RUP Architecture



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RUP Dimensions

The RUP has two dimensions:

The horizontal dimension represents time and shows thelifecycle aspects of the process as it unfolds.

The vertical dimension represents core process disciplines(or workflows), which logically group software engineeringactivities b their nature.



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ow can you use

the RUP with the



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How does the RUP compare to the PMBOK?

PMBOK RUP Any project type

Books & 3rd party resources

Software development

Web-site delivery with lots of templates,whitepapers, & examples

Project management focus

Progressive elaboration

Project management as well as softwaredevelopment focus

Iterative s a gu e ra er an a

methodology thats meant to be adapted

Phases are specific to project type

ap e process

Phases and iterations specific to software, ,

retail, etc.)



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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.

SmallProjectAcquireStaff AcquireStaff IterationAcceptanceReview

LargeProjectAssessIteration AssessIteration IterationEvaluationCriteriaReview

ConductReview CompileSoftwareDevelopmentPlan IterationPlanReview

DefineProjectOrganizationandStaffing ConductReview LifecycleMilestoneReview

DevelopBusiness

Case Define

Monitoring

&

Control

Processes Monitor

Project

Status

Develo IterationPlan DefinePro ectOr anizationandStaffin Or anizeReview

IdentifyandAssessRisks DevelopBusinessCase PlanPhasesandIterations

InitiateIteration DevelopIterationPlan PrepareforPhaseCloseOut

InitiateProject DevelopMeasurementPlan PrepareforProjectCloseOut

IterationEvaluationCriteriaReview DevelopProblemResolutionPlan ProjectAcceptanceReview

OrganizeReview Develop

Quality

Assurance

Plan Project

Planning

Review

PlanPhasesandIterations DevelopRiskManagementPlan ProjectReviewAuthority(PRA)ProjectReview

ProjectApprovalReview HandleExceptionsandProblems ReportStatus

ProjectPlanningReview IdentifyandAssessRisks ScheduleandAssignWork


epor a us n a e era on

ScheduleandAssignWork InitiateProject


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RUP Activities & Tasks for Large Projects (1 of 2)

Activities Tasks

Conceive New Project Identify and Assess Risks Develop Business Case Initiate Project Project Approval Review

Evaluate Project Scopeand Risk Identify and Assess Risks Develop Business Case

Plan the Project Develop Measurement Plan Develop Risk Management PlanDevelop Product AcceptancePlan

Develop Problem ResolutionPlan

Develo Qualit Assurance PlanDefine Project Organization andStaffin Plan Phases and Iterations

Define Monitoring & ControlProcesses

Compile Software Development Plan Project Planning Review

Plan Remainder of InitialIteration Develop Iteration Plan Develop Business Case Iteration Plan Review

u y

Iteration Evaluation Criteria Review Iteration Acceptance Review

Reevaluate Project Scopeand Risk Identify and Assess Risks Develop Business Case

Handle Exceptions &

Monitor & Control Project Schedule and Assign Work Monitor Project Status Report Status ProblemsProject Review Authority (PRA)Project Review

Plan for Next Iteration Develop Iteration Plan Develop Business Case Iteration Plan Review



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RUP Activities & Tasks for Large Projects (2 of 2)

Activities Tasks

Redefine the Develop Product Acceptance Develop Problem ResolutionDevelopment Plan Develop Measurement Plan Develop Risk Management Plan Plan Plan

Develop Quality Assurance Plan

Define Project Organization and

Staffing

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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PMBOKProcess to RUP Activity Mapping (1 of 3)

PMBOK

Processes RUP Tasks

4.1 Develop project charter Develop Business Case Project Approval Review Initiate Project

4.2 Develop projectmanagement plan Plan Phases and Iterations Develop Measurement Plan Develop Problem Resolution Plan

Develop Iteration Plan Develop Product Acceptance PlanCompile Software DevelopmentPlan

4.3 Direct and manage Define Monitoring & Control

Iteration Acceptance Review Iteration Plan Review Initiate Iteration

Iteration Evaluation Criteria Review

4.4 Monitor and control

project Monitor Project Status Report Status

Project Review Authority (PRA)

Project Review.

change control Handled by RUP Configuration and Change Management Discipline

4.6 Close project or phase Prepare for Phase Close-Out Lifecycle Milestone Review Prepare for Project Close-Out

Project Acceptance Review

5.1 Collect requirements Handled by RUP Requirements Discipline

.

