Enterprise Release

Introduction

An area to manage information about your Enterprise Releases (aka Portfolios) and their constituent Projects.

Note: Independent of whether your are using EcoSystem for Enterprise Release Management. Adding Projects is important as it supports tracking of requests and operations and lays the foundation for analysis and charge-back.

Module Navigation

In Enterprise this module has 3 key sub-trees Home + Reports + Management. Home is used for executive & activity dashboards, reports is insights focused and management is focused on adding/editing data specific to that module.

Note: Non-Enterprise editions have a flat (non tree structure).

Terminology

An Enterprise Release (Portfolio) can be described as follows:

  • Portfolio (aka Enterprise Release) made up of many Projects
  • Project may use one or more Systems (Platforms)
  • In addition:
    • Project may have one or more bookings (usually one per Test Phase)
    • A System is made up of one or more physical instances
    • A booking is made up of one or more of these instance

Home

Release Dashboard

Also known as the “Portfolio Dashboard“, The Release Dashboard is an executive dashboard providing an overarching view of your Enterprise Release structure.

Default Enterprise Location: Enterprise Release / Home

The dashboard is broken into 6 sections:

  1. Portfolio / Enterprise-Release Headlines
  2. Status of each project making up a “recent or upcoming” Release.
  3. System Usage of “recent or upcoming” Release.
  4. Risk Status of each project making up a “recent or upcoming” Release.
  5. Complexity Status of each project making up a “recent or upcoming” Release.
  6. Release Activity Summary.

Section-1 Release Headlines

Showing  Active Enterprise Releases, In Scope Projects, Upcoming High Risk Projects and Upcoming High Complexity Projects.

Usage

  • Banners are read only summaries.

Section-2 Project Status by Release

Showing status of each project making up a “recent or upcoming” Release.

Usage

  • Use Tabs to Toggle between Chart & Grid Views

  • In Charts, you can toggle information on and off (click on a box inside “key”)
  • In Grid Views, you can select a row and use “View” to deep dive into an Event.

Section-3 System Usage by Release

Showing system usage of each system making up a “recent or upcoming” Release.

Note: Usage can be Code Change, Configuration Change or Regression (aka Touching).

Usage

  • Use Tabs to Toggle between Chart & Grid Views

  • In Charts, you can toggle information on and off (click on a box inside “key”)
  • In Grid Views, you can select a row and use “View” to deep dive into an Event.

Section-4 Upcoming Project Risk by Release

Usage

  • Use Tabs to Toggle between Chart & Grid Views

  • In Charts, you can toggle information on and off (click on a box inside “key”)
  • In Grid Views, you can select a row and use “View” to deep dive into an Event.

Section-5 Upcoming Project Complexity by Release

Usage

  • Use Tabs to Toggle between Chart & Grid Views

  • In Charts, you can toggle information on and off (click on a box inside “key”)
  • In Grid Views, you can select a row and use “View” to deep dive into an Event.

Section-6 Release Activity Summary

A high level view of release time-frames & gates.

Usage

  • Hover over release to reveal Gates.

Release Activity

An activity dashboard providing an overarching view of your Release (portfolio) activities.

Default Enterprise Location: Enterprise Release / Home

The dashboard is broken into 2 sections:

  1. Executive Banner Buttons
  2. Table to view Release Elements (Open Releases, Open Projects, Open Project-Implementation-Reviews and Open Risks & Issues).

Usage

  • Select “List” in a Banner Button to list objects
  • Select “Add” in a Banner Button to add a new object
  • View Object Information with the Editor (“View” Button).
  • If you only want to see activities belonging to you then use the “Green Button” (My) to filter.

Reports

Release Insights

A report to analyse Portfolio (Enterprise Release) Specific information.

Default Enterprise Location: Enterprise Release / Reports

This report has 7 sections:

  1. A “Release” Selection Area
  2. A set of Banner Buttons showing Executive Release details.
  3. Constituent Project Status
  4. Constituent Project RAG Status
  5. Constituent Release/Project Post Implementation Reviews (PIR)
  6. Constituent System and Usage

Usage

  • Select Release (1)
  • Use Tabs to Toggle between Chart & Grid Views
  • In Charts (e.g. 6), you can toggle information on and off (click on a box inside “key”)
  • In Grid Views (e.g. 5), you can select a row and use “View” to deep dive into editor

Project Insights

A report to analyse Project Specific information.

