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www.regouniversity.comClarity Educational Community

Agile Process & the Role of CA PPM in the IT Ecosystem of Tools

Patrick Finkler & Eric Van Blarcum | May 4-6, 2015

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Educational Community

Agenda• To Integrate or Not to Integrate

• What Data Should be in CA PPM?

• Source of Truth

• Governance Tool Ecosystem

• Common Integrations

• Open Mic

• Best Practices for Building Integrations

• Agile and CA PPM

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To Integrate or Not to Integrate• Is it Expensive?

– 10 years ago, integrations where very expensive, but now with improved integration technology and frequency, integrations are much more cost effective

– 10-15K is the cost of a typical Rego integration

• Who Should be the Source?– CA PPM should NOT be the source of all truth

• CA PPM is a decision making tool• It needs the information to make decisions, but not necessarily the source

• Is the Process Mature?– Integrations are built to match process

• You must detail the process and the flow of information• You must have a solid repeatable process and be able to identify

programmatically the exceptions

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What Data Should be in CA PPM?• Demand Management

• Project Management

• Time Management

• Financial Management

• Resource Management

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When CA PPM is not the Source• Demand Management

– Demand fed from SharePoint or SalesForce

• Project Management– Tasks fed from Agile Tool– Issues, risks fed from SharePoint site

• Time Management– Time fed from corporate system

• Financial Management– Non-labor actuals fed from financial system– Contractor actuals fed from vendor management system

• Resource Management– Resources fed from HR System

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When CA PPM is the Source of Truth• Demand Management

– Resource and financial forecast for demand

• Project Management– Project information– Tasks and/or milestones (except agile and ITSM)– Resource and Financial Forecast– IRC + Status

• Time Management– Actual time

• Financial Management– Average rates for forecasting– Financial forecast

• Resource Management– Idea and project demand– Resource information

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Governance Sub-Process Ecosystem

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Governance Tool Ecosystem

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Common Integrations

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Open Mic• Who thinks they have “Over-integrated”? Why?

• Who thinks they have “Under-integrated”? Why?

• Common Interfaces – List interfaces you have

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AGILE & PPM

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What’s More Important?

PMO AGILE TEAMS

We are responsible for selecting, managing, and optimizing

projects, programs, portfolios, resources & investments.

We are responsible for delivering high quality

working software.

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PMO


What can we deliver in the next few product

releases?

AGILE TEAMS

I need to deliver this release, so please stop

bothering me.

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What’s More Important? – Decisions

Will you have the skilled resources available to deliver the product?

I need a team of skilled people to stay together to

focus on constant delivery.

PMO AGILE TEAMS

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Where are we spending our time?

Tracking time slows me down and is annoying.

PMO

AGILE TEAMS

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We MUST Work Together

AgilePortfolio

Governance

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Agile and CA PPMProject and Portfolio Management

Business Strategy

Application Portfolio

Management

Demand Management

Resource Management

Financial Management

Portfolio Reporting &

Analytics

Traditional Waterfall

Programs & Projects

Agile Program &

Projects

Customer Delivery

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Using CA PPM and an Agile Tool• With Agile, tool not as important as process

• Key decisions– How to maintain governance– Integration points

• Governance vs. Agile– Visibility for PMO & senior leadership needs to be maintained– Only a portion of your project or team may be agile– Water-Scrum-Fall

• Ex: general Project Charter with a fixed time frame & budget

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• Project

• Phase

• Activity

• Task

• Issue

• Team Member/Assignee

• Timesheet/Trans. Hours

• ETC

• Product or Release

• Sprint/Kanban Board

• User Story/Issue

• Task

• Impediment

• Team Member

• Hours Logged

• Remaining Hours

CA PPMAgile

Integration Points

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Vendor OverviewVendor and Tool CA PPM Integration Methods

SaaS Solution Available

Key FeaturesOn Premise Cost

for 100 Users (annually)

SaaS Cost for 100 Users (annually)

CA CA PPM Agile Yes Scrum, Kanban YesOut of the box CA PPM integration N/A $54,000

IBM Rational Yes, 3rd party

(Tasktop, Pervasive, or custom)

Scrum, IBM Agile Scaling Model

Yeslargest vender in

ALM market, large range of products

$100K - $150K plus CA PPM

integrationIBM Rational Jazz

Atlassian JIRA + Agile

Yes, 3rd party (Tasktop, Pervasive,

or custom)Scrum, Kanban Yes

price, large user base, lots of add-ons and plugins

$6,000 ONE TIME FEE (plus CA PPM

integration)

