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• Real Time BI in the Real World

  - by tobin.gilman(at)oracle.com

  Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif";} Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif"; mso-fareast-font-family:"Times New Roman";} One of my favorite BI offerings from Oracle is a solution called Oracle Real Time Decisions.  Whenever I mention this product in customer meetings, eyes light up.  There are some fascinating examples of customers using it to up-sell, cross-sell, increase customer retention, and reduce risk in real time, with off the charts return on investment. I plan to share some of those stories in a future blog.  In this post however, I want to share some far more common real time analytics use case scenarios that are being addressed with widely deployed Oracle BI and data integration technologies Not all real time BI applications require continuous learning, predictive modeling, and data mining.  Many simply require the ability to integrate, aggregate, and access information that is current (typically within in few minutes or a few seconds).  The use cases are infinite.  A few I've seen: ·         Purchasing agents need to match demand against available inventory ·         Manufacturing planners need to monitor current parts and material against scheduled build plans ·         Airline agents need to match ticket demand against flight schedules, ·         Human resources managers need to track the status of global hiring requisitions against current headcount authorizations...you get the idea. One way of doing this is to run reports or federated queries directly against transactional systems.  That approach can be viable if you only need to access simple data sets on rare occasions.  High volume and complex queries can quickly bog down performance of mission critical transactional systems.  There is an architecturally simple way of solving the problem, and it's being applied by real companies around the world to solve real needs in real time.    Cbeyond is an Atlanta, GA based  provider of voice, data and mobile business applications delivers.  They deliver real time information to its call center agents  as they are interacting with their customers. The data they need resides in production CRM and other transactional systems, but  instead or reporting directly off the those systems, data is first moved to an operational data store (ODS).  Rather than running data intensive, time consuming, and performance degrading batch ETL routines to populate the ODS, Cbeyond uses Oracle Golden Gate software to incrementally capture and move only the changed records from log files of the transactional systems every few minutes.  There is no impact on transactional system performance, and the information needed by call center representatives is up to date.  Oracle Business Intelligence software presents the information to services reps in a rich, visual, and highly interactive format. Avea is similar to Cbeyond.  They are a telecommunications company who integrates billing and customer information in an ODS that is accessed by their call center agents in real time using Oracle Golden Gate and Oracle Business Intelligence.  They've taken it a step further by using the ODS to feed a data warehouse.  The operational data store provides the current information needed by call center agents during "in flight" customer interactions.  The data warehouse is used for more sophisticated analysis of historical data.  For maximum performance, both the ODS and data warehouse run on the Oracle Exadata Database Machine. These are practical illustrations of companies addressing real time reporting and analysis needs using established business intelligence/data warehousing methodologies and tools common to many IT departments.  If real time BI could benefit your organization, you may be already be closer than you thought to having the pieces in place to solving the problem.    Give us a shout if you are interested in learning more or if you have an interesting use or approach to real-time BI.

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• Which MS technologies would be suited for a data intensive application?

  - by steve.tse

  I'm a junior VB.net developer with little application design knowledge. I've been reading a lot of material online regarding different design patterns, frameworks, and methodologies. It's become a bit confusing for me. Right now I'm trying to decide on what language would be best suited to convert an existing VB6 application (with SQL server backend.) I need to update the UI and add more user functionality and reporting capabilities. Initially I was thinking of using WPF and attempting the MVVM model for this big project. Reports would be generated from SSRS. A peer suggested using ASP.net and I don't have enough experience to determine what would be better. The senior programmers here are stuck on using VB6 and don't have any input on what to use. They are encouraging me to use the latest technologies. This application would be for ~20 users in a central location. Ideally I would stick to a Microsoft .net language. Current interface is similar to a datagrid table where the user would click in to see the detail of each record. They would need to have multiple records open at any given time. I look forward to all the advice I can get. EDIT 2010/04/22 2:47 PM EST What is your audience? Internal clients within an intranet How complex are the interactions you expect to implement? not very... displaying data from SQL server to UI. Allow user updates to said data. Typically just one user modifying a record. Do you require near real-time data updates? no How often do you expect to update the application after the first release? twice/year Do you expect a well-defined set of client platforms? Yes, windows xp environment, potentially upgrading to Win7. Currently in IE.6 moving to IE7 or 8 within a couple of months. Do users need access from anywhere? No, just from their PC.

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• Parallelism in .NET – Part 14, The Different Forms of Task

  - by Reed

  Before discussing Task creation and actual usage in concurrent environments, I will briefly expand upon my introduction of the Task class and provide a short explanation of the distinct forms of Task.  The Task Parallel Library includes four distinct, though related, variations on the Task class. In my introduction to the Task class, I focused on the most basic version of Task.  This version of Task, the standard Task class, is most often used with an Action delegate.  This allows you to implement for each task within the task decomposition as a single delegate. Typically, when using the new threading constructs in .NET 4 and the Task Parallel Library, we use lambda expressions to define anonymous methods.  The advantage of using a lambda expression is that it allows the Action delegate to directly use variables in the calling scope.  This eliminates the need to make separate Task classes for Action<T>, Action<T1,T2>, and all of the other Action<…> delegate types.  As an example, suppose we wanted to make a Task to handle the ”Show Splash” task from our earlier decomposition.  Even if this task required parameters, such as a message to display, we could still use an Action delegate specified via a lambda: // Store this as a local variable string messageForSplashScreen = GetSplashScreenMessage(); // Create our task Task showSplashTask = new Task( () => { // We can use variables in our outer scope, // as well as methods scoped to our class! this.DisplaySplashScreen(messageForSplashScreen); }); .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } This provides a huge amount of flexibility.  We can use this single form of task for any task which performs an operation, provided the only information we need to track is whether the task has completed successfully or not.  This leads to my first observation: Use a Task with a System.Action delegate for any task for which no result is generated. This observation leads to an obvious corollary: we also need a way to define a task which generates a result.  The Task Parallel Library provides this via the Task<TResult> class. Task<TResult> subclasses the standard Task class, providing one additional feature – the ability to return a value back to the user of the task.  This is done by switching from providing an Action delegate to providing a Func<TResult> delegate.  If we decompose our problem, and we realize we have one task where its result is required by a future operation, this can be handled via Task<TResult>.  For example, suppose we want to make a task for our “Check for Update” task, we could do: Task<bool> checkForUpdateTask = new Task<bool>( () => { return this.CheckWebsiteForUpdate(); }); Later, we would start this task, and perform some other work.  At any point in the future, we could get the value from the Task<TResult>.Result property, which will cause our thread to block until the task has finished processing: // This uses Task<bool> checkForUpdateTask generated above... // Start the task, typically on a background thread checkForUpdateTask.Start(); // Do some other work on our current thread this.DoSomeWork(); // Discover, from our background task, whether an update is available // This will block until our task completes bool updateAvailable = checkForUpdateTask.Result; This leads me to my second observation: Use a Task<TResult> with a System.Func<TResult> delegate for any task which generates a result. Task and Task<TResult> provide a much cleaner alternative to the previous Asynchronous Programming design patterns in the .NET framework.  Instead of trying to implement IAsyncResult, and providing BeginXXX() and EndXXX() methods, implementing an asynchronous programming API can be as simple as creating a method that returns a Task or Task<TResult>.  The client side of the pattern also is dramatically simplified – the client can call a method, then either choose to call task.Wait() or use task.Result when it needs to wait for the operation’s completion. While this provides a much cleaner model for future APIs, there is quite a bit of infrastructure built around the current Asynchronous Programming design patterns.  In order to provide a model to work with existing APIs, two other forms of Task exist.  There is a constructor for Task which takes an Action<Object> and a state parameter.  In addition, there is a constructor for creating a Task<TResult> which takes a Func<Object, TResult> as well as a state parameter.  When using these constructors, the state parameter is stored in the Task.AsyncState property. While these two overloads exist, and are usable directly, I strongly recommend avoiding this for new development.  The two forms of Task which take an object state parameter exist primarily for interoperability with traditional .NET Asynchronous Programming methodologies.  Using lambda expressions to capture variables from the scope of the creator is a much cleaner approach than using the untyped state parameters, since lambda expressions provide full type safety without introducing new variables.

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• Oracle Data Mining a Star Schema: Telco Churn Case Study

  - by charlie.berger

  There is a complete and detailed Telco Churn case study "How to" Blog Series just posted by Ari Mozes, ODM Dev. Manager.  In it, Ari provides detailed guidance in how to leverage various strengths of Oracle Data Mining including the ability to: mine Star Schemas and join tables and views together to obtain a complete 360 degree view of a customer combine transactional data e.g. call record detail (CDR) data, etc. define complex data transformation, model build and model deploy analytical methodologies inside the Database  His blog is posted in a multi-part series.  Below are some opening excerpts for the first 3 blog entries.  This is an excellent resource for any novice to skilled data miner who wants to gain competitive advantage by mining their data inside the Oracle Database.  Many thanks Ari! Mining a Star Schema: Telco Churn Case Study (1 of 3) One of the strengths of Oracle Data Mining is the ability to mine star schemas with minimal effort.  Star schemas are commonly used in relational databases, and they often contain rich data with interesting patterns.  While dimension tables may contain interesting demographics, fact tables will often contain user behavior, such as phone usage or purchase patterns.  Both of these aspects - demographics and usage patterns - can provide insight into behavior.Churn is a critical problem in the telecommunications industry, and companies go to great lengths to reduce the churn of their customer base.  One case study1 describes a telecommunications scenario involving understanding, and identification of, churn, where the underlying data is present in a star schema.  That case study is a good example for demonstrating just how natural it is for Oracle Data Mining to analyze a star schema, so it will be used as the basis for this series of posts...... Mining a Star Schema: Telco Churn Case Study (2 of 3) This post will follow the transformation steps as described in the case study, but will use Oracle SQL as the means for preparing data.  Please see the previous post for background material, including links to the case study and to scripts that can be used to replicate the stages in these posts.1) Handling missing values for call data recordsThe CDR_T table records the number of phone minutes used by a customer per month and per call type (tariff).  For example, the table may contain one record corresponding to the number of peak (call type) minutes in January for a specific customer, and another record associated with international calls in March for the same customer.  This table is likely to be fairly dense (most type-month combinations for a given customer will be present) due to the coarse level of aggregation, but there may be some missing values.  Missing entries may occur for a number of reasons: the customer made no calls of a particular type in a particular month, the customer switched providers during the timeframe, or perhaps there is a data entry problem.  In the first situation, the correct interpretation of a missing entry would be to assume that the number of minutes for the type-month combination is zero.  In the other situations, it is not appropriate to assume zero, but rather derive some representative value to replace the missing entries.  The referenced case study takes the latter approach.  The data is segmented by customer and call type, and within a given customer-call type combination, an average number of minutes is computed and used as a replacement value.In SQL, we need to generate additional rows for the missing entries and populate those rows with appropriate values.  To generate the missing rows, Oracle's partition outer join feature is a perfect fit.  select cust_id, cdre.tariff, cdre.month, minsfrom cdr_t cdr partition by (cust_id) right outer join     (select distinct tariff, month from cdr_t) cdre     on (cdr.month = cdre.month and cdr.tariff = cdre.tariff);   ....... Mining a Star Schema: Telco Churn Case Study (3 of 3) Now that the "difficult" work is complete - preparing the data - we can move to building a predictive model to help identify and understand churn.The case study suggests that separate models be built for different customer segments (high, medium, low, and very low value customer groups).  To reduce the data to a single segment, a filter can be applied: create or replace view churn_data_high asselect * from churn_prep where value_band = 'HIGH'; It is simple to take a quick look at the predictive aspects of the data on a univariate basis.  While this does not capture the more complex multi-variate effects as would occur with the full-blown data mining algorithms, it can give a quick feel as to the predictive aspects of the data as well as validate the data preparation steps.  Oracle Data Mining includes a predictive analytics package which enables quick analysis. begin  dbms_predictive_analytics.explain(   'churn_data_high','churn_m6','expl_churn_tab'); end; /select * from expl_churn_tab where rank <= 5 order by rank; ATTRIBUTE_NAME       ATTRIBUTE_SUBNAME EXPLANATORY_VALUE RANK-------------------- ----------------- ----------------- ----------LOS_BAND                                      .069167052          1MINS_PER_TARIFF_MON  PEAK-5                   .034881648          2REV_PER_MON          REV-5                    .034527798          3DROPPED_CALLS                                 .028110322          4MINS_PER_TARIFF_MON  PEAK-4                   .024698149          5From the above results, it is clear that some predictors do contain information to help identify churn (explanatory value > 0).  The strongest uni-variate predictor of churn appears to be the customer's (binned) length of service.  The second strongest churn indicator appears to be the number of peak minutes used in the most recent month.  The subname column contains the interior piece of the DM_NESTED_NUMERICALS column described in the previous post.  By using the object relational approach, many related predictors are included within a single top-level column. .....   NOTE:  These are just EXCERPTS.  Click here to start reading the Oracle Data Mining a Star Schema: Telco Churn Case Study from the beginning.    

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• Agile Awakenings and the Rules of Agile

  - by Robert May

  For those that care, you can read my history of management and technology to understand why I think I’m qualified to talk about this at all.  It’s boring, so feel free to skip it. Awakenings I first started to play around with the idea of “agile” in 2004 or 2005.  I found a book on the Rational Unified Process that I thought was good, and attempted to implement parts of it.  I thought I was agile, but really, it wasn’t.   I still didn’t understand the concept of a team.  I still wanted to tell the team what to do and how to get it done.  I still thought I was smarter than the team. After that job, I started work on another project and began helping that team.  The first few months were really rough.  We were implementing Scrum, which was relatively new to everyone on the team, and, quite frankly, I was doing a poor job of it.  I was trying to micro-manage every aspect of the teams work, and we were all miserable. The moment of change came when the senior architect bailed on the project.  His comment to me was: “This isn’t Agile.  Where are the stand-ups?  Where are the stories?”  He was dead on, and I finally woke up.  I finally realized that I was the problem!  I wasn’t trusting the team.  I wasn’t helping the team.  I was being a manager. Like many (most?), I was claiming to be Agile and use Scrum, but I wasn’t in fact following the rules Scrum.  Since then, I’ve done a lot of studying, hands on practice, coaching of many different teams, and other learning around Scrum, and I have discovered that Scrum has some rules that must be followed for success, even though the process is about continuous improvement. I’ve been practicing Scrum right for about 4 years now and have helped multiple teams implement it successfully, so what you’re about to get is based on experience, rather than just theory. The Rules of Scrum In my experience, what I’ve found is that most companies that claim to be doing Scrum or Agile are actually NOT doing either.  This stems largely because they think that they can “adopt the rules of Agile that fit their organization.”  Sadly, many of them think that this means they can adopt iterations (sprints) and not much else.  Either that, or they think they can do whatever they want, or were doing before, and call it Scrum.  This is simply not true. Here are some rules that must be followed for you to really be doing Scrum.  I’ll go into detail on each one of these posts in future blog posts and update links here.  My intent is that this will help other teams implementing scrum to see more success. Agile does not allow you to do whatever you want A Product Owner is required A ScrumMaster is required The team must function as a Team, and QA must be part of the team Support from upper management is required A prioritized product backlog is required A prioritized sprint backlog is required Release planning is required Complete spring planning is required Showcases are required Velocity must be measured Retrospectives are required Daily stand-ups are required Visibility is absolutely required For now, I think that’s enough, although I reserve the right to add more.  If you’re breaking any of these rules, you’re probably not doing Scrum.  There are exceptions to these rules, but until you have practiced Scrum for a while, you don’t know what those exceptions are. Breaking the Rules Many teams break these rules because they are the ones that expose the most pain.  Scrum is not Advil.  It’s not intended to mask the pain, its intended to cure it.  Let me explain that analogy a bit more.  Recently, my 7 year old son broke his arm, quite severely (see the X-Ray to the right).  That caused him a great deal of pain.  We went first to one doctor, and after viewing the X-Ray, they determined that there was no way that they’d cast the arm at their location.  It was simply too bad of a break for them to deal with.  They did, however, give him some Advil for the pain and put a splint on his arm to stabilize the broken bones.  Within minutes, he was feeling much better.  Had we been stupid, we could have gone home and he’d have been just as happy as ever . . . until the pain medication wore off or one of his siblings touched the splint.  Then, all of that pain would come right back to the top.  Sure, he could make it go away by just taking more Advil and moving the splint out of the way, but that wasn’t going to fix the problem permanently. We ended up in an emergency room with a doctor who could fix his arm.  However, we were warned that the fix was going to be VERY painful, and it was.  Even with heavy sedation (Propofol), my son was in enough pain that he squirmed and wiggled trying to get his arm away from the doctor.  He had to endure this pain in order to have a functional arm. But the setting wasn’t the end.  He had to have several casts, had to have it re-broken once, since the first setting didn’t take and finally was given a clean bill of health. Agile implementation is much like this story.  Agile was developed as a result of people recognizing that the development methodologies that were currently in place simply were ineffective.  However, the fix to the broken development that’s been festering for many years is not painless.  Many people start Agile thinking that things will be wonderful.  They won’t!  Agile is about visibility, and often, it brings great pain to surface.  It causes all of the missed deadlines, the cowboy coders, the coasters, the micro-managers, the lazy, and all of the other problems that are really part of your development process now to become painfully visible to EVERYONE.  Many people don’t like this exposure.  Agile will make the pain better, but not if you remove the cast (the rules above) prematurely and start breaking the rules that expose the most pain.  The healing will take time and is not instant (like Advil).  Figuring out what the true source of pain and fixing it is very valuable to you, your team, and your company.  Remember as you’re doing this that Agile isn’t the source of the pain, it’s really just exposing it.  Find the source. My recommendation is that ALL of these rules are followed for a minimum of six months, and preferably for an entire year, before you decide to break any of these rules.  Get a few good releases under your belt.  Figure out what your velocity is and start firing as a team.  Chances are, after you see agile really in action, you won’t want to break the rules because you’ll see their value. More Reading Jean Tabaka recently published a list of 78 Things I Have Learned in 6 Years of Agile Coaching.  Highly recommended. Technorati Tags: Agile,Scrum,Rules

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• The Partner Perspective from Oracle OpenWorld 2012 - IDC’s Darren Bibby report

  - by Richard Lefebvre

  Below is IDC’s Darren Bibby report on ‘The Partner Perspective from Oracle OpenWorld 2012’. If you missed the 2012 edition, I trust this will give you the willingness to attend next year one! October 26, 2012 I attended my fourth Oracle OpenWorld earlier in October. I always go in with the lens of, "What's in it for partners this year?" Although it's primarily thought of as a customer event - and yes, the bulk of the almost 50,000 attendees are customers - this year's conference was clearly the largest and most important partner event Oracle has ever run. Oracle PartnerNetwork (OPN) Exchange There were more partner attendees than ever, with Oracle citing somewhere around 5000. But the format for partners this year was different. And it was better. Traditionally, Oracle hosts a one-day only Partner Forum on the Sunday before the customer-focused conference begins. This year, the partner content still began on the Sunday, but the worldwide alliances and channels group created an exclusive track throughout the week, just for partners. It featured content specifically targeted towards partners, and was anchored at a nearby hotel. This was a great move for Oracle. The Oracle PartnerNetwork (OPN) team has been in a tricky position for years in that they have enough partners that they need a landmark event in the year, but perhaps not enough to justify a separate, worldwide, large, partner-only event. Coinciding a four day event with Oracle OpenWorld, where anybody who's anybody in the Oracle world attends anyway, is a good solution. The channels leadership team can build from this success for an even better conference next year. It's expected that they will follow a similar strategy. Cloud Announcements for Partners As for the content, it was primarily about the Cloud. For customers, for VARs, for ISVs, for everyone. There were five key Cloud related announcements for partners at the event: Cloud Builder Specialization. This is one of the first broader Specializations that isn't focused on one unique product. It is a designation for partners that offer design and implementation services for private cloud solutions. As such, it will surely be something that nearly every partner will consider, and many will pursue. New Specializations for Cloud Services. Unlike the broad, almost "strategy-level" Specialization above, there are a group of new product-based "merit badges" for many of the new Cloud offerings. Think about a Specialization for the Cloud version of HCM, for instance. Each of these particular specializations will also have Rapid Start implementation methodologies that allow a partner to offer a fixed scope and fixed price bid to customers. Based on the learnings from Oracle Consulting, this means a partner might be able to deliver Cloud HCM in six weeks for a fixed price. In the end, this means more consistent experiences for Oracle customers. Cloud Resale Program. For those partners who achieve one of these Cloud Specializations, it will mean they can actually resell the subscription-based Cloud product. This is important because it has been somewhat of a rarity in the emerging Cloud channel for partners to be able to "take the paper", take the revenue, do the billing, be first line of support etc. This is an important step for Oracle and one the partners will be happy to see. Cloud Referral Program. For those partners who are not as engaged with these specific Cloud products that the Specializations revolve around, there is a new referral program that provides an incentive to recommend Oracle Cloud products. This one-two punch of referral and resale programs is similar in many ways to other vendors who allow more committed partners to resell, while more casual partners can collect fees. It's the model that seems to work. The key to allow a company to resell a subscription product - something that is inherently delivered directly between the vendor and customer - is trust. Achieving a specialization is a good bar to have to meet. Platform as a Service for ISVs. Leveraging some of the overall announcements made by CEO Larry Ellison around a cloud version of its famous database, Oracle also outlined a new ability for ISVs to build cloud services on its new PaaS offering. Details were less available for this announcement, though it's an expected and fitting play for ISVs comfortable with Oracle technology who can now more easily build out cloud applications. There wasn't much talk of an app store to go along with this, but surely it's in the works. Specializations And "The Gap" Coming back to Specializations, Oracle PartnerNetwork (OPN) has 4600 partners worldwide that hold 20,000 Specializations. These are impressive numbers just three years into the new OPN framework. The actual number of Specializations has also grown significantly, up to 111 today and soon around 125 or so with the new Cloud designations. Oracle may need to look at grouping some of these and creating higher level, broader designations that partners could achieve by earning several Specializations in that group. At 125 and growing, this is a lot. On the top of the pyramid, Hitachi Ltd. successfully became the eleventh partner to make it to the highly prestigious Diamond level. Partner programs partially exist in order to recognize capable partners. And it's more than abundantly clear that the Diamond level does this. But I think Oracle has a gap. Specializations show capability in a very specific product area, and all sizes of partners can achieve these. The next level at which to show a level of expertise is the Advanced Specialization. However, this is a massive step up from the regular Specialization. The advanced level requires 50 people to have certification in that particular product area. Most other industry programs have similar higher level statuses, but none are even close to that number. Whereas a customer who sees an Oracle partner with an advanced specialization can be very sure of capability, there is a gap in that there are hundreds or even thousands of 20-50 person solution providers who are top notch in their area of expertise. They will never get to Advanced due to numbers alone. These boutique partners don't really have a way of showing off their talents in the current program. Advanced may not need to be so high to really show that a company has deep expertise. Overall it was a very successful Oracle OpenWorld for Oracle partners of all sizes. There was progress made on making it a bigger and more relevant event. And also on catching up and maybe even leading in some cases with cloud opportunities for partners.

