AASHTO Trnsport Contractors Report

1
AASHTO Trnsport Contractors Report

• Thomas P. Rothrock, Ph.D.
• Senior Vice President
• October 22, 2006

www.cloverleaf.net
2
Presentation Overview

• Strategic Focus
• New Development and Maintenance
• Licensing, Implementation and Support
• Trnsport Related Work
• Conclusion
• Appendix -- Product Details

3
Strategic Focus
4
Strategic Focus

• Quality Improvements
• Next Generation Trnsport
• Agile Development Methodology
• Long Range Work Plan posted on
  www.cloverleaf.net

5
Quality Initiatives

• Agile and Test Driven Development
• In place for NGT
• Applying methods to current client/server modules
• User Stories lead to Test Cases
• Call Ticket and TMR tracking system upgrade
• Finished external beta testing and will go live
  soon
• Continue improvements to Release Management
• Packaging and Installation (better documentation
  and scripts)
• Configuration Management (version control)

Strategic Focus
6
Next Generation Trnsport (NGT)

• Complete re-write for the modern web platform
• Using Microsofts .NET Framework
• Unified database, business rules, security model
• New tool to replace the RTF report writer
• Impact Assessment on licensing agencies is being
  performed
• Phased transition from client/server based on
  Roadmap
• Provides web browser access for users and lower
  cost of distribution and support for the agency

Strategic Focus
7
NGT Development

• Current Phase 1
• Infrastructure components
• PES/LAS business functionality
• Materials pre-work
• Impact Assessment
• Survey
• Initial assessment of common customizations
• Next Phases being planned
• Civil Rights and Labor Management (solicitation
  underway)
• Materials Management (solicitation being planned)
• Future Phases
• Construction, Cost Estimation, Decision Support

Strategic Focus
8
Proposed Next Generation TrnsportFunctional
Areas and Workflows
9
Agile Approach to NGT Quality

• User stories and role definitions lead to
  requirements, acceptance tests then code
• Product backlog
• List of business and technical requirements
• TRT/TTF oversight and prioritization
• User feedback via www.cloverleaf.net/ngt
• Comprehensive automated test repository
• Full code coverage (UI, business rules, data)
• Thousands of tests, growing daily
• Daily builds, integration and execution of all
  tests

Strategic Focus
10
Agile Approach to NGT Quality

• Standard AASHTO Deliverables Developed
• System requirements and design specifications,
  user documentation, code, installation
• Production-ready increments as we go
• Ongoing, Frequent Validation and Feedback
• Monthly TTF acceptance of specifications and
  working, tested software
• User software review through Web preview site
• TAGs, Agencies, Discussion Forum
• Commitment of staff, resources and training

Strategic Focus
11
Trnsport New Development and Maintenance
12
Major Deliverables Since Last TUG

• NGT Preview Site updates each month
• Phase 1 Preconstruction (PES/LAS functionality)
• Materials Pre-work
• www.cloverleaf.net/ngt
• 2005-06 Trnsport MSE Releases February 2006
• TMRs and PowerBuilder 10 Technology Upgrade
• 2005-06 Shared Product MSE Releases June 2006
• Estimator and Field Suite TMRs
• Trnsport Product Updates September 2006
• TMRs and Oracle 10g Technology Upgrade

New Development and Maintenance
13
2005-06 General System Highlights

• Maintenance TMRs
• Began the year with 867 TMRs, ended with 909 TMRs
• 319 reported, 180 obsolete and 97 delivered TMRs
• Addressed urgent, critical and select highs per
  TTF
• Enhancement TMRs
• 8 functional enhancements delivered
• CES Export Items to PES (TMR 7864)
• SiteManager Stockpile Materials (TMR 8135)
• Several Estimator enhancements including Redo/Undo

New Development and Maintenance
14
A Few Stats from Last Fiscal Year

• 1,957 Support Requests (Call Tickets)
• E-Mail, Telephone and Cloverleaf
• TMRs Reported
• 83 Warranty
• 319 Maintenance
• 72 Enhancement
• TMRs Delivered
• 61 Warranty (22 pending delivery)
• 97 Maintenance
• 19 Enhancement

New Development and Maintenance
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Maintenance TMR/Call Ticket Trend
New Development and Maintenance
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Maintenance TMR Backlog
New Development and Maintenance
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2006-07 Development Focus

• Next Generation Trnsport development
• NGT Phase 1 Preconstruction
• NGT Phase 1 Impact Assessment
• NGT Materials pre-work
• Urgent/critical TMRs and TTF-approved
  enhancements and high priority TMRs
• Installation and testing improvements
• Technology Upgrades
• Microsoft .NET for NGT and Client/Server
• SitePad/FieldPad
• Fiscal Year MSE releases June 2007

