AASHTO Trns port 2007 Contractor s Report Thomas

AASHTO Trns • port® 2007 Contractor’s Report Thomas P. Rothrock, Ph. D. Senior Vice President October 7, 2007 ‘Meet me in St. Louis’

Themes • • • web Trns • port MSE activities Service unit and direct contract activities Trns • port related activities Appendix – production software details

First, a little history… Cover of the July 1986 edition of the AASHTO Journal with an article about the first BAMS Conference held in Gainesville, Florida in March with 63 attendees: • • • 27 state agencies - 51 AASHTO - 1 FHWA - 1 three AGs - 3 Info Tech -7

The first conference committee…

Some topics that were discussed… • Benefits of joint development • Need to connect with microcomputers • Better support for cost estimation using cost-based methods • Evolution into a full-spectrum construction contract management system • MBE/WBE reporting to FHWA • Need for a project management system to support the planning processes

web Trns • port Goals Al Oerter throwing the discus during the U. S. Olympic trials at Stanford Stadium in Palo Alto, California, 1960.

Start with a clean slate… The creative act does not create something out of nothing; it uncovers, selects, reshuffles, combines, synthesizes already existing facts, ideas, faculties, skills. The more familiar the parts, the more striking the new whole. (Arthur Koestler; The act of creation) • All new code base using a standardized, web-based architecture • Unified data model with a fully integrated database • New report writing tool • New, uniform GUI • Standardized business rules throughout • Consistent security model

Build in extremely high quality… “One small step for man, one giant leap for mankind" -- Neil Armstrong • Test driven development • Automated testing with few exceptions • Much lower cost of maintenance • Easy and productive to use

Make it customizable and extensible • Page layout • Field name changes are applied throughout • Unlimited generic fields • Custom report framework • System configuration options • Services oriented architecture – XML interfaces

Provide access for external users • • Securely support both on-line and off-line access and data transfer Currently Estimates, Bidding, Subcontractor Requests are supported Civil Rights needs payroll, prompt payment, OJT, EEO survey, etc. There are many additional materials and construction needs

Lower the Total Cost of Ownership • Make it easier and faster to install, test, and update • The browser interface eliminates roll-out to desktops • High quality reduces need for maintenance and lowers support costs

web Trns • port New Development Model Breaking down the walls!

Extensive user involvement throughout • Technical Review Teams oversee development • Requirements expressed as user stories • Test cases written for each user story before coding – 80, 000+ to date which are run daily – Test environment is a deliverable to the users • Monthly build posted to the Internet for user access • NGT Forum and List Servs for user communication • Early releases for testing in end-user environments

Product backlog management • Represents the high-level user requirements • Divided into prioritized groupings for product delivery and contracting purposes • Relative point estimates established for each item – Allows progress to be measured and schedule assessed • Broken down into smaller backlog items for completion in a 30 -day sprint

Key Development Processes • Co-located, multi-disciplinary teams – subject matter experts, developers, tech writers, etc. • • • Managed according to ‘Scrum’ processes Test-driven development Pair programming Continuous integration Multi-responsibility teams – New development, maintenance, support, implementation, etc.

Standard scrum process

Backlog Progression through NGT Sprint

Frequent validation by TRTs and TAGs • TRTs participates in monthly sprint reviews and planning sessions • TRTs approve alpha test results each month • TAGs participate in monthly web conferences Civil Rights TRT

Communication with user community • Business and technical webinars (demo and Q&A) – 3 business webinars: 20+ agencies, 100+ people – 2 technical webinars: 20+ agencies, 120+ people • Made 5 on-site visits to preview software with users and get feedback (FL, IN, NC, OH, OK, VT) – Agencies selected were reviewed and approved by TRT – Visits received positive feedback with good suggestions • NGT Online Forum for discussion and feedback • Online Team. Track issue reporting/tracking system

web Trns • port Rollout “Nothing great was ever achieved without enthusiasm. ” – Ralph Waldo Emerson

Agency Deployment Infrastructure

Kansas DOT pre-release testing • • • KSDOT currently still using mainframe Trns • port Installed web Trns • port in-house in January 2007 Loading data, customizing, and testing system Updating with monthly sprint results Running all the standard acceptance tests onsite with each update • KSDOT Goal is to put Web Trns • port into production in early 2008

Preconstruction release schedule Release Content Preconstruction Release 1 (limited production release) September ’ 07 sprint results Preconstruction Beta February ’ 08 sprint results Preconstruction Release 2 (full production release) June ’ 08 sprint results Actual release dates are dependent on TRT and TTF sprint result approvals. TRT and TTF each have five days to make approval decisions.

