AASHTO Trns•portAASHTO Trns•port®® 2009 Contractor’s Report2009 Contractor’s Report

Thomas P. Rothrock, Ph.D.

Senior Vice President

September 25, 2009

Omaha, NE

ThemesThemes

• Info Tech Key Roles and Responsibilities

• Trns•port Highlights

• Trns•port Going Forward

• MSE Activities

• Trns•port Implementation Services

• Trns•port Related Work

• Appendix – production software details

Info Tech, Inc.Info Tech, Inc. Key Roles and Responsibilities Key Roles and Responsibilities

Working For You

Trns•port Business UnitTrns•port Business Unit

• Organized over past year into collaborative and effective leadership teams

• Guiding Principles– Customer satisfaction– Quality work products meeting or exceeding expected

results– Continuous Process Improvement– Measurable performance objectives– Strengthen leadership across teams (Project

management, business analysis, technology, QA)

Info Tech Trns•port Business Unit LeadersInfo Tech Trns•port Business Unit Leaders• Cindy Bass, Director, Client Services• Terry Sullivan, Director, Development• Teresa Franklin, Director, AASHTO Program• Andres Marin, Vice President• Monelle McKay, Director, Business Systems Analysis/QA

Key Roles Key Roles

• Andres Marin, Trns•port Business Unit VP– Manages Trns•port operations and strategies– Provides overall direction to software development and

consulting services functional groups – Builds and maintains customer relationships in order to

assure high customer satisfaction. – Plans, directs, and coordinates operational activities with

help of Directors

Key Roles -- continuedKey Roles -- continued• Teresa Franklin, Director, AASHTO Program

– Info Tech’s key liaison with the TTF and AASHTO Project Manager, manages all TTF directed activities

– Oversees project management of development, maintenance and release activities

– Manages creation and submittal of proposals ands MSE

• Monelle McKay, Systems Analysis & QA Director– Overall Business Manager for web Trns•port requirements– Responsible for methodologies, standards and processes

for requirements management and business systems analysis

– Responsible for software testing and quality assurance

Key Roles -- continuedKey Roles -- continued

• Terry Sullivan, Software Engineering Director– Responsible for software applications technical

architecture, technical design specifications and development

– Ensures that proposed and existing systems architectures are aligned with Trns•port strategic vision

• Cindy Bass, Director of Client Services– Oversees all Info Tech Trns•port service activities,

including implementation services, on-site activities and customer support

– Team provides support to business analysis and testing services

Key Supporting RolesKey Supporting Roles

• Carole Duval, Manager Legal Affairs – Reviews all proposals, contracts, and contract

modifications– Reviews all invoices and produces the monthly Service

Unit report

• Joe Phelan, Vice President of Marketing and Sales – oversees all of the Trns•port marketing activities

including trade shows, on-site presentations, webinars, and agency RFP responses

– oversees a team of four Account Managers• Pamela Barry, Ward Zerbe, Dave Carrow and Stan Silva

Key Supporting Roles -- continuedKey Supporting Roles -- continued

• Charlie Engelke, VP of Technology Office– Strategic guidance for departments that deliver

software – Small team with extensive experience designing and

developing technical solutions– Small highly focused projects that investigate

technology through creating working software

Trns•port HighlightsTrns•port Highlights

Preconstruction HighlightsPreconstruction Highlights• Production Release November 2008• 19 Agencies currently with Production License

– AL, AR, CO, DE, FL, IN, KS, LA, MI, MN, MS, MO, MT, NJ, OK, OR, TN, VA, WI

• LA DOTD in production, KSDOT progressing• Product update and warranty resolutions in May 2009• Enhancements for next release progressing

– AL and MI funded Minimum/Maximum values on project items– Category alternates

• Onsite TRT Alpha Testing planned• Schedule revised to align with technology upgrade release

November 2010

CRLMS HighlightsCRLMS Highlights• Beta Release January 2009• Production Release May 2009• 7 Agencies Licensing

– Production License: MN– Evaluation License: MS, NJ, OH, SC, TN, VA

• Enhancements for next release progressing– New contract payment and DBE related reports– Web based External Access for contractor payrolls and

subcontractor payments

• Onsite TRT Alpha Testing planned• Schedule revised to align with technology upgrade release

