That’s what it’s all about

The focus is on training requirements related to Siemens Polarion®, from ALM processes to adaptation to complex environments.

Benefits

Polarion® training courses promote efficient use, accelerate projects, and ensure the successful mapping of ALM processes.

Use case

Projects often fail due to unclear roles, a lack of visibility into processes, and inconsistent documentation—training can help.

Challenges

For over fifteen years, we have been supporting companies with Siemens Polarion® Consulting to master industry-specific challenges in product and software development in a forward-looking manner.

Insufficient configuration

With ReQonsult, you can tailor system functions to your specific needs—thanks to our in-depth knowledge of roles, workflows, and user interfaces.

Unstructured documentation

Experienced consulting provides clarity in structuring requirements – for consistent content across all levels.

Incomplete traceability

Our consulting services help to make connections between requirements, tests, and implementation visible and comprehensible.

Unclear access rights

Introduce role and rights concepts – with a clear structure, traceable responsibilities, and secure user guidance at all levels.

Inadequate system maintenance

We support you in securely setting up backup, updates, and system architecture—for stability and maintainability in operation.

Inadequate reports

Professional consulting enables you to design reports and dashboards that present relevant data clearly and concisely for any purpose.

Data islands and media discontinuity

With ReQonsult, you can make targeted use of interfaces – for a continuous flow of information between systems without media discontinuity.

Audit findings

Polarion® Consulting provides you with clear evidence, verifiable processes, and structured artifacts—specifically prepared for all audits.

Lack of practical relevance

Our team delivers tried-and-tested training courses that reflect real project requirements and promote effective use in everyday life.

Overloaded key users

Achieve broader knowledge sharing within the team – for lasting relief for key contacts in everyday project work.

Non-standardized processes

Our approach supports you in establishing uniform workflows—for consistent processes across all teams, even those that are distributed.

Complex template customization

Together with you, we create reusable templates that are structured, understandable, and precisely tailored to your project requirements.

New white paper

Download our white paper Toolchain-Pflege in der Praxis: Die toolzentrierte Checkliste für Ihre Software-Entwicklung (German) and leverage proven experience to create a powerful organization.

Industries

Our training offerings cover various industries. We develop customized content for each industry that is tailored to its specific challenges and practical requirements.

Energy

Revolution instead of evolution: transforming the energy sector with advanced consulting and future-proof ALM approaches.

Finance

Financial solutions with foresight: secure future-proof approaches for dynamic financial markets with our advice.

Government and public sector

Increase efficiency in the public sector with innovative approaches and processes for robust and future-oriented solutions.

Why ReQonsult?

Discover our services that will transform your product development. Our experts offer in-depth consulting and customized solutions for seamless application lifecycle management.

Siemens Polarion® partnership

As a Siemens Polarion® partner, we offer you forward-looking ALM expertise for optimal approaches and better project results.

PTC Codebeamer® partnership

Through our certified PTC partnership, we provide you with groundbreaking expertise from ALM software Codebeamer®.

Over 15 years of project experience

Thanks to our many years of project experience, you benefit from proven industry expertise and future-oriented ALM solutions.

Request consultation

Take the first step toward a future where you can master complexity and request a no-obligation consultation now. A consultant specializing in your industry will contact you right away.

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Blog

In our blog, you will regularly find valuable tips, current trends, and inspiring ideas that will make your development projects more efficient, increase your team’s productivity, and ensure your business success.

12

FAQ

Well-founded answers to frequently asked questions about the challenges of Siemens Polarion® training. Find out how you can advance your development project with us and achieve optimal results.

Companies reach their limits because Siemens Polarion® is a complex system with numerous individual configuration options. Without targeted training, they lack the expert knowledge to efficiently implement workflows, user rights, and process adjustments—which leads to suboptimal processes and increased risks in project operations.

Without in-depth knowledge, responsibilities often become unclear, permissions overlap, and approval processes become inefficient. Roles are often defined too broadly or too narrowly, and workflows remain incomplete or impractical. This weakens process reliability and leads to unnecessary queries, errors, and additional work in everyday project management.

