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BRITISH COMPUTER SOCIETY CONFIGURATION MANAGEMENT SPECIALIST GROUP

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Presentation Abstracts

Please note that where available, papers/slides (Adobe PDF) have been linked below each abstract title. Or see the Index of Papers.

Callum Kidd (keynote) - "Managing Configurations is not Configuration Management"

Slides (32k)

Numerous studies continue to show that Configuration Management (CM) still suffers from a major image problem in the modern organisation. Apart from the widely held view that it is merely a clerical activity, not managerial, and that it is synonymous with change management and version control, we have recently encountered a more disturbing perception of the CM process. As more and more companies become focussed on the lifecycle management of their products, we appear to have become very blasé about categorising processes into each of the lifecycle elements. This fails to recognise the fact that many such processes have a full lifecycle role, and their application may differ greatly within specific phases of that lifecycle. Configuration management is such a process. 

Ongoing research from the Centre for Project Management at UMIST in Manchester, into the competencies required in the managing of both projects and configurations demonstrates a growing need to better understand the role of CM practice in terms of lifecycle management. It argues that too much emphasis is placed on the development of process, and too little on the understanding of practice. The balance must be re-addressed. Research shows that we are at a critical juncture in meeting the demand for well qualified and competent configuration managers. Only by defining an updated model of practice can we hope to meet the evolving needs of modern business.

This presentation proposes a new focus for the role of CM to best meet those challenges.

Philip Lagus and Kajsa Häggkvist (keynote) - "Spreading CM & RM knowledge and expertise in a global organisation"

Slides (1,016k)

How do you build competence around CM & Requirement Management (RM) in a large organization? How do you establish a platform for tools/methods and training in a high-tech organization? How do you communicate and spread good practices in large organizations? How can you utilize competence and experience to train others in the organization?

In 1994, the Configuration Management competence center (CMcc) was started. The goal of the CMcc was to spread CM awareness at Ericsson. Conferences were held and consulting and training in the CM area was conducted. This was done by a small group of persons working mostly on long term assignments. As the demand from Ericsson for CM consulting and CM training area increased, it was obvious that the CMcc staff wouldn't be able to meet the demand. There weren't enough resources. It was then that the CM Academy (CMA) concept was born. The main idea was to build up a virtual network of competent CM persons that work at Ericsson and non-Ericsson companies around a core team of CMA staff. The concept was introduced at a seminar in the spring of 2000.

The presentation provides lessons learned when deploying solutions and good practices for CM & RM in a global organisation. Demonstrations of the CM Framework and RM Framework that are available via the Ericsson intranet will be held.

Luc Lobel (keynote) - "CM infrastructure - improving ROI for modern business"

Slides (184k)

Estimated return on IT infrastructure investments is becoming an increasingly important factor in the investment decision making process. SCM infrastructure is no exception. The time horizon within which an investment needs to produce positive returns (prove its "worthiness") is ever decreasing. This presentation will detail various ways of supporting the argument for high returns on CM investments, including a novel CM spiral model for the build-operate-transfer implementation process. TesCom's CM implementation methodology comprises different calculation algorithms developed to support this quantitative approach.

Richard Brooksby - "Requirements and configuration management"

Paper

The more direct the connection between customer requirements and the changes made by software engineers the more likely that those changes will improve the product and increase its value for the customers, and therefore the organization. I describe a simple model of requirements engineering and a method of managing change to software which focusses directly on those requirements. 

Martin Waldron - "The Content Management Challenge"

Paper (20k)

Despite the success of content management initiatives adopted in part by operational area or function application such as Web Publishing , Document Management many organisations have still tended to regard it as a back office activity or a local departmental support tool - not as something that has a key contribution to the corporate business strategy.

Organisations have to widen their brief for content management and address what is being referred to as Enterprise Content Management (ECM). AIIM describes ECM as 'the creation, capture, delivery, customisation and management of content across an enterprise'. Gartner broadens this definition to include archive.

ECM represents the glue between the 'front office' - whether that is a WAP phone, a web browser, a call centre or a point of sale kiosk - and the 'back office', the people and applications that will turn that initial query into a promise fulfilment. Put another way, there's a flood of information hurtling towards you and ECM is a way of channelling it. Nor is it all coming at you - some is coming from you. You produce content internally that needs to be reviewed, approved, collated, circulated, recycled, stored and ultimately disposed of. You generate bills, statements and other customer information that you need to retain - perhaps in the same format as you published it, which could be on paper, as an email, a PDF document or as a text message to a mobile phone.

Also the other dimension is the corporate memory that classifies and adds context to the documents and addresses the issues of corporate governance.

