0 trade and risk management. reuters financial software training presentation quality portal name...

1 Trade and Risk Management

Reuters Financial Software

Training presentation

Quality Portal

Name

Steeve Ferrand

Department

Trade and Risk QA

Location

RFSParis

Date

September 2006


Agenda

Company Presentation 3

• Reuters history 5

• Reuters Financial Software 7

Organizational Context 10

• QA 11

• Development cycle 14

Transverse Quality 15

• Project Management 16

• KPQP’s 19

Measure & Analysis process Improvement 34

• Real time data 35

• ETL 36

Conclusion 41


COMPANY PRESENTATIONORGANIZATIONAL

CONTEXTTRANSVERSE QUALITYMEASURE & ANALYSIS PROCESS IMPROVEMENT

CONCLUSION


Reuters Group Presentation Companies

•Reuters:

• 5.000 collaborators in 91 countries

• CA 3.5 billiard Eur

• First international press agency

• 2 300 photographers and journalists and in 130 countries

• 330.000 Customers in 150 countries

•RFS:

• 9.000 market places

• 200.000 customers

• 500 collaborators


• 1849 Reuter running a news agency in Aachen

• 1851 The Reuters arrive in London.

• 1865 Assassination of President Lincoln

• 1882 Column printer

• 1925 The « Press Association » takes a majority shareholding

• 1941 The Reuter Trust

• 1964 Service Stockmaster

• 1967 Reuter Monitor

• Acquisitions:

- 1985 Visnews (rebaptisée Reuters Television),

- 1986 Instinet

- 1994 TIBCO et Quotron

Reuters Group Presentation History


Reuters Group Presentation Reuters Financial Software

• 1987 : Born of EFFIX

• 1990 : Marketing Deal with Reuters to distribute the trading room software

• 1991 : EFFIX absorbs the subsidiary of the BIGT

• 1992 : Begining of Kondor+ development

• 1993 : REUTERS acquires 100% of EFFIX capital

7000 positions of ATW at the end of the year in 25 countries.

• 1994 : Kondor+ commercial launch

• 1995 : Kondor+ is installed in 28 countries, 2000 positions

• 1997 : Kondor + is installed in 40 countries, 3000 positions

• 1998 : Kobra is up to 10 000 positions, in 39 different countries

• 1999 : 42 000 traders use EFFIX products, in 71 contries.

• 2002 : EFFIX becomes REUTERS FINANCIAL SOFTWARE.


Reuters Group Presentation Department presentation

CA: 67% 7% 15% 11%

Sales and Trading

Enterprise MediaResearch & Asset Management


Reuters Group Presentation Department presentation

CA: 67% 7% 15% 11%

Sales and Trading

EnterpriseMedia

Research & Asset Management


ORGANIZATIONAL CONTEXTCOMPANY PRESENTATION

TRANSVERSE QUALITYMEASURE & ANALYSIS PROCESS IMPROVEMENT

CONCLUSION


Organizational ContextRFS Quality Assurance

Assure Installation And Upgrade availability at each release

• Installation and Upgrade are customers first contact with the product

Assure performance and Stability at each release

• A quality control for each release (internal, external, major, minor or patch)

Assure non regression of functional features at each release

The worst issue our customers can have is the impossibility of using the product

QA


• How the Quality is perceived?

- Non-necessary

- Return On Investment ? (ROI)

- As a cost center

- And a non-profit activity

QA



QA• Quality is in reality:

- Documented development process, Reproducible and Effective

• Lower maintenance cost

- Taylored working method

• Lower development cost

- The sooner the cheaper

• a Win-Win situation for Clients and Reuters

- Customer confidence

• Win of market




Development CycleProperties:

V-Cycle

Iterative

6 months

Many products Validation

Automated tests is becoming a necessity

Many Validation reports to produce


TRANSVERSE QUALITYORGANIZATIONAL

CONTEXT

COMPANY PRESENTATION

MEASURE & ANALYSIS PROCESS IMPROVEMENTCONCLUSION


Process Control

Transverse Quality

• Define the different improvement impacts

• Estimate the improvement cost

• Be able to measure improvement impacts for:

