AASHTO Trnsport Contractors Report

1
AASHTO Trnsport Contractors Report

• Thomas P. Rothrock, Ph.D.
• Senior Vice President
• November 6, 2005

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 and Test Driven Development
• Long Range Work Plan posted on
  www.cloverleaf.net

5
Quality Initiatives

• Continued focus
• Packaging and Installation
• Configuration management
• Call Ticket and TMR Tracking system upgrade
• User Stories (requirements) lead to Test Cases
• Cloverleaf content and navigation improvements
• Extended Maintenance warranty provision in effect
  with 04-05 end of year releases

6
Some Observations

• Fewer reported issues
• Warranty
• Urgent/Critical
• Maintenance
• Increased number of functional enhancements
• Installation improvements
• Database script packaging and instructions
  streamlined with fewer errors
• Installation instructions streamlined and
  improved organized
• Continued preview installations and user testing

7
Trending Down
8
A few stats from last fiscal year

• 16 tables and more than 150 columns were added to
  Trnsport databases last fiscal year
• 38 warranty issues reported last fiscal year
  (average of 42 each year since 2001)
• 435 Maintenance TMRs delivered
• 58 Enhancement TMRs delivered
• 1,041 call tickets last fiscal year (26 average
  reduction each year since 2001)
• 1,250 Cloverleaf downloads

9
Info Tech Organization Update

• Help Desk reorganized
• First and Second Level support combined and now
  managed by the Services Department
• Agency Account Managers established
• track activities and needs of each state agency
• Develop proposals and RFP responses
• Monitor overall quality of work
• Client Representative/Project Manager
• Work directly with agency on active projects

10
Next Generation Trnsport

• Complete re-write for the modern web platform
• Using Microsofts .NET Framework
• Unified database, business rules, security model
• New reporting tool to replace reporting aspect of
  RTF
• Phased transition from client/server based on
  Roadmap
• Focus on wider access for users and lower cost of
  distribution and support for the agency

11
NGT Business Areas

• Current Phase 1
• PES/LAS functionality
• Impact Assessment
• Next Phases currently under consideration for
  start up beginning early next year
• Materials Management
• Civil Rights
• TRACER, Phase 2

12
Materials Management

• Trnsport SiteManager Enhancements completed
• Materials Sample Information (Big 15) delivered
• LIMS integration analysis
• Michigan sponsored requirements JAD
• NGT Materials Backlog drafted
• NGT Materials work plan drafted and provided to
  Michigan DOT and TTF

13
Civil Rights

• Minnesota hosted JAD in April 2005 provided
  initial set of requirements
• Prioritized Backlog created for TTF consideration
• To be developed using the same methodology and
  architecture as Next Generation Trnsport
• Will operate standalone or integrated with other
  Trnsport components
• Proposed Work Plan submitted to subgroup

14
Agile and Test Driven Development

• Goals
• Improve quality by reducing errors in code as you
  go
• Code based on user stories, requirements and test
  cases
• Automate testing
• Broaden test database coverage of lifecycle
• Monthly production-ready software increments
• Next Generation Trnsport
• User stories and product backlog
• TTF oversight and prioritization with user
  collaboration
• Automated testing of UI and web services
• Automated unit testing
• Acceptance Test Process

15
Agile vs. Waterfall

• Waterfall (typical plan-driven approach)
• Define Requirements up front
• Design the solution
• Build the software
• Test the results
• Agile Approach
• Refine and prioritize requirements as you go
• Design, build, and test a subset of high priority
  requirements in short time-boxed increments
• Issue a release when sufficient functionality
  exists to deliver a working product
• Stop when the value of remaining requirements is
  less than the cost of incorporating them into the
  software

16
Trnsport New Development and Maintenance
17
Major Deliverables Since Last TUG

• Next Generation Trnsport Phase 1 work plan
  approved and progressing well
• Delivery of Trnsport SiteManager? Materials
  Sample Information (Big 15) enhancements
• Test Suite 1.0a delivered to licensees and used
  by Info Tech for release testing
• Delivered FieldNet 2.0a rewrite

18
2004-05 MSE Enhancement TMRs

• More than 55 functional enhancements delivered
• Object Store 2 Integration
• RTF-to-PDF output (Improves printing capability)
• Generic Fields
• Several enhancements in estimation functionality
  including Trnsport CES? Scatter Plot and
  BAMS/DSS HREG

