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Overcoming Customer Constraints on Requirements Documents Presented by: Robert Smole November 5, 2008 Sub-Optimization of Systems Engineering
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Page 1: Overcoming Customer Constraints on Requirements Documents Presented by: Robert Smole Presented by: Robert Smole November 5, 2008 Sub-Optimization of Systems.

Overcoming Customer Constraints on Requirements Documents

Overcoming Customer Constraints on Requirements Documents

Presented by:Robert Smole

Presented by:Robert SmoleNovember 5, 2008November 5, 2008

Sub-Optimization of Systems Engineering

Sub-Optimization of Systems Engineering

Page 2: Overcoming Customer Constraints on Requirements Documents Presented by: Robert Smole Presented by: Robert Smole November 5, 2008 Sub-Optimization of Systems.

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AgendaAgenda

• Introduction

• Problem

• Approach

• Results

• Wrap Up

• Introduction

• Problem

• Approach

• Results

• Wrap Up

Page 3: Overcoming Customer Constraints on Requirements Documents Presented by: Robert Smole Presented by: Robert Smole November 5, 2008 Sub-Optimization of Systems.

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IntroductionIntroduction

• Systems Engineering– Means to enable the realization of

successful systems – best practices– Considers both the business and the

technical needs of all customers - constraints

• What happens when the ‘business needs’ constrain the ‘best practices’?

• Systems Engineering– Means to enable the realization of

successful systems – best practices– Considers both the business and the

technical needs of all customers - constraints

• What happens when the ‘business needs’ constrain the ‘best practices’?

Page 4: Overcoming Customer Constraints on Requirements Documents Presented by: Robert Smole Presented by: Robert Smole November 5, 2008 Sub-Optimization of Systems.

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Why Sub-Optimal?Why Sub-Optimal?

• Find a balance.

• Approach: Sub-optimal SE.

• Agenda: Communicate the value of SE.

• Goal: …to realize a successful system.

• Find a balance.

• Approach: Sub-optimal SE.

• Agenda: Communicate the value of SE.

• Goal: …to realize a successful system.

SystemsEngineering

Best Practices

CustomerConstraints

Page 5: Overcoming Customer Constraints on Requirements Documents Presented by: Robert Smole Presented by: Robert Smole November 5, 2008 Sub-Optimization of Systems.

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Size: Length-1092ft, Weight-97,000tonsCost: Approx. $5-6 Billion Construction time: 6-7 years Design time: Approx 6 years from Concept

A mobile, nuclear powered, survivable, A mobile, nuclear powered, survivable, sea-based super structure, capable of sea-based super structure, capable of accommodating approx 5000 accommodating approx 5000 personnel, managing 75+ air combat personnel, managing 75+ air combat vehicles, and conducting joint vehicles, and conducting joint operations. operations.

Nimitz Class CVN

HIGHLY COMPLEX AND CHALLENGING PROGRAMS DEMAND SYSTEMS ENGINEERINGHIGHLY COMPLEX AND CHALLENGING PROGRAMS DEMAND SYSTEMS ENGINEERING

Page 6: Overcoming Customer Constraints on Requirements Documents Presented by: Robert Smole Presented by: Robert Smole November 5, 2008 Sub-Optimization of Systems.

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Requirements Analysis

Requirements Model

R

Functional Analysis• Define high level FA from ORD• Define mission/operational performance• Decompose functions to lowest level• Allocate performance requirements to functions

• Develop FFBDs• Develop Operational Threads (sortie)

Operational Scenarios,Conceptual Behavior Models

F1 F5

F2 F3

F4

Physical ArchitectureAnalysis

• Define System Structure• Define Internal/External Interfaces • Determine Island Alternatives• Establish product baselines• Define system design constraints• Allocate functions to systems/components

Common Island Component Models

Components

Interfaces

System

• Analyze Design & Assess Risk• Cost Assessment• Conduct trade studies• Select Best Design Solution• Automatic Document Generation• Provide Metrics Reports

Product Evaluation and Document Generation

Analysis ResultsSRDs

• Determine common missions• Review top level requirements documents• Decompose ORD• Derive Ship system Requirements• Flowdown to system requirements•Derive Functional / Performance Requirements

R2R1

R1-1

NGSB-NN: Model-Based SE ApproachNGSB-NN: Model-Based SE Approach

Page 7: Overcoming Customer Constraints on Requirements Documents Presented by: Robert Smole Presented by: Robert Smole November 5, 2008 Sub-Optimization of Systems.

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Does our system as-designed and as-built meet the system requirements as-validated?