- RFS

- Clients

• Report the result

Justification


Transverse Quality

• KPQP’s process follows activities such as:- Software Quality Assurance

- Project Management

- Schedule and advancement

- Specifications ad equation

- Software Validation

- Product deployment

- Product documentation

- Bugs management

Project Management

Process Control


Transverse Quality

• KPQP’s process follows activities such as:- Software Quality Assurance

- Project Management

- Schedule and advancement

- Specifications ad equation

- Software Validation - is taken in example in this presentation- Product deployment

- Product documentation

- Bugs management

Project Management

Process Control


Transverse Quality

KPQP’s• Measurement activity based on the CMMi model

Process Control


Transverse Quality

• Measurement activity based on the CMMi model

- 2 General Practices to follow:

- Align Measurement and Analysis Activities

- Provide Measurement Results

KPQP’s

Specify Measures

Specify Data Collection

and Storage Procedures

Specify Analysis

Procedures

Establish Measurement Objectives

Analyze Measureme

nt Data

Store Data and Results

Communicate Results

Collect Measureme

nt Data

Process Control


Transverse Quality

• General Practices:

- GP1: Align Measurement and Analysis Activities

- Software tests target and scope:

- Non-regression functional bug tests

- Technical bug tests

- Test Script development for Client bugs encountered

KPQP’s

Specify Measures



Specify Analysis

Procedures


Process Control


Transverse Quality

Non-regression Functional bug tests• Identified Bugs

• Fix progression

• Bug density

• Test cover

Technical bugs tests• Installation check

Test Script development for Client bugs encountered• Number of test scripts

KPQP’sSpecify

Measures



Specify Analysis

Procedures


Process Control


Transverse Quality

KPQP’sSpecify

Measures



Specify Analysis

Procedures


• Objectives

defined by QA

(previous project,

previous release)

• Meetings planned

to approves them

Process Control


Transverse Quality

KPQP’sSpecify

Measures



Specify Analysis

Procedures


• Measures and

objectives are

communicated to

everybody

involved

• Documents

created on Lotus

Notes

Process Control


Transverse Quality

• Documented process about:

- Collection and backup data

- Analysis

KPQP’sSpecify

Measures



Specify Analysis

Procedures


Process Control


Transverse Quality


- Obtained specified measurement data

- Data Collection:

• Business Object 5.1 (Business Intelligence software)

KPQP’s

Analyze Measureme

nt Data


Communicate Results

Collect Measureme

nt Data

Process Control


Data Collection Workflow

Transverse Quality

So

urce

: RF

S

DA

TA Bug Tools

Test ManagementPush Notes

RequirementsSpecifications

Lotus Notes

TR

AN

SF

OR

MA

TIO

NC

OM

MU

NIC

AT

ION

Test PerformanceK+ Repository

Changes

MercuryQuality Center

Sybase Microsoft SQL Server

Reporting Dashboards

ATR (Automated Test Reports)

Lotus Notes

`

Treatment

Treatment


Transverse Quality



KPQP’s

Analyze Measureme

nt Data


Communicate Results

Collect Measureme

nt Data

- Measurement are defined

- From “PSM”

- From “Metrics and Models…”

Process Control


Transverse Quality

KPQP’sBug Density Comparaison by Load

- Kondor Plus 3.0 -

3653 3620

4784

6115

7484

83027990

9395

1598

3160

15.02

7.91

1.37

3.313.97

2.45

3.743.13 3.00

4.47

0

1000

2000

3000

4000

5000

6000

7000

8000

9000

10000

3.0.0.L8 3.0.0.L9 3.0.0.L10 3.0.0.L11 3.0.0.L12 3.0.1.L1 3.0.2.L2 3.0.2.L3 3.0.2.L4 3.0.2.L5

Loads

Nu

mb

er

of

Te

st

Ca

se

s

0

2

4

6

8

10

12

14

16

Bu

g d

ensi

ty

Number of Test Cases (the higher the better)