Agency installation & migration tasks • • • Installation and migration planning Acquire, install, & configure hardware and software Install web Trns • port Configure system (workflows, installation options, etc. ) Migrate data from existing PES/LAS system if applicable – Version upgrades may be necessary • Create new required data (e. g. , new code tables, security) • Apply agency customizations – including GUI, interfaces, and reports • Testing at each stage of the installation process • User training and DOT specific documentation updates

Interfacing with c/s Trns • port • Incremental web Trns • port delivery – Preconstruction, CRLMS, Construction, Materials, Cost Estimation, Decision Support • Agencies will need to use a mixture of client/server and web Trns • port during transition • web Trns • port interfaces will be provided for c/s modules that have not yet been replaced by web Trns • port

Why Preliminary Releases… “Nodding the head does not row the boat. ” – Irish Proverb USA Lightweight 4 - rowing at the World Championships Photographer: Joel Rogers. • Early exposure for assessing what’s needed for production • Jump start on data migration, training and customizations • Any errors found before end of beta will be corrected under this contract

Publication available in Demo Room

Trns • port MSE Activities “A good listener is usually thinking about something else. ” – Frank Mc. Kinney Hubbard

Trns • port Licensees MSE Activities Trns • port Implementation Status http: //www. cloverleaf. net

Trns • port Licensees • • • 40 State Agencies 2 Canadian Provinces Philippines DPWH District of Columbia DOT Pennsylvania Turnpike Field. Manager® – 161 Local Governments – 631 Consultants/Contractors in 222 organizations • Estimator – 813 Design Consultants in 555 firms MSE Activities

Agencies Licensing Additional Modules • • PES®/LAS® – LA BAMS/DSS® – LA CES® – IA, LA CAS® – NJ Site. Manager™ – IA, MD Site. Pad™ – GA, IN TRACER™ – OR, PA, WY MSE Activities

Maintenance TMR/Call Ticket Trend Fiscal Year MSE Activities

A Few Stats from Last Fiscal Year… • 1, 855 Support Requests (Call Tickets) – E-Mail, Telephone and Cloverleaf • TMRs Reported – 37 Warranty – 240 Maintenance – 131 Enhancement • TMRs Delivered – 35 Warranty – 124 Maintenance – 36 Enhancement MSE Activities

Major Deliverables Since Last TUG • 2006 -07 MSE Releases – Field. Net 2. 1 a – March 2007 – Site. Manager 3. 8 a, Site. Pad 1. 1 f, Field. Manager 4. 3 a – June 2007 – PES/LAS 5. 9 c, CAS 5. 5 c, CES 5. 7 b, BAMS/DSS 6. 6 c, Expedite 5. 6 c, Estimator 2. 5 a – Sept 2007 • 2006 -07 Technology/Tool Upgrades – Microsoft Visual Studio. NET 2005 – Site. Pad Pocket PC Microsoft OS MSE Activities

2006 -07 General System Highlights • Portion of Maintenance and Support Services budget used for new development • Maintenance TMRs – Began the year with 933 TMRs, ended with 1, 011 TMRs – 240 reported, 38 obsolete and 124 delivered TMRs – Addressed urgent, critical and select highs per TTF • Enhancement TMRs – 36 Trns • port functional enhancements delivered – 24 Field. Manager and Estimator Enhancements MSE Activities

2007 -08 Maintenance Focus • Focus on urgent/critical TMRs and TTF approved high priority TMRs • Installation, testing and release improvements • Technology Upgrades – Microsoft IE 7 web browser and Vista OS – Microsoft OS upgrade for Trns • port Site. Pad on pocket pc • Interfaces with web Trns • port • Fiscal Year MSE releases June 2008 MSE Activities

