Advancing Agility in Health Care Systems: Environment ... INCOSE Agile Systems Engineering Life...

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Advancing Agility in Health Care Systems: Applying the INCOSE Agile Systems Engineering Life Cycle Management Pattern Bill Schindel [email protected] INCOSE Agile Health Care Systems Conference May 16-17, 2017, Chicago, IL Copyright 2017, William D. Schindel, Permission granted to use with attribution V1.3.2A 3. System of Innovation (SOI) 2. Target System (and Component) Life Cycle Domain System 1. Target System LC Manager of Target System Learning & Knowledge Manager for LC Managers of Target System Life Cycle Manager of LC Managers Learning & Knowledge Manager for Target System Target Environment (Substantially all the ISO15288 processes are included in all four Manager roles)

Transcript of Advancing Agility in Health Care Systems: Environment ... INCOSE Agile Systems Engineering Life...

Page 1: Advancing Agility in Health Care Systems: Environment ... INCOSE Agile Systems Engineering Life Cycle Management (ASELCM) Pattern, applied to the health care domain. This led to identification

Advancing Agility in Health Care Systems: Applying the INCOSE Agile Systems Engineering

Life Cycle Management Pattern

Bill Schindel [email protected] INCOSE Agile Health Care Systems Conference May 16-17, 2017, Chicago, IL Copyright 2017, William D. Schindel, Permission granted to use with attribution V1.3.2A

3. System of Innovation (SOI)

2. Target System (and Component) Life Cycle Domain System

1. Target System

LC Manager of

Target System

Learning & Knowledge

Manager for LC Managers

of Target System Life Cycle Manager of

LC Managers

Learning & Knowledge

Manager for Target

System

Target

Environment

(Substantially all the ISO15288 processes are included in all four Manager roles)

Page 2: Advancing Agility in Health Care Systems: Environment ... INCOSE Agile Systems Engineering Life Cycle Management (ASELCM) Pattern, applied to the health care domain. This led to identification

Abstract • During the 2016 Agile Health Care Systems Conference,

a break-out group worked on application of the INCOSE Agile Systems Engineering Life Cycle Management (ASELCM) Pattern, applied to the health care domain. This led to identification of perceived priority targets for increased agility in the health care domain.

• This session will briefly review their conclusions, then provide a means for participants to apply the pattern further, along with another INCOSE planning instrument, in the public forum offered by the conference as well as confidentially when they return to their home enterprises.

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Contents

• Health care systems and agility • INCOSE: Agility in general systems engineering • The emerging connection of agility to models • INCOSE ASELCM Pattern, applied to Health Care Systems • INCOSE MBSE Assessment and Planning Pattern • Agility through shared patterns in regulated domains • Conclusions from 2016 INCOSE AHCS and ET Conferences

• Break out session: Agile Test Drive, Hot Spot Collection

• References • Attachment: Break out session materials • Attachment: Take home beta instruments for your use

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Health Care Systems and Agility

• Viewed at almost any level—individuals, products, enterprises, market segments, or society--Health Care appears as a vast and complex system.

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Health Care Systems and Agility

• Since there are countless challenges and opportunities for progress, how can an enterprise, industry, society, or individual systematically plan and manage future progress and innovation?

– Where can we best apply the principles and lessons of Systems Engineering, deeper Agility, or Lean Methods to make optimal progress today, tomorrow, and in the future?

– Is there a systemic approach to map-making for planning this progress?

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Health Care Systems and Agility

• Roughly speaking, in referring to “agility”, we mean ability to respond effectively to the challenges of uncertainty and rates of change in environment, stakeholders, competition, technologies, capacities, capabilities.

• This includes learning and adjusting.

• Not just “going faster”.

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Health Care Systems and Agility

• This session will include brief overviews of the: – INCOSE Agile Systems Engineering Life Cycle Management

(ASELCM) Pattern being developed by the INCOSE ASELCM Discovery Project,

– INCOSE MBSE Planning and Assessment Roadmap being developed by the MBSE Transformation Project,

– INCOSE Model VVUQ Pattern being developed by INCOSE as part of the ASME Model Validation and Verification Project,

• And, – Break out: “Test drive” some of these, to map “hot spots”

and opportunities for progress

– Take home: Plus, resources to use privately after the conference.

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INCOSE: Agility in General Systems Engineering

• The INCOSE parent society is sponsoring the Agile Systems Engineering Life Cycle Model (ASELCM) Discovery Project: – Based on a series of workshop clinics being held at case study

discovery host enterprise sites • This project, now underway, will provide INCOSE inputs to a future

version of ISO 15288, to improve explicit understanding of principles and practices of agility as applicable to systems engineering across different domains. – So far, three case studies and an overview have been published in

INCOSE and IEEE conference proceedings, with continuing work underway

– Your company can host such an INCOSE discovery workshop • Support from INCOSE Agile Systems WG and MBSE Patterns WG:

– Rick Dove, project lead, co-leads Kevin Forsberg, Jack Ring, Garry Roedler, Bill Schindel

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INCOSE: Agility in General Systems Engineering

Longer history than just Agile Software Development Methods :

– For history and background, see Dove and LaBarge, 2014

– Agile software methods, by far better known, are related.

