Kano Model, Functional decomposition, Document Analysis, Data Dictionary & Glossory

1. Kano Model

To identify the customer satisfaction based on the implementation.

2. Functional Decomposition

The purpose of decomposition is to decompose processes functional areas, or deliverable's into their self contained component parts allow each part to be analyzed independently

Larger functionality, decompose
Top level function
sub function

Decomposed to sub processes and activities, features and so forth

Decomposition will help to get the WBS

Lower leave is work package.

It creates conceptual model of the work

Dividing and subdividing larger functionality into independent sub functionalities.


3. Document Analysis
The purpose of document analysis is to elicit requirement by studying available documentation on existing and comparable solutions and identifying relevant information.

Document analysis is especially useful when SME(s) are not available or are not going to be available throughout the duration of the elicitation process.

4. Data Dictionary & Glossory

Two types
1. Primitive
2. Composite

PMI-PBA Force Field Analysis, Acceptance Criteria,Bench Marking, RCA, Interface Analysis,Lessons Learned, Pareto Chart

1.Force Field Analysis

Force field analysis will help to identify the positive and negative force against the solution.
How to make my solution win and need to find out the optimum way.

2. Acceptance Criteria/Fit Criteria/Test Completion Criteria

BA defines the acceptance criteria

3. Bench Marking

- Bench marking is a tool will analyse the strength and weakness of the company against competitor.
- Do not compare Apple with orange.
- Its time consuming and blocks innovation.

4. RCA (Root Cause Analysis)
The purpose of root cause analysis is to determine the underlying root cause of a problem.
Root cause analysis used to facilitate team members to continue pushing back to the root causes of an effect or a problem

RCA - Structured examination
1. Fish bone analysis (Ishikawa or cause and effect diagram)
2. 5 why analysis

1. Effect Identification
Effect will be presented to the team to identify the cause of the problem
2. Brain storm broader categories and sub categories
3. further sub categories identification
4. Get the Fish bone
The process will be repeated until we get the root cause of the problem, Example Fish Bone Diagram.

Interface Analysis

Why interface analysis needed ?

- To identify communication rules between two different component.

How does it help?

Anticipation in delivery date and collaboration between different applications.

Interface elements ?

interface identification preparation, conduct interface identification and define interfaces.

Lessons Learned
1. The purpose of lessons learned process is to improve the performance of future projects or project phases.

- Opportunities for improvement
- Document success
- Failures

It can be formal or informal

Format of lessons - Should be usable for key stakeholders


Pareto Chart
Pareto chart is a useful technique to understand the most effecting area of the requirement 
Using this we can identify MMF - Minimum marketable features or Threshold features.

MMF -- MOSCOW ----> Must have.
              Kano ---->Threshold.

Way to identify features which produce maximum value - vital few

PMI-PBA - Quantitative Investigation, Questionnaire/Survey, Personas, Context Diagram,Mind Map, Rich Pictures, RASCI/RACI, Decision Table

1. Quantitative Investigation

1. Questionnaire
2. Sampling
3. Special purpose record
 example : incident, defect, failures of order.
4.Document Analysis
Basically the evidences.


 2.Questionnaire
1. Title
2. Headline
3. Classification

1. Open ended question
2. Closed ended question - Yes/No
3. Limited Choice

Whenever you want reach large audience, this would help.
3. Personas

Personas is a tool to understand the user.

4.Context Diagram

Its documenting Technic

you have to show the association of the actor, its generally used after the investigation, we have the concept defined. Observation, subjective and objective analysis.

5. Mind Map
Visual way of documenting ideas
There is no defined rule

6. Rich Pictures
it helps to share the ideas to broader audience

7. RASCI/RACI

R-Responsible
A-Accountable
S-Support/Supportive
C-Consult
I-Inform

Its used for stakeholder, communication management, also for top level scheduling.
also decision making.

8. Decision Table.

What are the business rules. You need to act in particular way.
It will document conditions and actions.

Observation - PMI PBA

Protocol analysis - whatever they do talk
Shadowing - train me waiting goods, Fellow person
Ethnographic analysis
Structure approach.

Heisen BEG ---- he may not take personal call. 

Brainstorming & Focus Group

-- Collect ideas from different stakeholder for the problem
---Evaluation criteria
-- Session
---- Encourage criticism

1.Combine
2.Eliminate
3.Evaluate


Focus Group
To improve existing ideas, during development of product or services.
- 6 to 12

less than 6 -- more of interview.
Recording is needed.
Scribe is needed


3 stages
1. Planning
2. Run focus group as a facilitator .

facilitator, Start with question

3.Wrap Up

Summary the discussion. 

