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Training presentation

Training presentation. Quality Portal. Name. Department. Location. Date. Steeve Ferrand. Trade and Risk QA. RFS Paris. September 2006. Agenda. Company Presentation 3 Reuters history 5 Reuters Financial Software 7 Organizational Context 10 QA 11 Development cycle 14

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Training presentation

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  1. Training presentation Quality Portal Name Department Location Date Steeve Ferrand Trade and Risk QA RFS Paris September 2006

  2. Agenda Company Presentation 3 • Reuters history5 • Reuters Financial Software 7 Organizational Context 10 • QA 11 • Development cycle 14 Transverse Quality 15 • Project Management 16 • KPQP’s 19 Measure & Analysis process Improvement 34 • Real time data 35 • ETL 36 Conclusion 41

  3. COMPANY PRESENTATION ORGANIZATIONAL CONTEXT TRANSVERSE QUALITY MEASURE & ANALYSIS PROCESS IMPROVEMENT CONCLUSION

  4. Reuters Group PresentationCompanies • Reuters: • 5.000 collaborators in 91 countries • CA 3.5 billiard Eur • First international press agency • 2 300 photographers and journalists and in 130 countries • 330.000 Customers in 150 countries • RFS: • 9.000 market places • 200.000 customers • 500 collaborators

  5. Reuters Group PresentationHistory • 1849Reuter running a news agency in Aachen • 1851The Reuters arrive in London. • 1865 Assassination of President Lincoln • 1882 Column printer • 1925 The « Press Association » takes a majority shareholding • 1941 The Reuter Trust • 1964 Service Stockmaster • 1967 Reuter Monitor • Acquisitions: • 1985 Visnews (rebaptisée Reuters Television), • 1986 Instinet • 1994 TIBCO et Quotron

  6. Reuters Group PresentationHistory • 1849Reuter running a news agency in Aachen • 1851The Reuters arrive in London. • 1865 Assassination of President Lincoln • 1882 Column printer • 1925 The « Press Association » takes a majority shareholding • 1941 The Reuter Trust • 1964Service Stockmaster • 1967 Reuter Monitor • Acquisitions: • 1985 Visnews (rebaptisée Reuters Television), • 1986 Instinet • 1994 TIBCO et Quotron

  7. Reuters Group PresentationReuters Financial Software • 1987 : Born of EFFIX • 1990 : Marketing Deal with Reuters to distribute the trading room software • 1991 : EFFIX absorbs the subsidiary of the BIGT • 1992 : Begining of Kondor+ development • 1993 : REUTERS acquires 100% of EFFIX capital 7000 positions of ATW at the end of the year in 25 countries. • 1994 : Kondor+ commercial launch • 1995 : Kondor+ is installed in 28 countries, 2000 positions • 1997 : Kondor + is installed in 40 countries, 3000 positions • 1998 : Kobra is up to 10 000 positions, in 39 different countries • 1999 : 42 000 traders use EFFIX products, in 71 contries. • 2002 : EFFIX becomes REUTERS FINANCIAL SOFTWARE.

  8. Reuters Group PresentationDepartment presentation

  9. Reuters Group PresentationDepartment presentation

  10. COMPANY PRESENTATION ORGANIZATIONAL CONTEXT TRANSVERSE QUALITY MEASURE & ANALYSIS PROCESS IMPROVEMENT CONCLUSION

  11. Organizational Context RFS Quality Assurance QA Assure Installation And Upgrade availability at each release • Installation and Upgrade are customers first contact with the product Assure performance and Stability at each release • A quality control for each release (internal, external, major, minor or patch) Assure non regression of functional features at each release The worst issue our customers can have is the impossibility of using the product

  12. Organizational Context RFS Quality Assurance QA • How the Quality is perceived? • Non-necessary • Return On Investment ? (ROI) • As a cost center • And a non-profit activity

  13. Organizational Context RFS Quality Assurance QA • Quality is in reality: • Documented development process, Reproducible and Effective • Lower maintenance cost • Taylored working method • Lower development cost • The sooner the cheaper • a Win-Win situation for Clients and Reuters • Customer confidence • Win of market

  14. Organizational Context RFS Quality Assurance Development Cycle • Properties: • V-Cycle • Iterative • 6 months • Many products Validation • Automated tests is becoming a necessity • Many Validation reports to produce

  15. COMPANY PRESENTATION ORGANIZATIONAL CONTEXT TRANSVERSE QUALITY MEASURE & ANALYSIS PROCESS IMPROVEMENT CONCLUSION

  16. Transverse Quality Process Control Justification • Define the different improvement impacts • Estimate the improvement cost • Be able to measure improvement impacts for: • RFS • Clients • Report the result