A non-optimized user interface makes navigation difficult, overwhelms users with irrelevant information, and slows down the processing of important tasks. Without targeted customization, Polarion® remains unnecessarily complex, which reduces acceptance within the team, increases the likelihood of errors, and significantly hinders the efficient use of the software.

ReQonsult training combines in-depth system knowledge with specific use cases from your project environment. Instead of standard solutions, you receive practical guidance for targeted configuration—modular, interactive, and directly relevant to your roles, processes, and strategic objectives in Polarion®.

Unstructured documentation makes it difficult to trace information, promotes inconsistencies, and hinders the reuse of information. Teams waste time searching for relevant content, coordination becomes error-prone, and the overall process loses transparency—a clear obstacle to efficient development.

Targeted training teaches proven methods for structuring requirements in Polarion®, tailored to hierarchy, content types, and project context. It shows how content can be logically linked, neatly structured, and efficiently maintained—for consistent consistency, minimized redundancy, and maximum comprehensibility at all levels.

Inconsistent or unsystematically maintained requirements lead to contradictory results, complicate validation, and increase the risk of costly mistakes. They impair coordination between teams, prevent clear acceptance, and undermine the basis for stable testing and reliable traceability throughout the project.

Typical signs include long search times for relevant content, duplicate or contradictory requirements, lack of categorization, and unclear relationships between artifacts. If traceability and change management are difficult, this clearly indicates structural weaknesses in requirements management.

A clear requirements structure creates a common understanding, reduces room for interpretation, and facilitates communication between departments, development, and external partners. Decisions are based on verifiable facts, coordination is more targeted, and misunderstandings are avoided in advance.

Incomplete traceability often arises from unclear linking rules, incompletely maintained artifacts, and a lack of tool expertise. Without a uniform approach, the connection between requirements, implementation, and testing remains invisible—with consequences for quality, verifiability, and the successful completion of audits.

A lack of traceability means that requirements remain untested, tests have no clear link to implementation, and changes have an uncontrolled effect. This undermines transparency in the development process, complicates error analysis, and jeopardizes compliance with quality standards—with direct implications for product safety and reliability.

Targeted Polarion® training teaches practical methods for establishing logical links between requirements, tests, and results. It sharpens understanding of traceability concepts, highlights automation opportunities, and enables teams to ensure complete, verifiable traceability at all times, even in dynamic project environments.

Best practices include clearly defined link strategies, consistent use of work items, targeted use of LiveDocs and traceability tables, and regular review cycles. Visualizations and individually configured reports ensure that dependencies remain transparent – even as project complexity and team size grow.

Typical causes include unclear responsibilities, a lack of guidelines for link creation, unstructured test planning, and a lack of understanding of the importance of traceability. Time pressure and isolated working methods also mean that requirements and tests remain unlinked in Polarion®, with negative consequences for validation and verification.

Complete traceability makes it possible to track every requirement seamlessly from design and implementation to testing and final results. Customers and auditors can see at a glance that all specifications have been met, changes documented, and risks controlled—a key factor for trust, compliance, and project success.

Unclear or incorrect access rights can lead to data loss, unwanted changes, or security gaps. At the same time, unnecessary dependencies and uncertainties arise within the team. Without precise rights management, there is no control over who can do what and when—a significant risk to integrity, confidentiality, and project security.

Without targeted training, there is often a lack of understanding of how roles, workflows, and object responsibilities are linked. The multitude of settings options in Polarion® quickly leads to unclear authorization structures. This makes it difficult to distribute tasks transparently and prevents clear, auditable assignment of responsibilities in the system.

Common mistakes include granting too many rights, unclear role assignments, or a lack of differentiation between project types. This results in an unmanageable tangle of rights. With a structured authorization concept, role-based training, and targeted administration, Polarion® can be controlled securely, transparently, and in compliance with regulations.

A well-thought-out rights concept ensures that every user sees exactly the functions and content that are relevant to their role. This reduces complexity, prevents operating errors, and provides orientation. The clear structure promotes trust in the system, increases efficiency, and enhances acceptance of Polarion® throughout the entire team.

