Pattern 3

Word count: 4958

Summary

Corporate Procedure 

No. 505.32 

Date issued

August 6, 2004

Subject

Replaces issue dated

June 3, 2003

PRODUCT/SOLUTION DESIGN AND TEST

This Corporate Procedure (“Procedure”) shall   be followed by Nortel Networks Corporation (“NNC”) and its subsidiaries and   other controlled businesses globally, whether incorporated or unincorporated   (collectively, “Nortel Networks”). 

1.0 Purpose

The   purpose of this Procedure is to provide the operating requirements and   functional responsibilities necessary to ensure the maximum effective use of   process discipline for product design and test in every phase of a product’s   life cycle. This Procedure serves as a   key element for implementation of Corporate Policy 700.02 – Product Design   and Life Cycle Management; and Corporate Procedure 505.31 – Product Life   Cycle Management. 

2.0 Interpretation

The   General Manager(s) of each applicable product portfolio, in coordination with   the technology prime(s), are responsible for implementing this Procedure in a   consistent manner that fits the needs of their business and adheres to   Corporate Policy 500.04 – Quality and Customer Satisfaction.

3.0 Definitions

3.1 “Business Decision Point” is   an event driven evaluation used to set common expectations on market-based   goals, evaluate market
  performance, consider/analyze risks, make decisions on project/product   content, direction, quality, funding, schedule, and resource levels, and   empower the project team to execute project plans in accordance with Nortel   Networks Corporate Policies, Procedures and Standards.
 

3.2 “Corporate Policy” is a   Nortel Networks statement of a governing principle.
 

3.3 “Corporate Procedure” is a   Nortel Networks document governing the implementation of a Corporate Policy   and related processes.
 

3.4 “Corporate Standard” is a   Nortel Networks document used to define the requirements necessary to meet   industry standards and specific Nortel Networks requirements. Corporate   Standards shall be adhered to by Nortel Networks, and where applicable, by   suppliers, contractors and sub-contractors. (See Corporate Policy 500.16 – Corporate Standards).

3.5 “Customer Requirements   Analysis” is the initial design stage used to capture/document customer and   feature requirements, establish and communicate program priorities, select   primes, initiate the design project, identify commercial and operations   requirements, and identify the architecture to be used for product design.

3.6 “Design Maintenance” is the   final design phase in a product’s life cycle. Design changes are made and validated only to resolve service   impacting conditions and/or as contracts dictate. Completion of the Design Maintenance phase   shall align with the End of Life (“EOL”) Business Decision Point and   associated plans to exit the market, including disposition of all related   intellectual property (reference Corporate Procedure 505.31 - Product Life   Cycle Management - Retirement Phase).

3.7 “Design Phase 0” is the   product design phase used to define system function, begin generating the   system architecture, and to capture all design considerations for commercial   (sellable products, models, services, and associated pricing) and operational   (order, engineer, manufacture, test, deliver, install, repair, and service)   support. Dependability charactization   for product/network and/or solution is identified. Performance parameters are defined,   feasibility and risks documented, and partitioning of the system is   completed. Product development   (material, resource, etc.) and cost targets are established. Supply chain planning begins. Completion   and output of this phase is an input to the Market Readiness Business   Decision Point (reference Corporate Procedure 505.31 - Product Life Cycle   Management - Opportunity Phase).
 

3.8 “Design Phase 1” is where   the high level design is completed and a commitment to design delivery is   made. This phase is used to select and   approve, the design technology, define software and hardware architecture,   complete the functional description,   identify projections for performance and engineering impacts,   interoperability, establish test strategy, provide administration and   maintenance (alarms, diagnostics, etc.) strategy, and establish plans to   update design, test, and field support tools for the associated geography   targeted for product deployment. Include consideration for product models, services, pricing, and the   associated requirements for ordering, engineering, manufacture, test,   installation, dependability, repair, optimal human interface, accessibility   (physical and remote), product safety and service. Requirements for environmental (design for   environment, restriction of hazardous materials and recyclabililty   performance and regulatory compliance must also be considered. Agree to financial and resource budgets per   product introduction business case boundaries and establish the resource   plans needed to commit delivery to the customer. Completion of Design Phase 1 shall align   with the Business Readiness Business Decision Point (reference Corporate   Procedure 505.31 – Product Life Cycle Management - Definition Phase).
 

3.9 “Design Phase 2” is the   product design phase used to develop, inspect, execute and validate as much   of the new and modified software code as possible. Unit and feature interaction testing should   be completed in this phase. White box   subsystem testing is performed for success paths, error paths, interaction   between new features and existing features, and “what if” scenarios. Hardware design is documented, prototyped,   and tested to ensure functional and physical requirements are met. Environmental (design for environment,   restriction of hazardous materials and recyclabililty) and product safety   guidelines are tested as appropriate. Design integration and system test plans are developed. System engineering impacts are   updated. Design, test and field   supportability tools are updated. Process work continues to satisfy commercial and operational   requirements. The hardware and   software design shall be improved - as needed - to eliminate defects   identified during designer testing. 

3.10 “Design Phase 3” is the product design phase used to perform and   complete hardware and software design integration testing and ensure that all   mutually impacting capabilities function appropriately together. The hardware   and software design shall be improved - as needed - to eliminate defects   identified during integration testing. Environmental (design for environment, restriction of hazardous   materials and recyclabililty) and product safety guidelines are tested as   appropriate Completion is critical to the execution and completion of product   verification activities in System Test Phase 1.

3.11 “Design Support” is the design phase used to support the product once   System Test Phase 3 is completed and the product is in volume   production. Product performance,   quality, and cost improvements are defined, validated, and implemented - as   warranted - by customer response and/or business need. Periodic retesting is funded and performed   to ensure system level functionality and performance continues to meet and/or   exceed pre-established quality targets. Completion of the Design Support phase shall align with the End of   Life Readiness (“EOLR”) Business Decision Point and associated plans to   manufacture discontinue the product (reference Corporate Procedure 505.31 -   Product Life Cycle Management - Production Phase).
 

3.12 “IPT” means Integrated Project Team and is a term used to describe a   cross-functional team, chaired by a team leader, who is accountable for the   success of the project to meet customer/business needs,   developing/implementing portfolio project plans, and is accountable to the   Portfolio Management Team throughout the duration of the project.

3.13 “Portfolio Management Team” is a decision making team, chaired by the   portfolio leader (i.e. General Manager or delegate), which is accountable for   portfolio strategy, resource allocation, and ongoing portfolio   management/decisions relative to market timing, customer need, and business   priorities. This appropriate   cross-functional team is accountable for the performance of all products   within the portfolio and to ensure those products are supported by an   accountable IPT leader or product owner.
 

3.14 “System Test Phase 1” is the product/system verification phase used to   finalize/execute verification test plans - inclusive of customer input,   complete product verification testing, and ensure the development effort has   not compromised product quality or reliability. Environmental (design for environment,   restriction of hazardous materials and recyclability) and product safety   guidelines are tested as appropriate. The hardware and software design shall be improved - as needed - to   eliminate defects and supporting documentation is prepared for formal   release. 

3.15 “System Test Phase 2” is the system test phase used to finalize   internal/external validation test plans (inclusive of customer input) and   ensure all product test cases have been executed and quality levels   attained. Large system overload limits   and interoperability must be tested for intended performance. Environmental (design for environment,   restriction of hazardous materials and recyclability) and product safety   guidelines are tested as appropriate. Commercial and operational requirements and processes are   validated. First customer/market test   plans are finalized for System Test Phase 3 execution. The hardware and software design shall be   improved (as needed) and supporting documentation is formally released for   the first production build. These   results, including all supporting budgetary considerations, will be used to   determine if the product is ready for deployment and System Test Phase 3   validation. Completion of this phase   shall align with the Customer Readiness Business Decision Point (reference   Corporate Procedure 505.31 – Product Life Cycle Management - Implementation   Phase).
 

3.16 “System Test Phase 3” is the system validation phase used to validate   quality and performance of the formally released product in a live customer   environment. Each new feature is   validated (test coverage) and the in-service (soak time) target is   completed. Results must indicate that   the product, all planned offerings and applications, and all supporting   operational processes (order, engineer, manufacture, test, deliver, install,   repair, and service) are ready for volume production and general   availability. Out of box product   sampling is performed. The hardware   and software design shall be improved (as needed), supporting documentation   updated, and formally released. Completion of System Test Phase 3 shall align with the Channel   Readiness Business Decision Point (reference Corporate Procedure 505.31 -   Product Life Cycle Management - Deployment Phase).

4.0 Responsibility

4.1 In support of the product quality   differentiation Nortel Networks is striving to achieve as a corporation, the   General Manager for each product portfolio shall:

(a) Ensure accountability to the   responsibilities outlined in this Procedure in support of Corporate Policy   700.02 - Product Design and Life Cycle Management.
 

(b) Ensure accountability to the   responsibilities outlined in Corporate Procedure 505.31 - Product Life Cycle   Management.
 

(c) Ensure process discipline in product   design, test, and support is consistently applied per the framework and   milestones documented in this Procedure.
 

(d) Establish assurance programs to ensure   product design quality, performance targets, and schedule commitments are   defined, progressive, and consistently measured, per the design scorecard, to   demonstrate use and alignment to the framework and milestones described in   this Procedure.

(e)  Ensure that all aspects of product   design, test, delivery, support, maintenance, and potential recovery meet   applicable legal, contractual, environmental and regulatory requirements - in   all applicable global markets - and intellectual property associated with said   design is adequately protected.

(f) Assume responsibility for customer   satisfaction and all aspects of product performance.
 

4.2 The Portfolio Management Team for each   product portfolio shall:

(a) Ensure an effective, multi-disciplined,   decision making body is in place to evaluate and qualify each of the product   design and test phases (Customer Requirements Analysis through System Test   Phase 3). This decision making body   shall include a business, design, service, and project prime (verification,   validation, trials, first office, and/or ramp). 

(b) Ensure that when System Test Phase 3 is   completed (in alignment with the Channel Readiness Business Decision Point –   reference Corporate Procedure 505.31 – Product Life Cycle Management), all operational   support elements are in place and ongoing design support   requirements/responsibilities are clearly defined, transitioned as required,   and appropriately funded.
 

(c) Ensure that when the Design Support   phase is completed (as scheduled per the End of Life Readiness Business   Decision Point – reference Corporate Procedure 505.31 – Product Life Cycle   Management), ongoing Design Maintenance requirements/ responsibilities are   clearly defined, transitioned as required, and appropriately funded.

4.3  In support of the product design and   test phases (Design Phase 2 through System Test Phase 3), the decision making   body, as assigned in Section 4.2, shall track, measure, and report on   performance to originally committed design delivery schedules and any out of   bounds conditions that may alter the schedule.

4.4 In support of each phase in the   product’s life cycle (as defined in Corporate Procedure 505.31 – Product Life   Cycle Management), the IPT leader (or product owner) shall:

(a) Ensure each design and test phase – and   the associated exit criteria for each phase - is clearly defined and aligned   to the critical product introduction phase Business Decision Points (Market   through Channel Readiness – reference Corporate Procedure 505.31 - Product Life   Cycle Management). 

(b) Ensure external customer trials (i.e.   alpha and/or beta) and associated performance results, risks, and actions are   clearly aligned to the appropriate design and test phase and the higher level   Customer Readiness Business Decision Point (reference Corporate Procedure   505.31 - Product Life Cycle Management).
 

(c) Ensure that product knowledge is   transferred to all key sales, supply, and service primes - including channel   partners - in support of the formal design release (reference System Test   Phase 2) and any formally released changes that occur thereafter.
 

(d) Ensure that product design   performance/quality targets are continuously monitored, met, and/or   consistently improved upon - take actions as appropriate.
 

(e) Ensure that all design   changes/improvements made during the Design Support and Design Maintenance   phases are timely, cost justified, verified and validated, and implemented as   needed. Track feature churn to ensure   product offering remains consistent with the Channel Ready Business Decision   Point (reference Corporate Procedure 505.31 - Product Life Cycle Management)   commercial/design intent. 

5.0 Process

5.1 To achieve a consistently   high level of product quality, process discipline must be established and   maintained throughout a product’s life cycle. For product introduction, this design process discipline is achieved   through the initial analysis of customer requirements and a seven-phased   process (4 Design/3 Test) that concludes with system validation and general   availability. Each phase - as   supplemented by the design scorecard - provides the checks and balances to   ensure the design is captured, customer desired features are included,   operational process requirements are considered, and regression, interoperability,   supportability, integrity, and system overload conditions are validated.
 

  Concurrent design is encouraged and phase activities are to be managed in   parallel wherever possible. Each phase   is generic enough in nature to map to other supporting design and test   processes. Release over release   improvement targets must be established.
 

  For ongoing design support, consistent improvement, and customer   satisfaction, the same level of design process discipline must be applied   during production and maintained through the retirement phase of a product’s   life cycle.
 

  In support thereof, the following high level process framework is required to   ensure consistent discipline in product design across the business. 

Product Design Phases

Primary Phase Objective

Key Phase Activities

Customer Requirements   Analysis

Capture   and document customer and functional requirements.

(a) Initiate design project and select primes.

(b) Capture/document customer requirements.

(c) State product concept and identify the   requirements and architecture to be used. 

(d) Identify high level view of resources and   labs required.

Design 

Phase 0

Define System Architecture.

(a) Begin generation of proposed system   architecture.

(b) Define system design –   include high level product structure, subsystems, and functionality, alarms,   diagnostics, maintenance, and performance levels.

(c) Capture all design considerations for   commercial support (sellable products, models, services, and associated   pricing).

(d) Identify design considerations for   operational support (order, configure, procure, manufacture, integrate, test,   move, installation, dependability, optimal human interface, accessibility,   repair, and technical support).

(e) Establish preliminary development plan.

(f) Identify key resources and capital   requirements for Product Design, development, test, and validation – include   consideration for external design and supply contracts.

(g) Ensure development plan and system design   can be supported by the strategy for product/solution delivery.

(h) Establish product cost and development cost   (“R&D”) targets (business case input) – include for consideration items   such as: commercial (sellable products, models, services, and associated   prices) and operational (order, configure, procure, manufacture, integrate,   test, move, install, repair and technical support requirements.

(i) Identify design   considerations for legal, contractual, environmental, and regulatory   requirements – give special consideration to security and import/export controls.

(k) Dependability requirements   defined. 

(k) Hardware and software architecture   dependability analysis.

(l) System reliability block diagram. 

(m) Establish and communicate program   priorities.

(n) Ensure 10% Release over   Release plan is established for the current release and obtain Product Line   Management commitment.

(o) Establish intervals and   exit criteria and align to overall Design Phase 0 completion target.

(p) Update customer requirements ensuring lead markets and customers are identified.

(q) Conduct a “Lessons Learned” exercise to   identify design process improvements and preventive actions.

(r) Align   phase completion and results to the Market Readiness Business Decision Point   (ref. Corporate Procedure 505.31 – Product Life Cycle Management).

Design 

Phase 1

Complete High Level Design and Commit to Design Delivery.

System

i. Approve System.     Architecture

ii. Review design with key customers.

iii. Ensure high level     design aligns with commercial requirements (sellable products, models,     services, and associated pricing).

iv. Perform hardware failure     analysis at block diagram level to identify risks and potential failures.

v. Update design summary to     reflect commitment to delivery and product performance criteria, data     schema, billing, accounting, logs, and operational measurements/stats.

vi. Establish plan for     design, test, and field support tool updates.

vii. Approve selection of     hardware and software technology.

viii. Identify hardware and     software dependencies to maximize reuse of available technologies.

ix. Identify any export control impact related to proposed software     design and hardware dependencies especially associated with the     incorporation of encryption algorithms.

x. Identify design     considerations for legal, contractual, environmental, intellectual property     and regulatory requirements – give special consideration to security and     import/export controls.

xi. Establish strategy for     product test.

xii. Revise and update     design and test resource plan for approval at Business Readiness Business     Decision Point milestone.

xiii. Draft plan for first customer applications (Alpha, Beta,     and/or formally released product).

xiv. Establish plan to achieve release over release improvements     (features, processes, etc. - 10% minimum as measured by a reduction in the     arrival rate of customer reported problems).

xv.Agree to financial and resource budgets – ensure compliance to     business case for product introduction.

xvi. Map system design to the customer and feature requirements.

xvii.     Network and Network Element Reliability Walkthrough.

Hardware

i. Review and assess risks.

ii. Develop and review design     specifications.

iii. Partition product into functional blocks.

iv.     Define and describe internal and external interfaces.

v. Assess in-service fault     coverage and identify weaknesses, diagnostic requirements, and areas for     improvement.

vi. Ensure the key elements     for hardware design, test, and support are included in the plan for     product/solution delivery.

vii.     Identify new technology and critical components.

viii.     Identify components and/or materials subject to environmental/ safety     regulations

ix. Develop initial bill of     material (i.e. stock list) – identify source, quality, and/or environmental     risks and contingency plans.

x. Identify unique     components and component qualification plan.

xi. Provide budget estimates     (such as: product cost, development cost and resources, and capital     requirements).

xii. Complete circuit design – perform timing simulation and     analysis.

xiii. Simulate functionality and performance – document list of configurations and tools used.

xiv. Identify product integrity test requirements – establish     preliminary plan.

xv. Establish hardware reliability targets.

xvii.     Perform hardware failure mode analysis to identify risks and potential     failures.

xvii.     Identify Design for Environment requirements and complete DfE audit.

Software

i. Define features for data base tracking.

ii. Commit to feature design     and delivery schedule.

iii. Forecast memory engineering impacts.

iv. Forecast real time impacts.

v. Forecast restart upgrade     impacts.

vi. Forecast release to release upgrade impacts.

vii. Establish strategy for unit testing.

(a) Capture design   considerations and requirements for order, configure, procure, manufacture,   integration, test, installation, move,   repair, dependability, optimal human interface, accessibility, and technical support – include plans for   product design support.

(b) Establish intervals and exit criteria unique to the system, hardware,   and software design activities within this phase – align to overall Design   Phase 1 completion target.

(c) Update customer requirements ensuring lead markets and customers are   identified.

(d) Conduct a “Lessons Learned” exercise to identify   design process improvements and preventive actions.

(e) Align   phase completion and results to the Business Readiness Business Decision   Point (ref. Corporate Procedure 505.31 – Product Life Cycle Management.

Design 

Phase 2

Complete hardware design implementation and designer testing. Complete software design, coding, code   inspection, and unit testing.

System

i. Obtain agreement to design integration     test plan.

ii. Complete customer     documentation portion of the supporting design documentation.

iii. Revalidate dependencies     on related hardware/ software products and functions to maximize reuse of     available technologies.

iv. Finalize product test     plan.

v. Continue process work to ensure commercial and operational     requirements can be satisfied.

vi. Update plan to achieve release over     release improvement (10% minimum arrival rate reduction in customer     reported problems).

vii. Track and ensure adherence to budgeted resources and finance.

viii.     Update strategy for product test.

ix.     Revise and update design and test resource plan. 

x.     Update NPI validation plans such as:     customer applications (Alpha, Beta, and/or formally released product).

xi.     Obtain agreement to design integration test plan.