November 2010

Collaboration with TRTs and TAGsCollaboration with TRTs and TAGs• More than 350 TRT/TAG meetings (conference calls,

webinars, onsite sessions) for Preconstruction, CRLMS, Construction, Materials and Technology

• Construction and Materials TRTs – Successfully completing more than 300 User Stories with

ITI Business Leads– Requirements converging from multiple modules

• CAS, FM and SiteManager

– Starting SRS and high level design prior to development project

• Will provide dependable estimates on schedule and cost

Construction and Materials TRTs OnsiteConstruction and Materials TRTs Onsite

Trns•port Trns•port Going ForwardGoing Forward

Key Challenges from Previous Agile ProcessKey Challenges from Previous Agile Process

• Cost and schedule estimation without complete requirements

• Requirements/User Stories changing in parallel with development

• Some design specs emerged during development• Alpha Testing each sprint on incomplete features

Improvements Based on Lessons LearnedImprovements Based on Lessons Learned

• Complete User and System Requirements Specifications (SRS) prior to development, more detailed information, better estimation of effort

• Functional Design Specifications (FDS) mockups to validate UI standards

• Testing of Alpha Packages instead of every sprint to reduce TRT effort and focus quality assessment on completed business features

Technical Upgrade Development Technical Upgrade Development UnderwayUnderway• Redesigned Web Architecture and UI

– Usability, role based work flows, dashboard– Expanding service oriented architecture– Better integration with other agency applications – Based on latest version of Microsoft .NET technology– Enables web-based external access

• Platform Items Planned– SQL Server 2008– Windows Server 2008– Oracle 11g

More TUG Information on web Trns•portMore TUG Information on web Trns•port• Development Update Presentation, up next• Active Reports, Data Sets and Impact of Updates on

Customizations Breakout (Monday 2:45 p.m.)• TRT Breakout Sessions as scheduled Monday

– Technology Upgrade User Interface Preview in Tech TRT

• Implementation Presentations (Wednesday a.m.)– Trns•port Preconstruction Experience, LADOTD– Steps involved in typical implementation, Info Tech

• Be sure to visit the demo room to sign up for group demos

Trns•port MSE ActivitiesTrns•port MSE Activities

Trns•port LicenseesTrns•port Licensees

Trns•port Implementation Statushttp://www.cloverleaf.net

Trns•port LicenseesTrns•port Licensees• 43 State Agencies• 2 Canadian Provinces• District of Columbia DOT• Pennsylvania Turnpike• FieldManager®

– 132 Local Governments– 655 Consultants/Contractors in 159

organizations• Estimator

– 753 Design Consultants in 483 firms

Agencies Licensing Additional ModulesAgencies Licensing Additional Modules

• Expedite – MassHighway, WA DOT• SiteManager – Ohio• SitePad™ - NJ • Trns•port Preconstruction

– AL, AR, CO, DE, FL, IN, KS, LA, MI, MN, MS, MO, MT, NJ, OK, OR, TN, VA, WI

• Trns•port CRLMS– MN, MO, NJ, OH, SC, TN, VA

Maintenance TMR/Call Ticket Trend 08-09Maintenance TMR/Call Ticket Trend 08-09

Fiscal Year

A Few Stats from Last Fiscal Year… A Few Stats from Last Fiscal Year… • Client/Server and web Trns•port• 1,378 Support Requests (Call Tickets)

– E-Mail, Telephone and TeamTrack direct-submit

• TMRs Reported– 155 Warranty– 215 Maintenance– 56 Enhancement

• TMRs Delivered– 86 Warranty – 153 Maintenance– 25 Enhancement

Major Deliverables Since Last TUGMajor Deliverables Since Last TUG– November 2008

• CAS 5.6a, CES 5.8a, SAPW 5.10a, web Trns•port 1.00.039 – Preconstruction

– February 2009• FieldManager 4.5a

– May 2009• Web Trns•port 2.00.046 – Preconstruction update/CRLMS

Production

– June 2009• Expedite 5.8a, SiteManager 3.9b, CAS 5.6b, CES 5.8b,

Estimator 2.7a

2008-09 General System Highlights2008-09 General System Highlights

• Maintenance TMRs – Began the year with 954 TMRs, ended with 1014 TMRs– 215 reported, 153 delivered and 44 obsolete TMRs– Addressed urgent, critical and select highs per TTF

