1. Process for Implementing Excellence PIEmatrix 200.test User Drawings Version 3/20/05 © Copyright 2006 PIEmatrix

2. © Copyright 2006 PIEmatrix CONFIDENTIAL/TRADE SECRET PIEmatrix Drawing 200.2 DiscoverDesignConstructValidateDeployMon & OptUpd & EvolPlan (Layer) App Lifecycle Process People Product Identify Success Factors Define Business Requirements Define Architecture Requirements Define Development Strategy Identify Success Factors - Process Objective: The objective is to define business critical success factors and quick wins that underlines business' most important requirements. A “business critical success factor” (bCSF) is a factor that that is most critical to the business’ operations, objectives, and financial success. (Note: a bCSF is not the same as the IT project critical success factor, for the bCSF only applies to business perspectives). A “quick win” (QW) is a requirement that provide short-term benefits to business or end-users. Once identified, the bCSF and QW requirements need to be the central focus for the remaining project and updated as required. Process Step Actions: 1.Obtain and review the business case and project charter (if they exist). For some projects the bCSF’s and QW’s can be identified in these documents. 2.Review the project’s goal and objectives and then review high-level documentation that includes initial requirements, functionality scope, technical and process solutions, and all needs for reporting, security, and other areas of scope as defined by the project charter or other high-level business and technical requirements. 3.Meet with the business stakeholders (i.e., project owner, product manager, business SME) and elaborate the initial documented requirements to help determine all bCSF’s and QW’s. Ensure the scope of these factors are not excessive and are deemed critical relative to all other functionality that are usually considered important as well. Sometimes people will claim all requirements are critical. In this case keep the focus on relative importance. Utilize the Success Factors Worksheet to help with this process. 4.Document the bCSF’s and QW’s and indicate these requirements as the priority focus for design and development targets. Continue this process during the later steps of defining business and architecture requirements. Update the Success Factors Worksheet during this process and indicate the bCSFs and QWs in the Business Requirements and Architecture Requirements deliverables. 5.Obtain bCSF and QW approval sign-off by the product manager and business owner. IEP IEP IEP IEP IEP Application Lifecycle Layer - Discover Slice Search ReportsHelp Dashboard Log Out Project Finance

3. © Copyright 2006 PIEmatrix CONFIDENTIAL/TRADE SECRET PIEmatrix Drawing 200.3 DiscoverDesignConstructValidateDeployMon & OptUpd & EvolPlan (Layer) App Lifecycle Process People Product Identify Success Factors Define Business Requirements Define Architecture Requirements Define Development Strategy Identify Success Factors - People Objective: The objective of the people involvement is to ensure that the individuals who are assigned to this step have the facilitation skills needed to capture and record the success factors, which include business critical success factors (bCSF) and quick wins (QW). Note: Individuals can own multiple roles, especially for smaller projects with limited resource budgets. Business Analyst - Jim Stevenson (Owner, Contributor): Manage the success factor identification process and organize and facilitate the success factor workshops. Skills needed include strong communications and facilitation skills. This individual needs to drive the process by reviewing all documentation, interpreting success factors, setting up meetings, and facilitating in a way that drives towards success factor selection. The business analyst should also document the results and prepare and submit the deliverable. Business SME - Joyce Scully (Contributor): Define the success factors. This person should work closely with the business owner to ensure clarity and agreement. Steering Committee (Approver): Responsible for approving the success factors. This in important since these factors should be the driving purpose of the entire project and if there are inconsistencies or misunderstandings at the executive level, the project could run into serious issues with perceived success, management support, and future budgeting. Business Owner - Karen Boyer (Contributor, Approver): Approve the success factors. In some cases, this person would also be part of the steering committee, but it is important to gain individual acceptance from this person since he or she will be responsible for the end solution. It is also best if the person is part of the group of people to be interviewed during the success factors decomposition process. Application Lifecycle Layer - Discover Slice Search Project Finance ReportsHelp Dashboard Log Out

4. © Copyright 2006 PIEmatrix CONFIDENTIAL/TRADE SECRET PIEmatrix Drawing 200.4 DiscoverDesignConstructValidateDeployMon & OptUpd & EvolPlan (Layer) App Lifecycle Process People Product Identify Success Factors Define Business Requirements Define Architecture Requirements Define Development Strategy Application Lifecycle Layer - Discover Slice Search Project Finance FormsFiles Tools Identify Success Factors - Product Objective: The objective of the Product section is to provide access to deliverables and tools as they relate to the selected process box above. Select one of the three tabs to access the subsections. The following are the descriptions: Forms - Provides a list of online forms for creating, sharing, and storing deliverables within the online database. Files - Provides a list of folders to contain documents and files. One folder is called Templates. This is used to download a copy of a template file. Other folders are used to contain final deliverables and work-in-progress files for sharing. Tools - Provides information about third-party vendor products that are associated with the process step. ReportsHelp Dashboard Log Out