Hardware

i.     Achieve functional agreement to ensure the design is stable and ready for     layout.

ii. Achieve component     placement agreement(s) to ensure all printed circuit boards can be     manufactured.

iii. Achieve physical     agreements to ensure the mechanical and layout designs are ready for     manufacturing and test.

iv. Order and build     prototypes – capture first piece evaluation for design improvements.

v. Test     and debug first manufacturing built hardware (i.e. prototypes) – include     power, firmware, signal quality, radio frequency, and margin performance.

vi. Execute component qualification plan.

vii.     Recycle hardware design, as required, for additional prototypes, testing,     and/or design integration.

viii. Update environmental     and product integrity test requirements – finalize plan.

ix. Perform hardware failure mode analysis     to identify risks and potential failures.

Software

i. Complete     functional specification and other required elements of detailed design.

ii. Finalize unit test plan.

iii. Unit test cases captured and documented.

iv. Pass     all unit test cases – document results and exceptions.

v. Identify and resolve any memory leaks     and real time impacts 

vi. Submit all code to the     appropriate repository.

vii. Update product record status to mark completion date of unit     testing.

viii. Ensure design unit test case results map to requirement     documents.

ix. Software failure rate     prediction as part of the dependability program.

x.     Identify memory engineering, real time and overload control impacts.

xi.     Forecast restart upgrade impacts.

xii.     Forecast release to release upgrade impacts.

xiii.     Establish strategy for unit testing.

xiv.  Ensure 100% code inspection for new and     modified code.

(a) Establish intervals and   exit criteria unique to the system, hardware, and software design activities   within this phase – align to overall Design Phase 2 completion target.

(b) Manage internal and phase   to phase activities in parallel wherever possible.

(c)  Conduct a “Lessons Learned”   exercise to identify design process improvements and preventive actions.

Design 

Phase 3

Complete hardware and software design integration.

System

i. Integration test cases     captured and documented in appropriate repository.

ii. Execute 100% new     features test cases with a 95% pass rate – document results and exceptions.

iii. Ensure test case     results map to documented customer and feature requirements.

iv. Resolve all priority 1     and 2 problems open at the end of Test Phase 3 of the previous release with     the fewest possible exceptions.

v. Ensure all components     used in hardware and software test also pass integration test.

vi. Update agreement to design integration     test plan.

vii. Complete customer documentation portion     of the supporting design documentation.

viii. Revalidate dependencies on related hardware /software products     and functions to maximize reuse of available technologies.

ix. Finalize product test plan.

x. Continue process work to ensure commercial     and operational requirements can be satisfied

xi. Ensure 100% code inspection for new and     modified code.

xii. Update and validate Release over Release plan to achieve     release over release improvement (10% minimum arrival rate reduction in     customer reported problems).

xiii. Complete all system     level design documentation.

xiv.     Track and ensure adherence to budgeted resources and finance.

Hardware

i. Recycle hardware design     and design files as needed.

ii. Update functional,     component placement, and physical agreements as needed.

iii. Update component     qualification plan – identify % complete and potential risks/impacts to     schedule.

iv. Update environmental     product integrity test plan – identify results to date and remaining     activities.

v. Complete all hardware design     documentation.

Software

i. Test for memory leaks     and real time impacts and resolve any identified, as applicable

ii. Update, debug, and     compile software code as needed.

iii. Submit any code changes     to the appropriate repository.

iv. Complete all software     design documentation.

v. Software failure rate     prediction as part of the dependability program.

vi. Ensure design test case     results map to requirement documents.

(a) Establish intervals and exit   criteria unique to the system, hardware, and software design activities   within this phase – align to overall Design Phase 3 completion target.

(b) Manage internal and phase   to phase activities in parallel wherever possible.

(c)  Conduct a “Lessons Learned”   exercise to identify design process improvements and preventive actions.

System Test Phase 1

Finalize and execute verification test plans – complete product   verification.