Companies currently taking their first steps into electronic services delivery and developing EDMS and Workflow systems may find ECM a challenging and daunting prospect. This was the reaction of organisations as they moved from DIP to EDMS in the nineties. The message has to be as your develop your information strategy make sure you that you retain a wide vision that enables you to embrace key elements of ECM in your planning.

Mayank Ladd - "Content Management Software: What functionality should I expect?"

Paper (43k)

The aim of content management technology should be to reduce the costs involved in handling content within business processes, to improve the processes themselves by enabling quicker throughput and greater visibility, and to facilitate the creation of value from information within the business.

In order for businesses to realise the value of their information we are now seeing a convergence, not only of Document Management (DM) and Content Management (CM), but also of other information-centric technologies such as Software Configuration Management (SCM). This convergence reflects the overlap that exists between these areas, and the need to take a coherent approach to the management of information within the organisation.

These technologies offer a host of functionality and it is important to define what your business requirements are in order to get the most out of CM software.

John Metcalfe - "Getting started with Configuration Management"

Slides (1,067k)

This presentation is an introduction to Configuration Management and will address:

  • the four basic functions of CM
  • the impact of CM on Project control
  • the impact of CM on Product Development
  • the steps for implementing CM disciplines into an organisation
  • the benefits of CM to an organisation

Linda Newsome Ray and Tom Brett - "Managing configurations in large complex projects"

Slides (150k)

Managing configurations in large complex projects is critical within today's financial services industry. Strict regulations demand tightly controlled processes; and the breadth of platforms and number of players involved in such an environment, create an overwhelming amount of complexity. This demands industrial-strength configuration management.

The key to managing large, complex projects is to start with a process-based solution. Throughout this presentation, we highlight how a process-based solution enables a project manager to easily manage a complex configuration management environment.

Some of the scenarios to be discussed include:

  • practical examples of multi-platform change management
  • departmental and geographical collaboration
  • establishing and defining a workflow process that provides visibility and control over multiple change packages

The presentation describes real-life examples from a major financial institution, where a large majority of the entire software base is controlled using these methods.

John Parker - "Selecting the right tools"

Slides (834k)

This session will offer guidance on how to approach the selection of the most appropriate CM tools for your requirements. After briefly looking at what "CM" can cover, we will look at how to approach the selection process and how to make sure that you know what is is you want to achieve and how to make sure that the vendors listen to you. Some suggestions for tool selection criteria will be discussed together with some methods for tool evaluation. finally, some thoughts on the value of CM to your organisation, and how you can justify the necessary budget required to complete a successful implementation.

David Cuthbertson and Greg Willis - "Configuration Management to the rescue"

Slides (132k)

David will be co presenting with a Cap Gemini Ernst & Young consultant to bring you a lively and innovative case study on controlling data centres.

Managing multiple IT environments for customers in a data centre demands formal processes to suit mission critical services, as well as coping with external project teams implementing major changes constantly. This case study presented jointly by CGEY and Kenson covers how a constant need to improve data centre infrastructure control processes resulted in the delivery of a configuration management system. How the programme started, the key decisions that were faced and the benefits to date will be covered.

Steve Ransom - "Change Managing Databases"

Slides (78k)

Many organisations apply changes to databases manually by allowing a database administrators access to chnage the database contents directly. Or semi-automatically where scripts are provided to change the databases, but these scripts are applied manually. In both these cases the change implementation process is manual, therefore prone to human error, unaudited, unapproved and unreversable. This presentation/demo looks at a large financial organisations Oracle implementation, where 170 Oracle databases are managed using a solution which is applicable to almost any database.

Jeff Bowles - "Great Expectations (of a build engineer)"

Paper (38k) / Slides (15k)

A handoff is the process of preparing work into a form usable by others, which means that it's a Engineering task with formal underpinnings - much more than a software automation role. This document describes the role of a build/release engineer when the emphasis is placed on the ENGINEERING: with what groups does he or she interact (and in what ways), what are the requirements of a software handoff, etc. The key is to understand who will receive your work product, and what they need to receive in order to proceed efficiently.

Shirley Lacy and Michael Kennedy - "Realising the benefits of Configuration Management - results of the CMSG survey"

Paper (62k) / Slides (63k)

Shirley and Michael will be presenting the results of the recent survey showing awareness and usage of CM standards and best practices including ITIL standards.

Rene Schaap (keynote) - "The Dark Side of Configuration Management"

Slides (660k)

Currently the inhabitants of CM-land are nationalistic and believe 100% in their own culture and habits (i.e. CM solutions). The CM community is complaining about their export of CM knowledge and expertise to the rest of the world; it is not as good as they would like. One of the reasons is that they quite often forget that other countries like Project Management, Development and Financial have different opinions and therefore a different culture and lifestyle.

