Why Configuration
Management?
ACDM Conference March 4, 2014
Presented by Steven Easterbrook, CMPIC LLC
Copyright 2014 CMPIC LLC
V 2014.2
What is CM?
CM is a set of inter-related management processes
that assures our products, services, processes etc. are
what we want them to be and that the ever changing
relationship between product and related information
(documentation, data, other) is always known,
authorized, current, synchronized and available to all
who need to know. CM also assures we are making
sound business decisions based on accurate and
timely information.
Maintain Consistency
Configuration
Information
Copyright 2014 CMPIC LLC
Who Needs CM?
Copyright 2014 CMPIC LLC
Requirements for CM
ANSI/EIA-649B
CM Standard
CM Planning &
Management
Configuration
Identification
Configuration
Change
Management
Configuration Status
Accounting
Verification and
Audit
ITIL
Best Practices IT
Planning
Identification and
Naming
Control
Status Accounting
Verification and
Audit
MIL-STD-973
Canceled
CM Plans
Configuration
Identification
Configuration
Control
Configuration Status
Accounting
Configuration
Auditing
ISO 10007
CM Standard
Configuration
Management Planning
Configuration
Identification
Change Control
Configuration Status
Accounting
Configuration
Audit
CMMI
Maturity Model
Establish and
maintain the CM
process plan
Configuration
Identification
Configuration
Control
Configuration Status
Accounting
Configuration
Audits
FHA CM Dept of
Transporatation
CM Planning
Identification
Change Control
Status Accounting
Configuration
Audits
MIL-HDBK-61A
CM Guidance
Management &
Planning
Configuration
Identification
Configuration
Control
Configuration Status
Accounting
Verification and
Audit
TL9000
Quality Standard
CM Planning
Configuration
Identification
Configuration
Change
Management
Status Accounting &
Metrics
Verification and
Audit
FAA 1800.66
CM Planning &
Management
Identification
Change
Management
Status Accounting
Verification and
Audit
GAO-09-232
FISCAM Audit
Manual
CM Plans
Configuration
Identification
Configuration
Control
Configuration Status
Accounting
Verification and
Audit
CM Planning
Configuration
Identification
Configuration
Change
Management
Status Accounting &
Metrics
Verification and
Audit
AS9100
Quality Standard
Copyright 2014 CMPIC LLC
What CM Deals With
Chan
ges
Conformance
H/W Part
21455
Work Ins
Drawing
Test
H/W Part
31121
Model 4500
98612
Software
43512
Spec
Drawing
ICD
VDD
Changes
Copyright 2014 CMPIC LLC
The parts, the
structure, the
baseline
Enclosure
444897
Chip
65433
Work Ins
Drawing
Test
Industry
Spec
Changes
Changes
Spec
Test
ICD
Assy
Configuration
Information
What CM Deals With
PrePreScreen
PreCloseout
Screen
PreCloseout
Concept
Screen
PreChange
Closeout
Concept
PreGoScreen
Change
Closeout
Concept
PreGoScreen
Change
Closeout
No Concept
Go
PreGoScreen
Change
Closeout
No Concept
Go
Screen
Go
Change
Track
&
Closeout
No Concept
Go
GoScreen
Change
Initiate
Track &
Closeout
No Concept
Go
Verify
Go
Change
Initiate
Track
&
No Concept
Go
Go Initiate
Verify
Change
Track &
No Change
Go
Each
Change
Go
Verify
Initiate
Track
&
No
Go
Request
Each
Change
Verify
Initiate
Track &
No
Go
AIEach
Request
Change
Verify
Initiate
Track &
AIEach
Request
Change
Verify
Initiate
Track &
AIEach
Request
Change
Verify
Initiate
AIEach
Request
Change
Verify
Execute
AIEach
Request
Validate
Change
Execute
AIEach
Request
Validate
theExecute
Plan
AI
Solution
Request
Validate
the
Plan
Execute
AI
Solution
Validate
the
Plan
Execute
Solution
Validate
the
Plan
Impact
Execute
Solution
Validate
theExecute
Plan
Impact
Solution
Validate
Analysis
the
Plan
Impact
Execute
Solution
“Release”
Analysis
the
Plan
Impact
e.g.Validate
cost,
schedule,
Solution
“Release”
Analysis
the
Plan
Impact
e.g.
cost, schedule,
performance,
the“Release”
Plan
Solution
Analysis
Impact
e.g.
cost,
schedule,
performance,
spares,
the“Release”
Plan
Analysis
Impact
e.g.
cost,
schedule,
performance,
spares,
information,
the
Plan
“Release”
Analysis
Impact
e.g.
cost, schedule,
performance,
spares,
information,
training,
inventory,
the
Plan
“Release”
Analysis
e.g.
cost, schedule,
performance,
spares,
information,
training,
inventory,
the
Plan
“Release”
Analysis
Admin
e.g.
cost, schedule,
performance,
spares,
information,
training,
inventory,
the
Plan
“Release”
Admin
e.g.
cost, schedule,
performance,
spares,
information,
training,
inventory,
the
Plan
Review
CIP
performance,
spares, Admin
information,
training,
inventory,
the
Plan
Review
Admin
CIP
e.g
Verify
Create the Change
spares,
information,
training,
inventory,
Review
Admin
CIP
e.g Verify
Completeness,
Create the
Change
Implementation
information,
training,
inventory,
Review
Admin
CIP
e.g
Verify
Completeness,
Create
the
Change
Determine
Implementation
Plan
training, inventory,
Review
Admin
CIP
e.g
Verify
Completeness,
Create
the
Change
Determine
Implementation
Disposition
Path
Plan
Review
Admin
CIP
e.g
Verify
Completeness,
Create
the
Change
Determine
Implementation
Disposition
Path
Plan
etc.