Default Enterprise Location: Enterprise Release / Reports

This report has 7 sections:

  1. A “Project” Selection Area
  2. A set of Banner Buttons showing Executive Project details.
  3. A breakdown of Projects Test Phases
  4. A breakdown of Projects Bookings
  5. A breakdown of Projects “System” Requirements
  6. A breakdown of Project “Risks & Issues”

Usage

  • Select Project (1)
  • Use Tabs to Toggle between Chart & Grid Views
  • In Charts (e.g. 4), you can toggle information on and off (click on a box inside “key”)
  • In Grid Views (e.g. 3), you can select a row and use “View” to deep dive into editor

Release Master Plan

An overarching report to show you an Enterprise Releases “Master Schedule”.

Default Enterprise Location: Enterprise Release / Reports

Usage

  • Filter by Release (1)
  • Review Schedule (2)
    • Lists Activities (& Gates) chronologically 
    • Activity Time-frames
    • Activity Type i.e. Mandatory, Suggested e etc.
    • % Complete
  • Deep dive into Activity Editor by clicking on Gantt.

Note: The cream-colored Gantt under main Gantt is original release baseline.

Project Master Plan

An overarching report to show you a Projects “Master Schedule”.

Default Enterprise Location: Enterprise Release / Reports

Usage

  • Filter by Projects (1)
  • Review Schedule (2)
    • Lists Activities (& Gates) chronologically 
    • Activity Time-frames
    • Activity Type i.e. Mandatory, Suggested e etc.
    • % Complete
  • Deep dive into Activity Editor by clicking on Gantt.

Note: The cream-colored Gantt under main Gantt is original release baseline.

Release Milestones

A report to analyse a release project milestones by activity-type.

Default Enterprise Location: Enterprise Release / Reports

Usage:

  • Select Activity Type (1) e.g. Mandatory
  • Select Enterprise Release (2)
  • View Projects / You can deep dive into Project by clicking on Project Gantt Bar (3)
  • View Activities / You can deep dive into Activity by clicking on Activity Gantt Bar (4)

Release Schedule

A report to analyse Release Timelines.

Default Enterprise Location: Enterprise Release / Reports

This report has 2 sections:

  • Release Filter
  • A Gantt Chart showing schedule & constituent project schedules

Usage

  • Select Enterprise Release (1)
  • In Gantt Views (2), you click on a line/bar too deep dive into a “Project” editor

Release Calendar

Track & communicate all your release events on the Event Calendar.

Default Enterprise Location: Enterprise Release / Reports

Note: The default calendar view is the year view (as above).  

Usage

  • Filter information you want to see (1) e.g. select “Release Activities”.
  • Select perspective / calendar style (2)
  • Choose an Environment / Lane (3). Default is all.
  • View/Edit Release Activity by clicking on an existing release event (4).

This will drop you into the Editor.

  • Add Event by clicking on “Add Event” button (5). This will launch window as follows:

Release Implementation

A read-only report to review release “Project Implementation” tasks & status.

Default Enterprise Location: Enterprise Release / Reports

Usage:

  • Select Enterprise Release (Portfolio) [Ref-1]
  • Review Project Implementation Runsheet(s) (grouped by System) [Ref-2]
  • Review Runsheet Tasks [Ref-3] including Step, Type (Manual/Automated), Time-frames, Due-In, Assigned-To & Status (Planned, In-Progress & Complete).

Release Dependency

A matrix that highlights relationship (dependency) between Projects.

Default Enterprise Location: Enterprise Release / Reports

Usage:

  • Select date filter to find projects (1) or
  • Select Enterprise Release (2)
  • View Release Back-out Matrix* (3) i.e. show project dependencies.

*This matrix shows relationships between projects active during this release/time-frame.

  • RED = High Dependency
  • AMBER = Medium Dependency
  • GREEN = Low Dependency
  • BLACK = No Dependency

Project Demand

A dashboard to show what Systems are being used by what Enterprise Releases & their Constituent Projects. This dashboard has 2 key sections, section-1 is to filter by an Enterprise Release (or alternatively you can use a date range) and section-2 shows constituent project and system demand.

Default Enterprise Location: Enterprise Release / Reports

Example: I have selected Release 2018.4 & I can see its 5 x constituent projects & 9 x systems these projects are using.

Usage:

  • Select Date Range or Enterprise Release
  • Analyse Contention inside Project/System Matrix.

Green = Project Touching Only / Regression

Amber = Project making System Configuration Change

Red = Project making System Code Change

Project Scope

Communicates a Projects System Requirements (both direct and indirect). Note: Direct systems are systems already requested by the Project.