– General Agile Systems Engineering is the related broader subject of the INCOSE ASELCM Project.

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Agile Enterprise Systems—

Origins (c. 199x)

Agile Software Methods (c. 200x)

General Agile Systems

Engineering (c. 201x)

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Optimized Feedback & Correction Cycle Rate: A Hallmark of Agile Methods & Problem Space An Apollo 11 Mission Question: Why was the Saturn V rocket engines’ directional gimbals update cycle period throughout the Ascent Phase ~ 2 seconds, but the update cycle period of course direction during the Free Flight Phase was ~ 26 hours?

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E

M

Ascent Phase Updates: Saturn V Launch Vehicle Engine Gimbal Feedback

Control Loop Update Period Δt ~ 2 seconds

Free Flight Phase Updates:Time to Mid-Course Correction:

Δt ~ 26 hours, 44 minutes

AscentTLI

MCC

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• Configurations change over life cycles, during development and subsequently

• Trajectories (configuration paths) in S*Space

• Effective tracking of trajectories

• History of dynamical paths in science and math

• Differential path representation: compression, equations of motion

System Life Cycle Trajectories in S*Space

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The Emerging Connection of Agility to Models

“Agility” and “Trajectory” are not just metaphorical terms—there is a further body of applicable historical technical findings, tools:

Controller/Estimator

-Hi

Ki

-Ci

Φi

Γi

Unit Delay

zi

ui

Generated Controls

Observations

Estimated Previous State

Managed System &

Environment

xi-

ErrorCorrection

Signal

Observation Weighting

Pre-Observation Predicted Future State

(Dead Reckoning)

-+ ++

Optimal ControlGeneration

++

SystemDynamics

Xi+1-

Predicted Impact ofControl

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How are Agile Systems Related to MBSE? 1. Basics: Using explicit models, MBSE/PBSE adds clarity to pre-model descriptions

of Agile Systems and Agile SE-- improves understanding of Agile Systems.

2. More important: MBSE/PBSE complements and improves the capability of Agile Systems and Agile Systems Engineering—

• Agility requires persistent memory & learning—being forgetful/not learning impacts agility.

• Patterns capture & retain learning, as persistent, re-usable, configurable, models, updated as experience accumulates.

• S*Patterns are configurable, reusable S*Models.

“PBSE as Agile MBSE” emerges as essential when competing on agility becomes reality for competing, competent players:

– Improved: “Where are we?” – Improved: “Where are we going?” – Improved: “We’ve been here before.” – Improved: Understanding of response. – Improved: Understanding of mission envelopes. – Improved: Ability to assess agility – Improved: Ability to plan agility

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Vital for Scrum, other approaches

Vital for Response Situation Analysis (RSA, Dove)

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• The SE Process consumes and produces information. • But, SE historically emphasizes process over information. (Evidence: Ink & effort spent

describing standard process versus standard information.) • Ever happen?-- Junior staff completes all the process steps, all the boxes are checked,

but outcome is not okay. • Recent discoveries about ancient navigators: Maps vs. Itineraries. • The geometrization of Algebra and Function spaces (Descartes, Hilbert) • Knowing where you are, not just what you are doing. • Knowing where you are going, not just what you are doing. • Distance metrics, inner products, projections, decompositions.

Maps vs. Itineraries -- SE Information vs. SE Process

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• Model-based Patterns in S*Space. • Interactions as the basis of all laws of physical sciences. • Relationships, not procedures, are the fruits of science used by engineers: Newton’s laws,

Maxwell’s Equations. • Immediate connection to Agility: knowing where you are--starting with better definition of

what “where” means. There is a minimal “genome” (S*Metamodel) that provides a practical way to capture, record, and understand—the “smallest model of a system”.

• Not giving up process: MBSE/PBSE version of ISO/IEC 15288.

Maps vs. Itineraries -- SE Information vs. SE Process

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The ASELCM Pattern, Applied to Health Care Systems

• We will particularly refer to three major system boundaries:

– To avoid a confusion bog of loaded terms, we could have just named them “System 1”, “System 2”, and “System 3” and proceeded to define them behaviorally.

– The definitions are behavioral because these are logical systems, performing defined roles.

– However, we will also give them more specific names —but make sure you understand the definitions of these systems, which are more important than their names . . .

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• System 1: Target system of interest, to be engineered or improved.

• System 2: The environment of (interacting with) S1, including all the life cycle management systems of S1, including learning about S1.

• System 3: The life cycle management systems for S2, including learning about S2.

The Agile System Life Cycle Management Domain Model

3. System of Innovation (SOI)

2. Target System (and Component) Life Cycle Domain System

1. Target System

LC Manager of

Target System

Learning & Knowledge

Manager for LC Managers

of Target System Life Cycle Manager of

LC Managers

Learning & Knowledge

Manager for Target

System

Target

Environment

(Substantially all the ISO15288 processes are included in all four Manager roles)

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Behind the “iconic” diagram, there is a formal MBSE model that describes the ASELCM Pattern

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3. System of Innovation (SOI)

2. Target System (and Component) Life Cycle Domain System

1. Target System

Target System

Target System

Life Cycle Domain

Actor

LC Manager of Target System

(and Components)

(substantially all ISO15288 processes)

Some of these life cycle management roles may be assigned

to the same physical system as the Target System

Configured Models Repository, Describing Configured Instances of:

Learning & Knowledge Manager for

LC Managers of Target System

(substantially all ISO15288 processes)

Pattern Repository, Describing Knowledge of Families of:

Target System

Component

Target System

Target System

Life Cycle Domain

Actor

Life Cycle Manager of LC Managers

(substantially all ISO15288 processes)

LC Managers of Target

System

(all ISO15288 processes)

Learning & Knowledge Manager for

Target Systems (and Components)

(substantially all ISO15288 processes)

Pattern Repository, Describing Knowledge of Families of:

Target System

Component

Target System

Target System

Life Cycle Domain

Actor

Configured Models Repository, Describing Configured Instances of:

LC Managers of Target

System

(all ISO15288 processes)

ManagesLife Cycle of

Observes

Provides Knowledge to

Provides Knowledge to

ManagesLife Cycle of

Target System

Component

Observes

Provides Observations to

Observes

Provides Observations to

ManagesLife Cycle of

Observes

Page 19: Advancing Agility in Health Care Systems: Environment ... INCOSE Agile Systems Engineering Life Cycle Management (ASELCM) Pattern, applied to the health care domain. This led to identification

More Than One Representation (Model View) of the Same Underlying Reality

Four different representations of the same underlying reality: 1. The Scrum Pattern: Emphasizes time-bound outputs and feedback, focusing on processes for

learning from produced outputs, and management of risk

2. The ISO15288 Pattern: Emphasizes types of processes, focusing on management of processes

3. The Agile Systems Engineering Life Cycle Pattern : Shows how (1) and (2) above may be seen as one

4. The S*Metamodel: Emphasizes the information flowing through all three of them: (1), (2), and (3)

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S*Metamodel forModel-Based Systems

Engineering (MBSE)

S*Pattern Hierarchy for Pattern-Based Systems

Engineering (PBSE)

System Pattern Class Hierarchy

Individual Product

or System Configurations

Product Lines orSystem Families

General System Pattern

State

Input/

Output

Interface

Functional

Interaction

(Interaction)System

System of

Access

attribute

Technical

Requirement

Statement

Stakeholder Feature

attribute

Design

Component

attribute

(physical system)

(logical system)

Functional

Role

attribute

“A” Matrix Couplings

“B” MatrixCouplings

Stakeholder

World

Language

High Level

Requirements

Technical

World

Language

attribute

Design

Constraint

Statement

attribute

Stakeholder

Requirement

Statement

BB

WBDetail Level

Requirements

High Level

Design

BB

WB

Scrum Pattern ISO15288 Pattern

ASELCM Pattern

S*Metamodel

Performing a Sprint (Time Limited)

Planning Sprint

SprintPlanned

Performing Sprint Development

Sprint Time Window Ends

ProjectPlanned

Refining Future Sprint Backlog

RetrospectiveCompleted

Review Priority Items &

Set Sprint Thematic Goal

Forecast Sprint

Content Items

Attend Daily Scrum

Track Daily Progress

Perform

Developmental Task

Analyze Future Item

Requirements

Estimate Future Items

Split, Merge, Rescope

Future Items

Inspected Product Not Ready for Release

(not “Done”)

Sprint Time Window Ends

Planning Project

ProjectInitiated

Initiate Product Backlog

texttext

texttext

text

text

text

text

text

text

text

text

Traditional Scrum Sprint Perspective (Summary State Machine)

Conducting Sprint

Product Review

Inspect Product

Update Product

Backlog

Project Termination

Conducting Sprint

Process Retrospective

Review Process &

Environment

Adapt Process &

Environment

Performing

Product Release

Release Product

Subsequent Life Cycle of

Product Release

ProductReleased

Release Life Cycle

Ended

Perform Target

Interaction

Inspected ProductReady for Release

(“Done”)

Copyright 2015, ICTT System Sciences

“Perform Developmental Task” may include, as appropriate,

any team-selected task from the ISO 15288 Technical

Processes that could be performed by the internal team

(e.g., Requirements, Design, Implementation, Verification

Testing, etc.)

Provide In-Service

Feedback

3. System of Innovation (SOI)

2. Target System (and Component) Life Cycle Domain System

1. Target System

Target System

Target System

Life Cycle Domain

Actor

LC Manager of Target System

(and Components)

(substantially all ISO15288 processes)

Some of these life cycle management roles may be assigned

to the same physical system as the Target System

Configured Models Repository, Describing Configured Instances of:

Learning & Knowledge Manager for

LC Managers of Target System

(substantially all ISO15288 processes)

Pattern Repository, Describing Knowledge of Families of:

Target System

Component

Target System

Target System

Life Cycle Domain

Actor

Life Cycle Manager of LC Managers

(substantially all ISO15288 processes)

LC Managers of Target

System

(all ISO15288 processes)

Learning & Knowledge Manager for

Target Systems (and Components)

(substantially all ISO15288 processes)

Pattern Repository, Describing Knowledge of Families of:

Target System

Component

Target System

Target System

Life Cycle Domain

Actor

Configured Models Repository, Describing Configured Instances of:

LC Managers of Target

System

(all ISO15288 processes)

ManagesLife Cycle of

Observes

Provides Knowledge to

Provides Knowledge to

ManagesLife Cycle of

Target System

Component

Observes

Provides Observations to

Observes

Provides Observations to

ManagesLife Cycle of

Observes

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Example: Health care domain, top level

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3. System of Innovation (SOI)

2. Target System (and Component) Life Cycle Domain System

1. Target System

LC Manager of

Target System

Learning & Knowledge

Manager for LC Managers

of Target System Life Cycle Manager of

LC Managers

Learning & Knowledge

Manager for Target

System

Target

Environment

(Substantially all the ISO15288 processes are included in all four Manager roles)

Page 21: Advancing Agility in Health Care Systems: Environment ... INCOSE Agile Systems Engineering Life Cycle Management (ASELCM) Pattern, applied to the health care domain. This led to identification

Example: Health care domain, top level

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3. Health Care System of Innovation (SOI)

2. Patient Health Life Cycle Domain System

1. Target System

Patient

Patient

Environment

Health Care Delivery System

(Health Care equivalents of Agile (extended)

ISO15288 Model, including HC equivalents of

Performance, Fault, Configuration, Accounting,

and Security Management Processes)

Configured Models Repository, Describing Configured Instances of:

Learning & Knowledge Manager for

Health Care Delivery Systems

Pattern Repository, Describing Knowledge of Families of:

Life Cycle Manager of Health Care Delivery

System

Learning & Knowledge Manager for

Target Systems (and Components)

(substantially all ISO15288 processes)

Pattern Repository, Describing Knowledge of Families of:

Configured Models Repository, Describing Configured Instances of:

ManagesLife Cycle of

Observes

Provides Knowledge to

Provides Knowledge to

ManagesLife Cycle of

Patient Subsystem

Observes Provides Observations to

Observes

Provides Observations to

ManagesLife Cycle of

Observes

Occupational

Environment

Home

Environment

Extracurricular

Environment

School

Environment

Health Care

Equipment

Medical Device

Health Care

Practitioner

Health Care Payer

Insuring

Employer

Insuring Family

Medical Records

System

Caregiver

Diagnostic

Service System

Therapeutic

Service System

Transcription

Service System

Coding Process

HC Education

Service

Business Office

Facilities and

Infrastructure

Health Care

Organization

HR Role

Safety, Quality

Assurance

Care Plan

Development

Pharmacy

Clinic

Hospital

Private Practice

Health Services

Marketing

Health Care Regulator

Provider Insurer

Health Care Delivery

Investor

Health Care

Delivery Holding

Company

Practice

Management

System Supplier

Medical School

Nursing School

Health Care

Organizational

Change Consultant

Medical Devices and

Equipment Supplier

Pharmaceutical

Supplier

Medical Information

Technologies

Supplier

Contract Medical

Manufacturer

Contractual Medical

Trials Business

Contractual Medical

Products Developer

Orthopedics

Manufacturer

Health Care

Systems

Engineering,

Fabrication,

Construction &

Installation

Health Care Systems

Maintenance &

Support

Medical Practice

Consultant

Teaching Hospital

Health Care LicenserHealth Care

Certification Agent Medical Products

Marketing

Contract Research

Organization (CRO)

Health Care

Research Web Site

Crowd-Sourced

Health Care Web Site

Pharma Molecule

DatabaseBest Medical

Practices Database

Evidence-Based

Medicine Repository

Health Care Expert

Medical

Journal

Genetics

Database

Life Sciences

RepositoryLife Sciences

Textbook

Life Scientist

Patient

Component

PatientPatient

Environment

Patient

Component

PatientPatient

Environment

Health Care Delivery

System

Health Care Delivery

System

Health Care Domain Reference Boundaries:Agile System Life Cycle Management Perspective

INCOSE Patterns Working GroupV1.3.1 10.28.2015

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INCOSE MBSE Assessment and Planning Pattern

• The INCOSE parent society Board of Directors made it a strategic objective to support the transformation of SE to a model-based discipline.

