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AIM for Business Flows

Method Overview

1-1

Copyright Oracle, 2007. All rights reserved.

Agenda
Installing the ABF Desktop Method Pack
Navigating the ABF Method Pack
Method Overview
ABF Project Flow: Definition Phase
ABF Project Flow: Elaboration Phase
ABF Project Flow: Build Phase
ABF Project Flow: Transition Phase
ABF Project Flow: Production Phase
Planning an ABF Project

1-2

Copyright Oracle, 2007. All rights reserved.

Agenda
Installing the ABF Desktop Method Pack
Navigating the ABF Method Pack
Method Overview
ABF Project Flow: Definition Phase
ABF Project Flow: Elaboration Phase
ABF Project Flow: Build Phase
ABF Project Flow: Transition Phase
ABF Project Flow: Production Phase
Planning an ABF Project

1-3

Copyright Oracle, 2007. All rights reserved.

Method Pack Description


Easy to Install

Single downloadable installation file


One click installation (self extracting process)
Designed to accept updates

Self Contained
Easy to use

1-4

Minimal learning curve (Standardized across method offerings)


No requirement to understand underlying file structure
HTML interface to all materialsonly two clicks away
Tight integration between all method offering components

Copyright Oracle, 2007. All rights reserved.

Installation Process
Installing the AIM for Business Flows Desktop Method
Pack is a three (3) step process:
Step 1 Obtain the self-extracting zip executable file
Step 2 Double-click on the ABF14.exe file
Step 3 Follow instructions displayed during installation
Note the following tips during installation process
Be patientlet the process complete
It is okay to reinstallprefer this versus stopping process
The method offering will display in your default browser
For desktops with XP, you may need to adjust your Pop-up
blocker settings
(The install process will not complete until you close the browser
window)

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Copyright Oracle, 2007. All rights reserved.

Post Installation

Congratulations, you now have AIM for Business Flows


Method Pack installed on your desktop!

All method components are located in a protected, predesignated directory structure on C:\Method, which you
have access to through an HTML user interface

Launching AIM for Business Flows Desktop Method


Pack:
1.
2.
3.
4.

1-6

Click start
Click All Programs
Place cursor on Oracle Methods
Slide cursor over to AIM for Business Flows 1.4 and left
mouse click

Copyright Oracle, 2007. All rights reserved.

Agenda
Installing the ABF Desktop Method Pack
Navigating the ABF Method Pack
Working with Templates
ABF Project Flow: Definition Phase
ABF Project Flow: Elaboration Phase
ABF Project Flow: Build Phase
ABF Project Flow: Transition Phase
ABF Project Flow: Production Phase
Planning an ABF Project

1-7

Copyright Oracle, 2007. All rights reserved.

Online Walkthrough of the ABF Method

1-8

Copyright Oracle, 2007. All rights reserved.

Agenda
Installing the ABF Desktop Method Pack
Navigating the ABF Method Pack
Method Overview
ABF Project Flow: Definition Phase
ABF Project Flow: Elaboration Phase
ABF Project Flow: Build Phase
ABF Project Flow: Transition Phase
ABF Project Flow: Production Phase
Planning an ABF Project

1-9

Copyright Oracle, 2007. All rights reserved.

What is AIM for Business Flows?

Latest iteration of Oracle Consultings proven


Application Implementation Method (AIM)
Incorporates changes that:
Promote a business process focus
Employs Conference Room Pilots (CRPs)
Iterative Approach

1-10

Does not restrict tailoring of Flows or system


configuration to satisfy client requirements

Copyright Oracle, 2007. All rights reserved.

Approach Objectives

1-11

Rapidly deploy an environment using Standard


Business Flows, and pre-tested configurations
Standard => Future Process Model
Incorporate user involvement throughout the
lifecycle using iterative conference room pilots
(CRPs)
Employ CRPs to map business flows to customer
business processes and identify gaps
Flows are reasonably good fit
Customers willingness to adopt basic elements
of E-Business Suite best practices as described in
flows

Copyright Oracle, 2007. All rights reserved.