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• Best of Breed vs. Suite – Oracle’s SaaS Delivers Both

  - by yaldahhakim

  Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin;} The debate of which is better: “best of breed” business applications vs. an integrated suite is certainly not a new conversation. This has been argued between IT vendors and CIOs for years. It’s also important to clarify that “best of breed” does not necessarily translate into being the richest functionality; rather it’s often about just having the best fit solution to solve a specific business problem or need. So what does cloud have to do with the niche vs. suite debate? Consuming business applications in a cloud or SaaS deployment model can change the best of breed vs. suite discussion - if the cloud is done right. It’s having your cake and eating it too only better: you don’t have to gather all the ingredients or wait to bake your cake, and you can adjust how big of slice you take. Before you eat, it’s worth pausing to recall much of what we learned about IT over the last decade. These basic IT principles still hold true even though the financial model has changed from buying to renting. In other words, what’s under the technology hood still matters. Architecture and development methodologies like building an application based on open standards so it works with other systems - is still important. Data and information silos, complex integrations, and proprietary technologies that lock you in, are still bad. While some may argue that IT no longer matters with cloud, the opposite is actually true. If anything cloud can help return IT back to its rightful place as key strategic asset vs. a liability on the balance sheet. The “I” in CIO was never meant to stand for “integration” yet it’s amazing how much time and money is poured into these types of initiatives for most organizations each year. Rather the “I” needs to stand for “innovation”. This is where Oracle SaaS can uniquely help. Oracle’s application strategy has not really changed over the years. It’s always been about bringing the best and richest functionality across the enterprise to our customers while leveraging a common, standards-based, and enterprise-grade platform. So not jut best fit, but the best capabilities based on the input of thousands of enterprise customers across the globe. Oracle invests billions in R&D every year to add new capabilities to the broadest cloud portfolio in the industry, spanning across functional pillars like CRM, HCM, ERP, etc. And where it makes sense, Oracle combines key strategic acquisitions to complement organic functionality. The result is best of breed delivered in a suite. Again this is not something new. The game changer now with cloud is that it impacts HOW Oracle customers adopt the richest, most modern applications across the business – and continue on getting it. Consuming oracle applications in the cloud means you can adopt new capabilities and updates very quickly and easily. There’s no hardware to buy or software to manage. Oracle does it for you. Low upfront costs and an OpEx financial model is the easy part. Oracle Cloud Applications take it a big step further. For organizations that demand having the latest and richest functionality and accelerating the time to value from their IT investment, Oracle Cloud is the right path. It’s about holistically changing the “hows” and the “whys” of the organization by leveraging transformational innovations like social, mobile, and big data in a consistent and more powerful way. Not just about sales force automation or talent management. These technologies should impact all parts of the company and Oracle Cloud is the enterprise-grade delivery vehicle. Oracle SaaS helps break down barriers of adoption and is eases the headache of upgrades, investing in new supporting hardware, or adding internal expertise to manage it all. With Oracle Cloud, customers can get best of breed capabilities in either a full suite model or a la carte. And because it’s entirely built on open standards, it’s built to co-exist with existing IT investments. Updates can be automatic or delayed based on a customer’s requirements. And it’s complete – a full suite of cross pillar functionality. Even better, if you don’t like it, need more or less, just turn the dial up or down. Just like your utility bill, you pay for what you use, and can consume more or less power whenever you need it. Lower cost, lower investment risk, without compromising on functionality, security, or performance. Technology still matters in the cloud. So our cloud customers also like that when they adopt our cloud applications, they also get the best underlying technology, from the middleware and database platform down to infrastructure and Oracle’s engineered systems. Therefore it’s not just the greatest and latest in application functionality, but everything underneath that makes it work is also the latest and greatest. The best of breed technology stack powering best of breed business applications, and all delivered in a subscription based model. The best of both worlds. Yep, that’s the idea.

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• SQL SERVER – Thinking about Deprecated, Discontinued Features and Breaking Changes while Upgrading to SQL Server 2012 – Guest Post by Nakul Vachhrajani

  - by pinaldave

  Nakul Vachhrajani is a Technical Specialist and systems development professional with iGATE having a total IT experience of more than 7 years. Nakul is an active blogger with BeyondRelational.com (150+ blogs), and can also be found on forums at SQLServerCentral and BeyondRelational.com. Nakul has also been a guest columnist for SQLAuthority.com and SQLServerCentral.com. Nakul presented a webcast on the “Underappreciated Features of Microsoft SQL Server” at the Microsoft Virtual Tech Days Exclusive Webcast series (May 02-06, 2011) on May 06, 2011. He is also the author of a research paper on Database upgrade methodologies, which was published in a CSI journal, published nationwide. In addition to his passion about SQL Server, Nakul also contributes to the academia out of personal interest. He visits various colleges and universities as an external faculty to judge project activities being carried out by the students. Disclaimer: The opinions expressed herein are his own personal opinions and do not represent his employer’s view in anyway. Blog | LinkedIn | Twitter | Google+ Let us hear the thoughts of Nakul in first person - Those who have been following my blogs would be aware that I am recently running a series on the database engine features that have been deprecated in Microsoft SQL Server 2012. Based on the response that I have received, I was quite surprised to know that most of the audience found these to be breaking changes, when in fact, they were not! It was then that I decided to write a little piece on how to plan your database upgrade such that it works with the next version of Microsoft SQL Server. Please note that the recommendations made in this article are high-level markers and are intended to help you think over the specific steps that you would need to take to upgrade your database. Refer the documentation – Understand the terms Change is the only constant in this world. Therefore, whenever customer requirements, newer architectures and designs require software vendors to make a change to the keywords, functions, etc; they ensure that they provide their end users sufficient time to migrate over to the new standards before dropping off the old ones. Microsoft does that too with it’s Microsoft SQL Server product. Whenever a new SQL Server release is announced, it comes with a list of the following features: Breaking changes These are changes that would break your currently running applications, scripts or functionalities that are based on earlier version of Microsoft SQL Server These are mostly features whose behavior has been changed keeping in mind the newer architectures and designs Lesson: These are the changes that you need to be most worried about! Discontinued features These features are no longer available in the associated version of Microsoft SQL Server These features used to be “deprecated” in the prior release Lesson: Without these changes, your database would not be compliant/may not work with the version of Microsoft SQL Server under consideration Deprecated features These features are those that are still available in the current version of Microsoft SQL Server, but are scheduled for removal in a future version. These may be removed in either the next version or any other future version of Microsoft SQL Server The features listed for deprecation will compose the list of discontinued features in the next version of SQL Server Lesson: Plan to make necessary changes required to remove/replace usage of the deprecated features with the latest recommended replacements Once a feature appears on the list, it moves from bottom to the top, i.e. it is first marked as “Deprecated” and then “Discontinued”. We know of “Breaking change” comes later on in the product life cycle. What this means is that if you want to know what features would not work with SQL Server 2012 (and you are currently using SQL Server 2008 R2), you need to refer the list of breaking changes and discontinued features in SQL Server 2012. Use the tools! There are a lot of tools and technologies around us, but it is rarely that I find teams using these tools religiously and to the best of their potential. Below are the top two tools, from Microsoft, that I use every time I plan a database upgrade. The SQL Server Upgrade Advisor Ever since SQL Server 2005 was announced, Microsoft provides a small, very light-weight tool called the “SQL Server upgrade advisor”. The upgrade advisor analyzes installed components from earlier versions of SQL Server, and then generates a report that identifies issues to fix either before or after you upgrade. The analysis examines objects that can be accessed, such as scripts, stored procedures, triggers, and trace files. Upgrade Advisor cannot analyze desktop applications or encrypted stored procedures. Refer the links towards the end of the post to know how to get the Upgrade Advisor. The SQL Server Profiler Another great tool that you can use is the one most SQL Server developers & administrators use often – the SQL Server profiler. SQL Server Profiler provides functionality to monitor the “Deprecation” event, which contains: Deprecation announcement – equivalent to features to be deprecated in a future release of SQL Server Deprecation final support – equivalent to features to be deprecated in the next release of SQL Server You can learn more using the links towards the end of the post. A basic checklist There are a lot of finer points that need to be taken care of when upgrading your database. But, it would be worth-while to identify a few basic steps in order to make your database compliant with the next version of SQL Server: Monitor the current application workload (on a test bed) via the Profiler in order to identify usage of features marked as Deprecated If none appear, you are all set! (This almost never happens) Note down all the offending queries and feature usages Run analysis sessions using the SQL Server upgrade advisor on your database Based on the inputs from the analysis report and Profiler trace sessions, Incorporate solutions for the breaking changes first Next, incorporate solutions for the discontinued features Revisit and document the upgrade strategy for your deployment scenarios Revisit the fall-back, i.e. rollback strategies in case the upgrades fail Because some programming changes are dependent upon the SQL server version, this may need to be done in consultation with the development teams Before any other enhancements are incorporated by the development team, send out the database changes into QA QA strategy should involve a comparison between an environment running the old version of SQL Server against the new one Because minimal application changes have gone in (essential changes for SQL Server version compliance only), this would be possible As an ongoing activity, keep incorporating changes recommended as per the deprecated features list As a DBA, update your coding standards to ensure that the developers are using ANSI compliant code – this code will require a change only if the ANSI standard changes Remember this: Change management is a continuous process. Keep revisiting the product release notes and incorporate recommended changes to stay prepared for the next release of SQL Server. May the power of SQL Server be with you! Links Referenced in this post Breaking changes in SQL Server 2012: Link Discontinued features in SQL Server 2012: Link Get the upgrade advisor from the Microsoft Download Center at: Link Upgrade Advisor page on MSDN: Link Profiler: Review T-SQL code to identify objects no longer supported by Microsoft: Link Upgrading to SQL Server 2012 by Vinod Kumar: Link Reference: Pinal Dave (http://blog.sqlauthority.com) Filed under: PostADay, SQL, SQL Authority, SQL Query, SQL Server, SQL Tips and Tricks, T SQL, Technology Tagged: Upgrade

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• Partner Blog Series: PwC Perspectives - "Is It Time for an Upgrade?"

  - by Tanu Sood

  Is your organization debating their next step with regard to Identity Management? While all the stakeholders are well aware that the one-size-fits-all doesn’t apply to identity management, just as true is the fact that no two identity management implementations are alike. Oracle’s recent release of Identity Governance Suite 11g Release 2 has innovative features such as a customizable user interface, shopping cart style request catalog and more. However, only a close look at the use cases can help you determine if and when an upgrade to the latest R2 release makes sense for your organization. This post will describe a few of the situations that PwC has helped our clients work through. “Should I be considering an upgrade?” If your organization has an existing identity management implementation, the questions below are a good start to assessing your current solution to see if you need to begin planning for an upgrade: Does the current solution scale and meet your projected identity management needs? Does the current solution have a customer-friendly user interface? Are you completely meeting your compliance objectives? Are you still using spreadsheets? Does the current solution have the features you need? Is your total cost of ownership in line with well-performing similar sized companies in your industry? Can your organization support your existing Identity solution? Is your current product based solution well positioned to support your organization's tactical and strategic direction? Existing Oracle IDM Customers: Several existing Oracle clients are looking to move to R2 in 2013. If your organization is on Sun Identity Manager (SIM) or Oracle Identity Manager (OIM) and if your current assessment suggests that you need to upgrade, you should strongly consider OIM 11gR2. Oracle provides upgrade paths to Oracle Identity Manager 11gR2 from SIM 7.x / 8.x as well as Oracle Identity Manager 10g / 11gR1. The following are some of the considerations for migration: Check the end of product support (for Sun or legacy OIM) schedule There are several new features available in R2 (including common Helpdesk scenarios, profiling of disconnected applications, increased scalability, custom connectors, browser-based UI configurations, portability of configurations during future upgrades, etc) Cost of ownership (for SIM customers)\ Customizations that need to be maintained during the upgrade Time/Cost to migrate now vs. waiting for next version If you are already on an older version of Oracle Identity Manager and actively maintaining your support contract with Oracle, you might be eligible for a free upgrade to OIM 11gR2. Check with your Oracle sales rep for more details. Existing IDM infrastructure in place: In the past year and half, we have seen a surge in IDM upgrades from non-Oracle infrastructure to Oracle. If your organization is looking to improve the end-user experience related to identity management functions, the shopping cart style access request model and browser based personalization features may come in handy. Additionally, organizations that have a large number of applications that include ecommerce, LDAP stores, databases, UNIX systems, mainframes as well as a high frequency of user identity changes and access requests will value the high scalability of the OIM reconciliation and provisioning engine. Furthermore, we have seen our clients like OIM's out of the box (OOB) support for multiple authoritative sources. For organizations looking to integrate applications that do not have an exposed API, the Generic Technology Connector framework supported by OIM will be helpful in quickly generating custom connector using OOB wizard. Similarly, organizations in need of not only flexible on-boarding of disconnected applications but also strict access management to these applications using approval flows will find the flexible disconnected application profiling feature an extremely useful tool that provides a high degree of time savings. Organizations looking to develop custom connectors for home grown or industry specific applications will likewise find that the Identity Connector Framework support in OIM allows them to build and test a custom connector independently before integrating it with OIM. Lastly, most of our clients considering an upgrade to OIM 11gR2 have also expressed interest in the browser based configuration feature that allows an administrator to quickly customize the user interface without adding any custom code. Better yet, code customizations, if any, made to the product are portable across the future upgrades which, is viewed as a big time and money saver by most of our clients. Below are some upgrade methodologies we adopt based on client priorities and the scale of implementation. For illustration purposes, we have assumed that the client is currently on Oracle Waveset (formerly Sun Identity Manager).   Integrated Deployment: The integrated deployment is typically where a client wants to split the implementation to where their current IDM is continuing to handle the front end workflows and OIM takes over the back office operations incrementally. Once all the back office operations are moved completely to OIM, the front end workflows are migrated to OIM. Parallel Deployment: This deployment is typically done where there can be a distinct line drawn between which functionality the platforms are supporting. For example the current IDM implementation is handling the password reset functionality while OIM takes over the access provisioning and RBAC functions. Cutover Deployment: A cutover deployment is typically recommended where a client has smaller less complex implementations and it makes sense to leverage the migration tools to move them over immediately. What does this mean for YOU? There are many variables to consider when making upgrade decisions. For most customers, there is no ‘easy’ button. Organizations looking to upgrade or considering a new vendor should start by doing a mapping of their requirements with product features. The recommended approach is to take stock of both the short term and long term objectives, understand product features, future roadmap, maturity and level of commitment from the R&D and build the implementation plan accordingly. As we said, in the beginning, there is no one-size-fits-all with Identity Management. So, arm yourself with the knowledge, engage in industry discussions, bring in business stakeholders and start building your implementation roadmap. In the next post we will discuss the best practices on R2 implementations. We will be covering the Do's and Don't's and share our thoughts on making implementations successful. Meet the Writers: Dharma Padala is a Director in the Advisory Security practice within PwC.  He has been implementing medium to large scale Identity Management solutions across multiple industries including utility, health care, entertainment, retail and financial sectors.   Dharma has 14 years of experience in delivering IT solutions out of which he has been implementing Identity Management solutions for the past 8 years. Scott MacDonald is a Director in the Advisory Security practice within PwC.  He has consulted for several clients across multiple industries including financial services, health care, automotive and retail.   Scott has 10 years of experience in delivering Identity Management solutions. John Misczak is a member of the Advisory Security practice within PwC.  He has experience implementing multiple Identity and Access Management solutions, specializing in Oracle Identity Manager and Business Process Engineering Language (BPEL). Praveen Krishna is a Manager in the Advisory Security practice within PwC.  Over the last decade Praveen has helped clients plan, architect and implement Oracle identity solutions across diverse industries.  His experience includes delivering security across diverse topics like network, infrastructure, application and data where he brings a holistic point of view to problem solving. Jenny (Xiao) Zhang is a member of the Advisory Security practice within PwC.  She has consulted across multiple industries including financial services, entertainment and retail. Jenny has three years of experience in delivering IT solutions out of which she has been implementing Identity Management solutions for the past one and a half years.

