Showing posts with label PLM. Show all posts
Showing posts with label PLM. Show all posts

Wednesday, August 13, 2008

PLM & Semantics Part 3 - Requirements Taxonomies

One of the most obvious and easiest ways to see how Semantics or Semantic Integration drives Program Lifecycle Management (PLM) is through Requirements Management or Engineering and the development of taxonomies. It is often more likely that you will be faced with immediate project support tasks than a more global enterprise definition effort (either as part of a data standardization, COI or MDM initiative).

Every project though must have some level of requirements vetting in order to satisfy expectations for potential return on investment or affordability. These types of efforts are generally manual although some folks use models to help with cost estimation. At some point though, the high level or functional Requirements and Work Breakdown Structure (WBS) must be defined in order to set up project schedules.

With PLM, we can tackle this by developing a Semantic blueprint or foundation. The way I've approached this before is to use preliminary visualization tool (mind map or concept) to illustrate the functional requirements and the relationships between them. I then designate that as a Domain Taxonomy (or ontology depending on how detailed the relationship information is). The Domain Taxonomy then represents the pool of available terms groups and sub-groups with which to build logically relevant WBS segments. Then I build requirements taxonomy within my automation environment and extract the WBS from it. Thus I have elements of EA design, semantic correlation and project coordination all wrapped up within one activity. This makes it possible to track from:
  • Strategy to EA
  • EA to Functional Requirements (the 1st level or elementary taxonomy)
  • Functional Requirements to WBS (abstraction of 1st level taxonomy)
  • WBS to Technical Requirements (the 2nd level or detailed taxonomy)
  • Technical Requirements (precise) to Project Schedules (schedule & detailed requirements taxonomy should map nearly one to one)
  • Project Schedules to Roadmaps & What if Alternatives
  • and everything back to Strategy



Understanding functional requirements implies domain knowledge, both in terms of domain entities and relationships.

Copyright 2008, Semantech Inc.

Monday, August 11, 2008

PLM & Semantics - Part 2: Ontologies

What are Ontologies and What do they have to do with Program Management? Well, they are the hidden 'maps' that link together all aspects of process, data and system architecture. An Ontology in our context, refers to characterization of conceptual hierarchies and their relationships within the enterprise. ITIL for example is an Ontology.

An Ontology fits within a spectrum of terms used to define various levels within a Semantic framework. Many people consider the Ontology or a Shared Upper Level Ontology to represent the pinnacle of Semantic constructs, however this is not the case. As we have experienced in many enterprises 'forced to integrate,' many Ontologies from diverse communities often come together in "Sets."




The Semantic Hierarchy or "Spectrum" - Most of us don't realize when we're viewing these...


So, what can organizing our information within these "spectra" do for us as managers? The 1st thing it will do is to abstract your program information from the systems and sources where it currently resides. This is a much bigger issue than it seems - if your framework for running a complex enterprise is dependent on a set of unreconciled COTs tools and MS Office documents, it is hardly likely that your enterprise can ever be truly run through unified Lifecycle Management approach. The Semantic layer that you develop serves as a foundation for both solution design and oversight thereby unifying them from the start. This is a powerful bit of synergy.

In the Department of Defense, many programs have used something referred to as a Community of Interest (COI) for the last few years to help define the data paradigms behind each "functional" area of their programs. At first, these were viewed more like traditional data standardization efforts but increasingly they are being managed using Semantic technologies and integrated with Enterprise Architecture initiatives.



This example illustrates how various taxonomies are typically mapped together in an EA -like analysis.


Copyright 2008, Semantech Inc.

Monday, July 7, 2008

Program Lifecycle Management (PLM) & Semantics, part 1

We have discussed at some length that Program Lifecycle Management (PLM) is empowered by the ability to merge or otherwise integrate all program related data within a single instance database built atop a single schema that reflects the full spectrum of business processes present in most PMOs. It is important however to make a distinction between the technical implementation of such a solution and the underlying architecture premise. In this case, the true power of PLM is not in any one proprietary database but rather in the ability to define and merge the management of IT within a fluid, evolutionary set of definitions. This is semantics; semantics not as an arbitrary concept referring to the validation of symbolic meaning, but semantics as a facilitating technological medium, allowing for correlation between processes, data sets and application logic – all modifiable without development by end users.

In many ways, the notion of PLM is dependent upon Semantics and PLM can be considered one of a new family of practices that are “Semantically enabled” or empowered.” The amount of value inherent in these practices will become even more apparent as the amount or level of support for semantic interoperability increases. As PLM platforms extend feature-sets to include RDF and OWL transfer as well as visual mapping of taxonomies or Ontologies, the integration of program management with the projects entrusted to it will begin to occur in earnest for the first time. This includes and extends to enterprise architecture as well (including complex application design). Some PLM platforms already support UML Use Cases which can be used to help derive requirements taxonomies, project schedules test plans and so forth. There is also an initial level of integration occurring between PLM and EA tools. I see the eventual relationship as being a dependent one, i.e. the use of EA will be viewed as most relevant within the context of program oversight and management, thus EA artifacts or products will become part of a variety of PLM processes and made available through the PLM interfaces to all participations and stakeholders related within the context of an enterprise program (or programs).