Bug Density - Minimum Acceptance Level

Bug Density (the low er the better)

Bug Density - Target to aim

Development Process Control


Transverse Quality

KPQP’s

Kondor Plus 3.0 - Bug Status for Upgrade Tests by Loads

1

9

7

16

3

12

0

3

00

2

4

6

8

10

12

14

16

18

3.0.0.L8 3.0.0.L9 3.0.0.L10 3.0.0.L11 3.0.0.L12 3.0.1.L1 3.0.2.L2 3.0.2.L3 3.0.2.L4 3.0.2.L5

Nu

mb

er o

f B

ug

s

Packaging Process Control


Transverse Quality

KPQP’s

Validation Process Control


Transverse Quality



KPQP’s

Analyze Measureme

nt Data


Communicate Results

Collect Measureme

nt Data

• Storage

- Controlled version repository

• Reporting

- Lotus Notes

Process Control


Transverse Quality

So

urce

: RF

S d

ocu

me

nt

Validation report


Measure & Analysis process Improvement


CONTEXT


CONCLUSION


Measure & Analysis process ImprovementQuality Portal project

• Limitations of the actual process

- No real-time data

- Huge development cost (5 man/days)

• Not applicable on all products

• Automated Process Benefits

- Real-time data

• Real-time or batch Data collection

- Dashboard Template

• Real-time Dashboards

- More QA decisional power

Real-Time data


Measure & Analysis process ImprovementQuality Portal: Data collection

ETLEXTRACT TRANSFORM LOAD

The process of reading data from a database.

The process of converting the extracted data from its original state into the form it needs to be in so. It can be placed into another database. Transformation occurs by using rules or lookup tables or by combining the data with oher data.

The process of writing the data into the target database.

Applications (CRM, ERP)

Legacy sytems

Other internal applications

EXTRACT

TRANSFORM

LOAD

CLEANSE

Transient data source

Data warehouse

Data Mart


Measure & Analysis process ImprovementQuality Portal: Data collection in organisation

ETL

Measurement repository RFS ETLJobServer

Project Management

Test ManagementSub-Project Management

Quality CenterService Request Tool

SoftwareSoftware

RFS BOServer

Business Objects - DashboardBusiness Objects - Dashboard

ETL


Measure & Analysis process ImprovementQuality Portal: Target database design

AutomatedTestCampaigns

PK AutomatedTestCampaignId

FK1 Pushes_IdForcastStartDateRealStartDateForcastEndDateRealEndDateSignOffStatusOk

ProductReleases

PK ProductReleasesId

ProductNameVersionPatchStatus

Pushes

PK Pushes _Id

FK1 ProductReleasesIdPushNumberBuild

AutomatedTestsSampleDate

PK AutomatedTestsSampleId

FK1 AutomatedTestCampaignIdSampleDate

ReleaseDate

PK,FK1 ProductReleasesId

PlannedDateRealDate

SampledRun

PK,FK1 AutomatedTestsSampleIdPK,FK2 TestScriptsId

StatusNbTestCasesTester

TestScripts

PK TestScriptsId

TestScriptNameScriptStatusNbTestCases

FK1 PlannedForProductReleasesIdModuleFunctionalSystem

LastTestRun

PK,FK1 AutomatedTestCampaignIdPK,FK2 TestScriptsId

RunStatusNbTestCasesQC RunIdTester


Measure & Analysis process ImprovementQuality Portal: TIBCO Data Exchange (ETL software)


To be continued…

Remaining work for the Project :

• Finish the conceptual model of the target database

• Develop ETL conversion tasks

• Implement dashboards with Business Objects XI


MEASURE & ANALYSIS PROCESS INPROVEMENT


CONTEXT


CONCLUSION


Conclusion

• Acquired Reuters Quality methods

• Implement those methods

A win-win situation

• Commercial Proposal participation

• Discover the world of the Business Intelligence

• Huge experience feedbacks


Questions?