Approach Overview Top Level Flow


Definition
Project
Planning

Build Required
Assets

Conduct Business
Architecture
Workshops

Elaboration

Build

Prepare CRP 2
Environment

Create and test


Custom
Extensions

Prepare for CRP 2


Workshop(s)

Prepare CRP 3
Environment

Conduct CRP 2
Workshop(s)

Design
Extensions

Prepare for CRP 3


Workshop(s)

Perform Systems
Integration
Test

Conduct CRP 1
Workshop(s)

Solution
Review &
Sign-Of

Perform User
Acceptance
Test

Conduct
Phase End
Review

Conduct
Phase End
Review

Conduct
Phase End
Review

1-12

Production

Prepare
Production
Environment

Convert and
Verify Data

Conduct CRP 3
Workshop(s)

Prepare
Custom
Test Scripts

Prepare for CRP 1


Workshop(s)

Transition

Verify
Production
Readiness

Begin
Production

Copyright Oracle, 2007. All rights reserved.

Maintain
System

Propose
Future
Direction

Method Structure Fundamentals

1-13

A task is a unit of work that results in output of a single


work product or revision of an existing work product
(deliverable)

A phase is a chronological grouping of tasks in an


approach. Services are delivered by phase to reduce
project risk. Phases allow checkpoints against project goals
and measurement of quality.

A process is a grouping of tasks within a method based on


common functions or disciplines which lead to one or more
key deliverables.

Copyright Oracle, 2007. All rights reserved.

Definition Phase
Definition

Elaboration

Build

Transition

Production

Objectives:
Plan the project
Familiarize customer with Flows
Map Flows to the Business
Identify potential changes
Key Activities:
Build/update Delivery Assets
Prepare CRP 1 Environments
Conduct Business Architecture WS
Customer Education on CRP Process
Conduct CRP 1
Outputs:
CRP 1 Results
Preliminary Conceptual Architecture
Key Configurations (COA, TCA, Multi-Org)

1-14

Copyright Oracle, 2007. All rights reserved.

Elaboration Phase
Definition

Elaboration

Build

Transition

Production

Objectives:
Validate COA, TCA, Multi-Org Setups
Refine mapping of Flows
Identify remaining changes
Design Custom Extensions
Determine/freeze scope of solution
Key Activities:
Prepare CRP 2 Environment
Design custom extensions
Conduct CRP 2
Solution Review and Sign-off
Outputs:
Refined Configuration
Approved designs for customizations
Conversion Data Mapping
Updated Test Scripts
High-Level Solution Document

1-15

Copyright Oracle, 2007. All rights reserved.

Build Phase
Definition

Elaboration

Build

Transition

Production

Objectives:
Develop, test, and accept custom software
Propose a transition strategy
Execute performance test
Conduct a system test
Finalize the solution
Key Activities:
Create & test custom extensions
Prepare CRP 3 Environment
Conduct CRP 3
Conduct User Acceptance Test
Outputs:
System Tested Applications
User Acceptance Test Results
Performance Test Report
Transition and Contingency Plan

1-16

Copyright Oracle, 2007. All rights reserved.

Transition Phase
Definition

Elaboration

Build

Transition

Production

Objectives:
Prepare Production Environment
Convert and verify legacy data
Train user personnel
Transition to Production
Key Activities:
Plan Transition
Go-Live Checklist
Final System Check
Users & Support Ready
Convert & Load Data
Fallback Plan
Outputs:
Converted and verified data
Skilled Users
Production Support Infrastructure
Production system ready
GO-LIVE

1-17

Copyright Oracle, 2007. All rights reserved.

Production Phase
Definition

Elaboration

Build

Transition

Production

Objectives:
Maintain the Production System
Measure System Performance
Promote user acceptance
Propose and plan future direction
Key Activities:
Assess effectiveness of system
Reinforce adoption of system
Recommend Business direction
Recommend technical direction
Outputs:
Effectiveness Assessment
Business Direction Recommendations
Technical Direction Recommendations

1-18

Copyright Oracle, 2007. All rights reserved.

ABF Processes
Definition Elaboration

Build

Transition Production

BF Process
TA Process
MD Process
CV Process
DO Process
TE Process
PT Process
AP Process
PM Process

A process is a grouping of tasks within a method based on common


functions or disciplines which lead to one or more key deliverables

1-19

Copyright Oracle, 2007. All rights reserved.