I’ll try to provide a real-world example of what all of this means. Starting two years ago, I began evaluating a variety of requirements management and EA platforms to assess how well they might support a project of the scale say of the ECSS program. ECSS is the USAF’s logistics modernization effort and consists of a migration from several legacy systems to an Oracle ERP platform. Based on my previous experience as an AF IL (Logistics) PMO Chief Engineer, I estimated that there were perhaps several thousand ‘modernized’ or consolidated requirements to deal with and as many as 50,000 legacy requirements that still needed to managed and / or reconciled.

I focused on one product, Accept 360, because it had the most flexible database and web architecture, but soon noticed that was an interesting and unexpected capability in the tool. The software allowed me the opportunity to change all of the core definitions of various application modules within it as well other definitions, labels and data properties. I soon found that I was able to take an application that was developed for the commercial market and tailor it completed to a federal PMO. It also allowed me to adapt development lifecycles for the requirements by defining those lifecycles in the tool. None of this required development or scripting. I soon realized that many of the mostly costly aspects of systems I had previously managed was the relative inability for non-developers to make simple changes like this. Simple, yet in some cases sweeping changes in the significance for how the tools might be used.

Part 2 of this discussion will cover how PLM functions a semantic practice and part 3 will discuss how other PLM applications can become more “semantically enabled.”

Monday, March 24, 2008

Complexity & PLM

As one might imagine, this is a difficult philosophical question. According to Hayenga (2008), there is a significant lexical difference between what is ‘complex’ and what is ‘complicated.’ He posits that complex systems are not merely those with many moving parts but rather complexity is inherent in systems and scenarios that are dynamic in nature or difficult to predict. This is a reasonable and pragmatic way of viewing the terminology and thus also tends to imply that systems which are highly dependent upon human interactions are necessarily more complex in nature. Humans, being the irrational creatures that we are, often interject a high level of subjectivity into the mix.

There is no better illustration of the dynamic interaction of many subjective individuals than a typical PMO. This of course becomes even more fascinating if their scope of interaction is elevated to the enterprise level. This becomes somewhat ironic when one considers that the PMOs have been created and chartered to correct perceived issues of system complexity which must be better managed. The reality is that much of what we consider to be “IT” problems are not technical in nature at all.

Recognizing a problem or a challenge is not enough. Many folks have hit the nail on the head in being able to identify the PMO or its associated management processes as the likely culprit of much of the related failures of IT projects / programs; however to date, no one has presented a comprehensive solution for this seemingly obvious problem area. There is recognition now though that such problems are solvable using new enterprise integration technology and techniques.

Complexity is implicit within each element of PLM (the other mini-PLMs or Ps). Over the years, the notion of “Portfolio Management” migrated over from the financial world to IT and has now become a new process discipline. As noted previously, Project Portfolio Management (PPM) popped up about ten years ago to address the obvious need to consolidate PMO processes. Product Lifecycle Management emerged over the last decade as an IT practice to address the very tactical aspects of design and innovation. Process management has been interpreted many ways – some schools of thought have advocated fairly sophisticated methodologies such as CMMi , others are adopting an “Agile” more flexible approach.

Copyright 2008, Semantech Inc.

Thursday, March 20, 2008

Program Lifecycle Management - Vision Statement

All work in IT and in enterprise integration in particular, derives from written, verbal or assumed requirements. Requirements represent the information nexus between consumer and producer, between management and developers, between planning and execution. What better place to begin building a lifecycle framework that integrates all of those interests and participants? Program Lifecycle Management (PLM) is a requirements-focused methodology for facilitating enterprise integration solutions, designed specifically for Enterprise Program Management Offices (ePMOs).

This focus on requirements allows PLM to facilitate Total Program Visibility (TPV) instantly through tracking and reports that illustrate the issues and relationships between requirements and other program elements. No matter how many systems or component / partner organizations are involved, if there is a centralized single instance PLM framework, then the various processes and lifecycles associated with an enterprise can be holistically tracked and managed.


copyright 2008, Semantech Inc.

Friday, March 14, 2008

What About Product Lifecycle Management?

Product Lifecycle Management is a relatively new discipline for IT although it has been around for decades in the manufacturing arena. The product focus tends to be a narrow view, not taking in account any factors outside of the context of the product being managed. There is no ‘enterprise’ in this perspective. However within that product view the depth of insight is generally much greater as the goal of this process is the successful design and development of new products. Not surprisingly, this discipline is highly dependent upon detailed requirements data.

PLM views every system, every datacenter component, every SOA service as a product to some extent. Each of these elements has its own unique lifecycle and configuration and all of the information now is tracked used a variety of different tools and processes. For example, system configurations are often tracked using asset management tools or configuration management software such as Microsoft’s System Management Server. There are quite a few software products now that manage SOA service configurations rule or governance. PLM is premised that all of those approaches can to a certain extent be combined.



Copyright 2008, Semantech Inc.

Saturday, March 1, 2008

PLM Overview presentation

This following presentation serves as our introduction to the topic: