Partner Estimation Tool User Guide 1.7

All operators are provisioned on the fly via SSO. Please access the Estimator Engine at:

https://estimation.pega.com

Once logged in, you should see the "Generate Quote" case type.

At login you should be able to see the current version of the Estimation Tool being used and related support link including user guide (if applicable).

The below workflow outlines the process for completing an estimate within the estimation tool.

The Generate Quote Case is divided into 4 stages:

Upload and Capture Blueprint Data
Application Configuration Stage
Estimation Stage
Resolution Stage

While the "Generate Quote Case" is launched, the first stage is about uploading the blueprint.

There are two options for selecting the blueprint:

Upload a Blueprint
Select an uploaded Blueprint

Upload a Blueprint i.e. created from http://www.pega.com/blueprint

Create a blueprint and download.

Note: Please make sure to click on the "Download Blueprint".

Only files with ".blueprint" extension should be uploaded. PDF files are not supported.

Select an uploaded Blueprint: here we would see a list of blueprints that were uploaded by the operator previously for estimation.

Once uploaded, click Submit and it will create a Quote case, and you should be able to see data related to the blueprint under "Blueprint Summary".
Click on "Case types", "Data objects" and "Personas" tabs to ensure it's the right blueprint for estimation.

Application Configuration is optional. If you notice the Estimations were already generated based on the Blueprint data and Estimation Summary from the Left Navigation panel.

Blueprint Configuration is a multi-step form data collection starting with Case Types, Data Objects, Personas, Integrations, Infrastructure and Industry Apps. If any of the information need changes or updates, click on "Next" to make edits to respective forms.
As you progress through the data collection, it will trigger re-estimation and can be viewed in the bottom read-only view under "Estimation Summary".
Click on Estimator Summary to see high level estimates generated based on the "as-is" BP data.

You can click on "Full Program" or desired Minimum Lovable Product to further investigate details for effort hours. For example, below screenshot is an example of "Full Program" details.

There are 9 forms in Application Configuration if updates are required:

Case Types
Correspondence
Personas
Data Objects
Integrations
User Interfaces
Infrastructure Info
Additional Project Info
Industry Service App

All Case types will be listed here which were part of blueprint.
We show the total case types and their breakdown as the different steps and if it has alternate stages.
"Availability" means case types is newly created or is existing.
Different Minimum Lovable Product Release can be chosen but we default the Minimum Lovable Product coming from the Blueprint.

All Case types will be listed here along with the notification steps if present.
By Default, the number of notification steps would be added to correspondence and its selection of email will be defaulted.
Users enter the number of correspondences, and its type is selected.
Click on 3 dots present in each row to make edits.

All personas will be shown here as per the blueprint.
We select the type of persona i.e. Portal or Web and landing pages for each
We even decide the Minimum Lovable Product release version along with Standard and custom reports for each persona.
By default, we add the Web channel for each of the case type along with case Minimum Lovable Product from Blueprint.
We can repeat the case types with different channels and Minimum Lovable Product release i.e. consider mobile for Minimum Lovable Product 2.

We showcase all the data objects which are part of blueprint.
The sourcing mechanism can be Local or API and if API we add an entry to Integration

Integration has its type i.e. REST, SOAP other and availability as Existing or New, along with Interchanges i.e. number of reuses of integration in application.

All Case types will be listed here along with the number of UI Screens.
The users need to input:
- If the case type is part of co-existence or not.
- The number of multi-language support (non-English) for the application

Application hosted on will be defaulted to Pega Cloud
Database would be defaulted to Postgres
Pega Version would be defaulted to Infinity 24 & above.
Data Migration selection would add an item to additional services but the hours need to be determined by team.
Estimation Region this would help in generation of resourcing and commercial for the Releases and Full Program

Additional Services
- Users can add more services and associate them with different Minimum Lovable Product with user defined hrs.
Supporting Feature
- We can have user defined features added with different Minimum Lovable Product on user defined hrs.
Industry App
- Users can select from the list of industry apps.
- For Each app selected we have a new table where users can select its features and associate with different Minimum Lovable Products

Industry column is populated based on the industry app selected in the previous screen. If no industry app is selected this form is not shown and moves directly to Generate Estimate stage.
The industry service names are with respect to the type of industry app selected previously.
There is an option provided to add more features present in the selected industry only.
If features from different industry apps are to be added, please edit the industry app in the previous screen to include respective features.

This screen is a read only screen to showcase all the data that has been captured in previous steps, users can revisit the data by clicking "Previous" or "Submit" to move to next Stage of Generate estimates.

Estimation generation algorithm will start as we get into the Generate Estimate stage.

Preview the estimates generated under "Estimation Summary" from the Left Nav Panel and adjust as desired in the above form.
If adjustments are desired, please enter comments for deviation from the system generated estimates.

Above is example if Full Program is the desired release selected.

Effort Details

It's subdivided into 3 categories:

Construction Hours

Case Management / Workflow Set up
Interfaces
Reports & Correspondence
User Interface
Supporting Features
Industry Apps Config

Non-Functional Support Hours

Tech Setup
Sprint Zero
Scrum Backlog Planning
Testing Support (System Integration Testing/User Acceptance Testing)
Go-Live Readiness & Support
Project Management
Business Requirements Analysis

Additional Services Hours

Additional Services

Estimation generation algorithm will kick in as we get into the Generate Estimate Step.
There would be 5 Tabs which includes summary tab and 4 of them contain effort contextual to Minimum Lovable Product and Full Program:
- Summary
- Full Program
- Minimum Lovable Product 1
- Minimum Lovable Product 2
Summary tab contains:
- Effort details
- Resourcing
- Commercials
- Proposal
Once the Effort screen is submitted the case is resolved

Post saving the changes to the resourcing and commercials users has an option to generate PDF on the Actions post saving.

A note needs to be given to generate the PDF
Post that the PDF will be generated and attached to case. It would contain the entire Blueprint's data along with the application details, effort.
While the case is resolved an email will be attached to the case.

On the right-hand side, a Utilities panel is present which consists of "Attachments" tab.
Click on the "Draft Estimation" file to view the estimation summary pdf
Click on the download button to download the pdf to your system.

Please refer to the user guide for all instructions and usage support. If any queries or concerns, feel free to reach out to Estimator Tool Support team @ EstimationEngineLeads@pega.com

Partner Estimation Tool User Guide 1.7

Navigation

Dashboard

Estimation Generate Quote Case

Upload & Capture Blueprint Stage

Application Configuration Stage

Form 1: Case Types

Form 2: Correspondence

Form 3: Personas

Form 4: Data objects

Form 5: Integrations

Form 6: User Interface

Form 7: Infrastructure Info

Form 8: Additional Project Info

Form 9: Industry Service App

Pre-Estimation Data Validation