(a) Design integration test   criteria met.

(b) Execute product test plan (100%) at least   once with a 99.5% pass rate.

(c) Ensure any product impacting issues have a   resolution plan.

(d) Ensure any export control impacting issues   have a resolution plan.

(e) Execute regression suite and traffic;   testing and feature interoperability testing with other products and systems   as applicable.

(f) Ensure verification test case results map   to requirement documents.

(g) Execute release upgrade plan with no   critical problems.

(h) Execute system recovery with no critical   problems without a resolution plan.

(i) Validate all service and support tools,   including required customer tools.

(j) Verify documentation accuracy.

(k) Product integrity test criteria met –   including goals for product functionality, capacity, real time, performance,   and cost.

(l) Update and validate plans   for Release over Release metrics (10% minimum arrival rate reduction in   customer reported problems).

(m) Recycle hardware design and   design files as needed.

(n) Ensure all components are qualified.

(o) Update, debug, and compile software code   as needed.

(p) Submit any code changes to the appropriate   repository.

(q) Ensure all software delivery mechanisms   are in place.

(r) Prepare for formal release of the hardware   and software design.

(s) Track and ensure adherence to budgeted   resources and finance.

(t) Conduct a “Lessons Learned” exercise to   identify product verification process improvements and preventive actions.

(u) Establish intervals and exit criteria unique to the system,   hardware, and software design activities within this phase – align to overall   System Test Phase 1 completion target.

(v) Manage internal and phase to phase activities in parallel wherever   possible.

System Test Phase 2

Finalize internal/external validation test plans and complete system   validation.

(a) Execute product component system   validation, 100% of test cases executed.

(b) Execute regression suite and traffic   testing, 100% of test cases.

(c) Ensure verification test case results map   to requirement documents, including churn items.

(d) Execute release upgrade   plan with no critical problems. 

(e) Execute system recovery with no critical   problems. 

(f) Test large system overload limits and   interoperability for intended performance.

(g) Update and validate plans for release over   release metrics (10% minimum arrival rate reduction in customer reported   problems).

(h) Finalize first customer/market test plans   for System Test Phase 3 execution.

(i) Ensure budgeted resources and finances   are in place to support design requirements for System Test Phase 3.

(j) Validate commercial and operational   requirements – include consideration for software load delivery, patching,   maintenance, etc.

(k) Ensure all elements of the hardware and   software design have been formally released for production and support.

(l) Conduct a “Lessons Learned” exercise to   identify product verification process improvements and preventive actions.

(m) Align   System Test Phase 2 completion and results to the Customer Readiness Business   Decision Point (ref. Corporate Procedure 505.31 – Product Life Cycle   Management).

System Test Phase 3

Validate formally released product in a live customer environment. 

(a) Finalize software delivery   and management plans. 

(b) Ensure any required export licenses and   applicable support processes are in place.

(c) Ensure the network upgrade   plan is tested and ready.

(d) Ensure all new features and feature churn   have been validated and exercised per established project metrics and   requirements including interoperability for intended performance.

(e) Ensure system in service soak time   (days/weeks) has been completed.

(f) Ensure out of box sampling is performed.

(g) Ensure all product design documentation is   updated, formally released, and implemented, as required, to support volume   production.

(h) Ensure all applicable commercial   requirements have been satisfied and the supporting operational processes are   implemented, validated, and ready for volume production.

(i) Update plan to achieve   release over release improvements during the Design Support phase – identify   intervals and targets.

(j) Report on variances in budgeted resources   and finance.

(k) Establish plan and ensure budgeted   resources and finances are in place for ongoing design support.

(l) Ensure delivery risk assessment has been   performed and is acceptable.

(m) Ensure   verification test case results map to requirement documents.

(n)   Conduct a “Lessons Learned” exercise to identify product validation process   improvements and preventive actions.

(o) Align   System Test Phase 3 completion and results to the Channel Readiness Business   Decision Point (ref. Corporate Procedure 505.31 – Product Life Cycle   Management).

