Report Documentation Page Form Approved OMB No. 0704-0188 Public reporting burden for the collection of information is estimated to average 1 hour per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to Washington Headquarters Services, Directorate for Information Operations and Reports, 1215 Jefferson Davis Highway, Suite 1204, Arlington VA 22202-4302. Respondents should be aware that notwithstanding any other provision of law, no person shall be subject to a penalty for failing to comply with a collection of information if it does not display a currently valid OMB control number. 1. REPORT DATE 3. DATES COVERED JAN 2009 2. REPORT TYPE 00-00-2009 to 00-00-2009 4. TITLE AND SUBTITLE 5a. CONTRACT NUMBER Crosstalk, The Journal of Defense Software Engineering. Volume 22, 5b. GRANT NUMBER Number 1, January 2009 5c. PROGRAM ELEMENT NUMBER 6. AUTHOR(S) 5d. PROJECT NUMBER 5e. TASK NUMBER 5f. WORK UNIT NUMBER 7. PERFORMING ORGANIZATION NAME(S) AND ADDRESS(ES) 8. PERFORMING ORGANIZATION 517 SMXS/MXDEA,6022 Fir Avenue,Hill AFB,UT,84056-5820 REPORT NUMBER 9. SPONSORING/MONITORING AGENCY NAME(S) AND ADDRESS(ES) 10. SPONSOR/MONITOR’S ACRONYM(S) 11. SPONSOR/MONITOR’S REPORT NUMBER(S) 12. DISTRIBUTION/AVAILABILITY STATEMENT Approved for public release; distribution unlimited 13. SUPPLEMENTARY NOTES 14. ABSTRACT 15. SUBJECT TERMS 16. SECURITY CLASSIFICATION OF: 17. LIMITATION OF 18. NUMBER 19a. NAME OF ABSTRACT OF PAGES RESPONSIBLE PERSON a. REPORT b. ABSTRACT c. THIS PAGE Same as 32 unclassified unclassified unclassified Report (SAR) Standard Form 298 (Rev. 8-98) Prescribed by ANSI Std Z39-18 PPoolliicciieess,,NNeewwss,,aanndd UUppddaatteess CrossTalk 4Announcing CrossTalk’sCo-Sponsor Team for 2009 OSD (AT&L) Kristen Baldwin Meet CrossTalk’s 2009 co-sponsors. NAVAIR Joan Johnson 5The 2009 Editorial Board CrossTalk 309 SMXG Karl Rogers CrossTalkpresents our valued board of article reviewers for 2009. DHS Joe Jarzombek EEnnggiinneeeerriinngg ffoorr PPrroodduuccttiioonn MANAGINGDIRECTOR Brent Baxter 6Production Planning for a Software Product Line PUBLISHER Kasey Thompson MANAGINGEDITOR Drew Brown Learn how to formulate a production strategy,devise a method,and compose a plan for a successful SPL approach. ASSOCIATEEDITOR Chelene Fortier-Lozancich by Dr. Gary J. Chastek, Linda M. Northrop, and Dr. John D. McGregor PUBLISHINGCOORDINATOR Nicole Kentta PHONE (801) 775-5555 11Experiences With Software Product Line Development E-MAIL stsc.customerservice@ hill.af.mil This article explores one companies’move to an SPL,its SPL architecture, CROSSTALKONLINE www.stsc.hill.af.mil/ and the lessons learned during the transition. crosstalk by Dr. Paul Jensen 15Software Product Management CrossTalk,The Journal of Defense Software Engineering is co-sponsored by the Office of the This article clarifies the role of a product manager and delineates the best Secretary of Defense (OSD) Acquisition,Technology practices that have been successful in software product management. and Logistics (AT&L);U.S.Navy (USN);U.S.Air Force by Dr. Christof Ebert (USAF); and the U.S. Department of Homeland Security (DHS). OSD(AT&L) co-sponsor: Software Engineering and System Assurance.USNco-sponsor: SSooffttwwaarree EEnnggiinneeeerriinnggTTeecchhnnoollooggyy Naval Air Systems Command. USAF co-sponsor: Ogden-ALC 309 SMXG.DHS co-sponsor:National Cyber Security Division in the National Protection 20“Spending” Efficiency to Go Faster and Programs Directorate. Every part of an organization needs to work efficiently,and this article The USAF Software Technology Support explores improving total system performance to avoid bottlenecks. Center (STSC) is the publisher of CrossTalk, by Dr. Alistair Cockburn providing both editorial oversight and technical review of the journal.CrossTalk’s mission is to encourage 24SoftwareProcess Improvement Implementation:Avoiding the engineering development of software to improve the reliability,sustainability,and responsiveness of our Critical Barriers warfighting capability. This article identifies seven critical barriers to successful software process improvement implementation and provides guidelines to avoid each barrier. by Dr.Mahmood Niazi OOppeenn FFoorruumm Subscriptions: Send correspondence concerning subscriptions and changes of address to the following address.You may e-mail us or use the form on p.19. 28Three Encouraging Developments in Software Management 517 SMXS/MXDEA While some software managers are falling back on forced ranking and 6022 Fir AVE BLDG 1238 incentives to improve productivity,Derby examines the processes and Hill AFB,UT 84056-5820 benefits of three long-term solutions. by Esther Derby Article Submissions:We welcome articles of interest to the defense softwarecommunity.Articles must be approved by the CROSSTALKeditorial boardprior to publication.Please follow the Author Guidelines,avail- able at <www.stsc.hill.af.mil/crosstalk/xtlkguid.pdf>. CROSSTALKdoes not pay for submissions.Published articles remain the property of the authors and may be submitted to other publications.Security agency releas- es,clearances,and public affairs office approvals arethe sole responsibility of the author and their organizations. DDeeppaarrttmmeennttss Reprints:Permission to reprint or post articles must be requested from the author or the copyright hold- 3 From the Sponsor er and coordinated with CROSSTALK. Trademarks and Endorsements:This Department of 10 Web Sites Defense (DoD) journal is an authorized publication for members of the DoD.Contents of CROSSTALK are not necessarily the official views of,or endorsed 14 Coming