Session 2 Dr. Dan C. Surber, ESEP ME 59700 Fall 2014 Introduction to Systems Engineering Session 2 Dr. Dan C. Surber, ESEP © Copyright 2013

Lecture Topics Phase GatesMgmt Design ReviewsTechnical People, Methods, Tools, & Environment Baselines Samples of Checklists 5 reviews for this course

Design Reviews Do we understand the requirements? Do we understand the essential interfaces? Do we have all the necessary functionality? Are the requirements allocated & testable? Does the design meet the requirements – feasible, maintainable, safe, reliable? What are the TPMs we need to track? What are the RISKS & how do we mitigate? Are we ready to TEST? Did we build it right? Did we build the right system? The system must be OPERATIONALLY SUITABLE & OPERATIONALLY EFFECTIVE

Typical Design Reviews Most reviews can also be performed at the system, subsystem, product, component, and assembly or part levels. System Requirements Review System Functional Review System Architecture Review Preliminary Design Review Detailed (Critical) Design Review System Test Readiness Review System Validation Review Production Readiness Review Shipping Readiness Review What is the FOCUS? Requirements being satisfied by the defined solution set, within the architecture boundaries and constraints defined by management/contract and technology readiness.

Phase Gates Purpose Technical focus Subcontractor/Suppliers Management oriented Cost & Schedule + RISKS Plan to get to the “next” gate Technical focus Have we done the right things Do we have the right mix of disciplines Do we have the right technologies Where are the choke points – apply resources Subcontractor/Suppliers Cost & schedule On track technically

Typical Phase Gates for MGMT System Requirements Review System Functional/Design Review Preliminary Design Review Critical Design Review Test Readiness Review Production Readiness Review Shipping Readiness Review

PMTE People Methods Tools Environment Right knowledge, skills, abilities? = Training Plan Right people at the right time? = Staffing Plan Key Stakeholders? = Stakeholder Involvement Plan & Artifacts Methods Proven Processes? = Process Tailoring & Support, Stakeholders Key Events, Activities, Criteria? = IMP, IMS, SEMP/SEP Tools Company standard? = Templates, Enablers, Checklists Standards? = Project/Engineering Notebook, Reference Architectures Environment Leadership buy-in & support? = Senior Management Reviews Metrics? = Earned Value Measurement, Measurement Analysis, Decision Making? = Trade offs, Technical Performance Measures, Risk & Opportunity Management

Baselines Main thrust of SE is orderly synthesis Setting & Maintaining BASELINES Requirements baseline Functional baseline Allocated baseline Production baseline Controlled changes with full understanding of change impact – Change Management (CM) Data Management (DM) Configuration Control Board (CCB)

Knowledge Development & Review Concepts Artifact Collection of Artifacts Independent Review (pre-gate) Peer Review Design Walk Through Phase Gate Review Artifact Baseline Established Design Baseline Established Configuration Baseline Established

Phase Gate Reviews Incremental KNOWLEDGE DEVELOPMENT COST SCHEDULE & RESOURCES RISKS & MITIGATIONS TECHNICAL BASIS TO PROCEED to next SRR SFR/SDR PDR CDR TRR PRR Gate 1 Gate 2 Gate 3 Gate 4 Gate 5 Gate 6 See Session 002a slide

Concept Review Checklist CONOPS Conditions of operation Conditions of maintenance & support Mission analysis & Scenarios (Normal, Abnormal, Emergency, Catastrophic) Extracted functional analysis and interface analysis System Need User performance, design constraint, environment, and interface requirements Mission event timeline, phases, system states/modes System requirements (performance, environmental, interface, design constraint) Concept Architecture people, facilities, hardware, software, data, support equipment & tools, technical data, training, logistics concepts

Example in Text book Blanchard, p. 96, Figure 3.27 Others DAU SE Handbook Domain specific Company specific (within its process) Have at least a “general” set of topics Checklists are “don’t forgets” – the gator is watching!

Example from MIL-STD-1521B Mission/Requirements Analysis Functional Flow Analysis Preliminary Requirements Allocation System/Cost Effectiveness Analysis Trade Studies Logistics Support Analysis Specialty Discipline Studies System Interface Studies System Performance Specification Program Risk/Opportunity Analysis Integrated Test Planning Producibility Analysis Technical Performance Measures Data Management Plans Configuration Management Plans System Safety Program Plan (SSPP) Human Factors Analyses Value Engineering Studies Life Cycle Cost Analysis/CAIV Prelim Manufacturing Plans Manpower Requirements & Personnel Analysis Milestone Schedule IMP/IMS Supply Chain Management & supplier selections Specific actions/plan to get to next gate: SRR/SFR/SDR

See “Class Projects 1-5.doc” file Class Project Briefs 5 topics for each briefing Uses information built up through home work & readings 5 minutes to brief the 5 topics WRITTEN material is GRADED VERBAL material is graded CLASSMATES get to ask questions See “Class Projects 1-5.doc” file

Suggestions Use the assignment description as a checklist Ensure you meet the threshold criteria for your briefing (5 topics) – See handout with topics to be covered at each review Use figures, charts, graphs Avoid charts with LONG text Bullets are better, faster, cheaper

Review from RESOURCES Download the file “10 Golden Questions”. Use it to help identify the information needed for your selected system. Make sure you can state the “purpose” for the selected system, its mission system and its support system. Make sure you can draw a context diagram for your selected system. Sketch a CONOPS for your system (mission) Identify examples of each of the four types of requirements.