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• Communities - The importance of exchange and discussion

  Communication with your environment is an essential part of everyone's life. And it doesn't matter whether you are actually living in a rural area in the middle of nowhere, within the pulsating heart of a big city, or in my case on a wonderful island in the Indian Ocean. The ability to exchange your thoughts, your experience and your worries with another person helps you to get different points of view and new ideas on how to resolve an issue you might be confronted with. Benefits of community work What happens to be common sense in your daily life, also applies to your work environment. Working in IT, or ICT as it is called in Mauritius, requires a lot of reading and learning. Not only during your lectures at the university but with your colleagues in a project assignment and hopefully with 'unknown' pals in the universe of online communities. At least I can say that I learned quite a lot from other developers code, their responses in various forums, their numerous blog articles, and while attending local user group meetings. When I started to work as a professional software developer (or engineer some may say) years ago I immediately checked the existence of communities on the programming language, the database technology and other vital information on software development in general. Luckily, it wasn't too difficult to find. My employer had a subscription of the monthly magazines and newsletters of a national organisation which also run the biggest forum in that area. Getting in touch with other developers and reading their common problems but also solutions was a huge benefit to my growth. Image courtesy of Michael Kappel (CC BY-NC 2.0) Active participation and regular contribution to this community gave me some nice advantages, too. Within three years I was listed as a conference speaker at the annual developer's conference and provided several sessions on different topics during consecutive years. Back in 2004, I took over the responsibility and management of the monthly meetings of a regional user group, and organised it for more than two years. Furthermore, I was invited to the newly-founded community program of Microsoft Germany (Community Leader/Insider Program - CLIP). My website on Active FoxPro Pages was nominated in the second batch of online communities. Due to my community work and providing advice to others, I had the honour to be awarded as Microsoft Most Valuable Professional (MVP) - Visual Developer for Visual FoxPro in the years 2006 and 2007. It was a great experience to meet with other like-minded people and I'm really grateful for that. Just in case, more details are listed in my Curriculum Vitae. But this all changed when I moved to Mauritius... Cyber island Mauritius? During the first months in Mauritius I was way too busy to think about community activities at all. First of all, there was the new company that had to be set up, the new staff had to be trained and of course the communication work-flows and so on with the project managers back in Germany had to be sorted out, too. Second, I had to get a grip of my private matters like getting the basics for my new household or exploring the neighbourhood, and last but not least I needed a break from the hectic and intensive work prior to my departure. As soon as the sea literally calmed down, I started to have conversations with my colleagues about communities and user groups. Sadly, it turned out that there were none, or at least no one was aware of any at that time. Oh oh, what did I do? Anyway, having this kind of background and very positive experience with off-line and on-line activities I decided for myself that some day I'm going to found a community in Mauritius for all kind of IT/ICT-related fields. The main focus might be on software development but not on a certain technology or methodology. It was clear to me that it should be an open infrastructure and anyone is welcome to join, to experience, to share and to contribute if they would like to. That was the idea at that time... Ok, fast-forward to recent events. At the end of October 2012 I was invited to an event called Open Days organised by Microsoft Indian Ocean Islands together with other local partners and resellers. There I got in touch with local Technical Evangelist Arnaud Meslier and we had a good conversation on communities during the breaks. Eventually, I left a good impression on him, as we are having chats on Facebook or Skype irregularly. Well, seeing that my personal and professional surroundings have been settled and running smooth, having that great exchange and contact with Microsoft IOI (again), and being really eager to re-animate my intentions from 2007, I recently founded a new community: Mauritius Software Craftsmanship Community - #MSCC It took me a while to settle down with the name but it was obvious that the community should not be attached to one single technology, like ie. .NET user group, Oracle developers, or Joomla friends (these are fictitious names). There are several other reasons why I came up with 'Craftsmanship' as the core topic of this community. The expression of 'engineering' didn't feel right with the fields covered. Software development in all kind of facets is a craft, and therefore demands a lot of practice but also guidance from more experienced developers. It also includes the process of designing, modelling and drafting the ideas. Has to deal with various types of tests and test methodologies, and of course should be focused on flexible and agile ways of acting. In order to meet and to excel a customer's request for a solution. Next, I was looking for an easy way to handle the organisation of events and meeting appointments. Using all kind of social media platforms like Google+, LinkedIn, Facebook, Xing, etc. I was never really confident about their features of event handling. More by chance I stumbled upon Meetup.com and in combination with the other entities (G+ Communities, FB Pages or in Groups) I am looking forward to advertise and manage all future activities here: Mauritius Software Craftsmanship Community This is a community for those who care and are proud of what they do. For those developers, regardless how experienced they are, who want to improve and master their craft. This is a community for those who believe that being average is just not good enough. I know, there are not many 'craftsmen' yet but it's a start... Let's see how it looks like by the end of the year. There are free smartphone apps for Android and iOS from Meetup.com that allow you to keep track of meetings and to stay informed on latest updates. And last but not least, there will be a Trello workspace to collect and share ideas and provide downloads of slides, etc. Sharing is caring! As mentioned, the #MSCC is present in various social media networks in order to cover as many people as possible here in Mauritius. Following is an overview of the current networks: Twitter - Latest updates and quickies Google+ - Community channel Facebook - Community Page LinkedIn - Community Group Trello - Collaboration workspace to share and develop ideas Hopefully, this covers the majority of computer-related people in Mauritius. Please spread the word about the #MSCC between your colleagues, your friends and other interested 'geeks'. Your future looks bright Running and participating in a user group or any kind of community usually provides quite a number of advantages for anyone. On the one side it is very joyful for me to organise appointments and get in touch with people that might be interested to present a little demo of their projects or their recent problems they had to tackle down, and on the other side there are lots of companies that have various support programs or sponsorships especially tailored for user groups. At the moment, I already have a couple of gimmicks that I would like to hand out in small contests or raffles during one of the upcoming meetings, and as said, companies provide all kind of goodies, books free of charge, or sometimes even licenses for communities. Meeting other software developers or IT guys also opens up your point of view on the local market and there might be interesting projects or job offers available, too. A community like the Mauritius Software Craftsmanship Community is great for freelancers, self-employed, students and of course employees. Meetings will be organised on a regular basis, and I'm open to all kind of suggestions from you. Please leave a comment here in blog or join the conversations in the above mentioned social networks. Let's get this community up and running, my fellow Mauritians!

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• Testing Workflows &ndash; Test-First

  - by Timothy Klenke

  Originally posted on: http://geekswithblogs.net/TimothyK/archive/2014/05/30/testing-workflows-ndash-test-first.aspxThis is the second of two posts on some common strategies for approaching the job of writing tests.  The previous post covered test-after workflows where as this will focus on test-first.  Each workflow presented is a method of attack for adding tests to a project.  The more tools in your tool belt the better.  So here is a partial list of some test-first methodologies. Ping Pong Ping Pong is a methodology commonly used in pair programing.  One developer will write a new failing test.  Then they hand the keyboard to their partner.  The partner writes the production code to get the test passing.  The partner then writes the next test before passing the keyboard back to the original developer. The reasoning behind this testing methodology is to facilitate pair programming.  That is to say that this testing methodology shares all the benefits of pair programming, including ensuring multiple team members are familiar with the code base (i.e. low bus number). Test Blazer Test Blazing, in some respects, is also a pairing strategy.  The developers don’t work side by side on the same task at the same time.  Instead one developer is dedicated to writing tests at their own desk.  They write failing test after failing test, never touching the production code.  With these tests they are defining the specification for the system.  The developer most familiar with the specifications would be assigned this task. The next day or later in the same day another developer fetches the latest test suite.  Their job is to write the production code to get those tests passing.  Once all the tests pass they fetch from source control the latest version of the test project to get the newer tests. This methodology has some of the benefits of pair programming, namely lowering the bus number.  This can be good way adding an extra developer to a project without slowing it down too much.  The production coder isn’t slowed down writing tests.  The tests are in another project from the production code, so there shouldn’t be any merge conflicts despite two developers working on the same solution. This methodology is also a good test for the tests.  Can another developer figure out what system should do just by reading the tests?  This question will be answered as the production coder works there way through the test blazer’s tests. Test Driven Development (TDD) TDD is a highly disciplined practice that calls for a new test and an new production code to be written every few minutes.  There are strict rules for when you should be writing test or production code.  You start by writing a failing (red) test, then write the simplest production code possible to get the code working (green), then you clean up the code (refactor).  This is known as the red-green-refactor cycle. The goal of TDD isn’t the creation of a suite of tests, however that is an advantageous side effect.  The real goal of TDD is to follow a practice that yields a better design.  The practice is meant to push the design toward small, decoupled, modularized components.  This is generally considered a better design that large, highly coupled ball of mud. TDD accomplishes this through the refactoring cycle.  Refactoring is only possible to do safely when tests are in place.  In order to use TDD developers must be trained in how to look for and repair code smells in the system.  Through repairing these sections of smelly code (i.e. a refactoring) the design of the system emerges. For further information on TDD, I highly recommend the series “Is TDD Dead?”.  It discusses its pros and cons and when it is best used. Acceptance Test Driven Development (ATDD) Whereas TDD focuses on small unit tests that concentrate on a small piece of the system, Acceptance Tests focuses on the larger integrated environment.  Acceptance Tests usually correspond to user stories, which come directly from the customer. The unit tests focus on the inputs and outputs of smaller parts of the system, which are too low level to be of interest to the customer. ATDD generally uses the same tools as TDD.  However, ATDD uses fewer mocks and test doubles than TDD. ATDD often complements TDD; they aren’t competing methods.  A full test suite will usually consist of a large number of unit (created via TDD) tests and a smaller number of acceptance tests. Behaviour Driven Development (BDD) BDD is more about audience than workflow.  BDD pushes the testing realm out towards the client.  Developers, managers and the client all work together to define the tests. Typically different tooling is used for BDD than acceptance and unit testing.  This is done because the audience is not just developers.  Tools using the Gherkin family of languages allow for test scenarios to be described in an English format.  Other tools such as MSpec or FitNesse also strive for highly readable behaviour driven test suites. Because these tests are public facing (viewable by people outside the development team), the terminology usually changes.  You can’t get away with the same technobabble you can with unit tests written in a programming language that only developers understand.  For starters, they usually aren’t called tests.  Usually they’re called “examples”, “behaviours”, “scenarios”, or “specifications”. This may seem like a very subtle difference, but I’ve seen this small terminology change have a huge impact on the acceptance of the process.  Many people have a bias that testing is something that comes at the end of a project.  When you say we need to define the tests at the start of the project many people will immediately give that a lower priority on the project schedule.  But if you say we need to define the specification or behaviour of the system before we can start, you’ll get more cooperation.   Keep these test-first and test-after workflows in your tool belt.  With them you’ll be able to find new opportunities to apply them.

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• Agile: User Stories for Machine Learning Project?

  - by benjismith

  I've just finished up with a prototype implementation of a supervised learning algorithm, automatically assigning categorical tags to all the items in our company database (roughly 5 million items). The results look good, and I've been given the go-ahead to plan the production implementation project. I've done this kind of work before, so I know how the functional components of the software. I need a collection of web crawlers to fetch data. I need to extract features from the crawled documents. Those documents need to be segregated into a "training set" and a "classification set", and feature-vectors need to be extracted from each document. Those feature vectors are self-organized into clusters, and the clusters are passed through a series of rebalancing operations. Etc etc etc etc. So I put together a plan, with about 30 unique development/deployment tasks, each with time estimates. The first stage of development -- ignoring some advanced features that we'd like to have in the long-term, but aren't high enough priority to make it into the development schedule yet -- is slated for about two months worth of work. (Keep in mind that I already have a working prototype, so the final implementation is significantly simpler than if the project was starting from scratch.) My manager said the plan looked good to him, but he asked if I could reorganize the tasks into user stories, for a few reasons: (1) our project management software is totally organized around user stories; (2) all of our scheduling is based on fitting entire user stories into sprints, rather than individually scheduling tasks; (3) other teams -- like the web developers -- have made great use of agile methodologies, and they've benefited from modelling all the software features as user stories. So I created a user story at the top level of the project: As a user of the system, I want to search for items by category, so that I can easily find the most relevant items within a huge, complex database. Or maybe a better top-level story for this feature would be: As a content editor, I want to automatically create categorical designations for the items in our database, so that customers can easily find high-value data within our huge, complex database. But that's not the real problem. The tricky part, for me, is figuring out how to create subordinate user stories for the rest of the machine learning architecture. Case in point... I know that the algorithm requires two major architectural subdivisions: (A) training, and (B) classification. And I know that the training portion of the architecture requires construction of a cluster-space. All the Agile Development literature I've read seems to indicate that a user story should be the "smallest possible implementation that provides any business value". And that makes a lot of sense when designing a piece of end-user software. Start small, and then incrementally add value when users demand additional functionality. But a cluster-space, in and of itself, provides zero business value. Nor does a crawler, or a feature-extractor. There's no business value (not for the end-user, or for any of the roles internal to the company) in a partial system. A trained cluster-space is only possible with the crawler and feature extractor, and only relevant if we also develop an accompanying classifier. I suppose it would be possible to create user stories where the subordinate components of the system act as the users in the stories: As a supervised-learning cluster-space construction routine, I want to consume data from a feature extractor, so that I can exist. But that seems really weird. What benefit does it provide me as the developer (or our users, or any other stakeholders, for that matter) to model my user stories like that? Although the main story can be easily divided along architectural-component boundaries (crawler, trainer, classifier, etc), I can't think of any useful decomposition from a user's perspective. What do you guys think? How do you plan Agile user stories for sophisticated, indivisible, non-user-facing components?

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• Data Profiling without SSIS

  Strangely enough for a predominantly SSIS blog, this post is all about how to perform data profiling without using SSIS. Whilst the Data Profiling Task is a worthy addition, there are a couple of limitations I’ve encountered of late. The first is that it requires SQL Server 2008, and not everyone is there yet. The second is that it can only target SQL Server 2005 and above. What about older systems, which are the ones that we probably need to investigate the most, or other vendor databases such as Oracle? With these limitations in mind I did some searching to find a quick and easy alternative to help me perform some data profiling for a project I was working on recently. I only had SQL Server 2005 available, and anyway most of my target source systems were Oracle, and of course I had short timescales. I looked at several options. Some never got beyond the download stage, they failed to install or just did not run, and others provided less than I could have produced myself by spending 2 minutes writing some basic SQL queries. In the end I settled on an open source product called DataCleaner. To quote from their website: DataCleaner is an Open Source application for profiling, validating and comparing data. These activities help you administer and monitor your data quality in order to ensure that your data is useful and applicable to your business situation. DataCleaner is the free alternative to software for master data management (MDM) methodologies, data warehousing (DW) projects, statistical research, preparation for extract-transform-load (ETL) activities and more. DataCleaner is developed in Java and licensed under LGPL. As quoted above it claims to support profiling, validating and comparing data, but I didn’t really get past the profiling functions, so won’t comment on the other two. The profiling whilst not prefect certainly saved some time compared to the limited alternatives. The ability to profile heterogeneous data sources is a big advantage over the SSIS option, and I found it overall quite easy to use and performance was good. I could see it struggling at times, but actually for what it does I was impressed. It had some data type niggles with Oracle, and some metrics seem a little strange, although thankfully they were easy to augment with some SQL queries to ensure a consistent picture. The report export options didn’t do it for me, but copy and paste with a bit of Excel magic was sufficient. One initial point for me personally is that I have had limited exposure to things of the Java persuasion and whilst I normally get by fine, sometimes the simplest things can throw me. For example installing a JDBC driver, why do I have to copy files to make it all work, has nobody ever heard of an MSI? In case there are other people out there like me who have become totally indoctrinated with the Microsoft software paradigm, I’ve written a quick start guide that details every step required. Steps 1- 5 are the key ones, the rest is really an excuse for some screenshots to show you the tool. Quick Start Guide Step 1  - Download Data Cleaner. The Microsoft Windows zipped exe option, and I chose the latest stable build, currently DataCleaner 1.5.3 (final). Extract the files to a suitable location. Step 2 - Download Java. If you try and run datacleaner.exe without Java it will warn you, and then open your default browser and take you to the Java download site. Follow the installation instructions from there, normally just click Download Java a couple of times and you’re done. Step 3 - Download Microsoft SQL Server JDBC Driver. You may have SQL Server installed, but you won’t have a JDBC driver. Version 3.0 is the latest as of April 2010. There is no real installer, we are in the Java world here, but run the exe you downloaded to extract the files. The default Unzip to folder is not much help, so try a fully qualified path such as C:\Program Files\Microsoft SQL Server JDBC Driver 3.0\ to ensure you can find the files afterwards. Step 4 - If you wish to use Windows Authentication to connect to your SQL Server then first we need to copy a file so that Data Cleaner can find it. Browse to the JDBC extract location from Step 3 and drill down to the file sqljdbc_auth.dll. You will have to choose the correct directory for your processor architecture. e.g. C:\Program Files\Microsoft SQL Server JDBC Driver 3.0\sqljdbc_3.0\enu\auth\x86\sqljdbc_auth.dll. Now copy this file to the Data Cleaner extract folder you chose in Step 1. An alternative method is to edit datacleaner.cmd in the data cleaner extract folder as detailed in this data cleaner wiki topic, but I find copying the file simpler. Step 5 – Now lets run Data Cleaner, just run datacleaner.exe from the extract folder you chose in Step 1. Step 6 – Complete or skip the registration screen, and ignore the task window for now. In the main window click settings. Step 7 – In the Settings dialog, select the Database drivers tab, then click Register database driver and select the Local JAR file option. Step 8 – Browse to the JDBC driver extract location from Step 3 and drill down to select sqljdbc4.jar. e.g. C:\Program Files\Microsoft SQL Server JDBC Driver 3.0\sqljdbc_3.0\enu\sqljdbc4.jar Step 9 – Select the Database driver class as com.microsoft.sqlserver.jdbc.SQLServerDriver, and then click the Test and Save database driver button. Step 10 - You should be back at the Settings dialog with a the list of drivers that includes SQL Server. Just click Save Settings to persist all your hard work. Step 11 – Now we can start to profile some data. In the main Data Cleaner window click New Task, and then Profile from the task window. Step 12 – In the Profile window click Open Database Step 13 – Now choose the SQL Server connection string option. Selecting a connection string gives us a template like jdbc:sqlserver://<hostname>:1433;databaseName=<database>, but obviously it requires some details to be entered for example  jdbc:sqlserver://localhost:1433;databaseName=SQLBits. This will connect to the database called SQLBits on my local machine. The port may also have to be changed if using such as when you have a multiple instances of SQL Server running. If using SQL Server Authentication enter a username and password as required and then click Connect to database. You can use Window Authentication, just add integratedSecurity=true to the end of your connection string. e.g jdbc:sqlserver://localhost:1433;databaseName=SQLBits;integratedSecurity=true.  If you didn’t complete Step 4 above you will need to do so now and restart Data Cleaner before it will work. Manually setting the connection string is fine, but creating a named connection makes more sense if you will be spending any length of time profiling a specific database. As highlighted in the left-hand screen-shot, at the bottom of the dialog it includes partial instructions on how to create named connections. In the folder shown C:\Users\<Username>\.datacleaner\1.5.3, open the datacleaner-config.xml file in your editor of choice add your own details. You’ll see a sample connection in the file already, just add yours following the same pattern. e.g. <!-- Darren's Named Connections --> <bean class="dk.eobjects.datacleaner.gui.model.NamedConnection"> <property name="name" value="SQLBits Local Connection" /> <property name="driverClass" value="com.microsoft.sqlserver.jdbc.SQLServerDriver" /> <property name="connectionString" value="jdbc:sqlserver://localhost:1433;databaseName=SQLBits;integratedSecurity=true" /> <property name="tableTypes"> <list> <value>TABLE</value> <value>VIEW</value> </list> </property> </bean> Step 14 – Once back at the Profile window, you should now see your schemas, tables and/or views listed down the left hand side. Browse this tree and double-click a table to select it for profiling. You can then click Add profile, and choose some profiling options, before finally clicking Run profiling. You can see below a sample output for three of the most common profiles, click the image for full size.   I hope this has given you a taster for DataCleaner, and should help you get up and running pretty quickly.

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• Enterprise Process Maps: A Process Picture worth a Million Words