Events by,the U.S.government,the DoD,the co-sponsors,or the STSC.All product names referenced in this issue are trademarks of their companies. ONTHE COVER 30 Letters to the Editor CrossTalk Online Services:See <www.stsc.hill.af.mil/ Cover Design by SSTC 2009 crosstalk>,call (801) 777-0857 or e-mail <stsc.web [email protected]>. Kent Bingham 31 BackTalk Back Issues Available:Please phone or e-mail us to Additional art services see if back issues areavailable free of charge. provided by Janna Jensen 2 CROSSTALKThe Journal ofDefense Software Engineering January 2009 From the Sponsor Engineering for Production oftware architecture is gaining traction within the DoD acquisition community as a S viable and necessary part of the acquisition and development process. Software product lines (SPLs), when integrated through a systematic approach, are the penulti- mate expression of sound software architectural technique.The ability to satisfy a wide array of needs with a single,configurable product is extremely powerful. SPLs can save taxpayer money,quickly adopt next-generation technology,and turn a software support activity into its own program management entity. SPLs also have the ability to cross service and national borders,eliminate vendor-proprietary,stove-piped soft- ware solutions,and quickly adapt to new technology. While some practitioners,developers,and managers see multiple benefits in this overarching approach, others may feel threatened. The basic question of how to retain technical and fiscal control of all aspects of their systems,while protecting the bottom line,is important.And can aproject manager truly rely on this approach without threatening core capability or leaving their technology behind? These concerns present us practitioners with many challenges.We must build trust with pro- gram managers,proving over and over that their needs take a back seat to no one,and their dol- lars are well and properly spent.We must demonstrate that their trust buys them more capabil- ities and higher quality than their original dollars could ever have afforded. We must develop incentive/reward approaches that encourage development and use of SPLs by developers, acquirers, and vendors. We must enable vendors to explore advanced development of imple- mentations that propose and meet future needs,and empower them to participate in the matu- ration and expansion of the SPL’s architecture and market. The real issue is that every challenge must be met,and met concurrently.This means chang- ing the acquisition cultureso that SPLs and other software production efficiencies are the expec- tation,not the exception. In turn,the public gets the most for their hard-earned taxes, and the warfighter gets the highest quality,best of breed software capability possible. No single one of these challenges is insurmountable. There are examples of SPLs having some success within the DoD, such as with the Tactical Control System, the Portable Flight Planning System,and the Joint Mission Planning System. The articles in this issue of CrossTalkaddress an innovative look at a wide spectrum of possibilities to consider when focusing on SPLs.In Production Planning for a SoftwareProduct Line, Dr. Gary J. Chastek, Linda M. Northrop, and Dr. John D. McGregor present a three-step approach to taking an organization from their SPL goals to a comprehensive production plan. Tobetter understand whatproject managersmight face when transitioning to an SPL approach, read Dr. Paul Jensen’s article, Experiences With Software Product Line Development, on the experi- ences at Overwatch Systems during their move to an SPL.Dr.Christof Ebert’s article,Software Product Management,outlines the role of a software product manager and provides software prod- uct management best practices thatwill help in attaining market success. There are also examinations of other ways to improve software production and overall effec- tiveness. In “Spending” Efficiency to Go Faster, Dr. Alistair Cockburn shows how software devel- opment projects can improve total system results by reducing the impact of “bottlenecks.” Through interviews with practitioners, Dr. Mahmood Niazi identifies the critical barriers that impede Software Process Improvement programs and provides guidelines to help avoid those barriers in his article, Software Process Improvement Implementation:Avoiding Critical Barriers. And if your software organization needs to change course, you’ll want to read Esther Derby’s article, Three Encouraging Developments in Software Management, which examines the benefits of evidence- based management,Lean principles,and Agile methods. I know you will enjoy the valuable insights that this issue of CrossTalk brings to the challenges and possibilities of transitioning to SPLs,as well as to other software practices. David Curry NAVAIR Co-Sponsor January 2009 www.stsc.hill.af.mil3 Policies,News,and Updates Announcing ’s Co-Sponsor Team for 2009 CrossTalk Kasey Thompson CrossTalk First of all, I would like to once again express sincere thanks to the 2008 CrossTalk co-sponsors. Simply put, CrossTalk would not exist without them and their generous financial support. As Publisher, I receive countless kudos— via e-mail and the phone—expressing appreciation for an article or issue focus that contributed to individual or organizational success. These compliments really belong to the co-sponsors, who spark countless themes and help bring us the best authors in defense software engineering. Likewise, it is my pleasure to introduce CrossTalk’s 2009 co-sponsor team and offer pro- found gratitude for