This presentation is about the reasons why CM is not visible to others. Do we speak the same language, do we have a common goal, and what is the benefit for the others? A slightly different approach in our ‘selling techniques’ could help CM people to increase their export. 

Mark Cartwright (keynote) - "Agility with Ability - towards Operational Excellence"

Slides (626k)

Mark’s presentation outlines what Microsoft means by Operational Excellence and how it enables organisations to reduce cost of ownership while increasing quality of service. It examines why organisations may find themselves struggling and what strategies they can use to move towards operational excellence. In particular it will consider the role that people and process have to play alongside the technology – focusing on change and configuration management. The presentation will use real examples and customer experience of where apparent technology problems can be traced back to the absence of good process and control as the root cause.

Laura Wingerd - "Container-based SCM & Inter-File Branching (from her forthcoming book)"

Paper (50k)

In developing large, complex products, the single-product paradigm of configuration management falls short. What if the 'product' consists of hundreds of components? What if components are distributed in a dozen -- or a hundred -- different configurations? To manage such complexity, the 'container-based' software configuration management approach can be useful. Container-based CM is a bit like object oriented programming. It views any end product as an assemblage of components, each of which evolves independently of the other.

Dominic Tavassoli - "Implementing CM Everywhere - the practicalities"

Paper (567k) / Slides (567k)

Let's be honest. Change and Configuration Management (CM) systems are a pain - for companies to implement and developers to use. And what if those developers are offshore? While CM systems can deliver increased productivity, faster time-to-market and fewer errors, there is a price to pay. Learning curves are steep and many additional administrative tasks are required, like repeatedly checking files in and out. Which is exactly why developers don't like these systems and why so many organizations that could really use CM tools don't.

How can we make CM transparent to the user so no new routines or in-depth training are required? How can organizations realize all the benefits of CM whether they were developing locally or offshore without any of the downside?

Rama Varsani - "An Enterprise Approach to Change & Configuration Management"

Slides (1,962k)

Whether you are developing and maintaining in-house software systems or providing commercial applications, without CCM, you will not be able to survive the increasingly competitive demands of the marketplace. This presentation examines the challenges faced by companies in developing a truly enterprise approach to change and configuration management and considers the key features to look for in a change management solution. A case study approach is used to examine some of the options available, from simple version control to managing risk through a more methodical and collaborative approach.

Richard Brooksby and Peter Jackson - "Reform of an existing CM system for 500 developers"

Paper

It's relatively easy to examine a company's configuration management needs and set up a system, but what if they already have a large and complex system which isn't serving their needs, is causing their costs to increase, and need to reform it without disrupting their delivery schedules? This talk will discuss a real case, talk about what went wrong and what we are planning to do about it, and how similar situations might be prevented in other organizations. 

Mark Roberts - "The Impact of Iterative Development on CM"

Slides (838k)

The change of development process from a waterfall approach to an iterative process presents many challenges for a development team. Shorter timescales, a higher degree of focus on requirements and earlier testing are all key aspects of an iterative approach that have an impact across all areas of a project. This presentation will focus on the effect of such a change on configuration and change management.

Alan Jezek - "Implementing Process Control to comply with the FDA electronic signature and records regulations"

This presentation will provide an introduction into US and ICH regulations affecting computer quality and validations for the Life Sciences industry. To comply, affected companies must implement processes and tools to prevent unauthorised changes and demonstrate auditability and traceability of changes. This presentation covers the scope of the regulation, the scope of impacted computer systems, how companies are addressing compliance, how companies are responding to the CSV (computerised systems validation) requirement, compliance challenges, and a case study of a change control implementation at a big Pharmaceutical company.

Philip Lagus and Kajsa Häggkvist - "Spreading CM awareness - the LEGO game"

The CM Academy (CMA) at Ericsson has for a number of years held seminars and courses in the CM & RM area - both tools and processes. It has developed the strategies for global rollout of the CM & RM tool eMAtrix Reference System (MARS), developed the CM Framework and RM Framework that are the CM & RM models used at Ericsson including process, method, procedures. It has also introduced the CM Certification program and conducted CM and RM consulting for both tools and processes.

In order to spread CM awareness at Ericsson CMA has developed and used "the LEGO game". It has been used at seminars, courses, workshops etc. The game has been much appreciated - even amongst experienced Configuration Managers. During this presentation delegates will actually play the game, and we will then have a discussion of the outcome and other methods of spreading CM awareness at Ericsson will be presented.

 

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