  - by raul.goycoolea

  p { margin-bottom: 0.08in; }h1 { margin-top: 0.33in; margin-bottom: 0in; color: rgb(54, 95, 145); page-break-inside: avoid; }h1.western { font-family: "Cambria",serif; font-size: 14pt; }h1.cjk { font-family: "DejaVu Sans"; font-size: 14pt; }h1.ctl { font-size: 14pt; } Getting Started with Business Transformations A well-known proverb states that "A picture is worth a thousand words." In relation to Business Process Management (BPM), a credible analyst might have a few questions. What if the picture was taken from some particular angle, like directly overhead? What if it was taken from only an inch away or a mile away? What if the photographer did not focus the camera correctly? Does the value of the picture depend on who is looking at it? Enterprise Process Maps are analogous in this sense of relative value. Every BPM project (holistic BPM kick-off, enterprise system implementation, Service-oriented Architecture, business process transformation, corporate performance management, etc.) should be begin with a clear understanding of the business environment, from the biggest picture representations down to the lowest level required or desired for the particular project type, scope and objectives. The Enterprise Process Map serves as an entry point for the process architecture and is defined: the single highest level of process mapping for an organization. It is constructed and evaluated during the Strategy Phase of the Business Process Management Lifecycle. (see Figure 1) Fig. 1: Business Process Management Lifecycle Many organizations view such maps as visual abstractions, constructed for the single purpose of process categorization. This, in turn, results in a lesser focus on the inherent intricacies of the Enterprise Process view, which are explored in the course of this paper. With the main focus of a large scale process documentation effort usually underlying an ERP or other system implementation, it is common for the work to be driven by the desire to "get to the details," and to the type of modeling that will derive near-term tangible results. For instance, a project in American Pharmaceutical Company X is driven by the Director of IT. With 120+ systems in place, and a lack of standardized processes across the United States, he and the VP of IT have decided to embark on a long-term ERP implementation. At the forethought of both are questions, such as: How does my application architecture map to the business? What are each application's functionalities, and where do the business processes utilize them? Where can we retire legacy systems? Well-developed BPM methodologies prescribe numerous model types to capture such information and allow for thorough analysis in these areas. Process to application maps, Event Driven Process Chains, etc. provide this level of detail and facilitate the completion of such project-specific questions. These models and such analysis are appropriately carried out at a relatively low level of process detail. (see figure 2) Fig. 2: The Level Concept, Generic Process HierarchySome of the questions remaining are ones of documentation longevity, the continuation of BPM practice in the organization, process governance and ownership, process transparency and clarity in business process objectives and strategy. The Level Concept in Brief Figure 2 shows a generic, four-level process hierarchy depicting the breakdown of a "Process Area" into progressively more detailed process classifications. The number of levels and the names of these levels are flexible, and can be fit to the standards of the organization's chosen terminology or any other chosen reference model that makes logical sense for both short and long term process description. It is at Level 1 (in this case the Process Area level), that the Enterprise Process Map is created. This map and its contained objects become the foundation for a top-down approach to subsequent mapping, object relationship development, and analysis of the organization's processes and its supporting infrastructure. Additionally, this picture serves as a communication device, at an executive level, describing the design of the business in its service to a customer. It seems, then, imperative that the process development effort, and this map, start off on the right foot. Figuring out just what that right foot is, however, is critical and trend-setting in an evolving organization. Key Considerations Enterprise Process Maps are usually not as living and breathing as other process maps. Just as it would be an extremely difficult task to change the foundation of the Sears Tower or a city plan for the entire city of Chicago, the Enterprise Process view of an organization usually remains unchanged once developed (unless, of course, an organization is at a stage where it is capable of true, high-level process innovation). Regardless, the Enterprise Process map is a key first step, and one that must be taken in a precise way. What makes this groundwork solid depends on not only the materials used to construct it (process areas), but also the layout plan and knowledge base of what will be built (the entire process architecture). It seems reasonable that care and consideration are required to create this critical high level map... but what are the important factors? Does the process modeler need to worry about how many process areas there are? About who is looking at it? Should he only use the color pink because it's his boss' favorite color? Interestingly, and perhaps surprisingly, these are all valid considerations that may just require a bit of structure. Below are Three Key Factors to consider when building an Enterprise Process Map: Company Strategic Focus Process Categorization: Customer is Core End-to-end versus Functional Processes Company Strategic Focus As mentioned above, the Enterprise Process Map is created during the Strategy Phase of the Business Process Management Lifecycle. From Oracle Business Process Management methodology for business transformation, it is apparent that business processes exist for the purpose of achieving the strategic objectives of an organization. In a prescribed, top-down approach to process development, it must be ensured that each process fulfills its objectives, and in an aggregated manner, drives fulfillment of the strategic objectives of the company, whether for particular business segments or in a broader sense. This is a crucial point, as the strategic messages of the company must therefore resound in its process maps, in particular one that spans the processes of the complete business: the Enterprise Process Map. One simple example from Company X is shown below (see figure 3). Fig. 3: Company X Enterprise Process Map In reviewing Company X's Enterprise Process Map, one can immediately begin to understand the general strategic mindset of the organization. It shows that Company X is focused on its customers, defining 10 of its process areas belonging to customer-focused categories. Additionally, the organization views these end-customer-oriented process areas as part of customer-fulfilling value chains, while support process areas do not provide as much contiguous value. However, by including both support and strategic process categorizations, it becomes apparent that all processes are considered vital to the success of the customer-oriented focus processes. Below is an example from Company Y (see figure 4). Fig. 4: Company Y Enterprise Process Map Company Y, although also a customer-oriented company, sends a differently focused message with its depiction of the Enterprise Process Map. Along the top of the map is the company's product tree, overarching the process areas, which when executed deliver the products themselves. This indicates one strategic objective of excellence in product quality. Additionally, the view represents a less linear value chain, with strong overlaps of the various process areas. Marketing and quality management are seen as a key support processes, as they span the process lifecycle. Often, companies may incorporate graphics, logos and symbols representing customers and suppliers, and other objects to truly send the strategic message to the business. Other times, Enterprise Process Maps may show high level of responsibility to organizational units, or the application types that support the process areas. It is possible that hundreds of formats and focuses can be applied to an Enterprise Process Map. What is of vital importance, however, is which formats and focuses are chosen to truly represent the direction of the company, and serve as a driver for focusing the business on the strategic objectives set forth in that right. Process Categorization: Customer is Core In the previous two examples, processes were grouped using differing categories and techniques. Company X showed one support and three customer process categorizations using encompassing chevron objects; Customer Y achieved a less distinct categorization using a gradual color scheme. Either way, and in general, modeling of the process areas becomes even more valuable and easily understood within the context of business categorization, be it strategic or otherwise. But how one categorizes their processes is typically more complex than simply choosing object shapes and colors. Previously, it was stated that the ideal is a prescribed top-down approach to developing processes, to make certain linkages all the way back up to corporate strategy. But what about external influences? What forces push and pull corporate strategy? Industry maturity, product lifecycle, market profitability, competition, etc. can all drive the critical success factors of a particular business segment, or the company as a whole, in addition to previous corporate strategy. This may seem to be turning into a discussion of theory, but that is far from the case. In fact, in years of recent study and evolution of the way businesses operate, cross-industry and across the globe, one invariable has surfaced with such strength to make it undeniable in the game plan of any strategy fit for survival. That constant is the customer. Many of a company's critical success factors, in any business segment, relate to the customer: customer retention, satisfaction, loyalty, etc. Businesses serve customers, and so do a business's processes, mapped or unmapped. The most effective way to categorize processes is in a manner that visualizes convergence to what is core for a company. It is the value chain, beginning with the customer in mind, and ending with the fulfillment of that customer, that becomes the core or the centerpiece of the Enterprise Process Map. (See figure 5) Fig. 5: Company Z Enterprise Process Map Company Z has what may be viewed as several different perspectives or "cuts" baked into their Enterprise Process Map. It has divided its processes into three main categories (top, middle, and bottom) of Management Processes, the Core Value Chain and Supporting Processes. The Core category begins with Corporate Marketing (which contains the activities of beginning to engage customers) and ends with Customer Service Management. Within the value chain, this company has divided into the focus areas of their two primary business lines, Foods and Beverages. Does this mean that areas, such as Strategy, Information Management or Project Management are not as important as those in the Core category? No! In some cases, though, depending on the organization's understanding of high-level BPM concepts, use of category names, such as "Core," "Management" or "Support," can be a touchy subject. What is important to understand, is that no matter the nomenclature chosen, the Core processes are those that drive directly to customer value, Support processes are those which make the Core processes possible to execute, and Management Processes are those which steer and influence the Core. Some common terms for these three basic categorizations are Core, Customer Fulfillment, Customer Relationship Management, Governing, Controlling, Enabling, Support, etc. End-to-end versus Functional Processes Every high and low level of process: function, task, activity, process/work step (whatever an organization calls it), should add value to the flow of business in an organization. Suppose that within the process "Deliver package," there is a documented task titled "Stop for ice cream." It doesn't take a process expert to deduce the room for improvement. Though stopping for ice cream may create gain for the one person performing it, it likely benefits neither the organization nor, more importantly, the customer. In most cases, "Stop for ice cream" wouldn't make it past the first pass of To-Be process development. What would make the cut, however, would be a flow of tasks that, each having their own value add, build up to greater and greater levels of process objective. In this case, those tasks would combine to achieve a status of "package delivered." Figure 3 shows a simple example: Just as the package can only be delivered (outcome of the process) without first being retrieved, loaded, and the travel destination reached (outcomes of the process steps), some higher level of process "Play Practical Joke" (e.g., main process or process area) cannot be completed until a package is delivered. It seems that isolated or functionally separated processes, such as "Deliver Package" (shown in Figure 6), are necessary, but are always part of a bigger value chain. Each of these individual processes must be analyzed within the context of that value chain in order to ensure successful end-to-end process performance. For example, this company's "Create Joke Package" process could be operating flawlessly and efficiently, but if a joke is never developed, it cannot be created, so the end-to-end process breaks. Fig. 6: End to End Process Construction That being recognized, it is clear that processes must be viewed as end-to-end, customer-to-customer, and in the context of company strategy. But as can also be seen from the previous example, these vital end-to-end processes cannot be built without the functionally oriented building blocks. Without one, the other cannot be had, or at least not in a complete and organized fashion. As it turns out, but not discussed in depth here, the process modeling effort, BPM organizational development, and comprehensive coverage cannot be fully realized without a semi-functional, process-oriented approach. Then, an Enterprise Process Map should be concerned with both views, the building blocks, and access points to the business-critical end-to-end processes, which they construct. Without the functional building blocks, all streams of work needed for any business transformation would be lost mess of process disorganization. End-to-end views are essential for utilization in optimization in context, understanding customer impacts, base-lining all project phases and aligning objectives. Including both views on an Enterprise Process Map allows management to understand the functional orientation of the company's processes, while still providing access to end-to-end processes, which are most valuable to them. (See figures 7 and 8). Fig. 7: Simplified Enterprise Process Map with end-to-end Access Point The above examples show two unique ways to achieve a successful Enterprise Process Map. The first example is a simple map that shows a high level set of process areas and a separate section with the end-to-end processes of concern for the organization. This particular map is filtered to show just one vital end-to-end process for a project-specific focus. Fig. 8: Detailed Enterprise Process Map showing connected Functional Processes The second example shows a more complex arrangement and categorization of functional processes (the names of each process area has been removed). The end-to-end perspective is achieved at this level through the connections (interfaces at lower levels) between these functional process areas. An important point to note is that the organization of these two views of the Enterprise Process Map is dependent, in large part, on the orientation of its audience, and the complexity of the landscape at the highest level. If both are not apparent, the Enterprise Process Map is missing an opportunity to serve as a holistic, high-level view. Conclusion In the world of BPM, and specifically regarding Enterprise Process Maps, a picture can be worth as many words as the thought and effort that is put into it. Enterprise Process Maps alone cannot change an organization, but they serve more purposes than initially meet the eye, and therefore must be designed in a way that enables a BPM mindset, business process understanding and business transformation efforts. Every Enterprise Process Map will and should be different when looking across organizations. Its design will be driven by company strategy, a level of customer focus, and functional versus end-to-end orientations. This high-level description of the considerations of the Enterprise Process Maps is not a prescriptive "how to" guide. However, a company attempting to create one may not have the practical BPM experience to truly explore its options or impacts to the coming work of business process transformation. The biggest takeaway is that process modeling, at all levels, is a science and an art, and art is open to interpretation. It is critical that the modeler of the highest level of process mapping be a cognoscente of the message he is delivering and the factors at hand. Without sufficient focus on the design of the Enterprise Process Map, an entire BPM effort may suffer. For additional information please check: Oracle Business Process Management.

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• Oracle BI Server Modeling, Part 1- Designing a Query Factory

  - by bob.ertl(at)oracle.com

    Welcome to Oracle BI Development's BI Foundation blog, focused on helping you get the most value from your Oracle Business Intelligence Enterprise Edition (BI EE) platform deployments.  In my first series of posts, I plan to show developers the concepts and best practices for modeling in the Common Enterprise Information Model (CEIM), the semantic layer of Oracle BI EE.  In this segment, I will lay the groundwork for the modeling concepts.  First, I will cover the big picture of how the BI Server fits into the system, and how the CEIM controls the query processing. Oracle BI EE Query Cycle The purpose of the Oracle BI Server is to bridge the gap between the presentation services and the data sources.  There are typically a variety of data sources in a variety of technologies: relational, normalized transaction systems; relational star-schema data warehouses and marts; multidimensional analytic cubes and financial applications; flat files, Excel files, XML files, and so on. Business datasets can reside in a single type of source, or, most of the time, are spread across various types of sources. Presentation services users are generally business people who need to be able to query that set of sources without any knowledge of technologies, schemas, or how sources are organized in their company. They think of business analysis in terms of measures with specific calculations, hierarchical dimensions for breaking those measures down, and detailed reports of the business transactions themselves.  Most of them create queries without knowing it, by picking a dashboard page and some filters.  Others create their own analysis by selecting metrics and dimensional attributes, and possibly creating additional calculations. The BI Server bridges that gap from simple business terms to technical physical queries by exposing just the business focused measures and dimensional attributes that business people can use in their analyses and dashboards.   After they make their selections and start the analysis, the BI Server plans the best way to query the data sources, writes the optimized sequence of physical queries to those sources, post-processes the results, and presents them to the client as a single result set suitable for tables, pivots and charts. The CEIM is a model that controls the processing of the BI Server.  It provides the subject areas that presentation services exposes for business users to select simplified metrics and dimensional attributes for their analysis.  It models the mappings to the physical data access, the calculations and logical transformations, and the data access security rules.  The CEIM consists of metadata stored in the repository, authored by developers using the Administration Tool client.     Presentation services and other query clients create their queries in BI EE's SQL-92 language, called Logical SQL or LSQL.  The API simply uses ODBC or JDBC to pass the query to the BI Server.  Presentation services writes the LSQL query in terms of the simplified objects presented to the users.  The BI Server creates a query plan, and rewrites the LSQL into fully-detailed SQL or other languages suitable for querying the physical sources.  For example, the LSQL on the left below was rewritten into the physical SQL for an Oracle 11g database on the right. Logical SQL   Physical SQL SELECT "D0 Time"."T02 Per Name Month" saw_0, "D4 Product"."P01  Product" saw_1, "F2 Units"."2-01  Billed Qty  (Sum All)" saw_2 FROM "Sample Sales" ORDER BY saw_0, saw_1       WITH SAWITH0 AS ( select T986.Per_Name_Month as c1, T879.Prod_Dsc as c2,      sum(T835.Units) as c3, T879.Prod_Key as c4 from      Product T879 /* A05 Product */ ,      Time_Mth T986 /* A08 Time Mth */ ,      FactsRev T835 /* A11 Revenue (Billed Time Join) */ where ( T835.Prod_Key = T879.Prod_Key and T835.Bill_Mth = T986.Row_Wid) group by T879.Prod_Dsc, T879.Prod_Key, T986.Per_Name_Month ) select SAWITH0.c1 as c1, SAWITH0.c2 as c2, SAWITH0.c3 as c3 from SAWITH0 order by c1, c2   Probably everybody reading this blog can write SQL or MDX.  However, the trick in designing the CEIM is that you are modeling a query-generation factory.  Rather than hand-crafting individual queries, you model behavior and relationships, thus configuring the BI Server machinery to manufacture millions of different queries in response to random user requests.  This mass production requires a different mindset and approach than when you are designing individual SQL statements in tools such as Oracle SQL Developer, Oracle Hyperion Interactive Reporting (formerly Brio), or Oracle BI Publisher.   The Structure of the Common Enterprise Information Model (CEIM) The CEIM has a unique structure specifically for modeling the relationships and behaviors that fill the gap from logical user requests to physical data source queries and back to the result.  The model divides the functionality into three specialized layers, called Presentation, Business Model and Mapping, and Physical, as shown below. Presentation services clients can generally only see the presentation layer, and the objects in the presentation layer are normally the only ones used in the LSQL request.  When a request comes into the BI Server from presentation services or another client, the relationships and objects in the model allow the BI Server to select the appropriate data sources, create a query plan, and generate the physical queries.  That's the left to right flow in the diagram below.  When the results come back from the data source queries, the right to left relationships in the model show how to transform the results and perform any final calculations and functions that could not be pushed down to the databases.   Business Model Think of the business model as the heart of the CEIM you are designing.  This is where you define the analytic behavior seen by the users, and the superset library of metric and dimension objects available to the user community as a whole.  It also provides the baseline business-friendly names and user-readable dictionary.  For these reasons, it is often called the "logical" model--it is a virtual database schema that persists no data, but can be queried as if it is a database. The business model always has a dimensional shape (more on this in future posts), and its simple shape and terminology hides the complexity of the source data models. Besides hiding complexity and normalizing terminology, this layer adds most of the analytic value, as well.  This is where you define the rich, dimensional behavior of the metrics and complex business calculations, as well as the conformed dimensions and hierarchies.  It contributes to the ease of use for business users, since the dimensional metric definitions apply in any context of filters and drill-downs, and the conformed dimensions enable dashboard-wide filters and guided analysis links that bring context along from one page to the next.  The conformed dimensions also provide a key to hiding the complexity of many sources, including federation of different databases, behind the simple business model. Note that the expression language in this layer is LSQL, so that any expression can be rewritten into any data source's query language at run time.  This is important for federation, where a given logical object can map to several different physical objects in different databases.  It is also important to portability of the CEIM to different database brands, which is a key requirement for Oracle's BI Applications products. Your requirements process with your user community will mostly affect the business model.  This is where you will define most of the things they specifically ask for, such as metric definitions.  For this reason, many of the best-practice methodologies of our consulting partners start with the high-level definition of this layer. Physical Model The physical model connects the business model that meets your users' requirements to the reality of the data sources you have available. In the query factory analogy, think of the physical layer as the bill of materials for generating physical queries.  Every schema, table, column, join, cube, hierarchy, etc., that will appear in any physical query manufactured at run time must be modeled here at design time. Each physical data source will have its own physical model, or "database" object in the CEIM.  The shape of each physical model matches the shape of its physical source.  In other words, if the source is normalized relational, the physical model will mimic that normalized shape.  If it is a hypercube, the physical model will have a hypercube shape.  If it is a flat file, it will have a denormalized tabular shape. To aid in query optimization, the physical layer also tracks the specifics of the database brand and release.  This allows the BI Server to make the most of each physical source's distinct capabilities, writing queries in its syntax, and using its specific functions. This allows the BI Server to push processing work as deep as possible into the physical source, which minimizes data movement and takes full advantage of the database's own optimizer.  For most data sources, native APIs are used to further optimize performance and functionality. The value of having a distinct separation between the logical (business) and physical models is encapsulation of the physical characteristics.  This encapsulation is another enabler of packaged BI applications and federation.  It is also key to hiding the complex shapes and relationships in the physical sources from the end users.  Consider a routine drill-down in the business model: physically, it can require a drill-through where the first query is MDX to a multidimensional cube, followed by the drill-down query in SQL to a normalized relational database.  The only difference from the user's point of view is that the 2nd query added a more detailed dimension level column - everything else was the same. Mappings Within the Business Model and Mapping Layer, the mappings provide the binding from each logical column and join in the dimensional business model, to each of the objects that can provide its data in the physical layer.  When there is more than one option for a physical source, rules in the mappings are applied to the query context to determine which of the data sources should be hit, and how to combine their results if more than one is used.  These rules specify aggregate navigation, vertical partitioning (fragmentation), and horizontal partitioning, any of which can be federated across multiple, heterogeneous sources.  These mappings are usually the most sophisticated part of the CEIM. Presentation You might think of the presentation layer as a set of very simple relational-like views into the business model.  Over ODBC/JDBC, they present a relational catalog consisting of databases, tables and columns.  For business users, presentation services interprets these as subject areas, folders and columns, respectively.  (Note that in 10g, subject areas were called presentation catalogs in the CEIM.  In this blog, I will stick to 11g terminology.)  Generally speaking, presentation services and other clients can query only these objects (there are exceptions for certain clients such as BI Publisher and Essbase Studio). The purpose of the presentation layer is to specialize the business model for different categories of users.  Based on a user's role, they will be restricted to specific subject areas, tables and columns for security.  The breakdown of the model into multiple subject areas organizes the content for users, and subjects superfluous to a particular business role can be hidden from that set of users.  Customized names and descriptions can be used to override the business model names for a specific audience.  Variables in the object names can be used for localization. For these reasons, you are better off thinking of the tables in the presentation layer as folders than as strict relational tables.  The real semantics of tables and how they function is in the business model, and any grouping of columns can be included in any table in the presentation layer.  In 11g, an LSQL query can also span multiple presentation subject areas, as long as they map to the same business model. Other Model Objects There are some objects that apply to multiple layers.  These include security-related objects, such as application roles, users, data filters, and query limits (governors).  There are also variables you can use in parameters and expressions, and initialization blocks for loading their initial values on a static or user session basis.  Finally, there are Multi-User Development (MUD) projects for developers to check out units of work, and objects for the marketing feature used by our packaged customer relationship management (CRM) software.   The Query Factory At this point, you should have a grasp on the query factory concept.  When developing the CEIM model, you are configuring the BI Server to automatically manufacture millions of queries in response to random user requests. You do this by defining the analytic behavior in the business model, mapping that to the physical data sources, and exposing it through the presentation layer's role-based subject areas. While configuring mass production requires a different mindset than when you hand-craft individual SQL or MDX statements, it builds on the modeling and query concepts you already understand. The following posts in this series will walk through the CEIM modeling concepts and best practices in detail.  We will initially review dimensional concepts so you can understand the business model, and then present a pattern-based approach to learning the mappings from a variety of physical schema shapes and deployments to the dimensional model.  Along the way, we will also present the dimensional calculation template, and learn how to configure the many additivity patterns.

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• SOA Community Newsletter: nouvelle lettre !