$5,400 (plus CA PPM integration)

TFSYes, 3rd party


Scrum, Kanban Yes $50K - $75K plus

CA PPM integration

Web Service APIs and SDK

Rally SoftwareYes, 3rd party


Scrum, Kanban Yeslarge feature-set,

large agile-specific user base

$42,000 - $58,800 (plus CA PPM

integration)

$42,000 - $58,800 (plus CA PPM

integration)

VersionOneYes, 3rd party


Scrum, Kanban, Lean, XP, Hybrid

Yes

large feature-set, supports many methodologies,

large agile-specific user base

$34,800 - $46,800 (plus CA PPM

integration)

$34,800 - $46,800 (plus CA PPM

integration)

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BEST PRACTICE BUILDING INTEGRATIONS

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Integration Basics – Triggers• Event Based

– This type of Interface is triggered by event in the system (something got created or updated or deleted)

• Batch– This type of interface is scheduled and triggered at a set time (nightly

or at certain interval, etc.)• Since, batch interfaces will handle multiple instances, you want to

address transaction managements (what happens when a record fails – one fail, all fail?)

• Manual – This type of Interface is manually started by the user when they are

ready for data transmittal

• Clients

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Integration Basics – Methods• Flat File

– A .CSV file ftp’d onto a server can be pulled into CA PPM– The file can be read by custom GEL scripts within a process that can be scheduled or started manually.– This is CA’s preferred method of integration for the On-Demand

• Web Services– XML based messaging making calls via URLs, or over HTTP to request data from or push data into CA

PPM– This method could leverage GEL scripts, Java classes, or Stored Procedures in the DB– This is the most common approach used by any industry for Integrating different systems – Most of the

big software vendors like SAP, Oracle, HP, CA have web service API’s developed for bi-directional data exchange with their systems

• Database Links– Establish a link from the CA PPM DB to another system database and just pull data from one system to

another using a stored procedure or SQL statement– Best practice in this form is to create a “view” in the source system vs. the core tables (not an option

for On Demand Clients)

• Third Party Tools– Leverage a third party integration tool like ITROI to build integrations– Leverage an integration service – Pervasive or Task Top

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Comparing MethodsFlat File Web Services DB Link

Available in SaaS Yes Yes No

Rough Effort* 40-60 Hours 80-120 Hours 40-60 Hours

Examples • Send journal entry for capital entry

• Read data from any legacy system

• Create SAP project from new CA PPM project

• Auto create support tickets in CA PPM by reading data from ticketing system

• Pull non-labor financials to CA PPM

• Pull resources into CA PPM

• Push assignment data from CA PPM

Components • Process to read• Error object

• Process for outbound• Java for inbound• Error Object

• View to read• Process to move from

view to object• Error object

*With an integration, effort is needed on both the sending and receiving application. This means that any CA PPM integration will require some effort form the support team of the system you are integrating to. The level of effort depends on the type of interface.

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Keys to Success• Simpler is Better

– With integrations, the more complex the interface is the more difficult it will be to build and maintain

– One Direction vs. Bi-Direction is simpler

• Get it Right the First Time– We love agile and iterative development, but not when building an interface– Interfaces are best done with solid waterfall requirements and signoffs

• Integrations are recurring jobs– Integrations are not for performing one time data loads– Integrations are for exchanging data between two systems on a regular basis

• Data Ownership is Key– You must determine which system is the “source” vs. the “non-source” of the data – One source must be the owner of the data in case of conflict– Do not make the mistake to think CA PPM will be the “source” of everything– Leverage other systems to pull summarized data vs. all detail

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Keys to Success, cont.• Error Handling / Transaction Management

– Errors are inevitable when two different systems are being integrated• Plan to develop an error handing mechanism to handle data errors, connectivity

errors, and system outages

– Equally important is transaction management and performance considerations

• Trial First to Avoid Errors– Before you build the complete interface, try a semi-automated load to ensure

the “process” you have defined is correct

– Have a Testing Environment. • It is really important to have test environments that mirror the productions as much

as possible and that the data is representative of actual production data

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Questions

Phone888.813.0444

[email protected]

Websitewww.regouniversity.com

We hope that you found this session informative and worthwhile. Our primary goal was to increase your understanding of the topic and CA PPM in general.

There were many concepts covered during the session, if you would like to contact any presenter with questions, please reach out to us.

Thank you for attending regoUniversity 2015!

mailto:[email protected]

http://www.regoconsulting.com/

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truth ca ppm

role of ca ppm

building integrations