19
TMR Maintenance Backlog
20
MSE Activity Trends
21
2005-2006 MSE Focus

• Develop Next Generation Trnsport
• No AASHTO funded enhancements to AASHTO owned
  modules
• Focus on urgent/critical TMRs
• Installation and testing improvements
• TTF approved high priority TMRs
• One release per module combining technology
  upgrades, maintenance, enhancement and warranty
  resolutions in February 2006

22
Standard TTF Reports on Cloverleaf

• Implementation Status Matrix
• Agency Status Report
• Maintenance Report
• Supported Releases
• Platform Status
• TTF Meeting Minutes
• http//www.cloverleaf.net

23
Cloverleaf

• Web Site hosted by Info Tech for our Trnsport
  related activities
• General Trnsport information and software
  updates
• Call tickets, TMRs, Agency Product and Platform
  environment, TTF Meetings
• Host TUG Web Site and several List Servers
• Trnsport NGT Message Board and Forums
• Currently undergoing a facelift

24
Licensing, Implementation, and Support Activities
25
Trnsport Licensees
New Brunswick
Alaska
Hawaii
39 State Agencies, 1 Canadian Province, FHWA
Federal Lands Highways, District of Columbia DOT,
Pennsylvania Turnpike
Trnsport Implementation Status http//www.cloverl
eaf.net
26
Beyond State DOTs

• Trnsport Licenses
• FHWA Federal Lands
• Penn Turnpike
• District of Columbia DOT
• FieldManager Licenses
• Over 150 Local Governments
• Over 400 Consultant/Contractor
• Estimator Licenses
• Over 500 Design Consultants for 13 state
  transportation agencies

27
Service Unit Activity Continues Growth

• Completed 636 Service Units
• 5.6 increase over the previous year
• Over 300 trips to 27 Agencies
• Began 2 new implementation projects
• Began 3 New Materials implementations
• On-site dedicated teams in 5 Agencies

28
Customer Support Activities

• Improved on-line electronic support
• Combined ERF and Warranty Report for easier
  support request submittal
• Ongoing Help Desk and Call Ticket Resolution
• Increased training and knowledge of help desk
  staff
• Improved tracking and resolution time frames
• Customer Surveys
• NGT External Authentication
• SiteManager OLE Attachments

Darleen Randall
29
Trnsport Marketing Activity

• 15 tradeshows attended presented
• 5 additional conferences attended presented
• 27 agency visits with presentations
• Improved materials available
• Individual product webinars available on request
• Updated Trnsport workflow documents product
  sheets
• Trnsport Newsletters (Fall Spring)

30
Meeting and Conference Attendance

• AASHTO Meetings
• National and Regional (WASHTO and SASHTO)
• Subcommittees on Information Systems,
  Construction, and Materials
• Civil Rights Conference
• HEEP International and Regional I-V
• American Public Works Association (APWA)
• TEA and TUG Meetings

31
Outreach Initiatives

• DBE Initiatives
• Working with several states to provide Bid
  Express and FieldManager to DBE contractors to
  give them better access to contract information
  in a timely manner
• Local Transportation Assistance Program
• Working with several states to provide Estimator
  and FieldManager to local agencies for Federally
  funded contracts
• Academic Alliance Program
• Estimator and FieldManager are being used in
  several Civil Engineering Departments

32
Trnsport Related Activities
33
Bid Express

• Continues to grow with 20 Agencies in production
• Roughly 2,300 contractors signed up
• Approximately 28 billion in bids submitted in
  2004
• On-line bid bond validation available with Surety
  2000 Corporation and Insure Vision Technologies
• New features added in 2004
• Bid Data Analysis
• Credit card billing with VeriSign
• Plan Room capabilities

34
Progress with Internet Bidding using Expedite and
Bid Express
In production (20) Implementing (7)
35
Collusion Detection Training Workshops

• Held in March at Info Tech office in Gainesville,
  Florida
• Provides hands-on, in-depth training using
  BAMS/DSS with case studies using real Agency data
• Next workshop scheduled for March 1-3, 2006
• Enrollment is limited to 15 participants
• A two-day Introduction to BAMS/DSS Training will
  be offered February 27-28, prior to the Collusion
  Detection Training workshop
• Sign-up available on Cloverleaf Events
• Bid collusion workshop Tuesday Nov. 8th, 8-10 AM
  at TUG

36
Conclusion
37
Summary

• Next Generation Trnsport
• Greater emphasis on user collaboration, test
  driven development, and incremental deliverables
• Planning for the future
• Materials Management
• Civil Rights
• Estimation and TRACER
• 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