  - by mseika

  SOA PARTNER COMMUNITY NEWSLETTERAUGUST 2012 Dear SOA partner community member Have you submitted your feedback on SOA Partner Community Survey 2012? This is the last chance to participate in the survey. We recommend you to complete the survey and help us to improve our SOA Community. Thanks to all attendees and trainers for their participation in the excellent Fusion Middleware Summer Camps held in Lisbon and Munich. I would also like to thank you for the great feedback and the nice reports provided by AMIS Technology Blog & Middleware by Link Consulting. Most of our courses have been overbooked, if you did not get a chance or missed it, we offer a wide range of online training and the course material. Key take-away from the advanced BPM course is to become an expert in ADF. Here is the course from Grant Ronald Learn Advanced ADF online available. The Link Consulting Team became experts in SOA Governance with EAMS and Oracle Enterprise Repository! We always encourage our community members to share their best practices and are very keen to publish it. Please let us know if you want to share your best practices through this medium.We encourage you to make use of the Specialization benefits - this month we are giving an opportunity to Promote Your SOA & BPM Events. Jürgen KressOracle SOA & BPM Partner Adoption EMEA NEW CONTENT Presentations & Training material OFM Summer CampsPromote Your SOA & BPM Events Advanced ADF Online, For Free By Grant BPM 11g Customer Stories & Solution Catalog & Process Accelerators Delivering SOA Governance with EAMS by Link Consulting Team WebLogic Server Provisioning and Patching News from our Partners & CommunityUpdated material by Oracle Connect and Network SOA Blogs SOA on Facebook SOA on LinkedIn SOA on Twitter Mix SOA Forum SOA Workspace PRESENTATIONS & TRAINING MATERIAL OFM SUMMER CAMPS Thanks to all attendees who invested their time and utilized the opportunity to attend the Summer Camps! Due to high demand of our most of the trainings, we had a long waiting list with more numbers of partners who are keen to attend it. We would like to give our special thanks to all trainers, who delivered excellent workshops! Most of the presentations and course material have been posted on our SOA Community Workspaceand WebLogic Community Workspace. You can access the content only if you are a registered community member. To register for the SOA Community please click here. You can register for the WebLogic Community here. To find out the first impressions of the event please visit our Facebook pages:www.facebook.com/WebLogicCommunity &www.facebook.com/soacommunity or Picasa AlbumThanks for the excellent blog posts from AMIS Technology Blog & Middleware by Link Consulting. Let us know if you published a twitter blog on@soacommunity & @wlscommunity. We will be pleased to publish it in our Newsletters. BPM Course Quotes “Its always easy, if you know, what you are doing” - Torsten Winterberg, Opitz“ The best ideas are the ideas from the best” - Filipe Sequeria, Primesoft “Best invest in the education in the last 12 months” - Richard Schaller, IPT “Practice best practice with the best instructor” - Graham Lamond Capgemini “If you have basic BPM knowledge, this is the course to really mater it” - Diogo Henriques Link Consulting “Very good trainers lot of work. Lot of fun as well” - Matthias Gris Workflow Factory “If you like to accelerate in Oracle come to the training to bring it all together” - Marcel van der Glind, Amis ADF Course Quotes "Excellent training, great opportunity to network!" - Frank Houweling, Amis "Lots of fun and good ideas" - Ana Santiago, GFI "Learn ADF, worth it Fusion Apps is the future" - Miguel Delgadillo, STO Consulting "The best way to learn Fusion Middleware from the #1" Alexandro Montantes, STO Consulting "Be advanced to to be the first” - Dimitar Petrov Fadata "Great opportunity to suck all the knowledge out of some very experienced product managers” - Wilfred von der Deijl, The Future Group WebLogic Course Quotes “Oracle trainings are the best” - Pedro Neto Novobas“ "Excellent training, well organized” - Pedro Antunh, Capgemini “This course dives you into Oracle WebLogic giving you a quick start on benefiting from Fusion Apps” - Leonardo Fernandes, Outsystems Additional Quotes “Thanks a lot again for organizing such a great and informative Summer Camp. Both training and networking were organized very professionally. I have gained tons of very useful Info, which will definitely help to increase quality of our future projects.” - Daniel Fasko fss-group.com I didn’t get the chance yesterday to thank you for a most enjoyable and thoroughly educational time I had in Munich over the last few days.” - Jeroen Bakker Ordina “Just to congratulate you on a great event, not only today but also in the previous days of training. As we know, a very good organization and, as a native Portuguese that knows Lisbon very good, a nice choice of places to visit. Looking forward to come again next year.” Pedro Miguel Neto, Novobase PROMOTE YOUR SOA & BPM EVENTS The Partner Event Publisher has just been made available to all SOA & BPM specialized partners in EMEA. Partners now have the opportunity to publish their events to theOracle.com/events site and spread the word on their upcoming live in-person and/or live webcast events. See the demo below and click here to read more information. ADVANCED ADF ONLINE, FOR FREE BY GRANT The second part of the advanced ADF online eCourse is Live now! This covers the advanced topics of region and region interaction as well as getting down and dirty with some of the layout features of ADF Faces, skinning and DVT components. The aim of this course is to give you a self-paced learning aid which covers the more advanced topics of ADF development. The content is developed by Product Management and our Curriculum development teams and is based on advanced training material we have been running internally for about 18 months. We will get started on the next chapter, but in the meantime, please have a look at chapters one and two. Back to top BPM 11G CUSTOMER STORIES & SOLUTION CATALOG & PROCESS ACCELERATORS Stories Everyone loves a good story on planning or implementing a BPM strategy. Everyone wants to hear how it was done before?, what worked?, what was achieved? If you have achieved success with BPM, we are very keen to hear your stories and examples of how your customers use it. We receive lots of requests from people who are thinking of using BPM to solve a specific problem or in combination with a specific technology to talk to someone who has done it before. These stories are invaluable. Drop down the details of anything you think is relevant with a bit of detail and we will follow up on it. As one good deed deserves another, we will do our best to give you stories if you need them to show that where you are going, others have treaded before. Send your stories to us using this e-mail link and we will share them among other like minded people. Solution Catalogue This summer, Oracle is launching a solution catalogue specifically intended for partners. If you have delivered a successful implementation in BPM and think it could be reused and applied again in a similar scenario in the same industry or in a similar environment, then we ware keen to know about it and will add it to the solution catalogue. The solution catalogue will showcase successful BPM solutions both inside and outside Oracle. Be in touch with us on this e-mail link and we will make sure to add your solution. Process AcceleratorsFinally if you have specific processes that you are expert on, you have implemented at a customer and you want to work with us on getting these productised, then we would love to know about it. The process accelerator programme is explained in the most recent SOA/BPM Community Newsletter but again feel free to contact us if you want to get involved. Good luck with BPM and let us know how we can help. Barry O'Reilly Director BPM [email protected] DELIVERING SOA GOVERNANCE WITH EAMS BY LINK CONSULTING TEAM In the last 12 years Link Consulting has been making its presence in specific areas such as Governance and Architecture, both in terms of practices and methodologies, products, know-how and technological expertise. The Enterprise Architecture Management System - Oracle Enterprise Edition (EAMS - OER Edition) is the result of this experience and combines the architecture management solution with OER in order to deliver a product specialized for SOA Governance that gathers the better of two worlds in solution that enables SOA Governance projects, initiatives and programs. Enterprise Architecture Management System Enterprise Architecture Management System (EAMS), is an automation based solution that enables the efficient management of Enterprise Architectures. The solution uses configured enterprise repositories and takes advantages of its features to provide automation capabilities to the users. EAMS provides capabilities to create/customize/analyze repository data, architectural blueprints, reports and analytic charts. Oracle Enterprise Repository Oracle Enterprise Repository (OER) is one of the major and central elements of the Oracle SOA Governance solution. Oracle Enterprise Repository provides the tools to manage and govern the metadata for any type of software asset, from business processes and services to patterns, frameworks, applications, components, and models. OER maps the relationships and inter-dependencies that connect those assets to improve impact analysis, promote and optimize their reuse, and measure their impact on the bottom line. It provides the visibility, feedback, controls, and analytics to keep your SOA on track to deliver business value. The intense focus on automation helps to overcome barriers to SOA adoption and streamline governance throughout the lifecycle. Core capabilities of the OER include: Asset Management Asset Lifecycle Management Usage Tracking Service Discovery Version Management Dependency Analysis Portfolio Management EAMS - OER Edition The solution takes the advantages and features from both products and combines them in a symbiotic tool that enhances the quality of SOA Governance Initiatives and Programs. EAMS is able to produce a vast number of outputs by combining its analytical engine, SOA-specific configurations and the assets in OER and other related tools, catalogs and repositories. The configurations encompass not only the extendable parametrization of the metadata but also fully configurable blueprints, PowerPoint reports, charts and queries. The SOA blueprints The solution comes with a set of predefined architectural representations that help the organization better perceive their SOA landscape. More blueprints can be easily created in order to accommodate the organizations needs in terms of detail, audience and metadata. Charts & Dashboards The solution encompasses a set of predefined charts and dashboards that promote a more agile way to control and explore the assets. Time Based Visualization All representations are time bound, and with EAMS - OER you can truly govern SOA with a complete view of the Past, Present and Future; The solution delivers Gap Analysis, a project oriented approach while taking into consideration the As-Was, As-Is an To-Be. Time based visualization differentiating factors: Extensive automation and maintenance of architectural representations Organization wide solution. Easy access and navigation to and between all architectural artifacts and representations. Flexible meta-model, customization and extensibility capabilities. Lifecycle management and enforcement of the time dimension over all the repository content. Profile based customization. Comprehensive visibility Architectural alignment Friendly and striking user interfaces For more information on EAMS visit us here. For more information on SOA visit us here. WEBLOGIC SERVER PROVISIONING AND PATCHING For access to the Oracle demo systems please visit OPN and talk to your Partner Expert.SOA Suite and BPM Suite runs on WebLogic! We are pleased to announce the availability of a WebLogic Server Management demo that showcases some of the key provisioning and patching capabilities of WebLogic Server Management Pack Enterprise Edition (EE). To learn more about these features - as well as other features of the pack - please visit the pack's saleskit page.Demo Highlights The demo showcases the following capabilities: Patching Oracle WebLogic Servers Standardizing WebLogic Server Patch Rollouts Creating a WebLogic Domain Provisioning Profile Cloning a WebLogic Domain from a Provisioning Profile Deploying a Java EE Application Scaling Out an Oracle WebLogic Cluster Demo Instructions Go to the DSS website for Oracle Partners. On the Standard Demo Launchpad page, under the “Software Lifecycle Automation” section, click on the link “EM Cloud Control 12c WLS Provisioning and Patching” (tagged as “NEW”). Specific demo launchpad page contains a link to the detailed demo script with instructions on how to show the demo.

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• Selling Federal Enterprise Architecture (EA)

  - by TedMcLaughlan

  Selling Federal Enterprise Architecture A taxonomy of subject areas, from which to develop a prioritized marketing and communications plan to evangelize EA activities within and among US Federal Government organizations and constituents. Any and all feedback is appreciated, particularly in developing and extending this discussion as a tool for use – more information and details are also available. "Selling" the discipline of Enterprise Architecture (EA) in the Federal Government (particularly in non-DoD agencies) is difficult, notwithstanding the general availability and use of the Federal Enterprise Architecture Framework (FEAF) for some time now, and the relatively mature use of the reference models in the OMB Capital Planning and Investment (CPIC) cycles. EA in the Federal Government also tends to be a very esoteric and hard to decipher conversation – early apologies to those who agree to continue reading this somewhat lengthy article. Alignment to the FEAF and OMB compliance mandates is long underway across the Federal Departments and Agencies (and visible via tools like PortfolioStat and ITDashboard.gov – but there is still a gap between the top-down compliance directives and enablement programs, and the bottom-up awareness and effective use of EA for either IT investment management or actual mission effectiveness. "EA isn't getting deep enough penetration into programs, components, sub-agencies, etc.", verified a panelist at the most recent EA Government Conference in DC. Newer guidance from OMB may be especially difficult to handle, where bottom-up input can't be accurately aligned, analyzed and reported via standardized EA discipline at the Agency level – for example in addressing the new (for FY13) Exhibit 53D "Agency IT Reductions and Reinvestments" and the information required for "Cloud Computing Alternatives Evaluation" (supporting the new Exhibit 53C, "Agency Cloud Computing Portfolio"). Therefore, EA must be "sold" directly to the communities that matter, from a coordinated, proactive messaging perspective that takes BOTH the Program-level value drivers AND the broader Agency mission and IT maturity context into consideration. Selling EA means persuading others to take additional time and possibly assign additional resources, for a mix of direct and indirect benefits – many of which aren't likely to be realized in the short-term. This means there's probably little current, allocated budget to work with; ergo the challenge of trying to sell an "unfunded mandate". Also, the concept of "Enterprise" in large Departments like Homeland Security tends to cross all kinds of organizational boundaries – as Richard Spires recently indicated by commenting that "...organizational boundaries still trump functional similarities. Most people understand what we're trying to do internally, and at a high level they get it. The problem, of course, is when you get down to them and their system and the fact that you're going to be touching them...there's always that fear factor," Spires said. It is quite clear to the Federal IT Investment community that for EA to meet its objective, understandable, relevant value must be measured and reported using a repeatable method – as described by GAO's recent report "Enterprise Architecture Value Needs To Be Measured and Reported". What's not clear is the method or guidance to sell this value. In fact, the current GAO "Framework for Assessing and Improving Enterprise Architecture Management (Version 2.0)", a.k.a. the "EAMMF", does not include words like "sell", "persuade", "market", etc., except in reference ("within Core Element 19: Organization business owner and CXO representatives are actively engaged in architecture development") to a brief section in the CIO Council's 2001 "Practical Guide to Federal Enterprise Architecture", entitled "3.3.1. Develop an EA Marketing Strategy and Communications Plan." Furthermore, Core Element 19 of the EAMMF is advised to be applied in "Stage 3: Developing Initial EA Versions". This kind of EA sales campaign truly should start much earlier in the maturity progress, i.e. in Stages 0 or 1. So, what are the understandable, relevant benefits (or value) to sell, that can find an agreeable, participatory audience, and can pave the way towards success of a longer-term, funded set of EA mechanisms that can be methodically measured and reported? Pragmatic benefits from a useful EA that can help overcome the fear of change? And how should they be sold? Following is a brief taxonomy (it's a taxonomy, to help organize SME support) of benefit-related subjects that might make the most sense, in creating the messages and organizing an initial "engagement plan" for evangelizing EA "from within". An EA "Sales Taxonomy" of sorts. We're not boiling the ocean here; the subjects that are included are ones that currently appear to be urgently relevant to the current Federal IT Investment landscape. Note that successful dialogue in these topics is directly usable as input or guidance for actually developing early-stage, "Fit-for-Purpose" (a DoDAF term) Enterprise Architecture artifacts, as prescribed by common methods found in most EA methodologies, including FEAF, TOGAF, DoDAF and our own Oracle Enterprise Architecture Framework (OEAF). The taxonomy below is organized by (1) Target Community, (2) Benefit or Value, and (3) EA Program Facet - as in: "Let's talk to (1: Community Member) about how and why (3: EA Facet) the EA program can help with (2: Benefit/Value)". Once the initial discussion targets and subjects are approved (that can be measured and reported), a "marketing and communications plan" can be created. A working example follows the Taxonomy. Enterprise Architecture Sales Taxonomy Draft, Summary Version 1. Community 1.1. Budgeted Programs or Portfolios Communities of Purpose (CoPR) 1.1.1. Program/System Owners (Senior Execs) Creating or Executing Acquisition Plans 1.1.2. Program/System Owners Facing Strategic Change 1.1.2.1. Mandated 1.1.2.2. Expected/Anticipated 1.1.3. Program Managers - Creating Employee Performance Plans 1.1.4. CO/COTRs – Creating Contractor Performance Plans, or evaluating Value Engineering Change Proposals (VECP) 1.2. Governance & Communications Communities of Practice (CoP) 1.2.1. Policy Owners 1.2.1.1. OCFO 1.2.1.1.1. Budget/Procurement Office 1.2.1.1.2. Strategic Planning 1.2.1.2. OCIO 1.2.1.2.1. IT Management 1.2.1.2.2. IT Operations 1.2.1.2.3. Information Assurance (Cyber Security) 1.2.1.2.4. IT Innovation 1.2.1.3. Information-Sharing/ Process Collaboration (i.e. policies and procedures regarding Partners, Agreements) 1.2.2. Governing IT Council/SME Peers (i.e. an "Architects Council") 1.2.2.1. Enterprise Architects (assumes others exist; also assumes EA participants aren't buried solely within the CIO shop) 1.2.2.2. Domain, Enclave, Segment Architects – i.e. the right affinity group for a "shared services" EA structure (per the EAMMF), which may be classified as Federated, Segmented, Service-Oriented, or Extended 1.2.2.3. External Oversight/Constraints 1.2.2.3.1. GAO/OIG & Legal 1.2.2.3.2. Industry Standards 1.2.2.3.3. Official public notification, response 1.2.3. Mission Constituents Participant & Analyst Community of Interest (CoI) 1.2.3.1. Mission Operators/Users 1.2.3.2. Public Constituents 1.2.3.3. Industry Advisory Groups, Stakeholders 1.2.3.4. Media 2. Benefit/Value (Note the actual benefits may not be discretely attributable to EA alone; EA is a very collaborative, cross-cutting discipline.) 2.1. Program Costs – EA enables sound decisions regarding... 2.1.1. Cost Avoidance – a TCO theme 2.1.2. Sequencing – alignment of capability delivery 2.1.3. Budget Instability – a Federal reality 2.2. Investment Capital – EA illuminates new investment resources via... 2.2.1. Value Engineering – contractor-driven cost savings on existing budgets, direct or collateral 2.2.2. Reuse – reuse of investments between programs can result in savings, chargeback models; avoiding duplication 2.2.3. License Refactoring – IT license & support models may not reflect actual or intended usage 2.3. Contextual Knowledge – EA enables informed decisions by revealing... 2.3.1. Common Operating Picture (COP) – i.e. cross-program impacts and synergy, relative to context 2.3.2. Expertise & Skill – who truly should be involved in architectural decisions, both business and IT 2.3.3. Influence – the impact of politics and relationships can be examined 2.3.4. Disruptive Technologies – new technologies may reduce costs or mitigate risk in unanticipated ways 2.3.5. What-If Scenarios – can become much more refined, current, verifiable; basis for Target Architectures 2.4. Mission Performance – EA enables beneficial decision results regarding... 2.4.1. IT Performance and Optimization – towards 100% effective, available resource utilization 2.4.2. IT Stability – towards 100%, real-time uptime 2.4.3. Agility – responding to rapid changes in mission 2.4.4. Outcomes –measures of mission success, KPIs – vs. only "Outputs" 2.4.5. Constraints – appropriate response to constraints 2.4.6. Personnel Performance – better line-of-sight through performance plans to mission outcome 2.5. Mission Risk Mitigation – EA mitigates decision risks in terms of... 2.5.1. Compliance – all the right boxes are checked 2.5.2. Dependencies –cross-agency, segment, government 2.5.3. Transparency – risks, impact and resource utilization are illuminated quickly, comprehensively 2.5.4. Threats and Vulnerabilities – current, realistic awareness and profiles 2.5.5. Consequences – realization of risk can be mapped as a series of consequences, from earlier decisions or new decisions required for current issues 2.5.5.1. Unanticipated – illuminating signals of future or non-symmetric risk; helping to "future-proof" 2.5.5.2. Anticipated – discovering the level of impact that matters 3. EA Program Facet (What parts of the EA can and should be communicated, using business or mission terms?) 3.1. Architecture Models – the visual tools to be created and used 3.1.1. Operating Architecture – the Business Operating Model/Architecture elements of the EA truly drive all other elements, plus expose communication channels 3.1.2. Use Of – how can the EA models be used, and how are they populated, from a reasonable, pragmatic yet compliant perspective? What are the core/minimal models required? What's the relationship of these models, with existing system models? 3.1.3. Scope – what level of granularity within the models, and what level of abstraction across the models, is likely to be most effective and useful? 3.2. Traceability – the maturity, status, completeness of the tools 3.2.1. Status – what in fact is the degree of maturity across the integrated EA model and other relevant governance models, and who may already be benefiting from it? 3.2.2. Visibility – how does the EA visibly and effectively prove IT investment performance goals are being reached, with positive mission outcome? 3.3. Governance – what's the interaction, participation method; how are the tools used? 3.3.1. Contributions – how is the EA program informed, accept submissions, collect data? Who are the experts? 3.3.2. Review – how is the EA validated, against what criteria?  Taxonomy Usage Example:   1. To speak with: a. ...a particular set of System Owners Facing Strategic Change, via mandate (like the "Cloud First" mandate); about... b. ...how the EA program's visible and easily accessible Infrastructure Reference Model (i.e. "IRM" or "TRM"), if updated more completely with current system data, can... c. ...help shed light on ways to mitigate risks and avoid future costs associated with NOT leveraging potentially-available shared services across the enterprise... 2. ....the following Marketing & Communications (Sales) Plan can be constructed: a. Create an easy-to-read "Consequence Model" that illustrates how adoption of a cloud capability (like elastic operational storage) can enable rapid and durable compliance with the mandate – using EA traceability. Traceability might be from the IRM to the ARM (that identifies reusable services invoking the elastic storage), and then to the PRM with performance measures (such as % utilization of purchased storage allocation) included in the OMB Exhibits; and b. Schedule a meeting with the Program Owners, timed during their Acquisition Strategy meetings in response to the mandate, to use the "Consequence Model" for advising them to organize a rapid and relevant RFI solicitation for this cloud capability (regarding alternatives for sourcing elastic operational storage); and c. Schedule a series of short "Discovery" meetings with the system architecture leads (as agreed by the Program Owners), to further populate/validate the "As-Is" models and frame the "To Be" models (via scenarios), to better inform the RFI, obtain the best feedback from the vendor community, and provide potential value for and avoid impact to all other programs and systems. --end example -- Note that communications with the intended audience should take a page out of the standard "Search Engine Optimization" (SEO) playbook, using keywords and phrases relating to "value" and "outcome" vs. "compliance" and "output". Searches in email boxes, internal and external search engines for phrases like "cost avoidance strategies", "mission performance metrics" and "innovation funding" should yield messages and content from the EA team. This targeted, informed, practical sales approach should result in additional buy-in and participation, additional EA information contribution and model validation, development of more SMEs and quick "proof points" (with real-life testing) to bolster the case for EA. The proof point here is a successful, timely procurement that satisfies not only the external mandate and external oversight review, but also meets internal EA compliance/conformance goals and therefore is more transparently useful across the community. In short, if sold effectively, the EA will perform and be recognized. EA won’t therefore be used only for compliance, but also (according to a validated, stated purpose) to directly influence decisions and outcomes. The opinions, views and analysis expressed in this document are those of the author and do not necessarily reflect the views of Oracle.

