Case interrelations Relationships and integration Episode 3 - CAATS II Final Dissemination Event John Harrison Hu-Tech CAATS II Brussels, 13 & 14 Oct 2009

Episode 3 - CAATS II Final Dissemination Event 2 The need for cases Complexity of ATM system  Many concerns  Many interactions  Scope for unforeseen consequences of change Specialist expertise  Generalists cannot go into enough depth Balanced judgements  Need formal structure to ensure all aspects covered  Process to filter and reconcile key issues for decision

Brussels, 13 & 14 Oct 2009 Episode 3 - CAATS II Final Dissemination Event 3 Cases: different perspectives Case E Case D Case A Case B Case C Case F Concept (benefits, costs, Issues)

Brussels, 13 & 14 Oct 2009 Episode 3 - CAATS II Final Dissemination Event 4 Development & evaluation Evaluation informs decisions Concept (ATM system + proposed change) Case ACase BCase CCase DViewpoint AViewpoint BViewpoint C Viewpoint D Decisions

Brussels, 13 & 14 Oct 2009 Episode 3 - CAATS II Final Dissemination Event 5 Different perspectives imply … Different simplifications (to focus on key issues)  System models must be coherent Different language (from specialist concerns)  Present results for non-specialists Different priorities  Link concerns and conclusions explicitly to KPAs and (KPIs) Potentially different stakeholders  Manage the balance between shared and separate access

Brussels, 13 & 14 Oct 2009 Episode 3 - CAATS II Final Dissemination Event 6 Outputs, processes, teams  Relationships needed for cost-effective, coherent cases

Brussels, 13 & 14 Oct 2009 Episode 3 - CAATS II Final Dissemination Event 7 Specific relationships Business Case  Provides a focal point for performance assessments  Coordinates with other cases  Provide justification (economic impact) to support decisions Safety case  Contributes to Business case - Concept cost depends on safety mitigation - Safety gains or losses affect overall business case  Needs HF input where human performance affects safety Human Factors case  Focuses on key (human) system component - Inherent overlap with other cases - Human performance affects most aspects of system. -  many shared concerns with other disciplines Environment case  Co-ordinates with Safety case on scope definitions - Common coverage of items as third party risk  Contributes to Business case

Brussels, 13 & 14 Oct 2009 Episode 3 - CAATS II Final Dissemination Event 8 Indirect case interaction Cases evolve during a project  Issues are uncovered  Ideas about resolution are formed Emergent cases influence concept development  Resolve the problem by change, rather than just report it at the end So the concept is a moving target  Cases indirectly affect each other  Need to maintain coherence  Easier if case teams are mutually aware But case teams must retain independent view

Brussels, 13 & 14 Oct 2009 Episode 3 - CAATS II Final Dissemination Event 9 Case integration KPAs (Key Performance Areas)  Cover ‘all that matters in ATM’  Can be weighted and prioritised Cases  Cover different specialist perspectives  Not uniform mapping to KPIs  Might not be complete Drivers and constrainers  Different concepts – different emphasis  Some KPAs drive the concept  Some KPAs guide and constrain  Drive-constrain balance different in different cases

Brussels, 13 & 14 Oct 2009 Episode 3 - CAATS II Final Dissemination Event 10 Combining evidence Effectiveness hierarchy Cost hierarchy Comparison Overall assessment Stakeholder input Evidence from Cases

Brussels, 13 & 14 Oct 2009 Episode 3 - CAATS II Final Dissemination Event 11 Achieving effective integration Identify maturity across all Cases to be integrated  In advance in a uniform way Establish effective communication among all stakeholders  Regardless of primary interest (in particular Case) Involve stakeholders in all critical decisions …  Definition of assumptions and KPIs  Relative importance of Cases KPAs and KPIs Coordinate inputs used by different Cases …  Use of common inputs  One Case output feeding other Case input Select integration/aggregation method for Case results  Considering lifecycle phase Communicate Case results and integrated outcome to stakeholders of all Cases

Brussels, 13 & 14 Oct 2009 Episode 3 - CAATS II Final Dissemination Event 12 Questions…?