Default Enterprise Location: Enterprise Release / Reports

Note: Indirect systems are up-stream/down-stream systems that have relationships with “direct systems”. This information is often useful as it will help operations team identify broader needs when building a fit-for-purpose (operational) environment.

Usage:

  • Effectively a read-only dashboard.
  • Use Filters on left to select Project or Time Range.
  • Deep dive into System, get more details, by clicking on its row in Section-2

Management

Manage Releases

The “Manage Releases” area inside the “Portfolio Management” module is the key place for adding and managing your Enterprise Release data.

Default Enterprise Location: Enterprise Release / Management

There are two sections to this dashboard:

  1. Executive Banner Buttons
  2. Table to view Selected Type (All, Overdue, Active, Closed)

Usage

  • Select “List” in a Banner Button to list objects
  • Select “Add” in a Banner Button to add a new object
  • Add/View Object Information with the Editor (Release Viewer)*
  • If you only want to see data belonging to you then use the “Green Button” (My Releases) to filter.

*Editor “Release Viewer” Screenshot (key sections highlighted):

Manage Projects

The “Manage Projects” area inside the “Portfolio Management” module is the key place for adding and managing your Project data.

Default Enterprise Location: Enterprise Release / Management

There are two sections to this dashboard:

  1. Executive Banner Buttons
  2. Table to view Selected Type (All, Approval Overdue, Active, Inactive)

Usage

  • Select “List” in a Banner Button to list objects
  • Select “Add” in a Banner Button to add a new object
  • Add/View Object Information with the Project Editor*
  • If you only want to see data belonging to you then use the “Green Button” (My Projects) to filter.

*Project Editor Screenshot (key sections highlighted):

Manage Gate Template

The “Manage Gate Template” area inside the “Portfolio Management” module is the key place for adding and managing your Gate data.

Default Enterprise Location: Enterprise Release / Management

There are three key sections to this dashboard:

  1. Executive Banner Buttons with executive insights i.e. summarizes All Gate Templates (GT), GT Approval Overdue, Open GT & Inactive/Complete GT.
  2. Gate Viewing (& Editing) Table
  3. The “My Gate” button

Usage

  • Use Banner Buttons “List Gate” (1) to update what is visible in the the Table (2).
  • Select “Add Gate” (1) in any Banner Button to add a new Gate.
  • Select the “My Gate” (3) filter button to only show your Gates.
  • Select “View / Add” to enter “Gate Editor”.

Gate Template Editor Screenshot:

Note: A shown in the editor, A Gate Template has a Template Name and a set of activities / steps that should be followed as part of “Enterprise Release” best practice. These steps can be of different types e.g. Mandatory etc.

Manage PIR

Learn and improve continually by using “Post Implementation Reviews (PIR)”

Default Enterprise Location: Enterprise Release / Management

The PIR report shows:

  • Release PIR(s)
  • Release PIR Actions & Status
  • Recaps Project Incidents *This may drive PIR & Action activity
  • Recaps Project Risks & Issues *This may drive PIR & Action activity

Usage:

  • Select Enterprise Release (drop down)
  • Add/View* a new PIR (& Actions). Tip! A release may have many.
  • View PIR Actions to each PIR
  • View Release (& Sub-Project) Incidents (if any)
  • View Release (& Sub-Project) Risk/Issues (if any)

*When Adding/Viewing PIR you will be taken into the PIR Editor.

PIR Editor Screenshot:

Shown in red: A PIR is attached to a Release, has a Summary and one or more Actions.

Implementation Tracker

List Active Run-Sheets and manage them to completion.

Default Enterprise Location: Enterprise Release / Management

Usage:

  • Search for an “Active” Run-Sheet (1)
  • Select “Active” Run-sheet (2)
  • Use Kanban board to progress tasks through their life-cycle (3)
  • Collaborate/Share comments when necessary (4)

Project Request Form

Request that a Project be added to a Enterprise Release.

Default Enterprise Location: Enterprise Release / Management

Note: The Enterprise Release Manager will approve whether this project can be “scoped”.

Usage:

  • Ensure all mandatory items completed (* Red asterisk)
  • Add Release Name
  • Add Project Alias (short name for charts etc)
  • Add Project Name
  • Add Start & End Date
  • Select Business Unit
  • Attach Project Manager
  • Attach System Requirements (Code, Configuration or Regression).

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Updated on February 3, 2019

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