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Requirements Management with 
HP Quality Center / ALM in the 
Application Lifecycle 
Dr. Andreas Birk, Gerald Heller, Software.Process.Management 
November 2014
Advantages of Requirements Management 
2 
What benefit will tool-based RM bring to you? 
Target Groups 
RM 
Requirements 
Manager 
Project 
Manager 
Business 
Analyst 
Test 
Manager 
Product 
Manager 
Copyright © 2014, Software.Process.Management
Advantages of Requirements Management 
3 
Target Groups 
RM 
Requirements 
Manager 
Project 
Manager 
Business 
Analyst 
Test 
Manager 
Product 
Manager 
Clarify needed tests early 
Facilitate communication & 
transparency of requirements 
Benefit of RM 
for Target Groups 
Monitor project 
progress & results 
Establish clear 
requirements ownership 
Track & manage changes to 
requirements 
Determine requirements 
status & quality 
Make RM more effective & efficient 
Increase stakeholder 
involvement 
Prioritize tests according to 
business needs 
Copyright © 2014, Software.Process.Management
4 
Modern RM Is 
Tool-Based RM 
Copyright © 2014, Software.Process.Management
Evolution of RM Functionality in HP QC/ALM 
5 
New UI, Web Client, 
Authoring mode 
Agile Manager 
Requirements in agile Environments 
Business Views, 
Application Lifecycle Integration (ALI) 
Business Model Integration, IDE Integration 
Traceability Matrix, Type Specific Reporting / Templates 
Versioning, Baselines, Sharing 
Requirement Types and Attributes, Releases and Cycles, Risk based Quality Management 
QC Versions 
9.2 10.0 11.0 
11.5 
12 
Copyright © 2014, Software.Process.Management
Structure Requirements 
HP ALM structural concepts 
Folders 
Groups 
Requirements Types 
6 
a 
Copyright © 2014, Software.Process.Management
Requirements Attributes in HP Quality Center 
7 
Requirement type specific attributes 
and templates in the description 
Copyright © 2014, Software.Process.Management
Trace Requirements to Tests 
Copyright © 2014, Software.Process.Management 8
Web UI – New Traceability View 
Copyright © 2014, Software.Process.Management 9
Coverage of Requirements 
Copyright © 2014, Software.Process.Management 10
RM Authoring Mode with HP QC 12 Web UI 
11 
Author mode manages 
requirements in chapter 
oriented format 
Copyright © 2014, Software.Process.Management
Comprehensive 
Reporting 
12 
Company header 
Flow format 
including attributes 
and graphics 
Table format 
including rich text 
and graphics 
Copyright © 2014, Software.Process.Management
13 
How to Establish 
Tool-Based RM? 
Copyright © 2014, Software.Process.Management
RM is Different 
14 
Different product types & development environments 
call for different requirements structures & workflows 
Enterprise IT Application Marketed Technology 
Product 
Agile Development 
IT 
App 
System HW SW Product 
Copyright © 2014, Software.Process.Management
From Testing to RM 
in Corporate Test Center 
15 
Project A Corporate Test Center 
Project B 
Project C 
HP ALM 
Test Cases 
TC 
Create Contract 
TC 
Modify Contract 
TC 
Cancel Contract 
Copyright © 2014, Software.Process.Management
From Testing to RM 
in Corporate Test Center 
16 
Project A Corporate Test Center 
Project B 
Project C 
HP ALM 
Requirements Test Cases 
TC 
Create Contract 
TC 
Modify Contract 
TC 
Cancel Contract 
SPEC 
REQ 
Create Contract 
HP ALM 
Requirements Test Cases 
REQ 
Title: Manage Contract 
Link: http://intra.comp… 
Description: 
The system shall … 
Owner: … 
… 
Copyright © 2014, Software.Process.Management
Project-Based RM Tool Adoption 
17 
Product Organization A 
Project A1 Project A2 Project A3 
Project A4 Project A5 Project A6 
Product Organization B 
Project B1 
Project B2 Project B3 Project B4 
Copyright © 2014, Software.Process.Management
Substitute Existing Specification Documents 