their continued support and commitment to this journal. I know firsthand of their vision, caring, and dedi- cation to their industry and it is manifested through support of CrossTalk. Each co-sponsor and their organization will assist our staff by lending us their inexhaustible experience in engineering, systems, security, acquisition, tools, processes, models, infrastructure, people, and of course, software. Co-sponsor team members are identified in this section with a description of their organization. Please look for their contributions each month in our From the Sponsor column, found on page 3. Their organi- zations will also be highlighted on the back cover of each issue of CrossTalk. Kristen Baldwin,Office of the Secretary of Joe Jarzombek,Department of Homeland Defense – Acquisition,Technology and Logistics Security – Director of Software Assurance Software Engineering and Systems Assurance is The DHS National Cyber Security Division the staff agent responsible for all matters relat- serves as a focal point for software assurance ing to DoD software engineering,systems assur- (SwA), facilitating national public-private efforts ance, and system of systems (SoS) engineering. to promulgate best practices and methodologies Organizational focus areas include policy, guid- that promote integrity, security, and reliability in ance, human capital, acquisition program support, software software development and acquisition. Collaborative efforts of acquisition management and engineering, software and systems the SwA community have produced several publicly available engineering integration, SoS enablers and best practices, engi- online resources.For more information,see the Build Security In neering for system assurance, and government-industry collabo- Web site <https://buildsecurityin.us-cert.gov> and the SwA ration.See <www.acq.osd.mil/sse/ssa> for more information. Community Resources and Information Clearinghouse <https:// buildsecurityin.us-cert.gov/swa> to provide coverage of topics relevant to the broader stakeholder community. Joan Johnson,NAVAIR,Systems Engineering Department – Director,Software Engineering Want to Become a Co-Sponsor? The Naval Air Systems Command (NAVAIR) has three Strategic Priorities through which it pro- duces tangible, external results for the Sailor and CCrroossssTTaallkk co-sponsors enjoy many benefits such as the Marine. First are its People that we develop inclusion of a page-long co-sponsor’s note,placement of their and provide the tools,infrastructure,and process- organization’s logo on the back cover for 12 issues, placement es needed to do their work effectively. Next is Current Readiness of the Director’s name and organization on each issues’ mast- that delivers NAVAL aviation units ready for tasking with the right head,special sponsorship references in various issues,the abil- capability, at the right time, and the right cost. Finally is Future ity to provide authors from within their community in regard to Capability in the delivery of new aircraft,weapons,and systems on their sponsored issue, and online placement on the CCrroossss-- time and within budget that meets Fleet needs and provides a TTaallkkWeb site. technological edge over our adversaries. See <www.navair.navy. CCrroossssTTaallkk co-sponsors are also invited each year to mil> for moreinformation. provide direction for future CCrroossssTTaallkk themes and feed- back from the software defense community at large. Co-spon- sors are also invited to participate in an annual meeting held Karl Rogers,309 SMXG Acting Director during the Systems and Software Technology Conference to The 309th Software Maintenance Group at the discuss emerging needs, trends, difficulties, and opportunities Ogden-Air Logistics Center is a recognized which CCrroossssTTaallkk may address in an effort to best serve world leader in cradle-to-grave systems support, its readers. encompassing hardware engineering, software CCrroossssTTaallkkwelcomes queries regarding potential spon- engineering, systems engineering, data manage- sorship throughout the year. For more information about ment, consulting, and much more. The division becoming a CCrroossssTTaallkk co-sponsor, please contact Kasey is a Software Engineering Institute Software Capability Maturity Thompson at (801) 586-1037 or <[email protected]>. Model® (CMM®) Integration Level 5 organization with Team Software ProcessSM engineers. Their accreditations also include AS 9100 and ISO 9000. See <www.mas.hill.af.mil> for more ® Capability Maturity Model and CMM are registered in the U.S.Patent and Trademark Office by Carnegie Mellon University. information. SM Team SoftwareProcess areservice marks ofCarnegie Mellon University. 4 CROSSTALKThe Journal ofDefense Software Engineering January 2009 The 2009 Editorial Board CrossTalk Kasey Thompson CrossTalk CrossTalk proudly presents the 2009 CrossTalk Editorial Board. Each article submitted to CrossTalk is re- viewed by two technical reviewers from the list below. Their insights improve the readability and usefulness of the articles that are published in CrossTalk. Most reviewers listed have graciously offered their own time to support CrossTalk’s technical review process. We give a very special thanks to all those participating in our 2009 CrossTalkEditorial Board. Wayne Abba Abba Consulting COL Ken Alford,Ph.D. Brigham Young University Bruce Allgood Electronic Systems Center Engineering Directorate Brent Baxter Software Technology Support Center Jim Belford OO-ALC Engineering Directorate Gene Bingue U.S.Navy Lt.Col.Christopher A.Bohn,Ph.D. HQAir Force Special Operations Command Mark Cain 309th Software Maintenance Group Dr.Alistair Cockburn Humans and Technology Richard Conn Retired (formerly with Microsoft) Dr.David A.Cook The AEgis Technologies Group,Inc. Rushby Craig 309th Software Maintenance Group Les Dupaix Software Technology Support Center Monika Fast 309th Software Maintenance Group Robert W.Ferguson Software Engineering Institute Dr.John A.