Verification

Develop Physical Solution

Develop Functional Solution

Perform Requirements Analysis

Requirements ProcessRequirements Process

Does the customer agree with our

interpretation of the requirements?

Validation

Page 8: Overcoming Customer Constraints on Requirements Documents Presented by: Robert Smole Presented by: Robert Smole November 5, 2008 Sub-Optimization of Systems.

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ProblemProblem

• Update a System Requirements Document

• Not configuration managed within the CASE tool.

• Contained some or all of: “will”, “shall”, “may”, & “should” within requirement text.

• Requirements within functional statements.

• Requirements not singular (more than one “shall”).

• Requirements not “stand alone”.– Definitions within the body of the document, not in appendix.– SRD used an outline format - multiple indents.

• Interface requirements not mapped to interfaces on diagram.

• Update a System Requirements Document

• Not configuration managed within the CASE tool.

• Contained some or all of: “will”, “shall”, “may”, & “should” within requirement text.

• Requirements within functional statements.

• Requirements not singular (more than one “shall”).

• Requirements not “stand alone”.– Definitions within the body of the document, not in appendix.– SRD used an outline format - multiple indents.

• Interface requirements not mapped to interfaces on diagram.

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Communicate FunctionCommunicate Function

Function1

Function2

Communicate Orders 3

Function4

Function5

AND AND

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Improper Use of the CASE ToolImproper Use of the CASE Tool

Function1

Function2

Communicate Orders 3

Function4

Function5

Requirement(s) Requirement(s) Requirement(s)

Requirement(s) Requirement(s)

Liabilities: Traceability, Verification, Decomposition

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Requirements Imbedded within FunctionsRequirements Imbedded within Functions

3.1.3 Communicate Orders1) The _____ subsystem shall be the primary means of

communicating orders. 2) The _____ subsystem with interfaces to the _____ shall provide

supplementary communications.a) Main Deck Communications Capability

1) The _____ subsystem shall be the primary means of communication for the coordination of operations on the Main Deck.

2) The _____ subsystem with interfaces to the _____ shall provide supplementary communications.

b) 2nd Deck Communications Capability1) The _____ subsystem shall be the primary means of

communication for the coordination of operations on the 2nd Deck.

2) The _____ subsystem with interfaces to the _____ shall provide supplementary communications.

c) Engine Room Communications Capability1) The _____ subsystem shall be the primary means of

communication for the coordination of operations in the Engine Room.

2) The _____ subsystem with interfaces to the _____ shall provide supplementary communications.

3.1.3 Communicate Orders1) The _____ subsystem shall be the primary means of

communicating orders. 2) The _____ subsystem with interfaces to the _____ shall provide

supplementary communications.a) Main Deck Communications Capability

1) The _____ subsystem shall be the primary means of communication for the coordination of operations on the Main Deck.

2) The _____ subsystem with interfaces to the _____ shall provide supplementary communications.

b) 2nd Deck Communications Capability1) The _____ subsystem shall be the primary means of

communication for the coordination of operations on the 2nd Deck.

2) The _____ subsystem with interfaces to the _____ shall provide supplementary communications.

c) Engine Room Communications Capability1) The _____ subsystem shall be the primary means of

communication for the coordination of operations in the Engine Room.

2) The _____ subsystem with interfaces to the _____ shall provide supplementary communications.

Page 12: Overcoming Customer Constraints on Requirements Documents Presented by: Robert Smole Presented by: Robert Smole November 5, 2008 Sub-Optimization of Systems.

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ConstraintsConstraints

• The overall document format and layout had to remain consistent with the original document which was not consistent with standard SRD formatting.

• Definitions and lead-in statements had to remain in their relative location (could not move the definitions to an appendix).

• “May” was acceptable - there are some design targets that are not ‘hard’ requirements (they don’t have to meet these).

• The overall document format and layout had to remain consistent with the original document which was not consistent with standard SRD formatting.

• Definitions and lead-in statements had to remain in their relative location (could not move the definitions to an appendix).

• “May” was acceptable - there are some design targets that are not ‘hard’ requirements (they don’t have to meet these).

Page 13: Overcoming Customer Constraints on Requirements Documents Presented by: Robert Smole Presented by: Robert Smole November 5, 2008 Sub-Optimization of Systems.

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ApproachApproach

• Moved all the ‘requirements’ from Word to Excel.

• Parsed the ‘requirements’ from the functions.

• Separated multiple shall statements. (singular requirements)

• Placed definitions in Requirement Objects and marked the Verification Method as ‘n/a’ to identify it as ‘not a requirement’.