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• Is there a Telecommunications Reference Architecture?

  - by raul.goycoolea

  @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Abstract   Reference architecture provides needed architectural information that can be provided in advance to an enterprise to enable consistent architectural best practices. Enterprise Reference Architecture helps business owners to actualize their strategies, vision, objectives, and principles. It evaluates the IT systems, based on Reference Architecture goals, principles, and standards. It helps to reduce IT costs by increasing functionality, availability, scalability, etc. Telecom Reference Architecture provides customers with the flexibility to view bundled service bills online with the provision of multiple services. It provides real-time, flexible billing and charging systems, to handle complex promotions, discounts, and settlements with multiple parties. This paper attempts to describe the Reference Architecture for the Telecom Enterprises. It lays the foundation for a Telecom Reference Architecture by articulating the requirements, drivers, and pitfalls for telecom service providers. It describes generic reference architecture for telecom enterprises and moves on to explain how to achieve Enterprise Reference Architecture by using SOA.   Introduction   A Reference Architecture provides a methodology, set of practices, template, and standards based on a set of successful solutions implemented earlier. These solutions have been generalized and structured for the depiction of both a logical and a physical architecture, based on the harvesting of a set of patterns that describe observations in a number of successful implementations. It helps as a reference for the various architectures that an enterprise can implement to solve various problems. It can be used as the starting point or the point of comparisons for various departments/business entities of a company, or for the various companies for an enterprise. It provides multiple views for multiple stakeholders.   Major artifacts of the Enterprise Reference Architecture are methodologies, standards, metadata, documents, design patterns, etc.   Purpose of Reference Architecture   In most cases, architects spend a lot of time researching, investigating, defining, and re-arguing architectural decisions. It is like reinventing the wheel as their peers in other organizations or even the same organization have already spent a lot of time and effort defining their own architectural practices. This prevents an organization from learning from its own experiences and applying that knowledge for increased effectiveness.   Reference architecture provides missing architectural information that can be provided in advance to project team members to enable consistent architectural best practices.   Enterprise Reference Architecture helps an enterprise to achieve the following at the abstract level:   ·       Reference architecture is more of a communication channel to an enterprise ·       Helps the business owners to accommodate to their strategies, vision, objectives, and principles. ·       Evaluates the IT systems based on Reference Architecture Principles ·       Reduces IT spending through increasing functionality, availability, scalability, etc ·       A Real-time Integration Model helps to reduce the latency of the data updates Is used to define a single source of Information ·       Provides a clear view on how to manage information and security ·       Defines the policy around the data ownership, product boundaries, etc. ·       Helps with cost optimization across project and solution portfolios by eliminating unused or duplicate investments and assets ·       Has a shorter implementation time and cost   Once the reference architecture is in place, the set of architectural principles, standards, reference models, and best practices ensure that the aligned investments have the greatest possible likelihood of success in both the near term and the long term (TCO).     Common pitfalls for Telecom Service Providers   Telecom Reference Architecture serves as the first step towards maturity for a telecom service provider. During the course of our assignments/experiences with telecom players, we have come across the following observations – Some of these indicate a lack of maturity of the telecom service provider:   ·       In markets that are growing and not so mature, it has been observed that telcos have a significant amount of in-house or home-grown applications. In some of these markets, the growth has been so rapid that IT has been unable to cope with business demands. Telcos have shown a tendency to come up with workarounds in their IT applications so as to meet business needs. ·       Even for core functions like provisioning or mediation, some telcos have tried to manage with home-grown applications. ·       Most of the applications do not have the required scalability or maintainability to sustain growth in volumes or functionality. ·       Applications face interoperability issues with other applications in the operator's landscape. Integrating a new application or network element requires considerable effort on the part of the other applications. ·       Application boundaries are not clear, and functionality that is not in the initial scope of that application gets pushed onto it. This results in the development of the multiple, small applications without proper boundaries. ·       Usage of Legacy OSS/BSS systems, poor Integration across Multiple COTS Products and Internal Systems. Most of the Integrations are developed on ad-hoc basis and Point-to-Point Integration. ·       Redundancy of the business functions in different applications • Fragmented data across the different applications and no integrated view of the strategic data • Lot of performance Issues due to the usage of the complex integration across OSS and BSS systems   However, this is where the maturity of the telecom industry as a whole can be of help. The collaborative efforts of telcos to overcome some of these problems have resulted in bodies like the TM Forum. They have come up with frameworks for business processes, data, applications, and technology for telecom service providers. These could be a good starting point for telcos to clean up their enterprise landscape.   Industry Trends in Telecom Reference Architecture   Telecom reference architectures are evolving rapidly because telcos are facing business and IT challenges.   “The reality is that there probably is no killer application, no silver bullet that the telcos can latch onto to carry them into a 21st Century.... Instead, there are probably hundreds – perhaps thousands – of niche applications.... And the only way to find which of these works for you is to try out lots of them, ramp up the ones that work, and discontinue the ones that fail.” – Martin Creaner President & CTO TM Forum.   The following trends have been observed in telecom reference architecture:   ·       Transformation of business structures to align with customer requirements ·       Adoption of more Internet-like technical architectures. The Web 2.0 concept is increasingly being used. ·       Virtualization of the traditional operations support system (OSS) ·       Adoption of SOA to support development of IP-based services ·       Adoption of frameworks like Service Delivery Platforms (SDPs) and IP Multimedia Subsystem ·       (IMS) to enable seamless deployment of various services over fixed and mobile networks ·       Replacement of in-house, customized, and stove-piped OSS/BSS with standards-based COTS products ·       Compliance with industry standards and frameworks like eTOM, SID, and TAM to enable seamless integration with other standards-based products   Drivers of Reference Architecture   The drivers of the Reference Architecture are Reference Architecture Goals, Principles, and Enterprise Vision and Telecom Transformation. The details are depicted below diagram. @font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoCaption, li.MsoCaption, div.MsoCaption { margin: 0cm 0cm 10pt; font-size: 9pt; font-family: "Times New Roman"; color: rgb(79, 129, 189); font-weight: bold; }div.Section1 { page: Section1; } Figure 1. Drivers for Reference Architecture @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Today’s telecom reference architectures should seamlessly integrate traditional legacy-based applications and transition to next-generation network technologies (e.g., IP multimedia subsystems). This has resulted in new requirements for flexible, real-time billing and OSS/BSS systems and implications on the service provider’s organizational requirements and structure.   Telecom reference architectures are today expected to:   ·       Integrate voice, messaging, email and other VAS over fixed and mobile networks, back end systems ·       Be able to provision multiple services and service bundles • Deliver converged voice, video and data services ·       Leverage the existing Network Infrastructure ·       Provide real-time, flexible billing and charging systems to handle complex promotions, discounts, and settlements with multiple parties. ·       Support charging of advanced data services such as VoIP, On-Demand, Services (e.g.  Video), IMS/SIP Services, Mobile Money, Content Services and IPTV. ·       Help in faster deployment of new services • Serve as an effective platform for collaboration between network IT and business organizations ·       Harness the potential of converging technology, networks, devices and content to develop multimedia services and solutions of ever-increasing sophistication on a single Internet Protocol (IP) ·       Ensure better service delivery and zero revenue leakage through real-time balance and credit management ·       Lower operating costs to drive profitability   Enterprise Reference Architecture   The Enterprise Reference Architecture (RA) fills the gap between the concepts and vocabulary defined by the reference model and the implementation. Reference architecture provides detailed architectural information in a common format such that solutions can be repeatedly designed and deployed in a consistent, high-quality, supportable fashion. This paper attempts to describe the Reference Architecture for the Telecom Application Usage and how to achieve the Enterprise Level Reference Architecture using SOA.   • Telecom Reference Architecture • Enterprise SOA based Reference Architecture   Telecom Reference Architecture   Tele Management Forum’s New Generation Operations Systems and Software (NGOSS) is an architectural framework for organizing, integrating, and implementing telecom systems. NGOSS is a component-based framework consisting of the following elements:   ·       The enhanced Telecom Operations Map (eTOM) is a business process framework. ·       The Shared Information Data (SID) model provides a comprehensive information framework that may be specialized for the needs of a particular organization. ·       The Telecom Application Map (TAM) is an application framework to depict the functional footprint of applications, relative to the horizontal processes within eTOM. ·       The Technology Neutral Architecture (TNA) is an integrated framework. TNA is an architecture that is sustainable through technology changes.   NGOSS Architecture Standards are:   ·       Centralized data ·       Loosely coupled distributed systems ·       Application components/re-use  ·       A technology-neutral system framework with technology specific implementations ·       Interoperability to service provider data/processes ·       Allows more re-use of business components across multiple business scenarios ·       Workflow automation   The traditional operator systems architecture consists of four layers,   ·       Business Support System (BSS) layer, with focus toward customers and business partners. Manages order, subscriber, pricing, rating, and billing information. ·       Operations Support System (OSS) layer, built around product, service, and resource inventories. ·       Networks layer – consists of Network elements and 3rd Party Systems. ·       Integration Layer – to maximize application communication and overall solution flexibility.   Reference architecture for telecom enterprises is depicted below. @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoCaption, li.MsoCaption, div.MsoCaption { margin: 0cm 0cm 10pt; font-size: 9pt; font-family: "Times New Roman"; color: rgb(79, 129, 189); font-weight: bold; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Figure 2. Telecom Reference Architecture   The major building blocks of any Telecom Service Provider architecture are as follows:   1. Customer Relationship Management   CRM encompasses the end-to-end lifecycle of the customer: customer initiation/acquisition, sales, ordering, and service activation, customer care and support, proactive campaigns, cross sell/up sell, and retention/loyalty.   CRM also includes the collection of customer information and its application to personalize, customize, and integrate delivery of service to a customer, as well as to identify opportunities for increasing the value of the customer to the enterprise.   The key functionalities related to Customer Relationship Management are   ·       Manage the end-to-end lifecycle of a customer request for products. ·       Create and manage customer profiles. ·       Manage all interactions with customers – inquiries, requests, and responses. ·       Provide updates to Billing and other south bound systems on customer/account related updates such as customer/ account creation, deletion, modification, request bills, final bill, duplicate bills, credit limits through Middleware. ·       Work with Order Management System, Product, and Service Management components within CRM. ·       Manage customer preferences – Involve all the touch points and channels to the customer, including contact center, retail stores, dealers, self service, and field service, as well as via any media (phone, face to face, web, mobile device, chat, email, SMS, mail, the customer's bill, etc.). ·       Support single interface for customer contact details, preferences, account details, offers, customer premise equipment, bill details, bill cycle details, and customer interactions.   CRM applications interact with customers through customer touch points like portals, point-of-sale terminals, interactive voice response systems, etc. The requests by customers are sent via fulfillment/provisioning to billing system for ordering processing.   2. Billing and Revenue Management   Billing and Revenue Management handles the collection of appropriate usage records and production of timely and accurate bills – for providing pre-bill usage information and billing to customers; for processing their payments; and for performing payment collections. In addition, it handles customer inquiries about bills, provides billing inquiry status, and is responsible for resolving billing problems to the customer's satisfaction in a timely manner. This process grouping also supports prepayment for services.   The key functionalities provided by these applications are   ·       To ensure that enterprise revenue is billed and invoices delivered appropriately to customers. ·       To manage customers’ billing accounts, process their payments, perform payment collections, and monitor the status of the account balance. ·       To ensure the timely and effective fulfillment of all customer bill inquiries and complaints. ·       Collect the usage records from mediation and ensure appropriate rating and discounting of all usage and pricing. ·       Support revenue sharing; split charging where usage is guided to an account different from the service consumer. ·       Support prepaid and post-paid rating. ·       Send notification on approach / exceeding the usage thresholds as enforced by the subscribed offer, and / or as setup by the customer. ·       Support prepaid, post paid, and hybrid (where some services are prepaid and the rest of the services post paid) customers and conversion from post paid to prepaid, and vice versa. ·       Support different billing function requirements like charge prorating, promotion, discount, adjustment, waiver, write-off, account receivable, GL Interface, late payment fee, credit control, dunning, account or service suspension, re-activation, expiry, termination, contract violation penalty, etc. ·       Initiate direct debit to collect payment against an invoice outstanding. ·       Send notification to Middleware on different events; for example, payment receipt, pre-suspension, threshold exceed, etc.   Billing systems typically get usage data from mediation systems for rating and billing. They get provisioning requests from order management systems and inquiries from CRM systems. Convergent and real-time billing systems can directly get usage details from network elements.   3. Mediation   Mediation systems transform/translate the Raw or Native Usage Data Records into a general format that is acceptable to billing for their rating purposes.   The following lists the high-level roles and responsibilities executed by the Mediation system in the end-to-end solution.   ·       Collect Usage Data Records from different data sources – like network elements, routers, servers – via different protocol and interfaces. ·       Process Usage Data Records – Mediation will process Usage Data Records as per the source format. ·       Validate Usage Data Records from each source. ·       Segregates Usage Data Records coming from each source to multiple, based on the segregation requirement of end Application. ·       Aggregates Usage Data Records based on the aggregation rule if any from different sources. ·       Consolidates multiple Usage Data Records from each source. ·       Delivers formatted Usage Data Records to different end application like Billing, Interconnect, Fraud Management, etc. ·       Generates audit trail for incoming Usage Data Records and keeps track of all the Usage Data Records at various stages of mediation process. ·       Checks duplicate Usage Data Records across files for a given time window.   4. Fulfillment   This area is responsible for providing customers with their requested products in a timely and correct manner. It translates the customer's business or personal need into a solution that can be delivered using the specific products in the enterprise's portfolio. This process informs the customers of the status of their purchase order, and ensures completion on time, as well as ensuring a delighted customer. These processes are responsible for accepting and issuing orders. They deal with pre-order feasibility determination, credit authorization, order issuance, order status and tracking, customer update on customer order activities, and customer notification on order completion. Order management and provisioning applications fall into this category.   The key functionalities provided by these applications are   ·       Issuing new customer orders, modifying open customer orders, or canceling open customer orders; ·       Verifying whether specific non-standard offerings sought by customers are feasible and supportable; ·       Checking the credit worthiness of customers as part of the customer order process; ·       Testing the completed offering to ensure it is working correctly; ·       Updating of the Customer Inventory Database to reflect that the specific product offering has been allocated, modified, or cancelled; ·       Assigning and tracking customer provisioning activities; ·       Managing customer provisioning jeopardy conditions; and ·       Reporting progress on customer orders and other processes to customer.   These applications typically get orders from CRM systems. They interact with network elements and billing systems for fulfillment of orders.   5. Enterprise Management   This process area includes those processes that manage enterprise-wide activities and needs, or have application within the enterprise as a whole. They encompass all business management processes that   ·       Are necessary to support the whole of the enterprise, including processes for financial management, legal management, regulatory management, process, cost, and quality management, etc.;   ·       Are responsible for setting corporate policies, strategies, and directions, and for providing guidelines and targets for the whole of the business, including strategy development and planning for areas, such as Enterprise Architecture, that are integral to the direction and development of the business;   ·       Occur throughout the enterprise, including processes for project management, performance assessments, cost assessments, etc.     (i) Enterprise Risk Management:   Enterprise Risk Management focuses on assuring that risks and threats to the enterprise value and/or reputation are identified, and appropriate controls are in place to minimize or eliminate the identified risks. The identified risks may be physical or logical/virtual. Successful risk management ensures that the enterprise can support its mission critical operations, processes, applications, and communications in the face of serious incidents such as security threats/violations and fraud attempts. Two key areas covered in Risk Management by telecom operators are:   ·       Revenue Assurance: Revenue assurance system will be responsible for identifying revenue loss scenarios across components/systems, and will help in rectifying the problems. The following lists the high-level roles and responsibilities executed by the Revenue Assurance system in the end-to-end solution. o   Identify all usage information dropped when networks are being upgraded. o   Interconnect bill verification. o   Identify where services are routinely provisioned but never billed. o   Identify poor sales policies that are intensifying collections problems. o   Find leakage where usage is sent to error bucket and never billed for. o   Find leakage where field service, CRM, and network build-out are not optimized.   ·       Fraud Management: Involves collecting data from different systems to identify abnormalities in traffic patterns, usage patterns, and subscription patterns to report suspicious activity that might suggest fraudulent usage of resources, resulting in revenue losses to the operator.   The key roles and responsibilities of the system component are as follows:   o   Fraud management system will capture and monitor high usage (over a certain threshold) in terms of duration, value, and number of calls for each subscriber. The threshold for each subscriber is decided by the system and fixed automatically. o   Fraud management will be able to detect the unauthorized access to services for certain subscribers. These subscribers may have been provided unauthorized services by employees. The component will raise the alert to the operator the very first time of such illegal calls or calls which are not billed. o   The solution will be to have an alarm management system that will deliver alarms to the operator/provider whenever it detects a fraud, thus minimizing fraud by catching it the first time it occurs. o   The Fraud Management system will be capable of interfacing with switches, mediation systems, and billing systems   (ii) Knowledge Management   This process focuses on knowledge management, technology research within the enterprise, and the evaluation of potential technology acquisitions.   Key responsibilities of knowledge base management are to   ·       Maintain knowledge base – Creation and updating of knowledge base on ongoing basis. ·       Search knowledge base – Search of knowledge base on keywords or category browse ·       Maintain metadata – Management of metadata on knowledge base to ensure effective management and search. ·       Run report generator. ·       Provide content – Add content to the knowledge base, e.g., user guides, operational manual, etc.   (iii) Document Management   It focuses on maintaining a repository of all electronic documents or images of paper documents relevant to the enterprise using a system.   (iv) Data Management   It manages data as a valuable resource for any enterprise. For telecom enterprises, the typical areas covered are Master Data Management, Data Warehousing, and Business Intelligence. It is also responsible for data governance, security, quality, and database management.   Key responsibilities of Data Management are   ·       Using ETL, extract the data from CRM, Billing, web content, ERP, campaign management, financial, network operations, asset management info, customer contact data, customer measures, benchmarks, process data, e.g., process inputs, outputs, and measures, into Enterprise Data Warehouse. ·       Management of data traceability with source, data related business rules/decisions, data quality, data cleansing data reconciliation, competitors data – storage for all the enterprise data (customer profiles, products, offers, revenues, etc.) ·       Get online update through night time replication or physical backup process at regular frequency. ·       Provide the data access to business intelligence and other systems for their analysis, report generation, and use.   (v) Business Intelligence   It uses the Enterprise Data to provide the various analysis and reports that contain prospects and analytics for customer retention, acquisition of new customers due to the offers, and SLAs. It will generate right and optimized plans – bolt-ons for the customers.   The following lists the high-level roles and responsibilities executed by the Business Intelligence system at the Enterprise Level:   ·       It will do Pattern analysis and reports problem. ·       It will do Data Analysis – Statistical analysis, data profiling, affinity analysis of data, customer segment wise usage patterns on offers, products, service and revenue generation against services and customer segments. ·       It will do Performance (business, system, and forecast) analysis, churn propensity, response time, and SLAs analysis. ·       It will support for online and offline analysis, and report drill down capability. ·       It will collect, store, and report various SLA data. ·       It will provide the necessary intelligence for marketing and working on campaigns, etc., with cost benefit analysis and predictions.   It will advise on customer promotions with additional services based on loyalty and credit history of customer   ·       It will Interface with Enterprise Data Management system for data to run reports and analysis tasks. It will interface with the campaign schedules, based on historical success evidence.   (vi) Stakeholder and External Relations Management   It manages the enterprise's relationship with stakeholders and outside entities. Stakeholders include shareholders, employee organizations, etc. Outside entities include regulators, local community, and unions. Some of the processes within this grouping are Shareholder Relations, External Affairs, Labor Relations, and Public Relations.   (vii) Enterprise Resource Planning   It is used to manage internal and external resources, including tangible assets, financial resources, materials, and human resources. Its purpose is to facilitate the flow of information between all business functions inside the boundaries of the enterprise and manage the connections to outside stakeholders. ERP systems consolidate all business operations into a uniform and enterprise wide system environment.   The key roles and responsibilities for Enterprise System are given below:   ·        It will handle responsibilities such as core accounting, financial, and management reporting. ·       It will interface with CRM for capturing customer account and details. ·       It will interface with billing to capture the billing revenue and other financial data. ·       It will be responsible for executing the dunning process. Billing will send the required feed to ERP for execution of dunning. ·       It will interface with the CRM and Billing through batch interfaces. Enterprise management systems are like horizontals in the enterprise and typically interact with all major telecom systems. E.g., an ERP system interacts with CRM, Fulfillment, and Billing systems for different kinds of data exchanges.   6. External Interfaces/Touch Points   The typical external parties are customers, suppliers/partners, employees, shareholders, and other stakeholders. External interactions from/to a Service Provider to other parties can be achieved by a variety of mechanisms, including:   ·       Exchange of emails or faxes ·       Call Centers ·       Web Portals ·       Business-to-Business (B2B) automated transactions   These applications provide an Internet technology driven interface to external parties to undertake a variety of business functions directly for themselves. These can provide fully or partially automated service to external parties through various touch points.   Typical characteristics of these touch points are   ·       Pre-integrated self-service system, including stand-alone web framework or integration front end with a portal engine ·       Self services layer exposing atomic web services/APIs for reuse by multiple systems across the architectural environment ·       Portlets driven connectivity exposing data and services interoperability through a portal engine or web application   These touch points mostly interact with the CRM systems for requests, inquiries, and responses.   7. Middleware   The component will be primarily responsible for integrating the different systems components under a common platform. It should provide a Standards-Based Platform for building Service Oriented Architecture and Composite Applications. The following lists the high-level roles and responsibilities executed by the Middleware component in the end-to-end solution.   ·       As an integration framework, covering to and fro interfaces ·       Provide a web service framework with service registry. ·       Support SOA framework with SOA service registry. ·       Each of the interfaces from / to Middleware to other components would handle data transformation, translation, and mapping of data points. ·       Receive data from the caller / activate and/or forward the data to the recipient system in XML format. ·       Use standard XML for data exchange. ·       Provide the response back to the service/call initiator. ·       Provide a tracking until the response completion. ·       Keep a store transitional data against each call/transaction. ·       Interface through Middleware to get any information that is possible and allowed from the existing systems to enterprise systems; e.g., customer profile and customer history, etc. ·       Provide the data in a common unified format to the SOA calls across systems, and follow the Enterprise Architecture directive. ·       Provide an audit trail for all transactions being handled by the component.   8. Network Elements   The term Network Element means a facility or equipment used in the provision of a telecommunications service. Such terms also includes features, functions, and capabilities that are provided by means of such facility or equipment, including subscriber numbers, databases, signaling systems, and information sufficient for billing and collection or used in the transmission, routing, or other provision of a telecommunications service.   Typical network elements in a GSM network are Home Location Register (HLR), Intelligent Network (IN), Mobile Switching Center (MSC), SMS Center (SMSC), and network elements for other value added services like Push-to-talk (PTT), Ring Back Tone (RBT), etc.   Network elements are invoked when subscribers use their telecom devices for any kind of usage. These elements generate usage data and pass it on to downstream systems like mediation and billing system for rating and billing. They also integrate with provisioning systems for order/service fulfillment.   9. 3rd Party Applications   3rd Party systems are applications like content providers, payment gateways, point of sale terminals, and databases/applications maintained by the Government.   Depending on applicability and the type of functionality provided by 3rd party applications, the integration with different telecom systems like CRM, provisioning, and billing will be done.   10. Service Delivery Platform   A service delivery platform (SDP) provides the architecture for the rapid deployment, provisioning, execution, management, and billing of value added telecom services. SDPs are based on the concept of SOA and layered architecture. They support the delivery of voice, data services, and content in network and device-independent fashion. They allow application developers to aggregate network capabilities, services, and sources of content. SDPs typically contain layers for web services exposure, service application development, and network abstraction.   SOA Reference Architecture   SOA concept is based on the principle of developing reusable business service and building applications by composing those services, instead of building monolithic applications in silos. It’s about bridging the gap between business and IT through a set of business-aligned IT services, using a set of design principles, patterns, and techniques.   In an SOA, resources are made available to participants in a value net, enterprise, line of business (typically spanning multiple applications within an enterprise or across multiple enterprises). It consists of a set of business-aligned IT services that collectively fulfill an organization’s business processes and goals. We can choreograph these services into composite applications and invoke them through standard protocols. SOA, apart from agility and reusability, enables:   ·       The business to specify processes as orchestrations of reusable services ·       Technology agnostic business design, with technology hidden behind service interface ·       A contractual-like interaction between business and IT, based on service SLAs ·       Accountability and governance, better aligned to business services ·       Applications interconnections untangling by allowing access only through service interfaces, reducing the daunting side effects of change ·       Reduced pressure to replace legacy and extended lifetime for legacy applications, through encapsulation in services   ·       A Cloud Computing paradigm, using web services technologies, that makes possible service outsourcing on an on-demand, utility-like, pay-per-usage basis   The following section represents the Reference Architecture of logical view for the Telecom Solution. The new custom built application needs to align with this logical architecture in the long run to achieve EA benefits.   Packaged implementation applications, such as ERP billing applications, need to expose their functions as service providers (as other applications consume) and interact with other applications as service consumers.   COT applications need to expose services through wrappers such as adapters to utilize existing resources and at the same time achieve Enterprise Architecture goal and objectives.   The following are the various layers for Enterprise level deployment of SOA. This diagram captures the abstract view of Enterprise SOA layers and important components of each layer. Layered architecture means decomposition of services such that most interactions occur between adjacent layers. However, there is no strict rule that top layers should not directly communicate with bottom layers.   The diagram below represents the important logical pieces that would result from overall SOA transformation. @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoCaption, li.MsoCaption, div.MsoCaption { margin: 0cm 0cm 10pt; font-size: 9pt; font-family: "Times New Roman"; color: rgb(79, 129, 189); font-weight: bold; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Figure 3. Enterprise SOA Reference Architecture 1.          Operational System Layer: This layer consists of all packaged applications like CRM, ERP, custom built applications, COTS based applications like Billing, Revenue Management, Fulfilment, and the Enterprise databases that are essential and contribute directly or indirectly to the Enterprise OSS/BSS Transformation.   ERP holds the data of Asset Lifecycle Management, Supply Chain, and Advanced Procurement and Human Capital Management, etc.   CRM holds the data related to Order, Sales, and Marketing, Customer Care, Partner Relationship Management, Loyalty, etc.   Content Management handles Enterprise Search and Query. Billing application consists of the following components:   ·       Collections Management, Customer Billing Management, Invoices, Real-Time Rating, Discounting, and Applying of Charges ·       Enterprise databases will hold both the application and service data, whether structured or unstructured.   MDM - Master data majorly consists of Customer, Order, Product, and Service Data.     2.          Enterprise Component Layer:   This layer consists of the Application Services and Common Services that are responsible for realizing the functionality and maintaining the QoS of the exposed services. This layer uses container-based technologies such as application servers to implement the components, workload management, high availability, and load balancing.   Application Services: This Service Layer enables application, technology, and database abstraction so that the complex accessing logic is hidden from the other service layers. This is a basic service layer, which exposes application functionalities and data as reusable services. The three types of the Application access services are:   ·       Application Access Service: This Service Layer exposes application level functionalities as a reusable service between BSS to BSS and BSS to OSS integration. This layer is enabled using disparate technology such as Web Service, Integration Servers, and Adaptors, etc.   ·       Data Access Service: This Service Layer exposes application data services as a reusable reference data service. This is done via direct interaction with application data. and provides the federated query.   ·       Network Access Service: This Service Layer exposes provisioning layer as a reusable service from OSS to OSS integration. This integration service emphasizes the need for high performance, stateless process flows, and distributed design.   Common Services encompasses management of structured, semi-structured, and unstructured data such as information services, portal services, interaction services, infrastructure services, and security services, etc.   3.          Integration Layer:   This consists of service infrastructure components like service bus, service gateway for partner integration, service registry, service repository, and BPEL processor. Service bus will carry the service invocation payloads/messages between consumers and providers. The other important functions expected from it are itinerary based routing, distributed caching of routing information, transformations, and all qualities of service for messaging-like reliability, scalability, and availability, etc. Service registry will hold all contracts (wsdl) of services, and it helps developers to locate or discover service during design time or runtime.   • BPEL processor would be useful in orchestrating the services to compose a complex business scenario or process. • Workflow and business rules management are also required to support manual triggering of certain activities within business process. based on the rules setup and also the state machine information. Application, data, and service mediation layer typically forms the overall composite application development framework or SOA Framework.   4.          Business Process Layer: These are typically the intermediate services layer and represent Shared Business Process Services. At Enterprise Level, these services are from Customer Management, Order Management, Billing, Finance, and Asset Management application domains.   5.          Access Layer: This layer consists of portals for Enterprise and provides a single view of Enterprise information management and dashboard services.   6.          Channel Layer: This consists of various devices; applications that form part of extended enterprise; browsers through which users access the applications.   7.          Client Layer: This designates the different types of users accessing the enterprise applications. The type of user typically would be an important factor in determining the level of access to applications.   8.          Vertical pieces like management, monitoring, security, and development cut across all horizontal layers Management and monitoring involves all aspects of SOA-like services, SLAs, and other QoS lifecycle processes for both applications and services surrounding SOA governance.     9.          EA Governance, Reference Architecture, Roadmap, Principles, and Best Practices:   EA Governance is important in terms of providing the overall direction to SOA implementation within the enterprise. This involves board-level involvement, in addition to business and IT executives. At a high level, this involves managing the SOA projects implementation, managing SOA infrastructure, and controlling the entire effort through all fine-tuned IT processes in accordance with COBIT (Control Objectives for Information Technology).   Devising tools and techniques to promote reuse culture, and the SOA way of doing things needs competency centers to be established in addition to training the workforce to take up new roles that are suited to SOA journey.   Conclusions   Reference Architectures can serve as the basis for disparate architecture efforts throughout the organization, even if they use different tools and technologies. Reference architectures provide best practices and approaches in the independent way a vendor deals with technology and standards. Reference Architectures model the abstract architectural elements for an enterprise independent of the technologies, protocols, and products that are used to implement an SOA. Telecom enterprises today are facing significant business and technology challenges due to growing competition, a multitude of services, and convergence. Adopting architectural best practices could go a long way in meeting these challenges. The use of SOA-based architecture for communication to each of the external systems like Billing, CRM, etc., in OSS/BSS system has made the architecture very loosely coupled, with greater flexibility. Any change in the external systems would be absorbed at the Integration Layer without affecting the rest of the ecosystem. The use of a Business Process Management (BPM) tool makes the management and maintenance of the business processes easy, with better performance in terms of lead time, quality, and cost. Since the Architecture is based on standards, it will lower the cost of deploying and managing OSS/BSS applications over their lifecycles.