ABF Process Objectives


[BF] Business Process Mapping: The goal of the BF process is
to familiarize the Customer with Oracle Business Flows and conduct
the initial mapping of flows to the clients business.

[TA] Application and Technical Architecture: The goal of the


TA process is to design an information system architecture that
realizes the business vision.

[MD] Module Design and Build: The MD process focuses on


the design and development of custom extensions to satisfy gaps in
functionality.

[CV] Data Conversion: The goal of the Data Conversion process


is to convert all legacy data necessary for the operation of the new
system.

[DO] Documentation: The Documentation process augments


Oracle Applications manuals with information about custom
extensions and business procedures.
1-20

Copyright Oracle, 2007. All rights reserved.

ABF Process Objectives (Cont.)


[TE] Business System Testing: The Business System Testing
process has the goal of refining the business solution through iterative
Conference Room Pilots and testing the quality of all elements of the
application system.

[PT] Performance Testing: The Performance Testing process


involves the definition, construction, and execution of a performance
test.

[AP] Adoption and Learning: The Adoption and Learner (AP)


process fosters acceptance of the new applications by all users

[PM] Production Migration: The goal of the Production


Migration (PM) process is to migrate the organization, systems, and
people to the new enterprise system.

1-21

Copyright Oracle, 2007. All rights reserved.

Agenda
Installing the ABF Desktop Method Pack
Navigating the ABF Method Pack
Method Overview
ABF Project Flow: Definition Phase
ABF Project Flow: Elaboration Phase
ABF Project Flow: Build Phase
ABF Project Flow: Transition Phase
ABF Project Flow: Production Phase
Planning an ABF Project

1-22

Copyright Oracle, 2007. All rights reserved.

Definition Phase Objectives


Objectives of the Definition Phase include:
Define Project Scope clearly
Verify Senior Executive Buy-in
Facilitate Informed Project Startup Decisions
Build Consensus around scope, objectives and
approach
Familiarize Client with Business Flows
Perform initial mapping
Develop preliminary conceptual architecture
Determine high-level requirements
Obtain Approval to proceed to next phase

1-23

Copyright Oracle, 2007. All rights reserved.

Key Activities Definition Phase


Definition
Project
Planning

Build Required
Assets

Conduct Business
Architecture
Workshops

Build

Prepare CRP 2
Environment

Create and test


Custom
Extensions

Prepare for CRP 2


Workshop(s)

Prepare CRP 3
Environment

Conduct CRP 2
Workshop(s)

Design
Extensions

Prepare for CRP 3


Workshop(s)

Transition

Production

Prepare
Production
Environment

Convert and
Verify Data

Conduct CRP 3
Workshop(s)

Prepare
Custom
Test Scripts

Perform Systems
Integration
Test

Conduct CRP 1
Workshop(s)

Solution
Review &
Sign-Of

Perform User
Acceptance
Test

Conduct
Phase End
Review

Conduct
Phase End
Review

Conduct
Phase End
Review

Prepare for CRP 1


Workshop(s)

1-24

Elaboration

Verify
Production
Readiness

Begin
Production

Copyright Oracle, 2007. All rights reserved.

Maintain
System

Propose
Future
Direction

Project Planning

Define and Confirm Scope*


Review Project Approach*
Define Management Strategies and Processes*
Prepare Project Management Plan (PMP)*
Obtain Client Approval of PMP*
Orient and Train Project Team

1-25

Performed in Project Startup


Phase when using PJM 4.1

Copyright Oracle, 2007. All rights reserved.

Build Required Delivery Assets

ABF is aware ofand leverages pre-defined/preseeded delivery assets to accelerate the


implementation

1-26

Business Flows
Core Functionality Definitions
Application Setup Documents
System Test (Demo) Scripts

Inventory available delivery assets


Determine degree of fit
Identify missing delivery assets
Identify delivery assets requiring modification
Build/Modify delivery assets, as necessary

Copyright Oracle, 2007. All rights reserved.

Conduct Business Architecture


Workshops

Workshops for identifying key setup parameters


that apply across the entire EBS:
Multi-Org Structure
Chart of Accounts (COA) Structure
Trading Community Architecture (TCA)

Other Workshops to consider:

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Other Key Flexfields (Asset Category, Inventory Itm)


SysAdmin Security
Territory Manager (CRM Flows)
Roles, Groups, Team (CRM Flows)
Architecture Review and Performance Mgmt
Assessment Workshop
Copyright Oracle, 2007. All rights reserved.