“Drew”Hamilton Jr. Auburn University Gary Hebert 538th Aircraft Sustainment Group Tony Henderson Software Technology Support Center Lt.Col.Brian Hermann,Ph.D. Defense Information Systems Agency Lt.Col.Marcus W.Hervey Air Force Institute of Technology Thayne Hill Software Technology Support Center George Jackelen,PMP Software Consultants,Inc. Deb Jacobs Priority Technologies,Inc. Dr.Randall Jensen Software Technology Support Center Alan C.Jost Raytheon – Network Centric Systems Daniel Keth Software Technology Support Center Paul Kimmerly U.S.Marine Corps Theron Leishman Northrop Grumman Glen L.Luke 309th Software Maintenance Group Gabriel Mata Software Technology Support Center Jim McCurley Software Engineering Institute Paul McMahon PEM Systems Dr.Max H.Miller Raytheon Integrated Defense Systems Mark Nielson Software Technology Support Center Mike Olsem Science Applications International Corporation Glenn Palmer L-3 Communications,Inc. Doug J.Parsons Army PEO Simulation,Training and Instrumentation Tim Perkins 500 CBSS/GBLA (Atmospheric Early Warning System) Gary A.Petersen Arrowpoint Solutions,Inc. Vern Phipps SabiOso David Putman 309th Software Maintenance Group Kevin Richins Arrowpoint Solutions,Inc. Gordon Sleve Robbins Gioia LLC Larry Smith Software Technology Support Center Elizabeth Starrett Software Technology Support Center Tracy Stauder 309th Software Maintenance Group COL John “Buck”Surdu,Ph.D. Army Research,Development,and Engineering Control Dr.Will Tracz Lockheed Martin Integrated Systems and Solutions Jim Van Buren Charles Stark Draper Laboratory David R.Webb 309th Software Maintenance Group Mark Woolsey Software Technology Support Center David Zubrow Software Engineering Institute January 2009 www.stsc.hill.af.mil5 Engineering for Production Production Planning for a Software Product Line Dr.Gary J.Chastek and Linda M.Northrop Dr.John D.McGregor Software Engineering Institute Clemson University The goal of using a software product line (SPL) approach is to predictably develop multiple software-intensive systems (products) in an efficient, timely, and cost-effective manner that takes economic advantage of the features common to the products. Achieving this goal requires more than reusable (core) assets. It requires production planning that formulates a production strategy, devises a production method, and composes a production plan that is followed for each product. We present a three-step approach to pro- duction planning that guides an organization from the goals for the SPL to a comprehensive production plan. he benefits of an effective production reused across products. Other core assets do because of how the core assets are T system are well understood. For include requirements, architecture, de- designed. Production planning provides example, in manufacturing, the Toyota signs, documentation, budgets and sched- the opportunity for technical planning on Production System (TPS) produces high- ules, tools, process definitions, perfor- how the core assets should be designed to quality, low-cost automobiles and is wide- mance models,testing artifacts,and much facilitate efficient product variation and ly credited with providing Toyota with a more. integration [4]. The production plan ulti- significant competitive advantage. The The organizations that we have stud- mately describes how to use the core TPS is based on a set of development ied1 have achieved remarkable benefits that assets to build products. rules [1], two of which are of particular are aligned with commonly held business These described TPS rules illustrate relevance to SPLs: goals,including: some of the implications of the SPL def- • Rule 1 – How People Work. Tasks • Large-scale productivity gains. inition for product production.In a prod- are rigorously specified yet the overall • Decreased time-to-market. uct line production system,the prescribed processes are highly flexible. • Increased product quality. way is intended to rigorously specify the • Rule 2 – How People Connect.Cus- • Decreased product risk. roles in the organization. This specifica- tomers and suppliers are connected di- • Increased market agility. tion is actually broken into pieces that cor- rectly and unambiguously,with defects • Increased customer satisfaction. respond to the individual core assets used and schedules handled rapidly. • More efficient use of human re- to build the products.Each asset is accom- Just as producing automobiles is sources. panied by a description of how to use the Toyota’s focus, producing software-inten- • The ability to effect mass customiza- asset in product building. This attached sive products is the main business of an tion. process is used to populate portions of SPL organization.An SPL is a set of soft- • The ability to maintain market pres- the production process.As different prod- ware-intensive systems sharing a common, ence. ucts are defined and different assets are managed set of features that satisfy the • The ability to sustain unprecedented selected for inclusion in the products,dif- specific needs of a particular market seg- growth. ferent attached processes are included in ment or mission and that are developed