• An Assistant Director (Troy Peterson) for this Transformation was appointed, and a plan of actions and deliverables adopted. – http://www.incose.org/about/strategicobjectives/transformation

• Among the products: The MBE Transformation Roadmap, a planning and assessment instrument for progress in model-based methods.

• Initial minimal product version was shown and piloted at Agile Health Care Systems 2016, at Energy Tech 2016, at IW2017 MBSE Workshop, and at IW 2017 CAB meeting,

• Initial Model Stakeholder Features being piloted in INCOSE support for the ASME Model VVUQ project.

• What does it mean to become a model-based discipline? – The Stakeholder Features of Models, and how they support the overall

discipline • An SE view: Model-based ISO15288 processes and life cycle stages

– ISO15288 is not agile incompatible and is not waterfall

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System of Innovation (SOI) Pattern Logical Architecture

(Adapted from ISO/IEC 15288:2015)

Technical Processes

Service Life: Top System

Realization: Subsystem 3

Realization: Subsystem 2

Design: Subsystem 3

Component Level Design,

Acquisition, Fabrication

Realization: Top System

Realization: Subsystem 1

Design: Top System

Project Processes

Project

Planning

Project

Assessment

and Control

Decision

Management

Risk

Management

Configuration

Management

Information

ManagementMeasurement

Transition

Operation Maintenance

Disposal

Stakeholder Needs,

Requirements

Definition

System

Requirements

Definition

Requirements

Validation

Verification

(by Analysis &

Simulation)

Implementation

Integration

Verification

(by Test)

Organizational

Project-Enabling

Processes

Project

Portfolio

Management

Infrastructure

Management

Life Cycle Model

Management

Human

Resource

Management

Quality

Management

Agreement

Processes

Acquisition

Supply

Solution

Validation

Integration

Verification

(by Test)

Solution

Validation

Knowledge

Management

Process

Quality

Assurance

Process

Business,

Mission Analysis

Design

Definition

Architecture

Definition

Design: Subsystem 2

Design: Subsystem 1

Stakeholder Needs,

Requirements

Definition

System

Requirements

Definition

Requirements

Validation

Verification

(by Analysis &

Simulation)

Business,

Mission Analysis

Design

Definition

Architecture

Definition

System

Analysis

System

Analysis

INCOSE MBSE Assessment and Planning Pattern

Page 24: Advancing Agility in Health Care Systems: Environment ... INCOSE Agile Systems Engineering Life Cycle Management (ASELCM) Pattern, applied to the health care domain. This led to identification

INCOSE MBSE Assessment and Planning Pattern P

op

ula

tio

n

<-- S

ize

(Lo

g)

Stakeholders in A Successful MBSE Transformation

(showing their related roles and parent organizations)

Indust

ry &

Gvm

t. In

itiativ

es

Organ

izatio

ns Inte

rnali

zing M

BSE,

Inclu

ding G

vmt C

ontract

ors &

Comm

ercial

Vendors

of M

BSE T

ooling a

nd

Serv

ices

Academ

ia and R

esearc

hers

Tech

nical S

ocietie

s, Oth

er Non-

Tech

nical O

rganiza

tions

Model Consumers (Model Users):

****Non-technical stakeholders in various Systems of Interest, who acquire / make decisions about / make use of those systems, and are

informed by models of them. This includes mass market consumers, policy makers, business and other leaders, investors, product

users, voters in public or private elections or selection decisions, etc.  

X X X

**Technical model users, including designers, project leads, production engineers, system installers, maintainers, and users/operators.

X X X

* Leaders responsible to building their organization's MBSE capabilities and enabling MBSE on their projects X X X

* Product visionaries, marketers, and other non-technical leaders of thought and organizations X X X X

* System technical specifiers, designers, testers, theoreticians, analysts, scientists X X X X

* Students (in school and otherwise) learning to describe and understand systems X X

* Educators, teaching the next generation how to create with models X X X

* Researchers who advance the practice X X X

* Those who translate information originated by others into models X X X X

* Those who manage the life cycle of models X X X X

** Marketing professionals X X X X

** Educators, especially in complex systems areas of engineering and science, public policy, other domains, and including curriculum

developers as well as teachersX X X X

** Leaders of all kinds X X X X X

* Suppliers of modeling tools and other information systems and technologies that house or make use of model-based information X

* Methodologists, consultants, others who assist individuals and organizations in being more successful through model-based

methodsX X X X

* Standards bodies (including those who establish modeling standards as well as others who apply them within other standards) X X

* As a deliverer of value to its membership X

* As seen by other technical societies and by potential members X

* As a great organization to be a part of X

* As promoter of advance and practice of systems engineering and MBSE X

INCOSE and other Engineering Professional Societies

Model Consumers (Model Users):

Model Creators (including Model Improvers):

Complex Idea Communicators (Model "Distributors"):