  17. Transverse Quality Process Control Project Management • KPQP’s process follows activities such as: • Software Quality Assurance • Project Management • Schedule and advancement • Specifications ad equation • Software Validation • Product deployment • Product documentation • Bugs management

  18. Transverse Quality Process Control Project Management • KPQP’s process follows activities such as: • Software Quality Assurance • Project Management • Schedule and advancement • Specifications ad equation • Software Validation - is taken in example in this presentation • Product deployment • Product documentation • Bugs management

  19. Transverse Quality Process Control KPQP’s • Measurement activity based on the CMMi model

  20. Specify Data Collection and Storage Procedures Establish Measurement Objectives Specify Analysis Procedures Specify Measures Collect Measurement Data Analyze Measurement Data Communicate Results Store Data and Results Transverse Quality Process Control KPQP’s • Measurement activity based on the CMMi model • 2 General Practices to follow: • Align Measurement and Analysis Activities • Provide Measurement Results

  21. Specify Data Collection and Storage Procedures Establish Measurement Objectives Specify Analysis Procedures Specify Measures Transverse Quality Process Control KPQP’s • General Practices: • GP1: Align Measurement and Analysis Activities • Software tests target and scope: • Non-regression functional bug tests • Technical bug tests • Test Script development for Client bugs encountered

  22. Specify Data Collection and Storage Procedures Establish Measurement Objectives Specify Analysis Procedures Specify Measures Transverse Quality Process Control KPQP’s • Non-regression Functional bug tests • Identified Bugs • Fix progression • Bug density • Test cover • Technical bugs tests • Installation check • Test Script development for Client bugs encountered • Number of test scripts

  23. Specify Data Collection and Storage Procedures Establish Measurement Objectives Specify Analysis Procedures Specify Measures Transverse Quality Process Control KPQP’s • Objectives defined by QA (previous project, previous release) • Meetings planned to approves them

  24. Specify Data Collection and Storage Procedures Establish Measurement Objectives Specify Analysis Procedures Specify Measures Transverse Quality Process Control KPQP’s • Measures and objectives are communicated to everybody involved • Documents created on Lotus Notes

  25. Specify Data Collection and Storage Procedures Establish Measurement Objectives Specify Analysis Procedures Specify Measures Transverse Quality Process Control KPQP’s • Documented process about: • Collection and backup data • Analysis

  26. Collect Measurement Data Analyze Measurement Data Communicate Results Store Data and Results Transverse Quality Process Control KPQP’s • Measurement activity based on the CMMi model • Obtained specified measurement data • Data Collection: • Business Object 5.1 (Business Intelligence software)

  27. Transverse Quality Data Collection Workflow Source: RFS

  28. Collect Measurement Data Analyze Measurement Data Communicate Results Store Data and Results Transverse Quality Process Control KPQP’s • Measurement activity based on the CMMi model • Provide Measurement Results • Measurement are defined • From “PSM” • From “Metrics and Models…”

  29. Transverse Quality Development Process Control KPQP’s

  30. Transverse Quality Packaging Process Control KPQP’s

  31. Transverse Quality Validation Process Control KPQP’s

  32. Collect Measurement Data Analyze Measurement Data Communicate Results Store Data and Results Transverse Quality Process Control KPQP’s • Measurement activity based on the CMMi model • Provide Measurement Results • Storage • Controlled version repository • Reporting • Lotus Notes

  33. Transverse Quality Validation report Source: RFS document

  34. COMPANY PRESENTATION TRANSVERSE QUALITY ORGANIZATIONAL CONTEXT Measure & Analysis process Improvement CONCLUSION

  35. Measure & Analysis process Improvement Quality Portal project Real-Time data • Limitations of the actual process • No real-time data • Huge development cost (5 man/days) • Not applicable on all products • Automated Process Benefits • Real-time data • Real-time or batch Data collection • Dashboard Template • Real-time Dashboards • More QA decisional power

  36. Measure & Analysis process Improvement Quality Portal: Data collection ETL

  37. Measure & Analysis process Improvement Quality Portal: Data collection in organisation ETL

  38. Measure & Analysis process Improvement Quality Portal: Target database design

  39. Measure & Analysis process Improvement Quality Portal: TIBCO Data Exchange (ETL software)

  40. To be continued… • Remaining work for the Project : • Finish the conceptual model of the target database • Develop ETL conversion tasks • Implement dashboards with Business Objects XI

  41. COMPANY PRESENTATION TRANSVERSE QUALITY ORGANIZATIONAL CONTEXT MEASURE & ANALYSIS PROCESS INPROVEMENT CONCLUSION

  42. Conclusion • Acquired Reuters Quality methods • Implement those methods • A win-win situation • Commercial Proposal participation • Discover the world of the Business Intelligence • Huge experience feedbacks

  43. Questions?

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