These benefits give organizations a the production plan and how people work is from a common set of core assets in a competitive advantage and are derived changed. prescribed way [2]. This definition is con- from the reuse of the core assets in a In an SPL organization, the core asset sistent with the one traditionally given for strategic and prescribed way. and product developers are connected by any product line.But it adds more,putting Implied by the definition of an SPL a delivery process in which core assets are constraints on the way in which the sys- are two coordinated roles in product pro- made available to the product developers. tems in an SPL are developed. Why? duction. The core asset developer creates This is developed from a common set of Because substantial production economies reusable artifacts that will be used to build core assets from the SPL definition. An can be achieved when the systems in an multiple products. The product developer explicit feedback mechanism allows the SPL are developed from a common set of assembles products from these core product developers to inform the core assets in a prescribed way, in contrast to assets—not arbitrarily, but in a prescribed asset developers about any defects or to being developed separately, from scratch, way.In [3],the authors surveyed a number request desired enhancements. This is a or in an arbitrary fashion. It is exactly of organizations and found that these two realization of Rule 2 of the TPS. these production economies that make the roles are often embodied in separate In the following sections, we provide SPL approach succeed in ways that earlier teams that are not co-located. The arti- an overview of our approach to produc- forms of software reuse failed. facts produced during production plan- tion planning, list several documented Building a new product (system) ning are intended to coordinate the inter- production planning experiences in both becomes more a matter of assembly or actions of these two roles. industry and the DoD,and describe a pro- generation than one of creation; the pre- The core assets are designed to be duction planning workshop we have used dominant activity is integration rather reused, and reused in particular ways that with industrial and DoD customers. Due than programming.For each SPL,there is accommodate the variation that is inher- to the size of the artifacts, readers should a production plan that specifies the exact ent in separate products. Although the examine the production planning artifacts product-building approach. And software product developers construct the prod- of the Software Engineering Institute’s components are not the only thing being ucts,they are constrained in what they can (SEI’s) Pedagogical Product Line [5].This 6 CROSSTALKThe Journal ofDefense Software Engineering January 2009 Production Planning for a Software Product Line example SPL provides an extensive set of Source of Stimulus Who or what is initiating product production. product line artifacts in addition to the production plan. Stimulus The event or action that initiates product development. Approach Environment The state of the production environment of the product line at Our production planning technique the time of this scenario (e.g., all core assets are completed involves three activities:context, prerequi- and available for use). sites for planning, and planning activities Artifact The production system artifact can be a product or a core [6]. Each activity produces an artifact that asset. plays a specific role in the production sys- tem. We will describe the context in which Response How the production system responds to the request to the activities are conducted,the prerequisite produce a specific product. For example, how long will it take actions that must occur prior to production to produce this product? planning, and then detail each of the three planning activities. Response Measure The measure may be calendar days from purchase contract to deployment, cost in dollars or days of effort, etc. Context Production planning occurs within the con- text of the SPL,the product line organiza- Table 1:Production Scenario tion, and the narrower context defined by statement of how the organization expects duction strategy. the product and production constraints. to achieve the goals of the product line. The boxPPesoo rtteeepnnrettsiiaaenll t the market forces These constraints are identified during early The breadth and longevity of a product and the arEEronnwttrrsaa nnrettpssresent threats and product line analysis activities. line requires a goal-driven approach to power. For example, potential entrants Activities such as scoping and market keep the organization focused. The tech- into a market represent a threat while buy- analysis identify production constraints. nique for defining the production strategy ers use their bargaining power to obtain The structure of the organization can also begins with the business goals of the prod- discounts or improveTTdhh prreeroaadttusscts. Here we impose constraints. The relatioSnosuhrcipe sof Suticmt ulilnuse orgWahnoiz oart wiohna.t is initiating product productpiorno. v ide a brief description of each force: among the customers,program officSetism,aunluds The STEhIe eWvehnatt o rt ao ctBiouni ltdhatp inaitttiaetrens p[r2o]duct• devPelootpemnetniat. l Entrants.How can we raise contractors constrain production. These focuses on defining which products are the cost to others of entering the mar- constraints include required divisEionnvsir oinnmenpta rt of thTeh ep srtoadteu