Mapping it Out! Seven Smart Ideas for Business/Systems Analysis Renee Schroeder - Business Solutions Architect in IT Development Fish & Richardson Bob Savelson - SVP Sales & Marketing eDev Technologies December 1, 2015

Introductions Company Overviews Seven Smart Ideas Modern Requirements4TFS suite Overview SmartVisio4TFS, SmartWord4TFS SmartOutlook4TFS, SmartExcel4TFS Fish & Richardson - Case Study Implementation Timeline Project experiences Outcomes realized Agenda

Founded in 1999 – headquarters in Toronto Canada, with global delivery capabilities; Modern Requirements Suite - built 4 TFS Microsoft ‘go to’ Requirements Partner: Microsoft Visual Studio Industry Partner, Microsoft Gold Certified; Cited by many research firms such as Forrester, Gartner, Seilevel & BaseX; Thousands of users worldwide. eDev Technologies - Overview

Founded in 1878 – 12 global offices Global patent, intellectual property litigation and commercial litigation firm; Clients included: Wright Bros, Alexander Graham Bell, Thomas Edison More than 400 attorneys and technology specialists across US and Europe; including 85 PhDs Named #1 patent litigation firm in US for past12 consecutive years Fish & Richardson - Overview

Polling Question #1

1.Collaborate with the business in Smart Microsoft Word 2.Auto document generation- BRD, Use case, etc. 3.Auto scenario detection & test case generation 4.Auto traceability report creation 5.Requirements reuse 6.Convert s to requirements & tasks 7.Project reporting Seven Smart Ideas

CONNECT | VISUALIZE | COLLABORATE Cycle Time Reduction – End To End Traceability

TFS – the Modern Requirements Server Millions of users – easy to support Extremely scalable and secure Consistent innovation by Microsoft Central source of truth – ease of collaboration & reporting Requirements server or full ALM solution Extensive Functionality – leading choice by Gartner*** Full Agile /Scrum support Available onsite (TS) or in the Microsoft Azure Cloud (VSTS)

Modern Requirements Suite SOLUTION ARCHITECTURE

The familiarity of Microsoft Office with the power of a database

Author, publish, collaborate in Office, reuse Auto generate use cases and test cases Business / System Analyst CONNECT AND COLLABORATE Project Manager Create / view traceability matrices, manage scope Quickly see the status and ‘health’ of a project Create Business Process models Create specifications Process EngineerProduct Owner View ‘the big picture’ of a Sprint visually Reporting makes sprint reviews more effective Create any type of Visio diagram for subsequent decomposition Entity, Context, Class, Sequence, etc. ArchitectBusiness Stakeholder Easily author new requirements and change requests in Word Review documents and provide feedback View all work items with images natively in TFS Report on TFS queries in Word Convert s to Work items & Tasks Developer / LeadTester / Lead Execute test cases generated by BSA View and report on traceability Impact assessment

Polling question #2

SmartWord4TFS A Visual Story

Connect a Word document to a project

Use all Work Items defined for the project

Create a document template using the Work Items and their properties

Authoring in Word and Publishing to TFS

Word content shows up in TFS as Work Items

1. Update the title 2. Add image to the description and select “Save” Refreshing Word Content from changes in TFS

1. Select “Refresh” 2. Title is updated 3. Description is updated with an image Update content in Word by clicking ‘Refresh’

2. Running a Query will also bring content into Word Get Work items from TFS into Word

Requirements Reuse- document based

Provide feedback on requirements from Word

SmartVisio4TFS Visual Story

Polling question #3

Use all types of Visio diagrams

Connect a diagram to your project

Upon connecting to the diagram the “All Links” tab is show in the Smart Panel Creating linked Work Items based on Visio diagram, connectors and shapes

Select PBI and write a user story; Create linked requirements based on shapes

Provide requirements details directly using Visio

This whole Work Item hierarchy is created in TFS. Work items created in Visio are saved in TFS

View activity status of the requirements linked to the process

1. Select Scenario Analysis 4. Select publish to create a PBI for this scenario along with links to other PBIs that are covered by this usage scenario Auto detect usage scenario

Auto generate use cases based on any process model

1. Select Use case detected 2. Publish test cases along with coverage links to requirements Automate test case generation from any process model

SmartExcel4TFS A Visual Story

Generate a custom intersection traceability matrix

Generate a custom horizontal traceability matrix

SmartOutlook4TFS A Visual Story

Convert s to work items and work items

Attach Mail to Work Item

New Work Item from Mail

Partial Client List

Polling question #4

Fish & Richardson Introduction to the Modern Requirements suite Introduced to eDev Tech at Microsoft TechEd June 2014; Purchased MR licenses for 8 people in August 2014; Product training in August & ALM coaching Q & Q1/2015. Use TFS for development & testing but needed a way to connect business and development; Hybrid methodology with Scrum process and project taxonomy;

Fish & Richardson Project Initiation 1.Business analyst talks with business stakeholder 2.Defines overall charter and business requirements 3.Estimates time for development 4.Business prioritizes requirements and approves project 5.Requirements are then divided into multiple Sprints, each containing specific User Stories 6.BA ensures that business objectives are all supported by User Stories and requirements- reviews with the Business

Fish & Richardson Project 1- Business Rules for Marketing Database 1.Define business requirements in a unique SmartWord format; 2.Communicate with people in multiple geographies; 3.Simplify the way stakeholders read, review, discuss and approve using SmartWord4TFS; 4.Publish accepted requirements and feedback history to requirements database in TFS. Saved 30% of overall project time

Fish & Richardson Project 2 – Marketing Database to feed FR Website 1.New BA with little legal industry or TFS expertise needed to document project requirements; 2.Business analyst took one day MR suite training; 3.Documented all of the requirements in Word, with their related traceability; 4.Published the requirements as ‘work items’ to TFS; 5.Used SmartExcel4TFs to ensure coverage and traceability. Saved 25-30% of overall project time

Fish & Richardson New Project Approach 1.Created a Visio diagram; 2.Create new requirements to support the steps in the process; 3.SmartVisio calculates the scenarios and generate test cases; 4.Add additional comments and approvals by attaching s to work items using SmartOutlook; 5.Generate Smart Documents for review and feedback; 6.One terminology, One Process. Consistency = Quality

Fish & Richardson Summary 1.Each person the team learned different tips and tricks during the training and share these with the team; 2.Any questions are quickly answered by eDev Tech’s support team; 3.Projects get completed in less time; 4.Communications with the business is enhanced; 5.Create a single source of truth in TFS; 6.Have reusable artifacts.

Outcomes that you can expect…. * Mitigates the impact of change

1.Collaborate with the business in Smart Microsoft Word 2.Auto document generation- BRD, Use case, etc. 3.Auto scenario detection & test case generation 4.Auto traceability report creation 5.Requirements reuse 6.Convert s to requirements & tasks 7.Project reporting Seven Smart Ideas

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