Model Infrastructure Providers, Including Tooling, Language and Other Standards, Methods:

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INCOSE MBSE Assessment and Planning Pattern

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Legend:

Model Representation

Model Scope and ContentModel Fidelity

Model Identity and Focus

Model Life Cycle Management

Model Utility

Modeled

Stakeholder

Value

Model Intended

Use

LIFE CYCLE PROCESS SUPPORTED

(ISO15288)

Perceived Model

Value and Use

Verified

Executable

Model Fidelity

Modeled System

External (Black

Box) Behavior

Stakeholder Feature Model

for Computational Models

Version: 1.4.15 Date: 30 Apr 2017Drawn By: B

Schindel

Modeled System

of Interest

Modeled

Environmental

Domain

Conceptual Model

Representation

Executable

Model

Representation

Managed Model

Datasets

Executable Model

Environmental

Compatibility

Validated

Conceptual

Model FidelityQuantitative Accuracy ReferenceQuantitative Accuracy Reference

STAKEHOLDER

FEATURE

FEATURE PK ATTRIBUTE

Other Feature Attribute

Other Feature Attribute

Parametric

Couplings--

Fitness

Physical

Architecture

Explanatory

DecompositionModel Envelope

Trusted

Configurable

Pattern

Uncertainty Quantification (UQ) Reference

Function Structure Accuracy ReferenceFunction Structure Accuracy Reference

Model Validation Reference Speed

Quantization

Stability

Model Validation Reference

Uncertainty Quantification (UQ) Reference

Third Party

AcceptanceModel Ease of

Use

Model

Design Life Cycle

and Retirement

Model

Maintainability

Model

DeployabilityModel Cost

Model

Availability

Model Versioning

and Configuration

Management

System of Interest Domain Type

MODEL APPLICATION ENVELOPE

CONFIGURATION ID

Conceptual Model Representation Type

Conceptual Model Interoperability

Executable Model Representation Type

Executable Model Interoperability

USER GROUP SEGMENT

Level of Annual Use

Value Level

ACCEPTING AUTHORITY Perceived Model Complexity

CM CAPABILIY TYPE

DATASET TYPE

IT ENVIRONMENTAL COMPONENT Design Life

Maintenance Method Deployment Method Development Cost

Operational Cost

Maintenance Cost

Deployment Cost

Retirement Cost

Life Cycle Financial Risk

First Availability Date

First Availability Risk

Life Cycle Availability Risk

STAKEHOLDER TYPE

Parametric

Couplings--

Decomposition

Parametric

Couplings--

Characterization

Pattern Type

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Agility Through Shared Patterns in Regulated Domains

• In domains where innovation is subject to regulation (e.g., Health Care, Aviation, Automotive, etc.), agility may seem to have special challenges:

– This conference is already aware of efforts to accommodate agile methods while meeting regulatory goals (e.g., safety).

• A powerful way to view efforts to find agreed-upon approaches is to think of them as agreements concerning shared system pattern frameworks:

– MBSE extension of idea already applied to Devices of limited vs. greater changes

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3. System of Innovation (SOI)

2. Target System (and Component) Life Cycle Domain System

1. Target System

LC Manager of

Target System

Learning & Knowledge

Manager for LC Managers

of Target System Life Cycle Manager of

LC Managers

Learning & Knowledge

Manager for Target

System

Target

Environment

(Substantially all the ISO15288 processes are included in all four Manager roles)

Page 27: Advancing Agility in Health Care Systems: Environment ... INCOSE Agile Systems Engineering Life Cycle Management (ASELCM) Pattern, applied to the health care domain. This led to identification

Agility Through Shared Patterns in Regulated Domains

• Example: The Model VVUQ Pattern, being examined in the ASME Model VVUQ standards and guidelines effort:

– How can evidence be provided to most efficiently demonstrate evidence of model VVUQ?

– The over effort already includes FDA, FAA, others

• In break-out, we will take the related Model System Features for a test drive

27

3. System of Innovation (SOI)

2. Target System (and Component) Life Cycle Domain System

1. Target System

LC Manager of

Target System

Learning & Knowledge

Manager for LC Managers

of Target System Life Cycle Manager of

LC Managers

Learning & Knowledge

Manager for Target

System

Target

Environment

(Substantially all the ISO15288 processes are included in all four Manager roles)

Page 28: Advancing Agility in Health Care Systems: Environment ... INCOSE Agile Systems Engineering Life Cycle Management (ASELCM) Pattern, applied to the health care domain. This led to identification

Conclusions from 2016 INCOSE AHCS Conference Break-Out Session

• During the 2016 version of this conference, participants used the ASELCM Pattern to identify Health Care Domain systems that they deemed:

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Page 29: Advancing Agility in Health Care Systems: Environment ... INCOSE Agile Systems Engineering Life Cycle Management (ASELCM) Pattern, applied to the health care domain. This led to identification