38
Some ways to stay connected

• Web Sites
• Cloverleaf www.cloverleaf.net
• TUG www.tug.cloverleaf.net
• AASHTOWare www.aashtoware.net
• NGT Message Board www.cloverleaf.net/support/foru
  m/index2.php
• Tug List Server
• Materials
• Trnsport Newsletter
• Long Range Work Plan
• Maintenance, Support, and Enhancement Work Plan
• AASHTOWare Catalog

39
More Information

• Product details follow closing slide for
  reference
• Accomplished last fiscal year
• In Progress this fiscal year
• Future or planned items

40
AASHTO Trnsport Contractors Report

• Thomas P. Rothrock
• Senior Vice President
• November 6, 2005

www.cloverleaf.net
41
2004-05 Updates and Releases
For specific information visit
https//www.cloverleaf.net/cgi-bin/UpcomingRelease
/UpcomingRelease.cgi?wherearchive
42
SiteManager, SitePad, SiteXchange

• Accomplished
• 4 releases, 1 product update, 116 TMRs
• SiteManager 3.5a, 3.6a SitePad 1.1e, 1.0b-3,
  SiteXchange 1.0b
• Materials Sample Information (Big 15)
  Enhancements
• Mississippi Limited Access Enhancement
• Oklahoma Superpave PCC Mix Design Enhancement
• Continued improvement for installation procedures
  
• In Progress
• Warranty and urgent/critical TMR resolutions
• Upcoming
• LADOT funded TMR 8135 Update Stockpiled
  Material Payment Conversion Factor Enhancement
• February 2006 Release

43
PES, LAS, SAPW, CAS

• Accomplished
• 2 PES releases, 61 TMRs
• PES/LAS 5.8a, PES 5.9a
• 2 LAS releases, 16 TMRs
• PES/LAS 5.8a, LAS 5.9a
• 2 CAS releases, 6 TMRs
• CAS 5.4a, CAS 5.5a
• 2 SAPW releases, 4 TMRs
• SAPW 5.8a, SAPW 5.9a
• Several Enhancements including Tabbed Folder,
  Lock Projects, CAS Site time records, LAS Pass to
  SiteManager
• In Progress
• Warranty and urgent/critical TMR resolutions
• Upcoming
• February 2006 Releases

44
Expedite

• Accomplished
• 2 releases, 12 TMRs
• Expedite 5.5a
• Expedite 5.6a
• Ability to create additional Miscellaneous Data
  folders
• Automatic Bid Withdraw feature
• Add support for radio buttons
• Add Generics to print sequences
• In Progress
• Warranty and urgent/critical TMR resolutions
• Upcoming
• February 2006 Release

45
BAMS/DSS

• Accomplished
• 2 releases, 1 Product Update, 93 TMRs
• BAMS/DSS 6.5a
• BAMS/DSS 6.6a
• BAMS/DSS 6.6a-1
• 9 HREG Enhancements
• In Progress
• Warranty and urgent/critical TMR resolutions
• Upcoming
• February 2006 Release

46
CES

• Accomplished
• 2 releases, 39 TMRs
• CES 5.5a
• CES 5.6a
• Scatter Plot, Bridge Info, Expand XML
  import/export
• In Progress
• Warranty and urgent/critical TMR resolutions
• Upcoming
• February 2006 Release

47
Estimator

• Accomplished
• 1 release, 19 TMRs
• Estimator Build Project in Item Order Enhancement
• Estimator Build History Catalog Filter
  Enhancement
• Estimator Undo/Redo Requirements Analysis
• In Progress
• Warranty resolutions, maintenance TMRs
• Undo/Redo Functionality
• Upcoming
• April 2006 Beta Release

48
FieldManager, FieldNet Suite

• Accomplished
• 2 releases, 3 Product Updates, 62 TMRs
• Michigan funded enhancements and development
• FieldManager Contract ID and Type During Import
• FieldManager Assign Items to Subcontractor
• FieldNet 2.0a Rewrite
• In Progress
• Warranty resolutions, maintenance TMRs
• Contractor Performance Evaluation Enhancement
• Upcoming
• Warranty Release

49
Scheduling / Project ManagementSystem (SPMS)

• AASHTO IT Survey identified planning as one of
  the top 5 desired tools to implement
• SPMS in production with INDOT since 2000
• Uses the same technology as c/s Trnsport and has
  interfaces to Trnsport CES and MS Project
• Provides enterprise level planning, scheduling,
  coordinating, tracking of projects and their
  costs
• SPMS Demo is available upon request at TUG