Customer Support Activities • On-line Support and Issue Tracking – External Team. Track initiative going well • Ongoing Help Desk and Call Ticket Resolution – Ongoing training of help desk staff – Staff collocation with developers and testers • Customer Surveys – Service available via web tool hosted by Info Tech MSE Activities Darleen Randall

Service Unit and Direct Contract Activities One of three Trns • port CES Cost Estimation training classes in the Philippines

Service Unit Activity • • More than 140 trips to 24 agencies Began 1 new Trns • port implementation Completed 548 Service Units On-site dedicated teams at 7 Agencies MSE Activities

Trns • port Related Activities

Trns • port Marketing Activity • 21 agency visits focusing on – specific areas of interest – presentations and demonstrations of Trns • port suite • 24 informal agency visits focused on building relationships with key personnel • 25 webinars primarily focused on cost estimation and electronic bidding MSE Activities

Meeting and Conference Attendance • AASHTO Meetings – National AASHTO Annual Meeting – Subcommittees on Information Systems, Construction, and Materials • HEEP International and Regional I-V • American Public Works Association (APWA) (National Congress and some regional meetings) • Associated General Contractors and Road Builders shows (select few) • TEA and TUG Meetings MSE Activities

Bid Express • Continues to grow with 28 Agencies and 1 Canadian Province in production • Roughly 3, 125 contractors signed up • Approximately $54 billion in bids submitted in 2006 • On-line bid bond validation available with Surety 2000 Corporation and Insure Vision Technologies • New features added in 2006/2007 – Enhancements to Small Business Network • Implementing an Electronic Bidding program for DBEs nation-wide Trns • port Related Activities

Small Business Network for DBE Community • Agencies providing Small Business Network Accounts to certified DBE community – – – – Alabama DOT EEO Georgia DOT EEO Indiana DOT and Supportive Services Iowa DOT EEO Michigan DOT Office of Equal Opportunity New Jersey DOT EEO (pilot) Oregon DOT EEO (pilot) • Nova Scotia providing SB network to subcontractors MSE Activities

Progress with Internet Bidding using Expedite and In production with 2 -way Bidding (29) Canadian Provinces in Production (1) Implementing or working toward implementing 2 -way Bidding (7)

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 26 – 28, 2008 • Enrollment is limited to 15 participants to ensure student/staff interaction • Information available on Cloverleaf under “Events” or by contacting Joe Phelan Trns • port Related Activities

Conclusion The Mars Global Surveyor Orbiter took this picture of what looks like a smiley face.

Summary • web Trns • port Development – Continued emphasis on user collaboration, test driven development, incremental deliverables, and quality results – Preconstruction and CRLMS • Gearing Up for Next Areas of Development – – Materials Management Construction Management Cost Estimation (including TRACER integration) Contract Monitoring and Bid Analysis • Supporting the users – Continued growth in on-site services – More and better collaboration with the TTF, TRTs and users – We’re fully committed to providing excellent service to all our customers

Some ways to stay connected • Web Sites – – Cloverleaf TUG AASHTOWare® NGT Forum • TUG List Server • Documents – Trns • port Newsletter – Maintenance, Support, and Enhancement Work Plan – AASHTOWare Catalog

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

TMR Maintenance Backlog Module Begin New Delivered Adjustments End BAMS/DSS 184 14 0 -1 197 CAS 72 5 0 -1 76 CES 100 49 8 -4 137 Estimator 4 5 11 11 9 Expedite 13 6 0 -1 18 Field. Manager Suite 68 61 45 -22 62 Field. Net 20 19 17 0 22 Intranet 6 0 0 0 6 LAS 55 5 1 0 59 PES 91 10 3 0 98 SAPW 5 0 0 0 5 299 61 33 -20 307 Site. Pad 9 3 5 0 7 Site. Xchange 4 1 1 0 4 Test Suite 3 1 0 0 4 933 240 124 -38 1011 Site. Manager Totals MSE Activities

2006 -07 Updates and Releases Product Releases Updates Emergency Fixes BAMS/DSS 1 1 2 CES 2 Estimator 1 Expedite 1 Field. Manager/Field. Net 1 1 6 PES/LAS/SAPW/CAS 1 1 3 Site. Manager 2 17 1 Intranet 13 Site. Pad Site. Xchange Test Suite 2 Totals 11 3 42