Review
CIP
e.g
Verify
Completeness,
Create
the
Change
Determine
Implementation
Disposition
Path
Plan
etc.
Review
CIP
e.g
Verify
Completeness,
Create
the
Change
Determine
Implementation
Disposition
Path
Plan
etc.
e.g
Verify
Completeness,
Create
Determine
Implementation
Disposition
Path
Plan the Change
etc.
Disposition
Completeness,
Determine
Implementation
Disposition
Path
Plan
etc.
Disposition
Determine
Disposition
Path
Plan
etc.
Go
Disposition
Disposition
etc.GoPath
No
Go
Disposition
etc.Go
No
Go
Disposition
Go
No
Go
Disposition
Go
No
Go
Disposition
Go
No
Go
Disposition
Go
No Go
Go
No Go
No Go
Who Benefits?
CM Planning & Management
Identification
Information
Accessibility
CM
Change
Management
Information
Integrity
Status
Accounting
Copyright 2014 CMPIC LLC
Partners
Customers
Sales
Marketing
Finance
O&M
QA
Test
Manufacturing
Contracts
Purchasing
Engineering
Verification & Audit
(Assuring Conformance)
Who Does CM?
Come on Chucky, try some CM, it’s good for you!
CM Professionals, Management & Co-Workers. All “do” CM, all depend on CM and
are responsible for various CM activities. But many do not really understand CM.
Copyright 2014 CMPIC LLC
Don’t Automated CM Tools Do CM?
GIGO
An expensive CM Tool without effective and efficient CM processes in
place can enhance an organization’s ability to make bad decisions quicker.
Copyright 2014 CMPIC LLC
Change
Management and
tool functionality
Information
Accessibility
and tool
functionality
Information
Integrity
Success or Failure
Accurate
info leads
Usually OK
We’ll document
after we build
We can’t afford
to document
There, when
you want it
Scattered,
takes a few
hours
In an 18
wheeler
in the parking
lot
Funny you
should ask...
Effective and
Efficient
Effective and
Efficient
Less than
desirable
Just plain ugly
Outcome?
Copyright 2014 CMPIC LLC
Outcome?
So You Don’t Want CM?
No identifiers- nothing is numbered, named or identified?
No structure, no baselines- what goes into what and what
documents are related to what parts is unknown.
What the current configuration is, is unknown.
Requirements and documentation whose integrity is questionable?
NextGen
Documents
No change control. Unauthorized, unknown
changes.
No
traceability.
To what degree will documents/information be
shared?
Where will documents reside?
How will documents be secured?
What are the levels of access?
Who maintains the “masters?”
How is timely revision assured?
Who has signature authorities for the various
types of documents?
How will documents be numbered and named?
How will export control such as ITAR/EAR
requirements be managed?
No recording and reporting Information (status accounting) about
anything change or product related.
No idea if the product conforms to whatever it is supposed to
conform to.
Copyright 2014 CMPIC LLC
Is that what
you want?
It is our responsibility to educate those
we work with.
Copyright 2014 CMPIC LLC
Thank You!
CMPIC Courses sponsored by the University of Houston
www.cmpic.com
CMPIC is a Registered Trademark of CMPIC LLC
About Steve Easterbrook
CM Experience
Steve has been the President of the Configuration Management Process Improvement Center (CMPIC) since 2008. He is
also the principle author of the CMPIC Certification course materials, as well as lead instructor.
Steve began his CM career as a contractor CM analyst, a government employee CM specialist and a commercial CM
manager. Following that, he spent fifteen years as a CM educator, assessor and consultant with the Institute of
Configuration Management (ICM). He has also held various executive positions within ICM.
As a CM instructor
Steve is a sought after CM expert and has taught over 6000 students CM principles. Steve has also lectured to, and/or
consulted with, thousands of individuals from many hundreds of organizations on CM process improvement.
Steve has briefed organizations such as Dell, Toro, Bose, Medtronic, Seagate, Starbucks, Boeing, Airbus, Microsoft, Ford,
Honda, DOJ, DOE, FAA, NASA, NSA, Navy, Army, Air Force, Marines, Los Alamos, FBI… and hundreds more.
As a CM Assessor
Steve has conducted CM assessments for the NASA International Space Station Program as well as many other
commercial and government organizations.
As a Conference Speaker
Steve has spoken either as keynote or general session at various conferences such as the CM Trends Conference, NSA,
Auto-trol Users Group, GEIA, CMII conferences, Gfkm Germany, USPS, USAF AOC and others. Steve also had the honor
of being selected to speak to the FAA as part of its FAA’s Distinguished Lecturer series.
Publications
Steve has written various articles for CM Crossroads, ICM’s News and Views, the ACDM Journal, the University of
Tennessee Management Development Center Newsletter and more. He is also the editor of "The CM Resource Guide" first
published in 1994 and now available www.cmpic.com.
He is also the manager of the LinkedIn CM specialty group called “CM Trends”.
Associations
Steve is a former President of the Association of Configuration and Data Management (ACDM) and former ACDM Governor.
He is a also a of member of SAE International and ASQ (American Society for Quality.
Education
B.S Cornell University, M.B.A from Bryant University. CMPIC Masters Certification and CMPIC SME (Subject Matter Expert)
Designation, CMPIC Assessor Certification, CMII Certification, and others.
CMPIC is a Registered Trademark of CMPIC LLC