by RM in HP QC/ALM 
18 
SPEC 
Copyright © 2014, Software.Process.Management
Translate Specification Document Structure 
into Suitable RM Tool Folder Structure 
a 
19 
Product Specification 
1. Scope 
2. Personas 
3. Constraints 
4. Conventions 
5. Functional Requirements 
6. Usability 
7. Performance 
8. Security 
9. Unclassified 
Copyright © 2014, Software.Process.Management
Corporate-Wide Harmonization of 
Tool-Based RM Practices 
20 
Product Organization A 
Project A1 Project A2 Project A3 
Project A4 Project A5 Project A6 
Product Organization B 
Project B1 
Project B2 Project B3 Project B4 
Copyright © 2014, Software.Process.Management
Corporate-Wide Harmonization of 
Tool-Based RM Practices 
Strategy 
Design new HP ALM RM work practices 
Align & agree upon new practices across projects 
Prepare & plan tool introduction / roll-out 
Support roll-out of new tool & RM work practices (training etc.) 
Benefit 
Corporate-wide use of RM best practice 
Effective uniform interface between projects & test center 
Projects can be managed easier (staff assignment, reporting, KPI etc.) 
Conformance to compliance rules can be assured more easily 
Copyright © 2014, Software.Process.Management 21
Important Questions When Setting-Up RM 
22 
Design of Information 
Structures 
What requirements types shall we define? 
What attribute fields shall requirements types contain? 
How shall we structure the overall set of requirements? 
How can we map requirements to tests? 
Usage & Workflow What requirements reports do we need? 
What KPIs and dashboards shall we define? 
How shall we involve customers? 
How shall we integrate external development partners? 
Set-Up & Establish Which projects shall we select for starting with tool-based RM? 
How can we train and support users? 
How can we adapt RM to agile development? 
Copyright © 2014, Software.Process.Management
Conclusions 
HP QC/ALM provides a solid set of effective RM functionality 
Tool-based RM practices must be customized carefully to 
organizational needs & context 
Viable strategies exist that can guide organizations in setting-up & 
establishing tool-based RM 
Copyright © 2014, Software.Process.Management 23
RM with HP QC/ALM: Information Sources 
HP QC/ALM community 
http://h30499.www3.hp.com/t5/Application-Lifecycle-Management/ct-p/application-lifecycle-mgnt 
HP QC/ALM content for download from HP (includes partner offerings) 
https://hpln.hp.com/node/10354/contentfiles 
HP QC/ALM what’s new (release notes) 
http://update.external.hp.com/ALM/WhatsNew_Addins_Movies/index.html 
HP QC /ALM system requirements specifications 
https://hpln.hp.com/page/alm-qc-enterprise-technical-specifications 
HP Agile Manager (new portal Pronq) 
https://www.pronq.com/software/agile-manager 
SQA Forum 
http://www.sqaforums.com/forums/hp-alm-mercury-quality-center/ 
Copyright © 2014, Software.Process.Management 24
RM-Related Events & Trainings 
Webinar: Agile Entwicklung mit HP Agile Manager und HP Quality Center / ALM 
5 Feb 2015, http://minerva-softcare.de 
Seminar: Certified Software Product Manager 
10-12 Mar 2015, Karlsruhe, http://www.seminaut.de 
Workshop: Requirements-Reuse zum Erfolg führen 
REConf 2015, 15 Mar 2015, München, http://reconf.de 
Seminar: Requirements-Management in der agilen Software-Entwicklung 
5 Mai 2015, Karlsruhe, http://www.seminaut.de 
Seminar: Toolgestütztes Requirements-Management 
12 Mai 2015, Karlsruhe, http://www.seminaut.de 
Copyright © 2014, Software.Process.Management 25
26 
Dr. Andreas Birk 
Gerald Heller 
Software.Process.Management 
info@swpm.de 
http://www.swpm.de 
Blog & Resources 
http://MakingOfSoftware.com 
Copyright © 2014, Software.Process.Management

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Requirements Management with HP ALM