• Standardized on the use of “shall” to denote requirements.

• Moved all the ‘requirements’ from Word to Excel.

• Parsed the ‘requirements’ from the functions.

• Separated multiple shall statements. (singular requirements)

• Placed definitions in Requirement Objects and marked the Verification Method as ‘n/a’ to identify it as ‘not a requirement’.

• Standardized on the use of “shall” to denote requirements.

Page 14: Overcoming Customer Constraints on Requirements Documents Presented by: Robert Smole Presented by: Robert Smole November 5, 2008 Sub-Optimization of Systems.

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ApproachApproach

• Allowed the use of “may” for design targets (these are not requirements).

• Used the spreadsheet to provide a comparison to the baseline.

• Decided on an iterative approach to ‘fix’ the SRD.– Further changes to structure (ie, interface linking) in

future revisions.

• Migrated requirements to the CASE Tool (Cradle) and used this tool to generate the Rev B SRD.

• Allowed the use of “may” for design targets (these are not requirements).

• Used the spreadsheet to provide a comparison to the baseline.

• Decided on an iterative approach to ‘fix’ the SRD.– Further changes to structure (ie, interface linking) in

future revisions.

• Migrated requirements to the CASE Tool (Cradle) and used this tool to generate the Rev B SRD.

Page 15: Overcoming Customer Constraints on Requirements Documents Presented by: Robert Smole Presented by: Robert Smole November 5, 2008 Sub-Optimization of Systems.

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Result (example)Result (example)

3.1.3 Communicate OrdersThis function communicates orders

a) Communicate Orders - 1The _____ subsystem shall be the primary means of communicating orders.

b) Communicate Orders - 2The _____ subsystem with interfaces to the _____ shall provide supplementary communications.

c) Main Deck Communications Capability - 1The _____ subsystem shall be the primary means of communication for the coordination of operations on the Main Deck.

d) Main Deck Communications Capability - 2The _____ subsystem with interfaces to the _____ shall provide supplementary communications.

e) 2nd Deck Communications Capability - 1The _____ subsystem shall be the primary means of communication for the coordination of operations on the 2nd Deck.

………

3.1.3 Communicate OrdersThis function communicates orders

a) Communicate Orders - 1The _____ subsystem shall be the primary means of communicating orders.

b) Communicate Orders - 2The _____ subsystem with interfaces to the _____ shall provide supplementary communications.

c) Main Deck Communications Capability - 1The _____ subsystem shall be the primary means of communication for the coordination of operations on the Main Deck.

d) Main Deck Communications Capability - 2The _____ subsystem with interfaces to the _____ shall provide supplementary communications.

e) 2nd Deck Communications Capability - 1The _____ subsystem shall be the primary means of communication for the coordination of operations on the 2nd Deck.

………

Page 16: Overcoming Customer Constraints on Requirements Documents Presented by: Robert Smole Presented by: Robert Smole November 5, 2008 Sub-Optimization of Systems.

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Communicate Function - RevisitedCommunicate Function - Revisited

Function1

Function2

Communicate Orders 3

Function4

Function5

AND AND

Page 17: Overcoming Customer Constraints on Requirements Documents Presented by: Robert Smole Presented by: Robert Smole November 5, 2008 Sub-Optimization of Systems.

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Proper Use of the CASE ToolProper Use of the CASE Tool

Function1

Function2

Communicate Orders 3

Function4

Function5

Requirement(s) Requirement(s) Requirement(s)

Requirement(s) Requirement(s)

Allows: Traceability, Verification, Decomposition

Page 18: Overcoming Customer Constraints on Requirements Documents Presented by: Robert Smole Presented by: Robert Smole November 5, 2008 Sub-Optimization of Systems.

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Wrap UpWrap Up

• Considerations– New Design? – Roll-over Design?– Commercially Available Products?– Integrating Other Systems?– System Complexity?

• Essentials– Interface Requirements.– Traceability.– Verification.

• Non-Essentials– Document Format/Layout.

• One step at a time = progress toward full SE

• Considerations– New Design? – Roll-over Design?– Commercially Available Products?– Integrating Other Systems?– System Complexity?

• Essentials– Interface Requirements.– Traceability.– Verification.

• Non-Essentials– Document Format/Layout.

• One step at a time = progress toward full SE

Page 19: Overcoming Customer Constraints on Requirements Documents Presented by: Robert Smole Presented by: Robert Smole November 5, 2008 Sub-Optimization of Systems.

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