PMI-PBA: Work Shop

1.Qualitative tool
2. When to use
Consensus base - Cross functional team to connect close some of the requirement.

Roles
-Facilator
-Participants
-Scribe

Problems
- People will debate.

Workshop divided in 3 stages.
1.planning
2. Conduct discuss
 -- Facilitator
      - goal is on track, reiterate objective. ensure no domination irrespective any higher
---Scribe.
  - expected to make note area of agreement
  - Deputy facilitator
Participant, go with agenda, generally provided the analysis.
3. Follow up

PMI-PBA Interview Question Types

1. Open Question
2. Close question (not recommended generally, because it closes the conversation)
3. Limited Choice.
4. Leading - do you agree with your approach big difference with invoice with requested, provoke reaction.
5. Probing - follow up question with follow up question..
6. Link - most difficult to use... different part of interview.

1000 item, i think 700 

PMI PBA - Interview

1. Face to Face discussion.
2. Elicit information on the requirement with stakeholders directly.
3. Interview can happen through phone, video calls, face to face.
4.Interview will be used for
=>Identify stakeholders
=>collect requirement and investigate situation
=>identify Risk
5. Its qualitative tools.

Two types.
1. Structured - Pre defined
2. Unstructured - Open ended way questions.

Successful interview has three stages.
Recording must be done
1. Planning
2. Conduct Interview, Thank the interview to participate. Build relationship.
-Focus over the goal.
-Concerns will be documented or closed in the same interview.
-Area to overlooked.
3.Follow up.

BCG Matrix

BCG Matrix
- To decide the portfolio
- To dimension
- Market share
              - Market growth
BCG creates 4 category
Category 1 : Star, Both is up.
Category 2: Cash cow, regular amount of money .. Market Growth is low, Market share is high..
Category 3: Dog - Remove or set of action to improve the situation.
New marketing approach
unattractive growth
Both is low
Category 4: Wild Cat
Or problem Child.
Market growth is high, market share is low.

External Factor Analysis Using PESTLE

PESTLE
External factor analysis have to use these Technic.

Political  - Govt Changes, Fiscal Policies, Changes regulation, Govt influences
Economical - Inflation Rate, Foreign direct invetment, x
Social -
Technological - Upgrading latest technologies. Technological trend understand the customer reaction on the technology.
Legal - Food and safety law, Labor Law.
Environmental - Studies, require training. 

PMI-PBA: Role of BA in Need Assessment

1. Role of BA in Need Assessment
-- Assessment will do in Internal and external.
-- Assessment gap analysis - current state and future state.
-- Gap - Current Business process - target Business process.
   --- Helping the stakeholder.
-- Problem and opportunity
     -Right problem
-- Develop options.
-- Shortlisting the options - Helps stakeholder weightage, Desision tree..
--Develpment of Business Case. - BA involve more. (expected investment and savings)
-- BA, Analysis - Summary format.
-- Stakeholder will decide quickly based on summary

Stakeholder engagement
- Identifying the stakeholders
- Assessment of stakeholders
- Engage stakeholders.

-- BA no decision authority, he supports back end to select the right opportutnity or problem.

Requirement Prioritization

1. MOSCOW
Must - Mandatory
Should - High priority
Could - Preferred not necessary
Would - can be postponed and suggested for future execution

2. Ranking
when you rank requirements on an ordinary scale and you can give number based on the value of importance

3. Numerical Assignment (Grouping)
Requirement can be grouped in to critical, moderate and optional

4. Bubble sort requirement
Take two requirement and compare them which each other if you find out that one requirement should have the priority over other.
5.Hundred dollar method
Simple technique

PMI-PBA Exam Preparation - Need Assessment

What is Need Assessment.?
The tasks that need to identify the problem or opportunity, as well as to identify input needed to evaluate the effective solution.

What are the themes of Need Assessment?

• Identification of Stakeholders.
• Value proposition.
• Goals and Objectives. 

What are the tasks of Need Assessment?

1. Define Business need.
2. Determine Value proposition. 
3. Define Project Goals.
4. Define stakeholders.
5. Determine stakeholder values. 

1. What is the purpose of the task to define business need ?

To define or review a business problem or opportunity in order to develop solution scope statement and provide input to create a business case. 

2.What is Business case used for ?

To request funds to invest in the recommended solution.

The BA should push to ensure the business problem or opportunity is clearly articulated,along with the solution scope statement.