New Development and Maintenance
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Client/Server Enhancement Efforts

• SiteManager Change Order Federal Approval
  Enhancement (TMR 9417) Oklahoma
• FieldManager
• TMR 6299 Reporting Capabilities (JAD)
• TMR 8095 Add Sort Option to Inquiries
• TMR 8776 Enable Site Time Tracking in IDRs
• TMR 9025 - Bentley Inspector Interface (SRDS)
• TMR 9082 SiteXchange Interface

New Development and Maintenance
19
Licensing, Implementation, and Support Activities
20
Trnsport Licensees
Trnsport Implementation Status http//www.cloverl
eaf.net
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Trnsport Licensees

• 40 State Agencies
• 2 Canadian Provinces
• Philippines DPWH
• FHWA Federal Lands and Highways
• District of Columbia DOT
• Pennsylvania Turnpike
• FieldManager
• 161 Local Governments
• 575 Consultants/Contractors in 188 organizations
• Estimator
• 760 Design Consultants in 548 firms

Licensing, Implementation, and Support Activities
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Service Unit Activity

• Over 175 trips to 24 agencies
• Began 2 new Trnsport implementation projects
• Began 2 new Materials implementations
• Completed 645 Service Units
• On-site dedicated teams in 6 Agencies

Licensing, Implementation, and Support Activities
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Customer Support Activities

• Improved On-line Support and Issue Tracking
• November 2006 deploying TeamTrack for agencies to
  submit and monitor support requests
• Ongoing Help Desk and Call Ticket Resolution
• Increased training and knowledge of help desk
  staff
• Customer Surveys
• NGT Impact Assessment Survey
• SPMS Survey

Darleen Randall
Licensing, Implementation, and Support Activities
24
Trnsport Marketing Activity

• 26 agency visits focusing on
• specific areas of interest
• presentations and demonstrations of Trnsport
  suite
• 25 webinars primarily focused on cost estimation
  and electronic bidding
• New licensees
• Philippines DPWH
• Nova Scotia
• California (Caltrans)

Licensing, Implementation, and Support Activities
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Agencies Licensing Additional Modules

• PES/LAS MS
• CES MS, GA (Evaluation)
• SiteManager NJ, NY, MN (Evaluation)
• SitePad NY
• SiteXchange IA
• Expedite MS, LA
• TRACER OH, IN

Licensing, Implementation, and Support Activities
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Meeting and Conference Attendance

• AASHTO Meetings
• National AASHTO Annual Meeting
• Subcommittees on Information Systems,
  Construction, and Materials, and the Civil Rights
  Conference
• HEEP International and Regional I-V
• LTAP (Local Technical Assistance Program)
• American Public Works Association (APWA)
• TEA and TUG Meetings

Licensing, Implementation, and Support Activities
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Software and Services to DBE Community

• Michigan Office of Equal Opportunity Providing
  FieldManager and Bid Express accounts
• Iowa Office of Equal Opportunity Providing Bid
  Express accounts and Small Business Network
  access
• Alabama Sponsored the Bid Express Small
  Business Network and providing accounts

Licensing, Implementation, and Support Activities
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Trnsport Related Activities
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Bid Express

• Continues to grow with 23 Agencies in production
  and over 2,700 contractors signed up
• Approximately 40 billion in bids submitted in
  2005
• On-line bid bond validation available with Surety
  2000 Corporation and Insure Vision Technologies
• Small Business Network Tab added last year
• Provides electronic bidding services for DBEs
• Implementing nation-wide
• Agency access to Bid Tab Analysis now available
  through Estimator and Trnsport CES

Trnsport Related Activities
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Progress with Internet Bidding using Expedite and
In production with 2-way Bidding
(23) Implementing or working toward implementing
2-way Bidding (7)
31
Collusion Detection Training Workshops

• Held annually at Info Tech offices in
  Gainesville, Florida in late winter
• Provides hands-on, in-depth training using
  BAMS/DSS with case studies using real agency
  data
• Next workshop scheduled
• February 27 - March 1, 2007
• Enrollment is limited to 15 participants to
  ensure student/staff interaction
• Information available on www.cloverleaf.net under
  Events or by contacting Joe Phelan

Trnsport Related Activities
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Conclusion
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Summary

• Trnsport Development
• Greater emphasis on user collaboration, test
  driven development, and incremental deliverables
• Quality Results
• Gearing Up for next NGT Initiatives
• Civil Rights and Labor Management System
• NGT Materials Management
• Supporting the users
• Continued growth in on-site services
• More and better collaboration with the TTF, TRTs
  and Users
• Were fully committed to providing excellent
  service to all our customers