5. © Copyright 2006 PIEmatrix CONFIDENTIAL/TRADE SECRET PIEmatrix Drawing 200.5 DiscoverDesignConstructValidateDeployMon & OptUpd & EvolPlan (Layer) App Lifecycle Process People Product Identify Success Factors Define Business Requirements Define Architecture Requirements Define Development Strategy Application Lifecycle Layer - Discover Slice Search Project Finance FormsFiles Tools Identify Success Factors - Forms: The following is list of online forms for creating, sharing, and storing deliverables within the online database. A Template Forms link will open an online template form. Rename the form for use as a deliverable for this project. This will place the form in the Deliverables Forms list. Template Forms Success Factors Worksheet Form Template Deliverables Forms Success Factors Worksheet - Project Finance ReportsHelp Dashboard Log Out

6. © Copyright 2006 PIEmatrix CONFIDENTIAL/TRADE SECRET PIEmatrix Drawing 200.6 DiscoverDesignConstructValidateDeployMon & OptUpd & EvolPlan (Layer) App Lifecycle Process People Product Identify Success Factors Define Business Requirements Define Architecture Requirements Define Development Strategy Application Lifecycle Layer - Discover Slice Search Project Finance Files Tools Success Factors Worksheet People FormDeliverable Status Business Analyst Business SME Project TitleNameRole Owner, Contributor Contributor Objective (auto fill in from process objective, auto expand/collapse) Success Factors IDMega ProcessPSuccess FactorApplication Feature Needs Business OwnerContributor, Approver (drop down value list execute business rules) (select name from drop down list of users) (auto transfer to requirements deliverable) Back to Forms ReportsHelp Dashboard Log Out

7. © Copyright 2006 PIEmatrix CONFIDENTIAL/TRADE SECRET PIEmatrix Drawing 200.7 DiscoverDesignConstructValidateDeployMon & OptUpd & EvolPlan (Layer) App Lifecycle Process People Product Identify Success Factors Define Business Requirements Define Architecture Requirements Define Development Strategy Application Lifecycle Layer - Discover Slice Search Project Finance FormsFiles Tools Identify Success Factors - Files: The file repository below contains documents and files. One folder is called Templates. This is used to download a copy of a template file. Some template files may correspond with template Forms. Other folders are used to contain final deliverables and work-in-progress files for sharing. Download File Upload File Delete File Create Folder Delete Folder ReportsHelp Dashboard Log Out

8. © Copyright 2006 PIEmatrix CONFIDENTIAL/TRADE SECRET PIEmatrix Drawing 200.8 DiscoverDesignConstructValidateDeployMon & OptUpd & EvolPlan (Layer) App Lifecycle Process People Product Identify Success Factors Define Business Requirements Define Architecture Requirements Define Development Strategy Application Lifecycle Layer - Discover Slice Search Project Finance FormsFiles Tools Identify Success Factors - Tools: Thus tools section provides information about third-party vendor products that are associated with the selected process step. Select Vendor: Choose… Select Vendor Tool: Choose… ReportsHelp Dashboard Log Out

9. © Copyright 2006 PIEmatrix CONFIDENTIAL/TRADE SECRET PIEmatrix Drawing 200.9 DiscoverDesignConstructValidateDeployMon & OptUpd & EvolPlan (Layer) App Lifecycle Process People Product Identify Success Factors Define Business Requirements Define Architecture Requirements Define Development Strategy Application Lifecycle Layer - Discover Slice Search Project Finance FormsFiles Tools Identify Success Factors - Tools: Thus tools section provides information about third-party vendor products that are associated with the selected process step. Select Vendor: Mercury Interactive Select Vendor Tool: TestDirector Mercury’s TestDirector™ tool is used for gathering requirements, planning and scheduling tests, analyzing results, and managing defects and issues. The Identify Success Factors step provides early and critical requirements that may be stored in TestDirector. The data stored in the online Success Factors Worksheet can be imported into TestDirector’s Requirement tab. Once imported, the user can allocate test scripts associated with the chosen success factors. Exporting Instructions: From Success Factors Worksheet to TestDirector. 1) Open the… 2) Launch the… ReportsHelp Dashboard Log Out

10. © Copyright 2006 PIEmatrix CONFIDENTIAL/TRADE SECRET PIEmatrix Drawing 200.10 DiscoverDesignConstructValidateDeployMon & OptUpd & EvolPlan (Layer) App Lifecycle Process People Product Identify Success Factors Define Business Requirements Define Architecture Requirements Define Development Strategy Application Lifecycle Layer - Discover Slice Search Project Finance FormsFiles ReportsHelp Dashboard Log Out Tools Identify Success Factors - Product Objective: The objective of the Product section is to provide access to deliverables and tools as they relate to the selected process box above. Select one of the three tabs to access the subsections. The following are the descriptions: Forms - Provides a list of online forms for creating, sharing, and storing deliverables within the online database. Files - Provides a list of folders to contain documents and files. One folder is called Templates. This is used to download a copy of a template file. Other folders are used to contain final deliverables and work-in-progress files for sharing. Tools - Provides information about third-party vendor products that are associated with the process step.