Professional training provides practical know-how on the modular and scalable structuring of the Polarion® system architecture. It shows how central components can be clearly separated, processes neatly mapped, and technical dependencies minimized—for a stable, future-proof platform with low maintenance and adaptation costs.

Typical weak points include outdated configurations, irregular backups, lack of update strategies, and unclear responsibilities. These lead to instability and security risks. Clearly defined maintenance processes, technical training, and systematic documentation ensure the long-term operational quality of Polarion®.

Standard reports often only show general metrics and do not take into account project-specific KPIs or individual process logic. They provide superficial insights instead of decision-relevant analyses. Only customized reports reveal correlations, identify risks at an early stage, and support strategic control.

Targeted training teaches participants how to use data sources effectively, apply visualization techniques, and prepare content for specific target groups. It enables teams to design reports and dashboards in such a way that decision-makers, developers, and quality assurance staff receive exactly the information they need for their respective tasks.

Common mistakes include unclear target definitions, faulty data filters, redundant content, and cluttered presentation. This makes reports less meaningful and means they are rarely used. Clean data models, targeted visualization, and a structured reporting concept enable you to establish precise, user-oriented evaluations on a permanent basis.

A good Polarion® report is targeted, clearly structured, and intuitive to interpret. It is based on validated data sources and accurately reflects the information needs of the target group. Relevance is achieved through close coordination with stakeholders, defined KPIs, and a flexible design that enables meaningful analysis without information overload.

Precise dashboards consolidate relevant key figures from different project areas in real time. They enable visual assessment of status, progress, and risks—without lengthy searches or manual evaluation. This allows deviations to be identified early on, decisions to be made based on facts, and project management to be significantly accelerated.

Data silos and media discontinuity lead to redundant maintenance, lack of transparency, and loss of information throughout the development process. Important connections remain hidden, changes are not consistently applied, and decisions are based on incomplete data—which significantly impairs quality, efficiency, and traceability.

Missing interfaces prevent the automated exchange of requirements, test data, or changes between Polarion® and adjacent systems. This leads to manual double maintenance, increased potential for errors, and delayed responses to project changes—a clear obstacle to consistent processes and up-to-date, consistent data.

Seamless data exchange ensures that information is available at the right time and in the right context—without media discontinuity or manual detours. This prevents inconsistencies, shortens processing times, and facilitates collaboration across system boundaries. The result is increased speed, transparency, and quality at every stage of development.

Professional consulting analyzes existing system landscapes, identifies integration potential, and develops targeted interface concepts. This allows Polarion® to be seamlessly integrated into the data flow—without manual transfers or tool changes. This minimizes friction losses, creates consistency across system boundaries, and accelerates project execution.

The integration of ALM, PLM, ERP, and test management systems such as Teamcenter®, SAP®, or Jenkins® is particularly effective. The integration of JIRA®, Git, or modeling tools such as Enterprise Architect also creates consistent information flows. This harmonizes interfaces, avoids redundancies, and ensures cross-functional transparency.

Challenges include inconsistent data models, a lack of standardization, and technical hurdles in authentication or protocols. Specialized training provides the knowledge needed to select suitable integration strategies and use APIs and connectors, enabling teams to implement robust interfaces independently.

Audit gaps jeopardize compliance with standards such as ISO 26262 or ASPICE. Missing documentation, incomplete histories, or unverifiable decisions can lead to deviations, project delays, or even loss of certification. Polarion® must be used in a targeted manner to ensure that audit trails are complete, reproducible, and audit-proof.

Targeted training teaches participants how to configure Polarion® so that processes are documented, approvals are traceable, and changes are audit-proof. Participants learn which artifacts are relevant, how checkpoints are integrated, and how regulatory requirements can be implemented directly in the system—for consistently audit-compliant processes.

Many teams underestimate the importance of consistent documentation logic and systematic linking. Without a clear understanding of audit requirements and the correct use of Polarion® features, incomplete, unstructured artifacts are created. A lack of standards and unclear responsibilities exacerbate the problem—with risky consequences for the evidence base.