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Some ways to stay connected

• Web Sites
• Cloverleaf www.cloverleaf.net
• TUG www.tug.cloverleaf.net
• AASHTOWare www.aashtoware.org
• NGT Message Board www.cloverleaf.net/ngt
• TUG List Server
• Documents
• Trnsport Newsletter
• Long Range Work Plan
• Maintenance, Support, and Enhancement Work Plan
• AASHTOWare Catalog

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Appendix

• Product Details
• Accomplished last fiscal year
• In progress this fiscal year
• Future or planned items

36
2005-06 Updates and Releases
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Delivered Since Last Conference

• February 2006 Production Releases
• LAS 5.9b, SAPW 5.9b, PES 5.9b, CAS 5.5b, BAMS/DSS
  6.6b, SiteManager 3.7a, Test Suite 1.0a
• March 2006 Production Release
• Expedite 5.6b
• June 2006 Production Releases
• Estimator 2.4a, FieldManager 4.2a
• September 2006 Production Releases
• CES 5.7a, LAS 5.9b-1, SAPW 5.9b-1, PES 5.9b-1,
  CAS 5.5b-1, BAMS/DSS 6.6b-1, SiteManager 3.7a-1,
• Test Suite 1.0a

38
Delivered Since Last Conference

• Enhancements
• SiteManager 3.7a
• TMR 8135 Stockpile Conversion Factor
• CES 5.7a
• TMR 7864 CES Export Items to PES with Default
  Categories
• Estimator 2.4a
• TMR 6836 - Undo/Redo Functionality
• TMR 7831- Resize Windows functions
• TMR 8076 - Document text-based data file formats
• TMR 8569 - Align 'Letting Date' with CES
• TMR 8882 - Relocate the group total field

39
Delivered Since Last Conference

• Enhancements
• FieldManager 4.2.a
• TMR 8097 - Add Project Ln Nbr To Date Inquiry
• TMR 8099 - Add a FieldNet Mailbox Button
• TMR 8100 - Enhancement to Product Upgrade
  Process
• TMR 8609 - Increase Item Description Length
• TMR 9007 - Make Windows Resizable
• TMR 9008 - Remove the Password Expiration
• TMR 9009 - Modification Security Level Access
• TMR 9010 - Add 'Cancel' Option to Signature
  Warning

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Activity by Product/Module
41
CES

• Accomplished
• 2 releases, 19 TMRs
• CES 5.6b
• CES 5.7a
• Export items to PES enhancement
• In Progress
• Warranty and urgent/critical TMR resolutions
• Upcoming
• June 2007 Release
• TMR resolutions plus .NET 2005 technology upgrade

42
PES, LAS, SAPW, CAS

• Accomplished
• 1 PES/LAS/SAPW Release, 1 Product Update, 12 TMRs
• PES/LAS/SAWP 5.9b, PES/LAS/SAPW 5.9b-1
• 1 CAS Release, 1 Product Update, 2 TMRs
• CAS 5.5b, CAS 5.5b-1
• In Progress
• Warranty and urgent/critical TMR resolutions
• Upcoming
• June 2007 Release
• TMR resolutions plus .NET 2005 technology upgrade

43
SiteManager, SitePad, SiteXchange

• Accomplished
• 2 releases and 53 TMRs
• SiteManager 3.7a and 3.7b
• Stockpile Materials Enhancement
• In Progress
• Warranty and urgent/critical TMR resolutions
• Upcoming
• June 2007 Release
• TMR resolutions plus .NET 2005 technology upgrade

44
BAMS/DSS

• Accomplished
• 1 Release, 1 Product Update, 12 TMRs
• BAMS/DSS 6.6b
• BAMS/DSS 6.6b-1
• Maintenance and warranty resolutions, Oracle 10g
  technology upgrade
• In Progress
• Warranty and urgent/critical TMR resolutions
• Upcoming
• June 2007 Release
• TMR resolutions plus .NET 2005 technology upgrade

45
Expedite

• Accomplished
• 1 release, 8 TMRs
• Expedite 5.6b
• Maintenance and warranty resolutions, Oracle 10g
  technology upgrade
• Upcoming
• June 2007 Release

46
Estimator

• Accomplished
• 1 release, 17 TMRs
• Estimator 2.4a
• 6 enhancements, including undo/redo functionality
• Upcoming
• June 2007 Release
• TMR resolutions plus enhancements

47
FieldManager, FieldNet Suite

• Accomplished
• 1 Release, 1 Product Update, 54 TMRs
• FieldBook 4.2a, FieldPad 4.2a, FieldBuilder 4.2a,
  FieldManager 4.2a, FieldNet 2.0a-1
• In Progress
• Warranty resolutions, Maintenance TMRs
• Contractor Performance Evaluation Enhancement
• FieldManager to SiteXchange Interface (TMR 9082)
• Upcoming
• 2007 Release
• TMR resolutions plus enhancements