Business case is to identify the worth of the investment. Its living document will be referred throughout the project.

Determine value proposition. 

Stakeholder identification is critical to do during need assessment to understand which stakeholder will be impacted by the area undergoing analysis.

What is business problem ?

Describe a situation for hindering the business from achieving the maximum business value. 

What must happen before moving forward project.?

Stakeholder approval of the business problem or Opportunity statement. 

50 Smartest Companies 2017

https://www.technologyreview.com/lists/companies/2017/intro/#microsoft

Portfolio Management

Review Investment Details:

Before examining portfolios, its important to examine the type of investment that can be included in a portfolio and ensure you have all the data correctly Setup.

When creating a portfolio, seven types of investment objects can be included:

=>Projects
=>Applications
=>Assets
=>Products
=>Other Work
=>Services
=>Ideas

The ability to include all investment types in a portfolio gives you a true picture of the costs and benefits that the organization will realize, rather than just a partial view that is obtained when only considering the projects.

When analyzing portfolios, it is important to understand which properties will be used to rank the importance of each environment. This is required when there is not enough funding carry out all the investments and you need to make decisions on which ones to modify, postpone until later, or even cancel. Factors such as the goal, important, alignment, priority, costs, and benefits will usually be among the ranking properties. If these values are not correctly set for all investments, it will not be easy to make decisions.

Clarity 15.1

Its worth to read below two posts for Clarity 15.1

https://communities.ca.com/community/ca-ppm/blog/2016/08/26/surviving-to-thriving-new-ca-ppm-151-functionality-improves-user-adoption-and-builds-business-value


https://communities.ca.com/community/ca-ppm/blog/2016/08/26/surviving-to-thriving-new-ca-ppm-151-functionality-improves-user-adoption-and-builds-business-value-part-2

Portfolio Management

The following topic will be covered for the portfolio management

=>Portfolio Scope Definition (Selection).
=>Overall Investment, benefit, risk optimization.
=>Active Portfolio performance monitoring.
=>Business environment change adoption.

Portfolio,

A collection of projects or other investments (Such as Ideas/Applications/Assets) that share a common budget or compare for funds or resources.

=>Analyse and compare like - for - like values such as ROI and Risk
=>Model alternatives 'plans' to fine tune execution strategies and tactics based on limited assets: people and funding.

Use a portfolio when scenario modeling and/or high level rolled-up reporting on a variety of project metrics is needed.


=>Grouping of investments with variances to portfolio targets.
=>Investment can be part of multiple portfolios.

Best Practices for Developing Jaspersoft Studio Reports

Use Jaspersoft Studio to build and manage your own custom reports in Advanced Reporting. As a prerequisite, set up the CA JDBC Adapter to connect to the CA PPM transactional or Data Warehouse schemas without a VPN connection.The adapter lets you run and test report queries faster and more efficiently.

The following guidelines for developing reports using Jaspersoft Studio represent the most efficient course of action. We highly recommend that you follow these best practices.

• Start the Report
• Design the Report
• Develop the Report
• Publish the Report

Start the Report

• Install and use the Jaspersoft Studio version that corresponds to the CA PPM version that you have in your environment. Avoid installing more than one version of Jaspersoft Studio on the same computer.
• Try to use existing out of the box (OOTB) reports as examples when you start developing your custom reports. The PMO Accelerator Advanced Reporting content includes more than 50 reports that you can use as a starting point.
• Do not modify the reports under the CA PPM folder. Make a copy of the OOTB report and modify the copy.
• Organize the folder structure for your custom content similar to the CA PPM folder organization, taking into consideration how you want to manage security. You can allow access at the folder level or at the report level.
• Create your reports outside the CA PPM folder, not under it. Create a folder under the organization for your own reporting content or use the Shared folder when the reports are available to all users.
• Provide an ID that identifies the report as your custom report when you create a new report. For example, start with your company name or abbreviation. 
• When copying and modifying an OOTB report, use the same procedure that you use to create a report. Provide a new ID and use the JRXML file of the OOTB report to upload the copy. 
• Follow the rules that are required by Jaspersoft, avoiding spaces and special characters when you create the JRXML file name that you use to upload the report. We recommend CamelCase Notation.