Auditors expect complete traceability, documented decisions, transparent approvals, and consistent links between artifacts. Processes must be clearly defined, roles clearly assigned, and changes logged in an audit-proof manner. Polarion® must not only provide tools, but also demonstrate their use in a structured and comprehensible manner.

Audit security requires defined processes, standardized artifacts, consistent traceability, and clearly defined roles. In addition, audit trails must be set up, relevant workflows configured, and all changes documented in a traceable manner. Regular reviews and targeted training ensure sustainable implementation—both technically and organizationally.

Many training courses remain too theoretical, use simplified examples, or ignore the specific conditions of real projects. This means that the knowledge gained cannot be transferred into everyday practice. Successful training must address real use cases, existing processes, and typical challenges in a team context—otherwise, the benefits for project success will be limited.

Without practical relevance, what has been learned remains abstract and is rarely applied in everyday project work. Users may be familiar with functions, but they do not understand when and how to use them effectively. This leads to uncertainty, inefficient use, and queries within the team—valuable potential of Polarion® remains untapped, and acceptance declines significantly.

Effective Polarion® training must cover real-world requirements such as role-based work, end-to-end traceability, audit preparation, release control, and interface integration. Equally important are use cases for workflows, LiveDocs, and reports—taught in a practical manner and tailored to the participants’ respective processes, system landscapes, and project goals.

When expertise is concentrated among a few key users, dependencies arise that lead to delays in the event of absences or work overload. Important decisions pile up, operational issues remain unresolved, and the team loses its independence. The result: project momentum suffers, quality declines, and the potential of Polarion® is not fully exploited.

If key contacts are unavailable, operational knowledge about configuration, workflows, or permissions is often lost. Important tasks are delayed, support requests remain unresolved, and system adjustments are put on hold. Without documented handover procedures and distributed expertise, the project can suffer a massive loss of agility, security, and decision-making power.

A lack of process harmonization leads to contradictory workflows, media discontinuity, and inconsistent data. Teams work at cross purposes, quality standards are implemented inconsistently, and efficiency potential remains untapped. Without coordinated procedures, Polarion® cannot be established as a binding platform for integrated collaboration.

Uniform processes create common standards that define clear roles, responsibilities, and interfaces across locations and departments. This enables consistent results, facilitates handover, and ensures process quality—regardless of who is working where. Without clear rules, silos, misunderstandings, and avoidable coordination efforts arise.

Challenges include conflicting process cultures, unclear goal definitions, and technical hurdles in mapping complex processes. There is often a lack of acceptance when standards are not tailored to real needs. Successful implementation therefore requires technically sound change management, clean modeling, and practical training for all involved.

A uniform process framework enables consistent workflows that can be adapted to specific projects and rolled out systematically. This results in scalable structures with clear rules and responsibilities. At the same time, every activity is documented and traceable—a crucial foundation for control, auditability, and sustainable growth with Polarion®.

Reusable and clearly structured templates provide immediate orientation, reduce training requirements, and ensure compliance with proven standards. They accelerate project start-up, avoid unnecessary duplication of work, and promote consistency across teams—a decisive factor for quality, efficiency, and rapid integration of new team members.

Professional training teaches participants how to systematically analyze project-specific requirements, role profiles, and process logic and translate them into targeted template structures. Participants learn to create customized templates that not only function flawlessly from a technical standpoint, but also fit the methodological approach—making them understandable, maintainable, and immediately usable for everyone involved in the Polarion® environment.

A well-structured, customized template follows a clear methodological structure, integrates roles, workflows, and traceability logic, and can be expanded in a modular fashion. It guides the user through the creation process and ensures consistent results. In contrast, a standard template usually only maps content—without any company-specific reference to processes, quality assurance, or reuse.

A well-thought-out template strategy creates binding structures, reduces room for interpretation, and ensures that key quality criteria are automatically met. It supports compliance with standards, promotes consistent documentation, and makes best practices reproducible—an essential lever for stable, auditable Polarion® projects.

This post is also available in: German

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