Conclusions from 2016 INCOSE AHCS Conference Break-Out Session

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Page 30: Advancing Agility in Health Care Systems: Environment ... INCOSE Agile Systems Engineering Life Cycle Management (ASELCM) Pattern, applied to the health care domain. This led to identification

• Yellow: – Caregiver – Medical School – Hospital – Coding Process – Health Care Equipment – Medical Devices

• Green: – Medical Devices and Equipment

Supplier – Safety, Quality Assurance – Pharmacy – Health Care Equipment – Medical Devices

• Red: – Patient Interface to Health Care

(Including Insurance) – Medical Devices and

Equipment Supplier – Health Care Delivery Investor – Health Care Payer – Provider Insurer – Insuring Employer – Practice Management System

Supplier – Health Care Delivery Holding

Company – Medical Record System – Health Care Equipment – Outcomes Analysis

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Conclusions from 2016 INCOSE AHCS Conference Break-Out Session

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31

System of Innovation (SOI) Pattern Logical Architecture

(Adapted from ISO/IEC 15288:2015)

Technical Processes

Service Life: Top System

Realization: Subsystem 3

Realization: Subsystem 2

Design: Subsystem 3

Component Level Design,

Acquisition, Fabrication

Realization: Top System

Realization: Subsystem 1

Design: Top System

Project Processes

Project

Planning

Project

Assessment

and Control

Decision

Management

Risk

Management

Configuration

Management

Information

ManagementMeasurement

Transition

Operation Maintenance

Disposal

Stakeholder Needs,

Requirements

Definition

System

Requirements

Definition

Requirements

Validation

Verification

(by Analysis &

Simulation)

Implementation

Integration

Verification

(by Test)

Organizational

Project-Enabling

Processes

Project

Portfolio

Management

Infrastructure

Management

Life Cycle Model

Management

Human

Resource

Management

Quality

Management

Agreement

Processes

Acquisition

Supply

Solution

Validation

Integration

Verification

(by Test)

Solution

Validation

Knowledge

Management

Process

Quality

Assurance

Process

Business,

Mission Analysis

Design

Definition

Architecture

Definition

Design: Subsystem 2

Design: Subsystem 1

Stakeholder Needs,

Requirements

Definition

System

Requirements

Definition

Requirements

Validation

Verification

(by Analysis &

Simulation)

Business,

Mission Analysis

Design

Definition

Architecture

Definition

System

Analysis

System

Analysis

Conclusions from 2016 INCOSE Energy Tech Conference MBSE Break-Out Session

Page 32: Advancing Agility in Health Care Systems: Environment ... INCOSE Agile Systems Engineering Life Cycle Management (ASELCM) Pattern, applied to the health care domain. This led to identification

Copyright © 2016 by W. D. Schindel. Permission granted to use with attribution.

Conclusions from 2016 INCOSE Energy Tech Conference MBSE Break-Out Session

Po

pu

lati

on

<-- S

ize

(Lo

g)

Stakeholders in A Successful MBSE Transformation

(showing their related roles and parent organizations)

Indust

ry &

Gvm

t. In

itiativ

es

Organ

izatio

ns Inte

rnali

zing M

BSE,

Inclu

ding G

vmt C

ontract

ors &

Comm

ercial

Vendors

of M

BSE T

ooling a

nd

Serv

ices

Academ

ia and R

esearc

hers

Tech

nical S

ocietie

s, Oth

er Non-

Tech

nical O

rganiza

tions

Model Consumers (Model Users):

****Non-technical stakeholders in various Systems of Interest, who acquire / make decisions about / make use of those systems, and are

informed by models of them. This includes mass market consumers, policy makers, business and other leaders, investors, product

users, voters in public or private elections or selection decisions, etc.  

X X X

**Technical model users, including designers, project leads, production engineers, system installers, maintainers, and users/operators.

X X X

* Leaders responsible to building their organization's MBSE capabilities and enabling MBSE on their projects X X X

* Product visionaries, marketers, and other non-technical leaders of thought and organizations X X X X

* System technical specifiers, designers, testers, theoreticians, analysts, scientists X X X X

* Students (in school and otherwise) learning to describe and understand systems X X

* Educators, teaching the next generation how to create with models X X X

* Researchers who advance the practice X X X

* Those who translate information originated by others into models X X X X

* Those who manage the life cycle of models X X X X

** Marketing professionals X X X X

** Educators, especially in complex systems areas of engineering and science, public policy, other domains, and including curriculum

developers as well as teachersX X X X

** Leaders of all kinds X X X X X

* Suppliers of modeling tools and other information systems and technologies that house or make use of model-based information X

* Methodologists, consultants, others who assist individuals and organizations in being more successful through model-based

methodsX X X X

* Standards bodies (including those who establish modeling standards as well as others who apply them within other standards) X X

* As a deliverer of value to its membership X

* As seen by other technical societies and by potential members X

* As a great organization to be a part of X

* As promoter of advance and practice of systems engineering and MBSE X

INCOSE and other Engineering Professional Societies

Model Consumers (Model Users):

Model Creators (including Model Improvers):

Complex Idea Communicators (Model "Distributors"):

Model Infrastructure Providers, Including Tooling, Language and Other Standards, Methods:

32

Page 33: Advancing Agility in Health Care Systems: Environment ... INCOSE Agile Systems Engineering Life Cycle Management (ASELCM) Pattern, applied to the health care domain. This led to identification

Break Out Session: Agile Test Drive, Hot Spot Collection

During this break out session, use the hand-outs to: • Identify Health Care Domain areas you believe are

opportunities, problems, and accomplishments for an Agile approach—discuss at session end, turn in.