Design Support

Provide ongoing product support to achieve improvements in quality,   performance, and cost through efficiencies in design.

(a) Monitor product performance, quality, and   customer satisfaction ensuring closure of Case Reports. 

(b) Design, test, validate,   and implement improvements as required – ensure knowledge transfer to key   functional primes and channel partners.

(c) Identify potential   hardware cost improvements and implement as approved by the business unit.

(d) Report on plan for release over release   improvements and the associated results.

(e) Track feature churn to ensure product   offering remains consistent with commercial/design intent.

(f) Perform periodic retesting   to ensure system level functionality and performance continue to meet and/or   exceed pre-established quality targets – take action as required.

(g) Report on variances in   budgeted resources and finance.

(h)   Establish and execute plan to transition from design support to maintenance   in alignment with the End of Life readiness Business Decision Point. 

Design Maintenance

Maintain product to ensure performance does not impact service and/or   network reliability.

(a) Monitor product for service impacting   issues only – ensure closure of CR’s.

(b)   Design, test, validate, and implement improvements as justified and approved   by the IPT leader and/or product owner-ensure knowledge transfer to key   functional primes and channel partners.

(c)   Establish and execute plan to stop all design maintenance activities in   alignment with the End of Life Business Decision Point (ref. Corporate   Procedure 505.31 – Product Life Cycle Management) - include disposition of   all Intellectual Property.

5.2 In association with   the key phase activities, product specific metrics shall be established and   documented to determine the exit criteria for each design and test   phase. Performance to these metrics   shall be captured and maintained to ensure all conditions are met for phase   completion. Reporting of metrics shall   be the responsibility of the IPT Release Leader as identified in section 3.12   above.

6.0 Approvals

In   addition to the Senior Executives listed on the title page of this Procedure,   Senior Executives of the following Operating Entities have also approved and   agreed to adopt this Procedure for implementation across the product   portfolios for which they are accountable:

President   – Enterprise Networks

President   – Optical Networks

President   – Wireline Networks
  President – Wireless Networks

7.0 Reference Documents

Corporate Policy 400.04 –   Export Controls Compliance

Corporate Policy 500.04 - Quality and Customer Satisfaction

Corporate Policy 500.16 –   Corporate Standards

Corporate Policy 500.22 –   Acquisition of Goods and Services

Corporate Policy 700.01 –   Research and Development Investment

Corporate Policy 700.02 –   Product Design and Life Cycle Management

Corporate   Procedure 505.01 – Quality Management Systems

Corporate Procedure 505.31 –   Product Life Cycle Management 

Corporate Procedure 505.33 –   Product/Solution Delivery

Corporate   Procedure 601.01 – Research and Development Program

Corporate   Standard 1505.00 – Contract Manufacturers Products
 Introduction Process

Corporate   Standard 1509.00 – Dependability Program

Corporate   Standard 1509.01 – Dependability Program Supplemental
 Documentation

Corporate   Standard 1512.00 – Designing for Global Installability

Corporate   Standard 1513.01 – Design for Testability

Dependability/Reliability   Guidelines located at http://navigate.us.nortel.com/imds?pg=/eng/dfr 

TR-0S03-119-2004- Design for Environment

Nortel   Networks Corporate Policies and Procedures are available on the Nortel Networks intranet: 

Services @   Work – Corporate Information - Corporate Policies & Procedures

http://services-canada.ca.nortel.com/Livelink/livelink.exe?func=ll&objId=38150&objAction=sawbrowse

Nortel   Networks Corporate Standards are available on the Nortel Networks intranet: 

Global Web - Global Quality   - Corporate Standards

http://navigate.us.nortel.com/imds?pg=/ops/qual/standards

8.0 Review

This   Procedure shall be reviewed every three years, or earlier, as required.

End of   Document

Issued by:

Abdul Khawar

Global Quality Systems

Approved by:

Greg Mumford

Chief Technology Officer