Method and apparatus for estimator tool

• US 7,801,834 B2
• Filed: 03/28/2002
• Issued: 09/21/2010
• Est. Priority Date: 03/28/2002
• Status: Active Grant

• Current Assignee: Oracle America, Inc. (Oracle Corporation)
• Original Assignee: Siebel Systems Inc. (Oracle Corporation)
• Inventors: Tabaka, Jean Ellen, Frohnhoefer, Raymond William, Mendis, Richard Lalith
• Primary Examiner(s): Hayes; John W
• Assistant Examiner(s): NELSON, FREDA ANN
• Application Number:
  US10/109,262
• Publication Number:
  US 20070203856A1
• Time in Patent Office: 3,099 Days
• Field of Search: 705/400, 705/34, 705/52, 705/1.1, 705/9, 705/54, 705/56, 705/1, 705/32, 717/101, 709/205, 709/222, 706/12
• US Class Current: 705/400
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 30/0283 Price estimation or determination

Abstract

A software estimator tool implements an estimation process. The tool implements a bottom-up estimation process and a top-down estimation process. The bottom-up estimation process calculates an cumulative estimated level of effort for selected stages during the implementation of a custom software product, the custom software product being comprised of pre-written generic software modules. The top-down estimation process uses the cumulative estimated level of effort to estimate a schedule and calculate estimated billable revenue for the implementation project.

Claims

1. A computer-implemented method, comprising:

determining a plurality of stages required to implement a custom software product, wherein

the custom software product is comprised of a plurality of pre-written generic software modules;

calculating, using a processor, a duration value for each of the plurality of stages, wherein

a duration value for at least one of the plurality of stages is calculated based upon a cumulative estimated level of effort for at least one other of the plurality of stages,

the cumulative estimated level of effort is determined using a plurality of function points, and

each of the plurality of function points represent work to be performed to implement the custom software product;

determining a duration values for each of a plurality of personnel types required to implement the custom software product, wherein

each of the duration values are determined based upon a respective estimated level of effort of a plurality of levels of effort, and

the plurality of levels of effort are used to calculate the cumulative estimated level of effort;

attributing one or more resources for each personnel type having a duration value that is non-zero;

scheduling the plurality of stages;

attributing a billable rate to each resource;

calculating a billable revenue value for implementation of the custom software product; and

displaying the billable revenue value on a display.

2. The computer-implemented method recited in claim 1, further comprising:

determining a level of effort for each resource;

determining a duration for each resource; and

scheduling each resource.

3. The computer-implemented method recited in claim 1, wherein

calculating a billable revenue further comprises calculating expenses.

4. The computer-implemented method recited in claim 3, wherein

calculating expenses further comprises determining expenses associated with each resource.

5. The computer-implemented method recited in claim 1, wherein

calculating a billable revenue further comprises calculating taxes.

6. The computer-implemented method recited in claim 1, further comprising:

calculating billable revenue for one or more expert services reviews.

7. The computer-implemented method recited in claim 1, wherein

the cumulative estimated level of effort is based on a level of effort associated with each of one or more of the pre-written generic software modules.

8. The computer-implemented method recited in claim 1, wherein

the cumulative estimated level of effort is based on a level of effort associated with each of one or more configuration changes to one of the pre-written generic software modules.

9. The computer-implemented method recited in claim 8, wherein

each of the one or more configuration changes is associated with one of a plurality of complexity levels, the plurality of complexity levels further including a low level and a high level.

10. The computer-implemented method recited in claim 8, wherein

the plurality of complexity levels further includes a medium level.

11. The computer-implemented method recited in claim 1, wherein

the estimated level of effort reflects a range having a lower end value and a higher end value.

12. The computer-implement method of claim 1, further comprising:

determining the plurality of function points for inclusion in the cumulative estimated level of effort;

determining estimated levels of effort for each function point of the plurality of function points; and

determining, based upon said estimated levels of effort, said cumulative estimated level of effort, wherein

the at least one other of the plurality of stages does not include the at least one of the plurality of stages.

13. A computer system, comprising:

a processor;

means for determining a plurality of function points, wherein

each of the function points represent work to be performed to implement a custom software product, and

the custom software product is comprised of a plurality of pre-written generic software modules;

means for determining an estimated value for each of the function points, wherein

each estimated value is generated by applying objective metric data to one of said function points;

means for determining a plurality of stages required to implement the custom software product;

means for determining a duration value for at least one of the plurality of stages by performing a function point analysis to determine a cumulative estimated level of effort for the plurality of function points;

means for calculating a duration value for each of the plurality of stages, wherein

a duration value for at least one other of the plurality of stages is calculated based upon the duration value for the at least one of the plurality of stages; and

means for determining a plurality of duration values for each of a plurality of personnel types required to implement the custom software product.

14. The computer system recited in claim 13, further comprising:

means for causing said processor to calculate a billable revenue value for implementation of the custom software product, based on the cumulative level of effort.

15. The computer system recited in claim 13, further comprising:

means for attributing one or more resources for each personnel type having a non-zero duration value;

means for scheduling the stages; and

means for attributing a billable rate to each resource.

16. The computer system recited in claim 13, wherein

the means for determining a plurality of function points further comprise means for identifying a desired configuration change to one of the plurality of pre-written generic software modules.