ocft thlien per,oditusc tsiocno epnev,iraonnmdent of thkee tp rboyd utchIIt nnelin ddemuu aessta ttnrrsyy we use to produce process responsibilities brought on by the developingth ea tibmues oinSSf ethuusisspp sppccaellsiineeea rrrtssioh a(et .gj.u, satlil fcieosre assetst haere p croCComdoopulmmecttesppd?ee Ittniitt ooanrrss SPL context, this BBuuyyeerrss geographic distribution of personnel and the investmanedn at vainila bthlee f opr ruosde)u. ct lineBB. aaTrrhggeaaiinniinnggu sually results in a strategBBicaa arrcggtiaaoiinnn iitnnogg legal divisions between the programA rotiffaficcte business caTshee ipsr opdruecdtiiocna tseyds teomn athrtiefa octr gcaaPPnn ioob-eww aee prrrodauuctto omr aa tceo raes much as possibPPle,ooawwmeeorrr- and the contractor. zation’s buassisneets. s goals and identifies the tizing automation costs over the set of Required properties of the products factors that are critical to the success of products. This in turn increases the impose constraints. For example, thRee snpeoendse the producHt olwin teh.e production system responds to the creoqsute sotf to entry fTTorhh rrpeeoaatettnsstial competi- produce a specific product. For example, how long will it take for DO-178B certification imposes the We use Porter’s Five Forces Model [7], tors.A flexible production method can to produce this product? requirement that the tools and processes illustrated in Figure 1,and the critical fac- also respond to the needs of cus- used to produce the core assets anRd epsrpoodn-se Mtoerass uoruet puTt hfer ommea aspurpel imcaatyi obne coafletnhdea rW dahyast from putrochmaesres c ofanstrtaecrt than product producers ucts be approved for this level of quality. to Build patott deernpl,oytmo eindt,e cnotsifty in tdhoell asrstr oart edgaiycs of effowrt,h eotc h. ave not yet entered the market. SSuubbssttiittuutteess actions that will be the basis of the pro- • Substitutes.How can we differentiate Prerequisites for Planning Figure 1:Porter’s Five Forces Model Production planning begins early in the planning for the product line but it can only PPootteennttiiaall be completed when certain prerequisites EEnnttrraannttss have been met. The requirements for the Production Plan production system are captured in a set of production scenarios. A production sce- Product Constraints nario takes the form shown in Table 1. TThhrreeaattss Production Process Production + + + Sufficient production scenarios are created Production Constraints to cover the various ways in which products Method + will be produced. Production Strategy Project Details IInndduussttrryy SSuupppplliieerrss BBuuyyeerrss Planning Activities CCoommppeettiittoorrss The planning activities form a logical BBaarrggaaiinniinngg BBaarrggaaiinniinngg sequence that move planners from deter- PPoowweerr PPoowweerr mining the goals of the production system to identifying the specifics of the produc- TThhrreeaattss tion schedule for each product. Defining the Production Strategy SSuubbssttiittuutteess The production strategy is a high-level January 2009 www.stsc.hill.af.mil 7 Production Plan Product Constraints Production Process Production + + + Production Constraints Method + Production Strategy Project Details Engineering for Production our product from the substitutes build the product line,but it must encom- include processes for specifying products through the means of production? pass the goals of the customer and pro- and for product deployment. In some The economies of scale of the prod- gram office. product line organizations,the production uct line support a strategic action to method may also include management Engineering the Production lower prices while the economies of activities related to estimating and sched- scope support an increase in features Method uling production. to resolve the threat of substitutes. The production method [9] bridges the gap Development of the production • Buyers. How can we better respond between the production strategy and pro- method usually begins either with the sin- to buyers’ requests through attributes duction plan to provide a comprehensive gle system development method that is in of the production process? One strat- view of the entire SPL development.While use as the product line organization is egy action is to adopt short iterations the production method is intended to formed or with a standard software devel- that provide enhanced functionality describe how to produce a product, it also opment method. Method engineering quickly. Another is to provide buyers defines constraints on how the core asset techniques [10] are used to elaborate that with access to the status of defect fixes developers can design their assets. The method into the full production method so they can track those that are impor- method becomes the vehicle for coordina- that addresses the scale and variability of Sourcet aonf St ttiom uthluesm . Who or what is initiating product ptiroondu cbteiotnw. e en the core asset and product the product line. • Suppliers. How can we lower the development teams. Stimulus The event or action that initiates product development. Developing the Production Plan prices we pay suppliers by the produc- Environtimoenn tt echniqueTsh ew seta teu soef ?th eT phroed uucsteio no efnviron“meTnth ofe th ep prroodudctu lincet aito n method The production plan (shown in Figure 2) is open source stoheft twimaer eo f itsh iso sncee nsatrriaot (eeg.gic., all core assets are completed the product builder’s guide. It prescribes action.Anothearn dis a tvoa itlaabklee faodr vuasne)t.a ge of how products are produced