Site. Manager, Site. Pad, Site. Xchange • Accomplished – 2 releases, 1 product update and 39 TMRs • Site. Manager 3. 8 a, Site. Pad 1. 1 f, Site. Xchange 1. 0 b-1 – Microsoft Visual Studio. NET 2005 Technology Upgrade – Agency Funded Enhancements • In Progress – Warranty and urgent/critical TMR resolutions • Upcoming – December, 2007 Warranty Release – Microsoft Vista, IE 7 Technology Upgrade – 2007 – 2008 FY Release

Site. Manager Enhancements • Enhancements for Site. Manager 3. 8 a: – 7247: Spell check for DWR record work item remarks – 8507: Add attachment functionality to the DWR, Diary, Constr Conf – 9417: Allow agencies to set the FHWA approval for change orders – 9512: Custom Template on Superpave Window

Site. Manager Enhancements • Site. Manager 3. 8 a Enhancements (Continued) – 9513: Maintain Sample - Representative Qty – 9539: Add attachments to Superpave and Portland Cement Concrete Mix Design window – 9600: Additional Remark Types on Approved Materials and P/S windows – 9690: Add Custom Record Template function to PCC Mix Design window

PES, LAS, SAPW, CAS • Accomplished – 1 Release, 18 TMRs • PES/LAS/SAPW 5. 9 c – 1 Release, 3 TMRs • CAS 5. 5 c – Microsoft Visual Studio. NET Techology Upgrade • In Progress – Warranty and urgent/critical TMR resolutions • Upcoming – February, 2008 Warranty Release – Microsoft Vista, IE 7 Technology Upgrade – 2007 – 2008 FY Release

Expedite • Accomplished – 1 release, 6 TMRs • Expedite 5. 6 c – Maintenance and warranty resolutions • Upcoming – June 2008 Release • Expedite 5. 7 a – 2 Releases Planned • Pre-Release to Illinois for Enh TMR 9803 – Maintenance and Warranty Resolutions planned

BAMS/DSS • Accomplished – 2 Releases, 1 Product Update, 13 TMRs • BAMS/DSS 6. 6 c and BAMS/DSS Standard 6. 6 c • BAMS/DSS 6. 6 b-2 – Maintenance and warranty resolutions, Microsoft Visual Studio. NET Technology Upgrade • In Progress – Warranty and urgent/critical TMR resolutions • Upcoming – February, 2008 Warranty Release – Microsoft Vista, IE 7 Technology Upgrade – 2007 – 2008 FY Release

CES • Accomplished – 1 releases, 42 TMRs • CES 5. 7 b – Microsoft Visual Studio. NET Technology Upgrade • In Progress – Warranty and urgent/critical TMR resolutions • Upcoming – February, 2008 Warranty Release – Microsoft Vista, IE 7 Technology Upgrade – 2007 – 2008 FY Release

Estimator • Accomplished – 1 Beta release, 1 Release, 16 TMRs • Estimator 2. 5 a Beta • Estimator 2. 5 a – 6 enhancements • Estimator 2. 5 a enhancements – 7321: XML import from Estimator to have same functionality as pjiport. dat file (Modifications also required to PES/LAS and CES) – 7730: documentation for PES<->Estimator interaction – 7833: Improvements to Bid History Graph

Estimator Enhancements • Estimator 2. 5 a enhancements (Continued) – 8077: Document bid history data – 8118: Add new Estimate type - 'Use only Trns • port items and codes – 9103: Require the addition of fed/state project number to Estimator • Upcoming – 2007 – 2008 YE Release • 5 approved enhancement TMRs

Field. Manager, Field. Net Suite • Accomplished – 3 Releases, 84 TMRs • Field. Manager 4. 2 c, 4. 3 a, Field. Net 2. 1 a – Field. Manager to Site. Xchange Interface Enh (TMR 9082) • In Progress – Warranty resolutions, Maintenance TMRs – Bentley On-Site Interface Proof of Concept Pilot • Upcoming – 1 Product Update • Field. Net 2. 1 a-1 – TMR resolutions plus enhancements