  • 1. Requirements Management with HP Quality Center / ALM in the Application Lifecycle Dr. Andreas Birk, Gerald Heller, Software.Process.Management November 2014
  • 2. Advantages of Requirements Management 2 What benefit will tool-based RM bring to you? Target Groups RM Requirements Manager Project Manager Business Analyst Test Manager Product Manager Copyright © 2014, Software.Process.Management
  • 3. Advantages of Requirements Management 3 Target Groups RM Requirements Manager Project Manager Business Analyst Test Manager Product Manager Clarify needed tests early Facilitate communication & transparency of requirements Benefit of RM for Target Groups Monitor project progress & results Establish clear requirements ownership Track & manage changes to requirements Determine requirements status & quality Make RM more effective & efficient Increase stakeholder involvement Prioritize tests according to business needs Copyright © 2014, Software.Process.Management
  • 4. 4 Modern RM Is Tool-Based RM Copyright © 2014, Software.Process.Management
  • 5. Evolution of RM Functionality in HP QC/ALM 5 New UI, Web Client, Authoring mode Agile Manager Requirements in agile Environments Business Views, Application Lifecycle Integration (ALI) Business Model Integration, IDE Integration Traceability Matrix, Type Specific Reporting / Templates Versioning, Baselines, Sharing Requirement Types and Attributes, Releases and Cycles, Risk based Quality Management QC Versions 9.2 10.0 11.0 11.5 12 Copyright © 2014, Software.Process.Management
  • 6. Structure Requirements HP ALM structural concepts Folders Groups Requirements Types 6 a Copyright © 2014, Software.Process.Management
  • 7. Requirements Attributes in HP Quality Center 7 Requirement type specific attributes and templates in the description Copyright © 2014, Software.Process.Management
  • 8. Trace Requirements to Tests Copyright © 2014, Software.Process.Management 8
  • 9. Web UI – New Traceability View Copyright © 2014, Software.Process.Management 9
  • 10. Coverage of Requirements Copyright © 2014, Software.Process.Management 10
  • 11. RM Authoring Mode with HP QC 12 Web UI 11 Author mode manages requirements in chapter oriented format Copyright © 2014, Software.Process.Management
  • 12. Comprehensive Reporting 12 Company header Flow format including attributes and graphics Table format including rich text and graphics Copyright © 2014, Software.Process.Management
  • 13. 13 How to Establish Tool-Based RM? Copyright © 2014, Software.Process.Management
  • 14. RM is Different 14 Different product types & development environments call for different requirements structures & workflows Enterprise IT Application Marketed Technology Product Agile Development IT App System HW SW Product Copyright © 2014, Software.Process.Management
  • 15. From Testing to RM in Corporate Test Center 15 Project A Corporate Test Center Project B Project C HP ALM Test Cases TC Create Contract TC Modify Contract TC Cancel Contract Copyright © 2014, Software.Process.Management
  • 16. From Testing to RM in Corporate Test Center 16 Project A Corporate Test Center Project B Project C HP ALM Requirements Test Cases TC Create Contract TC Modify Contract TC Cancel Contract SPEC REQ Create Contract HP ALM Requirements Test Cases REQ Title: Manage Contract Link: http://intra.comp… Description: The system shall … Owner: … … Copyright © 2014, Software.Process.Management
  • 17. Project-Based RM Tool Adoption 17 Product Organization A Project A1 Project A2 Project A3 Project A4 Project A5 Project A6 Product Organization B Project B1 Project B2 Project B3 Project B4 Copyright © 2014, Software.Process.Management
  • 18. Substitute Existing Specification Documents by RM in HP QC/ALM 18 SPEC Copyright © 2014, Software.Process.Management