• Enhancement TMRs– 13 Trns•port functional enhancements delivered– 12 FieldManager and Estimator Enhancements

Trns•port Implementation ServicesTrns•port Implementation Services

Service Unit ActivityService Unit Activity

• More than 50 trips to 24 agencies• Began 1 new Trns•port implementations• Completed 662 Service Units • On-site dedicated teams at 6 Agencies

Implementation ServicesImplementation Services

• Project Management• Requirements Analysis• Data Analysis and Mapping• Configurations/Customizations• Product Installation and Testing• Customized Training and User Documentation• Historical Bid Analysis• Onsite Services• Ongoing Support

Trns•port Related ActivitiesTrns•port Related Activities

Trns•port Marketing ActivityTrns•port Marketing Activity

• 21 agency visits focusing on– specific areas of interest– presentations and demonstrations of Trns•port suite

• 12 informal agency visits focused on building relationships with key personnel

• 17 webinars focused on cost estimation, SiteManager LIMS, CRLMS and electronic bidding

Meeting and Conference AttendanceMeeting and Conference Attendance• AASHTO Meetings

– National AASHTO Annual Meeting– SASHTO and WASHTO– Subcommittee on Information Systems– Civil Rights

• International HEEP and 1 Regional Mtg.• Associated General Contractors and Road

Builders Meetings (select few)• TEA and TUG Meetings

FieldManager FieldManager

• February 2009 – Shipped Release 4.5a• Added contractor functionality

– Developed in conjunction with MITA– Upgrade to FieldManager Read only functionality– Expanded IDR functionality for Contractors – Subcontract management and payment calculations– Produces a discrepancy report

• Currently licensed to Michigan contractors

Progress with Internet Bidding using Expedite and Progress with Internet Bidding using Expedite and

Agencies in production with Internet Bidding (30)Canadian Provinces in Production (1)

Implementing or working toward implementing Internet Bidding (4)

Bid ExpressBid Express• Currently 30 DOTs, 8 local agencies, and 1 Canadian

Province are in production and 4 agencies are implementing

• Over 5,000 contractors signed up• Approximately $103 billion in bids submitted in 2008• On-line bid bond validation available with Surety 2000

and Insure Vision • New features added in 2008/2009

– E-mail notification– BERC Improvements– Planroom processing improvements– Functionality improvements to the Small Business Network

Bid Express Small Business Network (SBN)Bid Express Small Business Network (SBN)• The following agencies are providing SBN

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– Oregon DOT EEO

• Nova Scotia providing SBN to subcontractors

Collusion Detection Training WorkshopsCollusion Detection Training Workshops• Held each February at Info Tech offices in Gainesville, FL

– Not held in 2009 due to DOT limited travel funds

• Provides hands-on, in-depth training using BAMS/DSS® with real agency data

• Enrollment limited to 15 participants to ensure effective student/staff interaction in three-day session

• February 23-25, 2010 workshop scheduled– Registration forms in demo room

• Info Tech survey in TUG registration packets on interest in having collusion detection seminar in conjunction with TUG to offset travel

ConclusionConclusion

Omaha, NE Thanks to our host!

SummarySummary• Trns•port

– Completed Preconstruction Nov 2008, LADOTD in production, several agencies implementing

– Completed CRLMS May 2009, several agencies planning implementation

– Ongoing maintenance and support of client/server Trns•port to allow effective transition to web

– Continued work with Construction and Materials TRTs

• Supporting the users– Continued growth in on-site services– Improved collaboration with the TTF, TRTs and users– We’re fully committed to providing excellent service to

all our customers

Some ways to stay connectedSome ways to stay connected• Web Sites

– http://www.cloverleaf.net– http://tug.cloverleaf.net/– http://aashtoware.org/– http://www.infotechfl.com/

• TUG List Service– 281 members to date

• Support: customer.support@infotechfl.com • Documents on Cloverleaf

– Trns•port Newsletter– Maintenance, Support, and Enhancement Work Plan– AASHTOWare Catalog