17. A computer program product comprising:

computer instructions comprising;

instructions to determine a plurality of function points, wherein

each of the function points represent work to be performed to implement a custom software product, and

the custom software product is comprised of a plurality of pre-written generic software modules;

instructions to determine an estimated value for each of the function points, wherein

each estimated value is generated by applying objective metric data to one of said function points;

instructions to determine a plurality of stages required to implement the custom software product;

instructions to determine a duration value for at least one of the plurality of stages by performing a function point analysis to determine a cumulative estimated level of effort for the plurality of function points;

instructions to calculate a duration value for each of the plurality of stages, wherein

a duration value for at least one other of the plurality of stages is calculated based upon the duration value for the at least one of the plurality of stages;

instructions to determine a plurality of duration values for each of a plurality of personnel types required to implement the custom software product, a personnel type of the plurality of personnel types; and

a non-transitory computer-readable storage medium on which the computer instructions are stored.

18. The computer program product recited in claim 17, wherein the computer instructions further comprise:

instructions to calculate a billable revenue value for implementation of the custom software product, based on the cumulative level of effort.

19. The computer program product recited in claim 17, wherein the computer instructions further comprise:

instructions to attribute one or more resources for each personnel type having a non-zero duration value;

instructions to schedule the stages; and

instructions to attribute a billable rate to each resource.

20. The computer program product recited in claim 17, wherein

instructions to determine a plurality of function points further comprise instructions to identify a desired configuration change to one of the plurality of pre-written generic software modules.

21. A system comprising:

at least one processor;

means for determining a plurality of stages required to implement a custom software product, wherein

the custom software product is comprised of a plurality of pre-written generic software modules, and

the means for determining said plurality of said stages is coupled to the at least one processor;

means for calculating, a duration value for each of the plurality of stages, wherein

a duration value for at least one of the plurality of stages is calculated based upon a cumulative estimated level of effort for at least one other of the plurality of stages,

the cumulative estimated level of effort is determined using a plurality of function points,

each of the plurality of function points represent work to be performed to implement the custom software product, and

the means for calculating the duration value for each of the plurality of stages is coupled to the means for determining the plurality of stages;

means for determining a duration values for each of a plurality of personnel types relevant to implementing the custom software product, wherein

each of the duration values are determined based upon a respective estimated level of effort of a plurality of levels of effort,

the plurality of levels of effort are used to calculate the cumulative estimated level of effort, and

the means for determining said duration value for each of said plurality of said personnel types is coupled to the at least one processor;

means for attributing one or more resources for each personnel type having a duration value that is non-zero, wherein

said the means for attributing the one or more resources is coupled to the at least one processor;

means for scheduling the plurality of stages, wherein

the means for scheduling is coupled to the at least one processor;

means for attributing a billable rate to each resource, wherein

the means for attributing said billable rate is coupled to the at least one processor;

means for calculating a billable revenue value for implementation of the custom software product, wherein

the means for calculating said the billable revenue value is coupled to the processor; and

means for presenting the billable revenue value, wherein

the means for presenting said the billable revenue value is coupled to the means for calculating said the billable revenue value.

22. The system recited in claim 21, further comprising:

means for determining a level of effort for each resource;

means for determining a duration for each resource; and

means for scheduling each resource.

23. The system recited in claim 21, wherein

the means for calculating a billable revenue comprises means for calculating expenses.

24. The system recited in claim 23, wherein

the means for calculating expenses comprises means for determining expenses associated with each resource.

25. The system recited in claim 21, wherein

the means for calculating a billable revenue comprises means for calculating taxes.

26. The system recited in claim 21, further comprising:

means for calculating billable revenue for one or more expert services reviews.

27. The system recited in claim 21, wherein

the cumulative estimated level of effort is based on a level of effort associated with each of one or more of the pre-written generic software modules.

28. The system recited in claim 21, wherein

the cumulative estimated level of effort is based on a level of effort associated with each of one or more configuration changes to one of the pre-written generic software modules.

29. The system recited in claim 28, wherein

each of the one or more configuration changes is associated with one of a plurality of complexity levels, the plurality of complexity levels further including a low level and a high level.

30. The system recited in claim 28, wherein

the plurality of complexity levels further includes a medium level.

31. The system recited in claim 21, wherein

the estimated level of effort reflects a range having a lower end value and a higher end value.

32. A non-transitory computer readable storage medium comprising program instructions executable on a processor to perform acts comprising:

determining a plurality of stages required to implement a custom software product, wherein

the custom software product is comprised of a plurality of pre-written generic software modules;

calculating a duration value for each of the plurality of stages, wherein

a duration value for at least one of the plurality of stages is calculated based upon a cumulative estimated level of effort for at least one other of the plurality of stages,

the cumulative estimated level of effort is determined using a plurality of function points, and

each of the plurality of function points represent work to be performed to implement the custom software product;

determining a duration value for each of a plurality of personnel types relevant to implementing the custom software product, wherein

each of the duration values are determined based upon a respective estimated level of effort of a plurality of levels of effort, and

the plurality of levels of effort are used to calculate the cumulative estimated level of effort;

attributing one or more resources for each personnel type having a duration value that is non-zero;

scheduling the plurality of stages;

attributing a billable rate to each resource;

calculating a billable revenue value for implementation of the custom software product; and

providing for display of the billable revenue value.

33. The computer readable storage medium recited in claim 32, wherein the program instructions are further executable on a processor to perform acts comprising:

determining a level of effort for each resource;

determining a duration for each resource; and

scheduling each resource.

34. The computer readable storage medium recited in claim 32, wherein

the cumulative estimated level of effort is based on a level of effort associated with each of one or more configuration changes to one of the pre-written generic software modules.

35. The computer readable storage medium recited in claim 34, wherein

each of the one or more configuration changes is associated with one of a plurality of complexity levels, the plurality of complexity levels further including a low level and a high level.