  • 19. Translate Specification Document Structure into Suitable RM Tool Folder Structure a 19 Product Specification 1. Scope 2. Personas 3. Constraints 4. Conventions 5. Functional Requirements 6. Usability 7. Performance 8. Security 9. Unclassified Copyright © 2014, Software.Process.Management
  • 20. Corporate-Wide Harmonization of Tool-Based RM Practices 20 Product Organization A Project A1 Project A2 Project A3 Project A4 Project A5 Project A6 Product Organization B Project B1 Project B2 Project B3 Project B4 Copyright © 2014, Software.Process.Management
  • 21. Corporate-Wide Harmonization of Tool-Based RM Practices Strategy Design new HP ALM RM work practices Align & agree upon new practices across projects Prepare & plan tool introduction / roll-out Support roll-out of new tool & RM work practices (training etc.) Benefit Corporate-wide use of RM best practice Effective uniform interface between projects & test center Projects can be managed easier (staff assignment, reporting, KPI etc.) Conformance to compliance rules can be assured more easily Copyright © 2014, Software.Process.Management 21
  • 22. Important Questions When Setting-Up RM 22 Design of Information Structures What requirements types shall we define? What attribute fields shall requirements types contain? How shall we structure the overall set of requirements? How can we map requirements to tests? Usage & Workflow What requirements reports do we need? What KPIs and dashboards shall we define? How shall we involve customers? How shall we integrate external development partners? Set-Up & Establish Which projects shall we select for starting with tool-based RM? How can we train and support users? How can we adapt RM to agile development? Copyright © 2014, Software.Process.Management
  • 23. Conclusions HP QC/ALM provides a solid set of effective RM functionality Tool-based RM practices must be customized carefully to organizational needs & context Viable strategies exist that can guide organizations in setting-up & establishing tool-based RM Copyright © 2014, Software.Process.Management 23
  • 24. RM with HP QC/ALM: Information Sources HP QC/ALM community http://h30499.www3.hp.com/t5/Application-Lifecycle-Management/ct-p/application-lifecycle-mgnt HP QC/ALM content for download from HP (includes partner offerings) https://hpln.hp.com/node/10354/contentfiles HP QC/ALM what’s new (release notes) http://update.external.hp.com/ALM/WhatsNew_Addins_Movies/index.html HP QC /ALM system requirements specifications https://hpln.hp.com/page/alm-qc-enterprise-technical-specifications HP Agile Manager (new portal Pronq) https://www.pronq.com/software/agile-manager SQA Forum http://www.sqaforums.com/forums/hp-alm-mercury-quality-center/ Copyright © 2014, Software.Process.Management 24
  • 25. RM-Related Events & Trainings Webinar: Agile Entwicklung mit HP Agile Manager und HP Quality Center / ALM 5 Feb 2015, http://minerva-softcare.de Seminar: Certified Software Product Manager 10-12 Mar 2015, Karlsruhe, http://www.seminaut.de Workshop: Requirements-Reuse zum Erfolg führen REConf 2015, 15 Mar 2015, München, http://reconf.de Seminar: Requirements-Management in der agilen Software-Entwicklung 5 Mai 2015, Karlsruhe, http://www.seminaut.de Seminar: Toolgestütztes Requirements-Management 12 Mai 2015, Karlsruhe, http://www.seminaut.de Copyright © 2014, Software.Process.Management 25
  • 26. 26 Dr. Andreas Birk Gerald Heller Software.Process.Management [email protected] http://www.swpm.de Blog & Resources http://MakingOfSoftware.com Copyright © 2014, Software.Process.Management

Editor's Notes

  • #7: Explain requirement types in more detail Functional, non functional, personas, use cases, user stories, even tasks Interesting to note, that this structure is very flexible. E.g. On the same data elements we might impose a backlog structure, or component view or project view.