The Functionality Matrix

1. “Handbook for the Acquisition of Technical Data Presentation Products” and “S1000D Chapter 6.4” The Functionality Matrix AIA / Tri-Services 2004 Publications Workshop San Antonio, TX Bill Wendel USAF MSG/MMF (BTAS, Inc.) 11 February 2004

2. Overview • Purpose • Background • Sponsorship and Organization • Recent Changes • Proposed Changes • Using the Matrix • Real World Input • Where to Find the Matrix

3. Purpose • The AIA Functionality Matrix is an acquisition tool designed to facilitate requirements gathering and communication between an acquisition office and a vendor. • Provides accepted definitions and descriptions of common ETM/IETM terms and capabilities • Enables the creation of requirements definition documents and provides sample text for documenting requirements • The Matrix should not be placed on, or inserted into, a contract.

4. Background • Initially developed in 1999 as a tool to aid ETM/IETM acquisitions • The Matrix received increased attention in early 2003 due to several factors: • Desire to include the Matrix in S1000D • Need to reflect advances in IETM technology and tools • Need from the DoD acquisition community to update the Matrix and demonstrate a commitment to its sustainment

5. Functionality Matrix Sponsorship and Organization • Originally sponsored by the AIA Product Support Committee with support from the Tri-Service IETM Technology Working Group • Inclusion in S1000D necessitated a change in sponsorship • MOU between AIA and AECMA for joint ownership of S1000D in Mar 03 • AIA requested US EPWG accept sponsorship in Oct 03 • US EPWG established the Matrix sub-project working group • Added Look & Feel responsibilities to the “Functionality Matrix/Look & Feel Sub-Project Group” (FM/LnF)

6. FM/LnF Sub-Project Group • Charlie Cartwright Lockheed Martin • Heidi Macfarlan Boeing/CDG • Pushpa Merchant PBM Associates • Mike Post Boeing • Bruce Schanck US Army (CSC) • Bob Sharrer NAVAIR • Danny Smith General Dynamics • Bill Wendel USAF (BTAS, Inc)

7. Recent Changes • Version 2.0 – May 2003 • The Matrix was rotated 90° and divided into three sub-matrices • Linear - Paper ETM • Linear – Screen ETM • Non-linear IETP • Handbook was extensively rewritten • Improved introduction and guidance • Added and improved functionality definitions • The v2.0 Matrix was submitted to the EPWG in April and included as Ch. 6.4 of S1000D Issue 2

8. Recent Changes • Version 2.1 – June 2003 • After the 2.0 submission, the committee received a number of change requests from the US Army and AIA Clearwater conference attendees • The committee met and worked through the following Matrix changes for v2.1 • Corrected inconsistencies with the Back, Forward, Next & Previous functionalities and ensured this same consistency throughout the entire S1000D Issue 2 document • 4 of 7 US Army suggestions were fully accepted and 2 others were accepted with minor modifications

9. Recent Changes • Version 2.11 – August 2003 • The committee met again to make final modifications before the S1000D Issue 2 editorial meeting. • Editorial changes • Improved Handbook introduction • Error corrections

10. Recent Changes • Version 2.12 – October 2003 • This version is the result of the decision to combine the two separate S1000D and AIA documents into one. • It does not include any content changes • It does identify the portions of the AIA document that are not included in S1000D

11. Proposed Changes • New Functionalities: “Reset,” “Return,” “Change Marking Toggle,” “Check Boxes,”… • Consider removing acquisition paragraphs from the Handbook and developing a separate Cost/Acquisition Guide • Consider additional emphasis on non-standard display devises (PDA, Tablets, etc.) relative to functionality and look & feel • Consider development of an interactive Matrix • Make editorial changes and other corrections suggested by users • Better defining the items on the Horizontal Axis • Consider changing the official title of the handbook

12. The Horizontal Axis: • Which content types require the functionality? • The Vertical Axis: • Identify the required functionality • Separate tabs for: • Linear – Paper • Linear – Screen (ETM) • Non-Linear – IETP (IETM) • Overall (combined view) Using the Matrix

13. Final Deliverable Impact: • Location for identifying requirements ü H M L • Complexity Factor: • Provides a relative cost estimate for individual functionalities Using the Matrix Requirement identification can be tailored as desired. It could be a simple binary check, weighted identifier, color coded, etc…

14. When all cells for a given functionality are shaded, that indicates that the functionality most-likely applies to every content type. When some cells are un-shaded, it indicates that the functionality may apply to certain content types, but not all… ü ü ü …in which case, the specific content types requiring the functionality should be identified Using the Matrix

15. Using the Matrix • A completed Matrix will provide an initial requirements document. • After normal coordination and agreement, it can be shared with prospective vendors during the acquisition process. • The functionality descriptions in the Handbook can be used as template text for contract line items. • During the period of performance, a completed Matrix can be used to aid requirements tracking.

16. Real World Input • Our objective is to have a tool that is useable and useful to both vendors and government The best way to successfully do that is to incorporate feedback based on real world use of the Matrix • We’ve received some, but want more • If you’ve used the tool, or when you use the tool, please provide feedback to…

17. Bill Wendel USAF MSG/MMF (BTAS, Inc.) 937 904 0861 bill.wendel@wpafb.af.mil Pushpa Merchant PBM Associates 609 276 1020 push@pbmassoc.com Contacts FM/LnF Sub-Project Group Co-Chairs:

18. Where to Find the Matrix • S1000D Issue 2 (Ch. 6.4) • www.s1000d.org • The AIA web site: • www.aia-aerospace.org/members/documents.cfm • The WPAFB web site: • www.ide.wpafb.af.mil/tmss/ietm.html