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• Agile Development

  - by James Oloo Onyango

  Alot of literature has and is being written about agile developement and its surrounding philosophies. In my quest to find the best way to express the importance of agile methodologies, i have found Robert C. Martin's "A Satire Of Two Companies" to be both the most concise and thorough! Enjoy the read! Rufus Inc Project Kick Off Your name is Bob. The date is January 3, 2001, and your head still aches from the recent millennial revelry. You are sitting in a conference room with several managers and a group of your peers. You are a project team leader. Your boss is there, and he has brought along all of his team leaders. His boss called the meeting. "We have a new project to develop," says your boss's boss. Call him BB. The points in his hair are so long that they scrape the ceiling. Your boss's points are just starting to grow, but he eagerly awaits the day when he can leave Brylcream stains on the acoustic tiles. BB describes the essence of the new market they have identified and the product they want to develop to exploit this market. "We must have this new project up and working by fourth quarter October 1," BB demands. "Nothing is of higher priority, so we are cancelling your current project." The reaction in the room is stunned silence. Months of work are simply going to be thrown away. Slowly, a murmur of objection begins to circulate around the conference table.   His points give off an evil green glow as BB meets the eyes of everyone in the room. One by one, that insidious stare reduces each attendee to quivering lumps of protoplasm. It is clear that he will brook no discussion on this matter. Once silence has been restored, BB says, "We need to begin immediately. How long will it take you to do the analysis?" You raise your hand. Your boss tries to stop you, but his spitwad misses you and you are unaware of his efforts.   "Sir, we can't tell you how long the analysis will take until we have some requirements." "The requirements document won't be ready for 3 or 4 weeks," BB says, his points vibrating with frustration. "So, pretend that you have the requirements in front of you now. How long will you require for analysis?" No one breathes. Everyone looks around to see whether anyone has some idea. "If analysis goes beyond April 1, we have a problem. Can you finish the analysis by then?" Your boss visibly gathers his courage: "We'll find a way, sir!" His points grow 3 mm, and your headache increases by two Tylenol. "Good." BB smiles. "Now, how long will it take to do the design?" "Sir," you say. Your boss visibly pales. He is clearly worried that his 3 mms are at risk. "Without an analysis, it will not be possible to tell you how long design will take." BB's expression shifts beyond austere.   "PRETEND you have the analysis already!" he says, while fixing you with his vacant, beady little eyes. "How long will it take you to do the design?" Two Tylenol are not going to cut it. Your boss, in a desperate attempt to save his new growth, babbles: "Well, sir, with only six months left to complete the project, design had better take no longer than 3 months."   "I'm glad you agree, Smithers!" BB says, beaming. Your boss relaxes. He knows his points are secure. After a while, he starts lightly humming the Brylcream jingle. BB continues, "So, analysis will be complete by April 1, design will be complete by July 1, and that gives you 3 months to implement the project. This meeting is an example of how well our new consensus and empowerment policies are working. Now, get out there and start working. I'll expect to see TQM plans and QIT assignments on my desk by next week. Oh, and don't forget that your crossfunctional team meetings and reports will be needed for next month's quality audit." "Forget the Tylenol," you think to yourself as you return to your cubicle. "I need bourbon."   Visibly excited, your boss comes over to you and says, "Gosh, what a great meeting. I think we're really going to do some world shaking with this project." You nod in agreement, too disgusted to do anything else. "Oh," your boss continues, "I almost forgot." He hands you a 30-page document. "Remember that the SEI is coming to do an evaluation next week. This is the evaluation guide. You need to read through it, memorize it, and then shred it. It tells you how to answer any questions that the SEI auditors ask you. It also tells you what parts of the building you are allowed to take them to and what parts to avoid. We are determined to be a CMM level 3 organization by June!"   You and your peers start working on the analysis of the new project. This is difficult because you have no requirements. But from the 10-minute introduction given by BB on that fateful morning, you have some idea of what the product is supposed to do.   Corporate process demands that you begin by creating a use case document. You and your team begin enumerating use cases and drawing oval and stick diagrams. Philosophical debates break out among the team members. There is disagreement as to whether certain use cases should be connected with <<extends>> or <<includes>> relationships. Competing models are created, but nobody knows how to evaluate them. The debate continues, effectively paralyzing progress.   After a week, somebody finds the iceberg.com Web site, which recommends disposing entirely of <<extends>> and <<includes>> and replacing them with <<precedes>> and <<uses>>. The documents on this Web site, authored by Don Sengroiux, describes a method known as stalwart-analysis, which claims to be a step-by-step method for translating use cases into design diagrams. More competing use case models are created using this new scheme, but again, people can't agree on how to evaluate them. The thrashing continues. More and more, the use case meetings are driven by emotion rather than by reason. If it weren't for the fact that you don't have requirements, you'd be pretty upset by the lack of progress you are making. The requirements document arrives on February 15. And then again on February 20, 25, and every week thereafter. Each new version contradicts the previous one. Clearly, the marketing folks who are writing the requirements, empowered though they might be, are not finding consensus.   At the same time, several new competing use case templates have been proposed by the various team members. Each template presents its own particularly creative way of delaying progress. The debates rage on. On March 1, Prudence Putrigence, the process proctor, succeeds in integrating all the competing use case forms and templates into a single, all-encompassing form. Just the blank form is 15 pages long. She has managed to include every field that appeared on all the competing templates. She also presents a 159- page document describing how to fill out the use case form. All current use cases must be rewritten according to the new standard.   You marvel to yourself that it now requires 15 pages of fill-in-the-blank and essay questions to answer the question: What should the system do when the user presses Return? The corporate process (authored by L. E. Ott, famed author of "Holistic Analysis: A Progressive Dialectic for Software Engineers") insists that you discover all primary use cases, 87 percent of all secondary use cases, and 36.274 percent of all tertiary use cases before you can complete analysis and enter the design phase. You have no idea what a tertiary use case is. So in an attempt to meet this requirement, you try to get your use case document reviewed by the marketing department, which you hope will know what a tertiary use case is.   Unfortunately, the marketing folks are too busy with sales support to talk to you. Indeed, since the project started, you have not been able to get a single meeting with marketing, which has provided a never-ending stream of changing and contradictory requirements documents.   While one team has been spinning endlessly on the use case document, another team has been working out the domain model. Endless variations of UML documents are pouring out of this team. Every week, the model is reworked.   The team members can't decide whether to use <<interfaces>> or <<types>> in the model. A huge disagreement has been raging on the proper syntax and application of OCL. Others on the team just got back from a 5-day class on catabolism, and have been producing incredibly detailed and arcane diagrams that nobody else can fathom.   On March 27, with one week to go before analysis is to be complete, you have produced a sea of documents and diagrams but are no closer to a cogent analysis of the problem than you were on January 3. **** And then, a miracle happens.   **** On Saturday, April 1, you check your e-mail from home. You see a memo from your boss to BB. It states unequivocally that you are done with the analysis! You phone your boss and complain. "How could you have told BB that we were done with the analysis?" "Have you looked at a calendar lately?" he responds. "It's April 1!" The irony of that date does not escape you. "But we have so much more to think about. So much more to analyze! We haven't even decided whether to use <<extends>> or <<precedes>>!" "Where is your evidence that you are not done?" inquires your boss, impatiently. "Whaaa . . . ." But he cuts you off. "Analysis can go on forever; it has to be stopped at some point. And since this is the date it was scheduled to stop, it has been stopped. Now, on Monday, I want you to gather up all existing analysis materials and put them into a public folder. Release that folder to Prudence so that she can log it in the CM system by Monday afternoon. Then get busy and start designing."   As you hang up the phone, you begin to consider the benefits of keeping a bottle of bourbon in your bottom desk drawer. They threw a party to celebrate the on-time completion of the analysis phase. BB gave a colon-stirring speech on empowerment. And your boss, another 3 mm taller, congratulated his team on the incredible show of unity and teamwork. Finally, the CIO takes the stage to tell everyone that the SEI audit went very well and to thank everyone for studying and shredding the evaluation guides that were passed out. Level 3 now seems assured and will be awarded by June. (Scuttlebutt has it that managers at the level of BB and above are to receive significant bonuses once the SEI awards level 3.)   As the weeks flow by, you and your team work on the design of the system. Of course, you find that the analysis that the design is supposedly based on is flawedno, useless; no, worse than useless. But when you tell your boss that you need to go back and work some more on the analysis to shore up its weaker sections, he simply states, "The analysis phase is over. The only allowable activity is design. Now get back to it."   So, you and your team hack the design as best you can, unsure of whether the requirements have been properly analyzed. Of course, it really doesn't matter much, since the requirements document is still thrashing with weekly revisions, and the marketing department still refuses to meet with you.     The design is a nightmare. Your boss recently misread a book named The Finish Line in which the author, Mark DeThomaso, blithely suggested that design documents should be taken down to code-level detail. "If we are going to be working at that level of detail," you ask, "why don't we simply write the code instead?" "Because then you wouldn't be designing, of course. And the only allowable activity in the design phase is design!" "Besides," he continues, "we have just purchased a companywide license for Dandelion! This tool enables 'Round the Horn Engineering!' You are to transfer all design diagrams into this tool. It will automatically generate our code for us! It will also keep the design diagrams in sync with the code!" Your boss hands you a brightly colored shrinkwrapped box containing the Dandelion distribution. You accept it numbly and shuffle off to your cubicle. Twelve hours, eight crashes, one disk reformatting, and eight shots of 151 later, you finally have the tool installed on your server. You consider the week your team will lose while attending Dandelion training. Then you smile and think, "Any week I'm not here is a good week." Design diagram after design diagram is created by your team. Dandelion makes it very difficult to draw these diagrams. There are dozens and dozens of deeply nested dialog boxes with funny text fields and check boxes that must all be filled in correctly. And then there's the problem of moving classes between packages. At first, these diagram are driven from the use cases. But the requirements are changing so often that the use cases rapidly become meaningless. Debates rage about whether VISITOR or DECORATOR design patterns should be used. One developer refuses to use VISITOR in any form, claiming that it's not a properly object-oriented construct. Someone refuses to use multiple inheritance, since it is the spawn of the devil. Review meetings rapidly degenerate into debates about the meaning of object orientation, the definition of analysis versus design, or when to use aggregation versus association. Midway through the design cycle, the marketing folks announce that they have rethought the focus of the system. Their new requirements document is completely restructured. They have eliminated several major feature areas and replaced them with feature areas that they anticipate customer surveys will show to be more appropriate. You tell your boss that these changes mean that you need to reanalyze and redesign much of the system. But he says, "The analysis phase is system. But he says, "The analysis phase is over. The only allowable activity is design. Now get back to it."   You suggest that it might be better to create a simple prototype to show to the marketing folks and even some potential customers. But your boss says, "The analysis phase is over. The only allowable activity is design. Now get back to it." Hack, hack, hack, hack. You try to create some kind of a design document that might reflect the new requirements documents. However, the revolution of the requirements has not caused them to stop thrashing. Indeed, if anything, the wild oscillations of the requirements document have only increased in frequency and amplitude.   You slog your way through them.   On June 15, the Dandelion database gets corrupted. Apparently, the corruption has been progressive. Small errors in the DB accumulated over the months into bigger and bigger errors. Eventually, the CASE tool just stopped working. Of course, the slowly encroaching corruption is present on all the backups. Calls to the Dandelion technical support line go unanswered for several days. Finally, you receive a brief e-mail from Dandelion, informing you that this is a known problem and that the solution is to purchase the new version, which they promise will be ready some time next quarter, and then reenter all the diagrams by hand.   ****   Then, on July 1 another miracle happens! You are done with the design!   Rather than go to your boss and complain, you stock your middle desk drawer with some vodka.   **** They threw a party to celebrate the on-time completion of the design phase and their graduation to CMM level 3. This time, you find BB's speech so stirring that you have to use the restroom before it begins. New banners and plaques are all over your workplace. They show pictures of eagles and mountain climbers, and they talk about teamwork and empowerment. They read better after a few scotches. That reminds you that you need to clear out your file cabinet to make room for the brandy. You and your team begin to code. But you rapidly discover that the design is lacking in some significant areas. Actually, it's lacking any significance at all. You convene a design session in one of the conference rooms to try to work through some of the nastier problems. But your boss catches you at it and disbands the meeting, saying, "The design phase is over. The only allowable activity is coding. Now get back to it."   ****   The code generated by Dandelion is really hideous. It turns out that you and your team were using association and aggregation the wrong way, after all. All the generated code has to be edited to correct these flaws. Editing this code is extremely difficult because it has been instrumented with ugly comment blocks that have special syntax that Dandelion needs in order to keep the diagrams in sync with the code. If you accidentally alter one of these comments, the diagrams will be regenerated incorrectly. It turns out that "Round the Horn Engineering" requires an awful lot of effort. The more you try to keep the code compatible with Dandelion, the more errors Dandelion generates. In the end, you give up and decide to keep the diagrams up to date manually. A second later, you decide that there's no point in keeping the diagrams up to date at all. Besides, who has time?   Your boss hires a consultant to build tools to count the number of lines of code that are being produced. He puts a big thermometer graph on the wall with the number 1,000,000 on the top. Every day, he extends the red line to show how many lines have been added. Three days after the thermometer appears on the wall, your boss stops you in the hall. "That graph isn't growing quickly enough. We need to have a million lines done by October 1." "We aren't even sh-sh-sure that the proshect will require a m-million linezh," you blather. "We have to have a million lines done by October 1," your boss reiterates. His points have grown again, and the Grecian formula he uses on them creates an aura of authority and competence. "Are you sure your comment blocks are big enough?" Then, in a flash of managerial insight, he says, "I have it! I want you to institute a new policy among the engineers. No line of code is to be longer than 20 characters. Any such line must be split into two or more preferably more. All existing code needs to be reworked to this standard. That'll get our line count up!"   You decide not to tell him that this will require two unscheduled work months. You decide not to tell him anything at all. You decide that intravenous injections of pure ethanol are the only solution. You make the appropriate arrangements. Hack, hack, hack, and hack. You and your team madly code away. By August 1, your boss, frowning at the thermometer on the wall, institutes a mandatory 50-hour workweek.   Hack, hack, hack, and hack. By September 1st, the thermometer is at 1.2 million lines and your boss asks you to write a report describing why you exceeded the coding budget by 20 percent. He institutes mandatory Saturdays and demands that the project be brought back down to a million lines. You start a campaign of remerging lines. Hack, hack, hack, and hack. Tempers are flaring; people are quitting; QA is raining trouble reports down on you. Customers are demanding installation and user manuals; salespeople are demanding advance demonstrations for special customers; the requirements document is still thrashing, the marketing folks are complaining that the product isn't anything like they specified, and the liquor store won't accept your credit card anymore. Something has to give.    On September 15, BB calls a meeting. As he enters the room, his points are emitting clouds of steam. When he speaks, the bass overtones of his carefully manicured voice cause the pit of your stomach to roll over. "The QA manager has told me that this project has less than 50 percent of the required features implemented. He has also informed me that the system crashes all the time, yields wrong results, and is hideously slow. He has also complained that he cannot keep up with the continuous train of daily releases, each more buggy than the last!" He stops for a few seconds, visibly trying to compose himself. "The QA manager estimates that, at this rate of development, we won't be able to ship the product until December!" Actually, you think it's more like March, but you don't say anything. "December!" BB roars with such derision that people duck their heads as though he were pointing an assault rifle at them. "December is absolutely out of the question. Team leaders, I want new estimates on my desk in the morning. I am hereby mandating 65-hour work weeks until this project is complete. And it better be complete by November 1."   As he leaves the conference room, he is heard to mutter: "Empowermentbah!" * * * Your boss is bald; his points are mounted on BB's wall. The fluorescent lights reflecting off his pate momentarily dazzle you. "Do you have anything to drink?" he asks. Having just finished your last bottle of Boone's Farm, you pull a bottle of Thunderbird from your bookshelf and pour it into his coffee mug. "What's it going to take to get this project done? " he asks. "We need to freeze the requirements, analyze them, design them, and then implement them," you say callously. "By November 1?" your boss exclaims incredulously. "No way! Just get back to coding the damned thing." He storms out, scratching his vacant head.   A few days later, you find that your boss has been transferred to the corporate research division. Turnover has skyrocketed. Customers, informed at the last minute that their orders cannot be fulfilled on time, have begun to cancel their orders. Marketing is re-evaluating whether this product aligns with the overall goals of the company. Memos fly, heads roll, policies change, and things are, overall, pretty grim. Finally, by March, after far too many sixty-five hour weeks, a very shaky version of the software is ready. In the field, bug-discovery rates are high, and the technical support staff are at their wits' end, trying to cope with the complaints and demands of the irate customers. Nobody is happy.   In April, BB decides to buy his way out of the problem by licensing a product produced by Rupert Industries and redistributing it. The customers are mollified, the marketing folks are smug, and you are laid off.     Rupert Industries: Project Alpha   Your name is Robert. The date is January 3, 2001. The quiet hours spent with your family this holiday have left you refreshed and ready for work. You are sitting in a conference room with your team of professionals. The manager of the division called the meeting. "We have some ideas for a new project," says the division manager. Call him Russ. He is a high-strung British chap with more energy than a fusion reactor. He is ambitious and driven but understands the value of a team. Russ describes the essence of the new market opportunity the company has identified and introduces you to Jane, the marketing manager, who is responsible for defining the products that will address it. Addressing you, Jane says, "We'd like to start defining our first product offering as soon as possible. When can you and your team meet with me?" You reply, "We'll be done with the current iteration of our project this Friday. We can spare a few hours for you between now and then. After that, we'll take a few people from the team and dedicate them to you. We'll begin hiring their replacements and the new people for your team immediately." "Great," says Russ, "but I want you to understand that it is critical that we have something to exhibit at the trade show coming up this July. If we can't be there with something significant, we'll lose the opportunity."   "I understand," you reply. "I don't yet know what it is that you have in mind, but I'm sure we can have something by July. I just can't tell you what that something will be right now. In any case, you and Jane are going to have complete control over what we developers do, so you can rest assured that by July, you'll have the most important things that can be accomplished in that time ready to exhibit."   Russ nods in satisfaction. He knows how this works. Your team has always kept him advised and allowed him to steer their development. He has the utmost confidence that your team will work on the most important things first and will produce a high-quality product.   * * *   "So, Robert," says Jane at their first meeting, "How does your team feel about being split up?" "We'll miss working with each other," you answer, "but some of us were getting pretty tired of that last project and are looking forward to a change. So, what are you people cooking up?" Jane beams. "You know how much trouble our customers currently have . . ." And she spends a half hour or so describing the problem and possible solution. "OK, wait a second" you respond. "I need to be clear about this." And so you and Jane talk about how this system might work. Some of her ideas aren't fully formed. You suggest possible solutions. She likes some of them. You continue discussing.   During the discussion, as each new topic is addressed, Jane writes user story cards. Each card represents something that the new system has to do. The cards accumulate on the table and are spread out in front of you. Both you and Jane point at them, pick them up, and make notes on them as you discuss the stories. The cards are powerful mnemonic devices that you can use to represent complex ideas that are barely formed.   At the end of the meeting, you say, "OK, I've got a general idea of what you want. I'm going to talk to the team about it. I imagine they'll want to run some experiments with various database structures and presentation formats. Next time we meet, it'll be as a group, and we'll start identifying the most important features of the system."   A week later, your nascent team meets with Jane. They spread the existing user story cards out on the table and begin to get into some of the details of the system. The meeting is very dynamic. Jane presents the stories in the order of their importance. There is much discussion about each one. The developers are concerned about keeping the stories small enough to estimate and test. So they continually ask Jane to split one story into several smaller stories. Jane is concerned that each story have a clear business value and priority, so as she splits them, she makes sure that this stays true.   The stories accumulate on the table. Jane writes them, but the developers make notes on them as needed. Nobody tries to capture everything that is said; the cards are not meant to capture everything but are simply reminders of the conversation.   As the developers become more comfortable with the stories, they begin writing estimates on them. These estimates are crude and budgetary, but they give Jane an idea of what the story will cost.   At the end of the meeting, it is clear that many more stories could be discussed. It is also clear that the most important stories have been addressed and that they represent several months worth of work. Jane closes the meeting by taking the cards with her and promising to have a proposal for the first release in the morning.   * * *   The next morning, you reconvene the meeting. Jane chooses five cards and places them on the table. "According to your estimates, these cards represent about one perfect team-week's worth of work. The last iteration of the previous project managed to get one perfect team-week done in 3 real weeks. If we can get these five stories done in 3 weeks, we'll be able to demonstrate them to Russ. That will make him feel very comfortable about our progress." Jane is pushing it. The sheepish look on her face lets you know that she knows it too. You reply, "Jane, this is a new team, working on a new project. It's a bit presumptuous to expect that our velocity will be the same as the previous team's. However, I met with the team yesterday afternoon, and we all agreed that our initial velocity should, in fact, be set to one perfectweek for every 3 real-weeks. So you've lucked out on this one." "Just remember," you continue, "that the story estimates and the story velocity are very tentative at this point. We'll learn more when we plan the iteration and even more when we implement it."   Jane looks over her glasses at you as if to say "Who's the boss around here, anyway?" and then smiles and says, "Yeah, don't worry. I know the drill by now."Jane then puts 15 more cards on the table. She says, "If we can get all these cards done by the end of March, we can turn the system over to our beta test customers. And we'll get good feedback from them."   You reply, "OK, so we've got our first iteration defined, and we have the stories for the next three iterations after that. These four iterations will make our first release."   "So," says Jane, can you really do these five stories in the next 3 weeks?" "I don't know for sure, Jane," you reply. "Let's break them down into tasks and see what we get."   So Jane, you, and your team spend the next several hours taking each of the five stories that Jane chose for the first iteration and breaking them down into small tasks. The developers quickly realize that some of the tasks can be shared between stories and that other tasks have commonalities that can probably be taken advantage of. It is clear that potential designs are popping into the developers' heads. From time to time, they form little discussion knots and scribble UML diagrams on some cards.   Soon, the whiteboard is filled with the tasks that, once completed, will implement the five stories for this iteration. You start the sign-up process by saying, "OK, let's sign up for these tasks." "I'll take the initial database generation." Says Pete. "That's what I did on the last project, and this doesn't look very different. I estimate it at two of my perfect workdays." "OK, well, then, I'll take the login screen," says Joe. "Aw, darn," says Elaine, the junior member of the team, "I've never done a GUI, and kinda wanted to try that one."   "Ah, the impatience of youth," Joe says sagely, with a wink in your direction. "You can assist me with it, young Jedi." To Jane: "I think it'll take me about three of my perfect workdays."   One by one, the developers sign up for tasks and estimate them in terms of their own perfect workdays. Both you and Jane know that it is best to let the developers volunteer for tasks than to assign the tasks to them. You also know full well that you daren't challenge any of the developers' estimates. You know these people, and you trust them. You know that they are going to do the very best they can.   The developers know that they can't sign up for more perfect workdays than they finished in the last iteration they worked on. Once each developer has filled his or her schedule for the iteration, they stop signing up for tasks.   Eventually, all the developers have stopped signing up for tasks. But, of course, tasks are still left on the board.   "I was worried that that might happen," you say, "OK, there's only one thing to do, Jane. We've got too much to do in this iteration. What stories or tasks can we remove?" Jane sighs. She knows that this is the only option. Working overtime at the beginning of a project is insane, and projects where she's tried it have not fared well.   So Jane starts to remove the least-important functionality. "Well, we really don't need the login screen just yet. We can simply start the system in the logged-in state." "Rats!" cries Elaine. "I really wanted to do that." "Patience, grasshopper." says Joe. "Those who wait for the bees to leave the hive will not have lips too swollen to relish the honey." Elaine looks confused. Everyone looks confused. "So . . .," Jane continues, "I think we can also do away with . . ." And so, bit by bit, the list of tasks shrinks. Developers who lose a task sign up for one of the remaining ones.   The negotiation is not painless. Several times, Jane exhibits obvious frustration and impatience. Once, when tensions are especially high, Elaine volunteers, "I'll work extra hard to make up some of the missing time." You are about to correct her when, fortunately, Joe looks her in the eye and says, "When once you proceed down the dark path, forever will it dominate your destiny."   In the end, an iteration acceptable to Jane is reached. It's not what Jane wanted. Indeed, it is significantly less. But it's something the team feels that can be achieved in the next 3 weeks.   And, after all, it still addresses the most important things that Jane wanted in the iteration. "So, Jane," you say when things had quieted down a bit, "when can we expect acceptance tests from you?" Jane sighs. This is the other side of the coin. For every story the development team implements,   Jane must supply a suite of acceptance tests that prove that it works. And the team needs these long before the end of the iteration, since they will certainly point out differences in the way Jane and the developers imagine the system's behaviour.   "I'll get you some example test scripts today," Jane promises. "I'll add to them every day after that. You'll have the entire suite by the middle of the iteration."   * * *   The iteration begins on Monday morning with a flurry of Class, Responsibilities, Collaborators sessions. By midmorning, all the developers have assembled into pairs and are rapidly coding away. "And now, my young apprentice," Joe says to Elaine, "you shall learn the mysteries of test-first design!"   "Wow, that sounds pretty rad," Elaine replies. "How do you do it?" Joe beams. It's clear that he has been anticipating this moment. "OK, what does the code do right now?" "Huh?" replied Elaine, "It doesn't do anything at all; there is no code."   "So, consider our task; can you think of something the code should do?" "Sure," Elaine said with youthful assurance, "First, it should connect to the database." "And thereupon, what must needs be required to connecteth the database?" "You sure talk weird," laughed Elaine. "I think we'd have to get the database object from some registry and call the Connect() method. "Ah, astute young wizard. Thou perceives correctly that we requireth an object within which we can cacheth the database object." "Is 'cacheth' really a word?" "It is when I say it! So, what test can we write that we know the database registry should pass?" Elaine sighs. She knows she'll just have to play along. "We should be able to create a database object and pass it to the registry in a Store() method. And then we should be able to pull it out of the registry with a Get() method and make sure it's the same object." "Oh, well said, my prepubescent sprite!" "Hay!" "So, now, let's write a test function that proves your case." "But shouldn't we write the database object and registry object first?" "Ah, you've much to learn, my young impatient one. Just write the test first." "But it won't even compile!" "Are you sure? What if it did?" "Uh . . ." "Just write the test, Elaine. Trust me." And so Joe, Elaine, and all the other developers began to code their tasks, one test case at a time. The room in which they worked was abuzz with the conversations between the pairs. The murmur was punctuated by an occasional high five when a pair managed to finish a task or a difficult test case.   As development proceeded, the developers changed partners once or twice a day. Each developer got to see what all the others were doing, and so knowledge of the code spread generally throughout the team.   Whenever a pair finished something significant whether a whole task or simply an important part of a task they integrated what they had with the rest of the system. Thus, the code base grew daily, and integration difficulties were minimized.   The developers communicated with Jane on a daily basis. They'd go to her whenever they had a question about the functionality of the system or the interpretation of an acceptance test case.   Jane, good as her word, supplied the team with a steady stream of acceptance test scripts. The team read these carefully and thereby gained a much better understanding of what Jane expected the system to do. By the beginning of the second week, there was enough functionality to demonstrate to Jane. She watched eagerly as the demonstration passed test case after test case. "This is really cool," Jane said as the demonstration finally ended. "But this doesn't seem like one-third of the tasks. Is your velocity slower than anticipated?"   You grimace. You'd been waiting for a good time to mention this to Jane but now she was forcing the issue. "Yes, unfortunately, we are going more slowly than we had expected. The new application server we are using is turning out to be a pain to configure. Also, it takes forever to reboot, and we have to reboot it whenever we make even the slightest change to its configuration."   Jane eyes you with suspicion. The stress of last Monday's negotiations had still not entirely dissipated. She says, "And what does this mean to our schedule? We can't slip it again, we just can't. Russ will have a fit! He'll haul us all into the woodshed and ream us some new ones."   You look Jane right in the eyes. There's no pleasant way to give someone news like this. So you just blurt out, "Look, if things keep going like they're going, we're not going to be done with everything by next Friday. Now it's possible that we'll figure out a way to go faster. But, frankly, I wouldn't depend on that. You should start thinking about one or two tasks that could be removed from the iteration without ruining the demonstration for Russ. Come hell or high water, we are going to give that demonstration on Friday, and I don't think you want us to choose which tasks to omit."   "Aw forchrisakes!" Jane barely manages to stifle yelling that last word as she stalks away, shaking her head. Not for the first time, you say to yourself, "Nobody ever promised me project management would be easy." You are pretty sure it won't be the last time, either.   Actually, things went a bit better than you had hoped. The team did, in fact, have to drop one task from the iteration, but Jane had chosen wisely, and the demonstration for Russ went without a hitch. Russ was not impressed with the progress, but neither was he dismayed. He simply said, "This is pretty good. But remember, we have to be able to demonstrate this system at the trade show in July, and at this rate, it doesn't look like you'll have all that much to show." Jane, whose attitude had improved dramatically with the completion of the iteration, responded to Russ by saying, "Russ, this team is working hard, and well. When July comes around, I am confident that we'll have something significant to demonstrate. It won't be everything, and some of it may be smoke and mirrors, but we'll have something."   Painful though the last iteration was, it had calibrated your velocity numbers. The next iteration went much better. Not because your team got more done than in the last iteration but simply because the team didn't have to remove any tasks or stories in the middle of the iteration.   By the start of the fourth iteration, a natural rhythm has been established. Jane, you, and the team know exactly what to expect from one another. The team is running hard, but the pace is sustainable. You are confident that the team can keep up this pace for a year or more.   The number of surprises in the schedule diminishes to near zero; however, the number of surprises in the requirements does not. Jane and Russ frequently look over the growing system and make recommendations or changes to the existing functionality. But all parties realize that these changes take time and must be scheduled. So the changes do not cause anyone's expectations to be violated. In March, there is a major demonstration of the system to the board of directors. The system is very limited and is not yet in a form good enough to take to the trade show, but progress is steady, and the board is reasonably impressed.   The second release goes even more smoothly than the first. By now, the team has figured out a way to automate Jane's acceptance test scripts. The team has also refactored the design of the system to the point that it is really easy to add new features and change old ones. The second release was done by the end of June and was taken to the trade show. It had less in it than Jane and Russ would have liked, but it did demonstrate the most important features of the system. Although customers at the trade show noticed that certain features were missing, they were very impressed overall. You, Russ, and Jane all returned from the trade show with smiles on your faces. You all felt as though this project was a winner.   Indeed, many months later, you are contacted by Rufus Inc. That company had been working on a system like this for its internal operations. Rufus has canceled the development of that system after a death-march project and is negotiating to license your technology for its environment.   Indeed, things are looking up!

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