Design the Report

• Limit the number of input controls that you include in your report. Only include input controls that are relevant for the report. 
• Always try to categorize the data when you have input controls with high cardinality (values that are uncommon or unique, such as resources or investments). Use cascading input controls when possible.
• Create resources in the repository, such as input controls and images, so that you can use them for more than one report. Take advantage of the resources that are already created and avoid redundancy. For example, input controls that are used by one report should be created outside the report unit so that you can use them in other reports that you create later.
• Create a report template that contains headers, styles, company logos, page footer, and other definitions before starting a project. Report templates save time and effort and help reports have a consistent look and feel.  
• Keep a backup copy of the JRXML files that you create or modify. Store these copies in a source control tool or any other system or collaboration tool that you use to control source code.

Develop the Report

• We do not recommend that you develop reports in Jaspersoft Studio using domains as data sources. This practice can have a severe impact on performance. SQL is the preferred language for developing reports in Jaspersoft Studio.
• Limit the number of subdatasets (subqueries) in your report. The recommended limit is 10 subdatasets. 
• Limit the number of subreports that are called by the main report. The recommended limit is 10 subreports.
• Use the "Print When Expression" option, when possible, to avoid unnecessary calls to subreports and subqueries.
• Use frames to group elements, especially when you have several fields in the report layout. Avoid hiding elements using rectangles or other elements. Frames can be invisible and they keep fields aligned when exporting to Microsoft Word and to other export options.
• Always use the "Text Field" element, even if you are defining static text. The "Text Field" element gives you more flexibility and allows for internationalization. 
• Always define the "Pattern" property for the "Text Field" element when it returns values of type other than text and date.
• Avoid overlapping fields (for example, making the width of an element extend over the next element). Fields that are overlapping do not display when the report is exported.
• Create your own images or use the images included in the PMO Accelerator Advanced Reporting content. Use the "repo://" syntax to reference the image inside the report.
  Example: repo:/ca_ppm/resources/images/stoplightRed
• When working with images, we recommend that you use one image element associated to an IF-THEN-ELSE expression to display different images instead of having several image elements.
• Use Groovy as the language for the report. In Jaspersoft Studio, select the report name at the top of the hierarchy in the Outline view and change it on the Properties, Report tab. When you use Groovy, you can use built-in functions and simpler expressions. You can still use Java in your expressions, if necessary.
• Use the following OOTB built-in parameters in your report queries. These parameters are passed through the integration between CA PPM and the JasperReports Server.
  • ppmUserUITheme. The UI Theme selected as default in CA PPM.
  • ppmUser. The user name of the user who is logged in to CA PPM.
  • ppmUserLanguage. The user language of the user who is logged in to CA PPM.
  • ppmDBName. The database name that is used for Microsoft SQL Server.
  • ppmDBSchema. The CA PPM database schema. 
  • ppmDBVendor. The CA PPM database vendor (oracle, mssql).
  • dwhDBSchema. The Data Warehouse database schema.
  • dwhDBVendor. The Data Warehouse database vendor.
  • dwhDBLink. The CA PPM Database Link as defined in CSA.

Publish the Report

• You do not need to publish a report every time that you edit it. After you have the report unit created, you can upload the JRXML file from Jaspersoft Studio instead of publishing the report.
• Avoid publishing reports with subreports from Jaspersoft Studio. When you modify reports that include subreports, download the reports to your local server and upload the updated JRXML file. Follow this procedure for the main report and subreports.
  You can also upload a local JRXML file from the Set Up the Report page when you edit the report in Advanced Reporting. However, the report server does not validate the JRXML file when you upload it.  Use Jaspersoft Studio to validate the JRXML before uploading it.  
• Compile the report in Jaspersoft Studio to validate it before uploading. Click the Compile Report icon that is located in the upper right corner of the Design area. The following image shows the Compile Report icon.

• When you are publishing a report, the Select Resources to publish window displays. Select Ignore from the drop-down instead of Overwrite for all resources included on this window that exist in the repository.

Changes on PPM servers when Java is Re-installed

Due to some reasons java is un-installed from clarity(14.3) servers. Can anyone share in what all places we need to make changes on server.

We know environment variable is one such parameter.

=>You need to look into properties.xml file and update the Java path in the file if there is change in java.

=> make sure that if you're using the JAVA_HOME environmental variable, it's set to the correct value. Same with PATH environmental variable.

Also, if you have Jaspersoft, you will need to set the environmental variable JRE_HOME to the correct, current value.

Regards,

Bala

MSP Issue with Task Id (Auto numbering)

Question:

Is it possible to create auto-numbered task from MSP and save to CA PPM

Answer: 

MSP can not pick up the autonumbering from Clarity. If you truly want to use the autonumbering for tasks you must create the tasks in Clarity before they are exported to MSP.