AppendixAppendix

Product DetailsAccomplished last fiscal year

In progress this fiscal yearFuture or planned items

FY Call Ticket Activity – web Trns•portFY Call Ticket Activity – web Trns•port

Type of support call varies: how-to questions, modification requests (errors, enhancements)

Priority web Trns.portwT

PreconstructionwT

CRLMS Total Urgent 4 3 2 9 Critical 1 12 1 14 High 14 55 19 88 Medium 37 93 26 156 Low 87 17 3 51Total 143 180 51 374

Call Ticket Activity – web Trns•portCall Ticket Activity – web Trns•port

• 374 Total Call Tickets– 2/3 of call tickets low to medium– 24 urgent/critical call tickets– Total of 28 agencies represented

• TMRs– 85 total warranty errors– 6 errors urgent or critical– Faster resolution and delivery of patches

FY Call Ticket Activity – Client/Server Trns•portFY Call Ticket Activity – Client/Server Trns•port

Module Urgent Critical High Medium Low Total

CES 3 1 23 22 1 50

PES 1 2 18 74 1 96

CAS 3 17 20

SAPW 1 1

Estimator 2 2 13 208 3 228

BAMS/DSS 2 46 73 121

SiteManager 17 9 73 116 15 230

FieldSuite 4 1 40 149 16 210

FieldNet 13 13 5 31

Expedite 1 11 1 14

Intranet 3 3

Total 30 15 241 675 42 1004

2008-2009 TMR Maintenance Backlog2008-2009 TMR Maintenance BacklogModule Begin New Delivered Obsoletes End

BAMS/DSS 195 22 10 25 182

CAS 51 14 8 6 51

CES 94 44 12 3 123

Estimator 2 7 7   2

Expedite 16 1 4   13

FieldManager Suite 95 41 38 4 94

FieldNet 24 12 20 1 15

Intranet 5       5

LAS 41 2 2   41

PES 94 10 2   102

SAPW 4 1     5

SiteManager 315 100 50 5 360

SitePad 7 1     8

SiteXchange 5 2     7

Test Suite 6       6

Totals 954 257 153 44 1014

2008-09 Updates and Releases2008-09 Updates and Releases

Module Releases UpdatesEmergency

Fixes

BAMS/DSS 1

CAS 2 3

CES 1 1 9

Estimator 1

Expedite 1 1 1

FieldManager 3 4 3

FieldNet 1 1 4

LAS 1 2

PES 1 2

SAPW 1 1

SiteManager 1 1 25

SiteXchange    

Test Suite  

Total 10 13 49

SiteManager, SitePad, SiteXchange SiteManager, SitePad, SiteXchange • Accomplished

– Special release for AASHTO copyright purposes– 1 product update (23 TMRs)

• SiteManager 3.9a-2

– 1 production release (28 TMRs)• SiteManager 3.9b

– Enhancements released – TMRs 10222 and 9001

• In Progress– Maintenance TMR resolutions as approved– Warranty and urgent/critical TMR resolutions

• Upcoming– 2009 – 2010 FY Release

PES, LAS, SAPW, CAS PES, LAS, SAPW, CAS • Accomplished

– Special release for AASHTO copyright purposes– 2007-2008 production release - November 2008

• CAS 5.6a• SAPW 5.10a

– 2008-2009 production release - June 2009• CAS 5.6b• LAS 5.9d• PES 5.9d• SAPW 5.10b

• In Progress– Maintenance TMR resolutions as approved– Warranty and urgent/critical TMR resolutions

• Upcoming – 2009 – 2010 FY Release

ExpediteExpedite• Accomplished

– Special release for AASHTO copyright purposes– 1 product update (2 TMRs)

• Expedite 5.7a-2

– 1 production release (6 TMRs)• Expedite 5.8a

• In Progress– Maintenance TMR resolutions as approved– Warranty and urgent/critical TMR resolutions

• Upcoming – 2009 – 2010 FY Release

BAMS/DSSBAMS/DSS• Accomplished

– Special release for AASHTO copyright purposes– 1 production release (8 TMRs)

• BAMS/DSS 6.6e / BAMS/DSS Standard 6.6e

• In Progress– Maintenance TMR resolutions as approved– Warranty and urgent/critical TMR resolutions

• Upcoming– 2009 – 2010 FY Release

CESCES

• Accomplished– Special release for AASHTO copyright purposes– 2007-2008 production release - November 2008