5.3 Create WBS No direct mapping to RUP5.4 Verify scope Lifecycle Milestone Review

5.5 Control scope Assess Iteration Plan Phases and Iterations

6.1 Define activities Plan Phases and iterations Develop Iteration Plan



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PMBOK

Processes RUP Tasks

6.2 Sequence activities Plan Phases and iterations Develop Iteration Plan

. s mae ac v yresources Plan Phases and iterations Develop Iteration Plan

6.4 Estimate activitydurations Plan Phases and iterations Develop Iteration Plan

6.5 Develop schedule Plan Phases and iterations Develop Iteration Plan

6.6 Control schedule Assess Iteration Handle Exceptions and Problems

Project Planning Review

7.1 Estimate costs Plan Phases and iterations

7,2 Determine budget No direct mapping to RUP

7.3 Control costs No direct mapping to RUP

8.1 Plan quality Develop Quality Assurance Plan

8.2 Perform quality

8.3 Perform quality control Handled by RUP Configuration and Change Management Discipline9.1 Develop human resourceplan Define Project Organization and Staffing

9.2 Acquire project team Acquire Staff


.

9.4 Manage project team Schedule and Assign Work Handle Exceptions & Problems


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PMBOK

Processes RUP Tasks

10.1 Identif stakeholders Handled b RUP Business Modelin and Re uirements Disci lines

10.2 Plan communications Compile Software Development Plan

10.3 Distribute information Report Status

10.4 Manage stakeholderexpectations Plan Phases and Iterations

10.5 Report performance Report Status

11.1 Plan risk management Develop Risk Management Plan

11.2 Identify risks Identify and Assess Risks

. er orm qua a ve rsanalysis Identify and Assess Risks

11.4 Perform quantative riskanalysis Identify and Assess Risks

11.5 Plan risk responses Identify and Assess Risks

11.6 Monitor and control risks Identify and Assess Risks12.1 Plan procurements No direct mapping to RUP

12.2 Conduct procurements No direct mapping to RUP


.

12.4 Close procurements No direct mapping to RUP


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What about process inputs and outputs aka arti facts?



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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?

Leverage RUP first, then PMBOK

RUP principles, processes, templates,

an examp es ocus on so ware

development Leverage the PMBOK after the RUP

where PMBOK processes such as Cost,

Time, and Quality Management add to

Become familiar with both the RUP and

PMBOK templates

Choose and ada t the tem late that

works best



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What is OpenUP?



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What is OpenUP?

O enUP is one of the a ile develo ment rocesses

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 byEPF. The others include ABRD, Scrum, and XP.



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OpenUP Architecture



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OpenUP Value Proposition

Waterfall

OpenUP

Provides trans arenc and Easil ada ts to chan in

visibility on project progressthroughout the SDLC process

Business value is delivered

requirements Risk is mit igated earlier in the

develo ment rocess


earl ier in the SDLC process


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OpenUP Activities

Inception Elaboration Construction Transition

Define project scope and

architecture

Prioritize work streamswith businessstakeholders

Incrementally develop,test, and deliver workpackages

Beta test solution tovalidate that businessexpectations are met

Define requirements Develop schedule andcost estimate

Demo solutionincrements to businessand get feedback

Achieve businessconcurrence that solutionis complete



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RUP Dimensions

GreenLine Systems Inc. 2003 -2013Page 33 3

3


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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 O enUP and RUP are tailorable.

The OpenUP tailoring tool, Eclipse Process Framework (EPF) Composer is free. TheRUP tailoring tool, Rational Method Composer, costs $$$.

The RUP is iterative and can be agile. OpenUP is iterative and agile.

Both OpenUP and RUP are well defined. Both OpenUP and RUP are completedevelopment processes.

Both OpenUP and RUP have Phases and Disciplines. OpenUP has 5 Disciplines.

RUP has 9 Disciplines.

Both OpenUP and RUP have 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.


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customize OpenUP?


6


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EPF Composer

EPF Com oser is built u on the Ecli se latform.

Supports many of the Eclipse plug-ins. Different Views resent s ecific information.

For example, Library view shows plug-ins and their content.

Pers ectives rou related views to su ort a workflow. Standard Perspectives are:

Authorin : for editin method content.

Browsing: for previewing published elements.



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EPF Composer Compared to Rational Method

The Eclipse Process Framework (EPF) is an open-source project ateclipse.org.

As proposed, IBM will donate major tool components and content from the

next-generation RUP platform.

The EPF tool contains full rocess-authorin and ublishin ca abilities.

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.

The second part of this donation will include content supporting the new BasicUnified 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

Author in

Task Editor (form

based)

Perspective

Configuration

View



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EPF Composer Authoring PerspectiveForm based plain

text or

Rich Text editors



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EPF Composer Browsing Perspective

Confi urat ion

Browsing Perspective

View

View



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more information?


2


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For RUP & RMC check out IBM developerWorks


http://www.ibm.com/developerworks/rational/products/rup/


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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


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PMIW PMTools Presentation LeveragingRUPOpenUPandPMBOK