from the core bridges the gap between the economies of scale of the product assets.It includes a process to be used for Artifact The production system artifact can be a product or a core line to negotiaatses elot.w er license fees for the production strategy building products (the production process) specific components. and lays out the project details to enable Res•ponIsned ustry ComHopwe tthiteo prrso.duHctoiown scyasnte mw erespondsa ton thde rpeqrueosdt tou ction plan to execution and management of the process. produce a specific product. For example, how long will it take gain advantage over the competition The production plan is structured around to produce this product? by different choices of production provide a comprehensive the product building process defined in the Respontesceh Mneiqasuuerse? OThnee msetarsautreeg mica ya bcet icoanle nidsar days from purchase contract production method. Just like a product building multiptol ed evpelorsyimoennst , ocfospt irno ddoullcatrss or days of epffolrat, entc . of the entire specification,the production plan includes simultaneously. By establishing collab- variation points;these include the variation orativ e production arrangements with SPL development.” points in the product specification as well suppliers where we obtain early copies as points related to the potential variations of future versions of their compo- PPootteennttiiaall in the production system. nents, our products can be released EEnnttTrraahnnett mssethod encompasses the process- The production plan gives a step-by-step much sooner after the release of the es,tools,and models needed to complete- description of how to build a product.The new components. ly describe a development effort. For initial description is high-level,but it is par- The strategy that results from this example, the production method, in ticularized as choices are made at variation activity links the business goals of the responsTTe hhtorree taahettss production strategy,might points and core assets are selected to imple- product line to a first,high-level statement adopt an Agile process model for pro- ment those choices. Each core asset is about how products will be produced.The ductbuilding teams. The method would accompanied by an attached process. The strategy provides an essential input into describe the roles and tasks for customers attached process for an asset is the user’s IInndduussttrryy the developmSSuuenpptpp olliifeerrtsshe production meth- or customer surrogates and deveBBlouupyymeeerrnsst guide for that asset. The attached process CCoommppeettiittoorrss od. A detailed description of production team members.The method would define solves the common software reuse problem BBaarrggaaiinniinngg BBaarrggaaiinniinngg strategy development can be found in [8]. work products such as user stories, unit of the learning curve for a new asset. The PPoowweerr PPoowweerr The DoD context adds a layer to the tests, and a software architecture, and attached process for a core asset gives a usual customer/supplier relationship. The assigns responsibility for their creation to step-by-step process for using the asset and TThhrreeaattss customer and program office each have specific roles. should provide sufficiently detailed infor- goals for the product line and some of The scope of the method varies from mation to combat any difficulties in under- these goals can be achieved through the one organization to another. The method standing how the asset works.The attached appropriate production techniques. The incorporates the processes and associated process for a selected asset is added into the production strategy is ultimately the SStuuobbosslstt iittauuntteed ssmodels for building products, p roduct’s production process when that responsibility of the contractor who will but the method may be expanded to asset is selected to be used to build the prod- uct. By making core asset selections in the Figure 2:Production Plan prescribed order and adding the attached process for each asset as it is selected,a fully instantiated plan is developed just in time to Production Plan guide the product developer [11,12]. Product Constraints Production Process Production + + + Production Planning Experiences Production Constraints Method + Our experience has shown the value of Production Strategy Project Details production planning: • A survey was conducted of SPL Hall of Fame members to capture their experiences with production planning. 8 CROSSTALKThe Journal ofDefense Software Engineering January 2009 Production Planning for a Software Product Line The full results of that survey are This sequence of successive refinements sity.Technical Report to appear 2009. available in [3]. The most important ensures that the production plan contains 10.Henderson-Sellers, Brian. “Method result (for the purposes of this article) sufficient detail for core asset and product Engineering for OO Systems Devel- is that production planning was found builders to accomplish their tasks pre- opment.” Communications of the to have a positive effect on the success dictably and efficiently. The traceability ACM 46 (Oct. 2003): 73-78. <http:// of the product line.Organizations that provided by this approach ensures that portal.acm.org/citation.cfm?coll=GU did not sufficiently focus on produc- changes to product line goals or the dis- IDE&dl=GUIDE&id=944242>. tion planning wished they had. covery of additional production con- 11.Chastek,Gary,and John D.McGregor. Cummins, Inc. included more robust straints can be propagated through the “Guidelines for Developing a