• CES 5.8a

– 2008-2009 production release - June 2009• CES 5.8b

• In Progress– Maintenance TMR resolutions as approved– Warranty and urgent/critical TMR resolutions

• Upcoming – 2009 – 2010 FY Release

EstimatorEstimator• Accomplished

– 1 beta release, 1 production release (14 TMRs)• Estimator 2.7a Beta• Estimator 2.7a

– 5 enhancements included• 8122: Enhance Integration for Internet Catalog Updates

• 8684: Add Cut Command to Edit Menu

• 8869: Support keep together function in estimate report when printing

• 9948: Modify Existing XML Export File so Extra Data Field Entries Can be Imported

• 9950: Allow Users to Create a Custom Crystal Reports Template for Custom Reports.

EstimatorEstimator• Upcoming

– 2009 – 20109 FY Release• 5 approved enhancement TMRs:

– TMR 6667 Formulas for Numeric Fields

– TMR 7744 Specific Security is Needed for the Estimator Catalog

– TMR 8075 Include Sample Catalog

– TMR 9949 Extra Data Field Functionality Should be Accessed as a Separate Tab

– TMR 9951 Optional Estimate Verify Process Be Run on Opening an Estimate

– TMR 9952 The District Field Should be Validated Against the Trns•port Code Table

FieldManager, FieldNet SuiteFieldManager, FieldNet Suite• Accomplished

– 2 production releases• FieldManager 4.5a (50 TMRs)• FieldNet 3.0b (18 TMRs)

• In Progress– Maintenance TMR resolutions– Warranty and urgent/critical TMR resolutions

• Upcoming– 2009-2010 FY Release

• TMR resolutions plus enhancements

Call Ticket Activity – web Trns•portCall Ticket Activity – web Trns•portSorted by AgencySorted by Agency

Organization Preconstruction %web

Trns•port % CRLMS %

Alabama Department of Transportation 9 4% 2 1% 0 0%California Department of Transportation 21 10% 3 2% 0 0%Delaware Department of Transportation 5 2% 1 1% 0 0%Florida Department of Transportation 14 6% 5 3% 0 0%Georgia Department of Transportation 22 10% 10 7% 0 0%Idaho Department of Transportation 0 0% 1 1% 0 0%Indiana Department of Transportation 1 0% 0 0% 0 0%Iowa Department of Transportation 2 1% 3 2% 0 0%Kansas Department of Transportation 33 15% 12 8% 0 0%Kentucky Transportation Cabinet 1 0% 1 1% 0 0%Louisiana Department of Transportation and Development 20 9% 23 15% 0 0%Maine Department of Transportation 0 0% 1 1% 0 0%Maryland Department of Transportation 1 0% 0 0% 0 0%Michigan Department of Transportation 12 6% 6 4% 3 50%Minnesota Department of Transportation 3 1% 3 2% 3 50%Mississippi Department of Transportation 2 1% 0 0% 0 0%Missouri Department of Transportation 6 3% 7 5% 0 0%Nebraska Department of Roads 1 0% 1 1% 0 0%New Jersey Department of Transportation 0 0% 1 1% 0 0%New York State Department of Transportation 0 0% 2 1% 0 0%North Carolina Department of Transportation 0 0% 4 3% 0 0%Nova Scotia Department of Transportation and Infrastructure Renewal 1 0% 0 0% 0 0%Ohio Department of Transportation 11 5% 6 4% 0 0%Oregon Department of Transportation 6 3% 2 1% 0 0% Continued on next page…

Call Ticket Activity – web Trns•portCall Ticket Activity – web Trns•portSorted by AgencySorted by Agency

Organization Preconstruction %web

Trns•port % CRLMS %

Proposal Through Award TAG 0 0% 5 3% 0 0%Technical TRT 0 0% 9 6% 0 0%TRT - CRLMS 2 1% 1 1% 0 0%TRT - Preconstruction 39 18% 1 1% 0 0%Vermont Agency of Transportation 0 0% 24 16% 0 0%Virginia Department of Transportation 2 1% 15 10% 0 0%Wisconsin Department of Transportation 3 1% 2 1% 0 0%

Totals by Product 217 100% 151 100% 6 100%