• Identify ISO 15288 areas you believe are opportunities, problems, and accomplishments for an Agile as well as MBSE methods—discuss at session end, turn in.

• Review and comment on the INCOSE Feature Pattern for Model Stakeholders—discuss at session end, turn in.

• This also gives INCOSE some “agile feedback” on its products in process.

• In return, you will also have “take home copies” that you can carry home (or download) and try out privately.

33

Page 34: Advancing Agility in Health Care Systems: Environment ... INCOSE Agile Systems Engineering Life Cycle Management (ASELCM) Pattern, applied to the health care domain. This led to identification

Discussion

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Page 35: Advancing Agility in Health Care Systems: Environment ... INCOSE Agile Systems Engineering Life Cycle Management (ASELCM) Pattern, applied to the health care domain. This led to identification

References 1. Assessing the Reliability of Complex Models: Mathematical and Statistical

Foundations of Verification, Validation, and Uncertainty Quantification ISBN 978-0-309-25634-6 THE NATIONAL ACADEMIES PRESS, http://nap.edu/13395

2. Web site of ASME VV50 https://cstools.asme.org/csconnect/CommitteePages.cfm?Committee=100003367

3. “ASME V&V 10-2006: Guide for Verification and Validation in Computational Solid Mechanics”, ASME, 2006.

4. “ASME V&V 20-2009: Standard for Verification and Validation in Computational Fluid Dynamics and Heat Transfer”, ASME, 2009.

5. “ASME V&V 10.1-2012: An Illustration of the Concepts of Verification and Validation in Computational Solid Mechanics”, ASME, 2012.

6. Journal of Verification, Validation, and Uncertainty Quantification, ASME. https://verification.asmedigitalcollection.asme.org/journal.aspx

7. AIAA (American Institute for Aeronautics and Astronautics). 1998. Guide for the Verification and Validation of Computational Fluid Dynamics Simulations. Reston, Va.: AIAA.

8. Box, G., and N. Draper. Empirical Model Building and Response Surfaces. New York: Wiley, 1987.

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References, continued 9. Hightower, Joseph, “Establishing Model Credibility Using Verification and

Validation”, INCOSE MBSE Workshop, IW2017, Los Angeles, January, 2017. http://www.omgwiki.org/MBSE/lib/exe/fetch.php?media=mbse:incose_mbse_iw_2017:models_and_uncertainty_in_decision_making_rev_a.pptx

10.Beihoff, B., et al, “A World in Motion: INCOSE Vision 2025”, INCOSE.

11.Schindel, W., “What Is the Smallest Model of a System?”, Proc. of the INCOSE 2011 International Symposium, International Council on Systems Engineering (2011).

12.Schindel, W., and Dove, R., “Introduction to the Agile Systems Engineering Life Cycle MBSE Pattern”, in Proc. of INCOSE 2016 International Symposium, 2016.

13.Schindel, W., “Got Phenomena? Science-Based Disciplines for Emerging Systems Challenges PBSE methodology summary”, Proc. of INCOSE IS2017 Symposium, Adelaide, UK, 2017.

14.Schindel, W., “Requirements Statements Are Transfer Functions: An Insight from MBSE”, Proc. of INCOSE IS2005 Symposium, Rochester, NY, 2005.

15. INCOSE MBSE Initiative Patterns Working Group web site, at http://www.omgwiki.org/MBSE/doku.php?id=mbse:patterns:patterns

16. INCOSE Patterns Working Group, “MBSE Methodology Summary: Pattern-Based Systems Engineering (PBSE), Based On S*MBSE Models”, V1.5.5A, retrieve from: http://www.omgwiki.org/MBSE/doku.php?id=mbse:pbse

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Speaker

37

William D. (Bill) Schindel chairs the Model-Based Systems Engineering Patterns Working Group of the INCOSE/OMG MBSE Initiative. An ASME member, he is part of the ASME VV50 standards team’s effort to establish guides and standards for model verification, validation, and uncertainty quantification. Schindel is president of ICTT System Sciences, and has practiced systems engineering for over thirty years, across multiple industry domains. He earned the B.S. and M.S. degrees in mathematics, and is an INCOSE Fellow and Certified Systems Engineering Professional.