Product architecture and production planning artifacts promptly. Line Production Plan.” SEI, Carnegie practices in its second generation A production system does not come Mellon University. Technical Report product line [13]. free with reusable components, services, CMU/SEI-2002-TR-006. June 2002 • Paul Jensen describes Overwatch’s or even a product line architecture.A pro- <www.sei.cmu.edu/pub/documents/ experience with production planning in duction plan is necessary.Developing and 02.reports/pdf/02tr006.pdf>. a DoD context [14]. This experience maintaining an effective and efficient pro- 12.Chastek, Gary, Paul Donohoe, and illustrated the need to plan for produc- duction system is critical to the success of u John D. McGregor. “Product Line tion as early as possible.An attempt to a product line. Production Planning for the Home change tools in the midst of core asset References Integration System Example.” SEI, development was difficult and resulted Carnegie Mellon University. Technical in inadequate tool support. 1. TPS. “Toyota Production System Note CMU/ SEI-2002-TN-029. Sept. • In [15],the authors describe a user guide Terms.” Toyota Motor Manufacturing 2002 <www.sei.cmu.edu/pub/docu that is essentially a production plan at Kentucky, Inc. 2008 <www.toyota ments/02.reports/pdf/02tn029.pdf>. Rolls Royce. The user’s guide, for the georgetown.com/terms.asp>. core asset base, describes how to use 2. Clements, Paul, and Linda Northrop. 13.Dager, Jim. Nomination presentation the core assets to build products. It Software Product Lines: Practices and at Product Line Hall of Fame Session. was built as a core asset and delivered Patterns. Boston: Addison-Wesley 12th Annual Software Product Line with the core asset base. Publishers,2002. Conference. Limerick, Ireland, Sept. • In [16], the authors provide a produc- 3. Chastek, Gary, Patrick Donohoe, and 2008. tion planning technique that relies on John D.McGregor.“A Study of Prod- 14.Jensen, Paul. Experiences With the feature model. Production plan- uct Production in Software Product Product Line Development of Multi- ning was decomposed into planning Lines.” SEI, Carnegie Mellon Univer- Discipline Analysis Software at Over- about how to include each feature in a sity. Technical Note CMU/SEI-2004- watch Textron Systems. Proc. of the product.By maintaining this traceabili- TN-012. Mar. 2004 <www.sei.cmu. 11th Annual Software Product Line ty, the product line production plan is edu/pub/documents/04.reports/ Conference.Kyoto,Japan,2007. more easily transformed into the prod- pdf/04tn012.pdf>. 15.Habli, Ibrahim, Tim Kelly, and Ian uct-specific production plan. As fea- 4. Northrop, Linda, and Paul Clements. Hopkins.Challenges of Establishing a tures are selected during product defin- “A Framework for Software Product Software Product Line for an Aero- ition,the production plan is composed. Line Practice, Ver. 5.0.” SEI, Carnegie space Engine Monitoring System. The SEI developed a Production Mellon University. 2007 <www.sei. Proc. of the 11th Annual Software Planning Workshop [17] in response to cmu.edu/productlines/framework. Product Line Conference. Kyoto, requests for assistance on initiating a pro- html>. Japan,2007. duction planning capability. The work- 5. SEI. “Arcade Game Maker – Pedago- 16.Lee, Jaejoon, K.C. Kang, and Sajoong shop is an intensive planning session that gical Product Line.” SEI, Carnegie Kim. A Feature-Based Approach to is intended to expedite an organization’s Mellon University. 2008 <www.sei. Product Line Production Planning. planning, providing a two-day introduc- cmu.edu/productlines/ppl/>. Proc. of the Third Software Product tion to the production planning process. 6. Chastek, Gary, Patrick Donohoe, and Line Conference.Boston,2004:183-196. Our experience with the introductory John D. McGregor. A Production 17.SEI. Software Product Lines. “Pro- workshop has shown us that these two System for Software Product Lines. duction Plans for Software Production days are very useful in accelerating the Proc. of the 11th Annual Software Lines.” 2008 <www.sei.cmu.edu/prod production planning exercise. Product Line Conference. Kyoto, uctlines/production_plan.html>. Japan,2007:117-128. Summary 7. Porter, Michael E. “Competitive Ad- Note A robust production planning tech- vantage: Creating and Sustaining Su- 1. The SEI has published several detailed nique—such as the one we have de- perior Performance.”Free Press,1998. case studies of successful product line scribed—produces a production plan that 8. Chastek,Gary,and John D.McGregor. is actionable and evolvable.The organiza- “Formulation of a Production Strate- organizations and the benefits they tion extracts production goals from the gy for a Software Product Line.” SEI, have enjoyed. You can find these case overall product line goals, creates a pro- Carnegie Mellon University. Technical studies in [2] and on the Web at duction strategy that resolves the compet- Report CMU/SEI-2008-TN-023. <www.sei.cmu.edu/productlines/spl_ itive forces through the means of produc- 9. Chastek, Gary, Patrick Donohoe, and case_studies.html>. You can also find tion, elaborates the strategy into a set of John D. McGregor. “Applying Goal- references to product line efforts at mutually consistent processes, tools, and Driven Method Engineering to Pro- <www.sei.cmu.edu/productlines/ models, and finally operationalizes the duct Production in a Software Product plp_hof.html> and <www.sei.cmu. method in a detailed production plan. Line.” SEI, Carnegie Mellon Univer- edu/productlines/plp_catalog.html>. January 2009 www.stsc.hill.af.mil 9