Prepare for CRP 1 Workshops

1-28

Review status of CRP 1 Environment preparation


Ensure tailoring of environment is completed, if
required
Conduct test to verify proper configuration
Determine number of Business Flow streams/
number of workshops per stream
Identify demo/test scripts to be conducted during
each workshop
Identify participants (including Client personnel)
Schedule Workshops and participants
Gather and review demo/test scripts

Copyright Oracle, 2007. All rights reserved.

Conduct CRP 1 Workshops

CRP 1 typical duration ~ 2 weeks


Initial session to orient participants and familiarize
client with baseline Flows
Recommend assignment of facilitator and scribe, if
possible
Hands-On session day + Review results
Execute test scripts as scheduled on the preconfigured system
Familiarize client with Business Flows
Map standard Flows to clients business
Document potential changes needed (Change
Catalog)
Review all changes identified at end of each
workshop session

1-29

Copyright Oracle, 2007. All rights reserved.

High-Level Solution Document [Initial]

Prepare it based on CRP 1 results


Describes Business Flows and associated
functionality to be implemented
Future Process Model (diagrams)
Narrative description of processes

1-30

Explicitly identifies any standard functionality that


will not be implemented

Copyright Oracle, 2007. All rights reserved.

Conduct Phase-End Review

Review proposed business process changes or


other modifications
Document/present options for filling gaps
Prepare MoSCoW prioritization of proposed
changes

1-31

Must Have
Should Have
Could Have
Wont Have

Obtain client approval/signoff

Copyright Oracle, 2007. All rights reserved.

Active Processes Definition Phase


Definition

Elaboration

Build

Business Process Mapping (BF)


Application & Technical Arch. (TA)
Module Design and Build (MD)
Data Conversion (CV)
Documentation (DO)
Business System Testing (TE)
Performance Testing (PT)
Adoption and Learning (AP)
Production Migration (PM)

1-32

Copyright Oracle, 2007. All rights reserved.

Transition

Production

Key Deliverables of the Definition Phase

Skilled Project Team


Mapped Business Data
Preliminary Conceptual Architecture
Project Readiness Roadmap
CRP 1 Workshop Results

1-33

Test Script results


Change Catalog
Updated Business Flows
Updated Application Setups
Updated Test Scripts/Scenarios

Phase-End Review Results

Copyright Oracle, 2007. All rights reserved.

Agenda
Installing the ABF Desktop Method Pack
Navigating the ABF Method Pack
Method Overview
ABF Project Flow: Definition Phase
ABF Project Flow: Elaboration Phase
ABF Project Flow: Build Phase
ABF Project Flow: Transition Phase
ABF Project Flow: Production Phase
Planning an ABF Project

1-34

Copyright Oracle, 2007. All rights reserved.

Elaboration Phase Objectives


Objectives of the Elaboration Phase include:
Conduct CRP 2 to refine the solution
Validate decisions on Multi-Org, COA, and TCA
structures
Refine the technical architecture design
Develop Performance Testing models and scenarios
Design the security architecture
Develop designs for Custom Extensions
Develop Test Scripts
Design Performance Test Scripts and Programs
Develop User Learning Plan

1-35

Copyright Oracle, 2007. All rights reserved.

Key Activities Elaboration Phase


Definition
Project
Planning

Build Required
Assets

Conduct Business
Architecture
Workshops

Build

Prepare CRP 2
Environment

Create and test


Custom
Extensions

Prepare for CRP 2


Workshop(s)

Prepare CRP 3
Environment

Conduct CRP 2
Workshop(s)

Design
Extensions

Prepare for CRP 3


Workshop(s)

Transition

Production

Prepare
Production
Environment

Convert and
Verify Data

Conduct CRP 3
Workshop(s)

Prepare
Custom
Test Scripts

Perform Systems
Integration
Test

Conduct CRP 1
Workshop(s)

Solution
Review &
Sign-Of

Perform User
Acceptance
Test

Conduct
Phase End
Review

Conduct
Phase End
Review

Conduct
Phase End
Review

Prepare for CRP 1


Workshop(s)

1-36

Elaboration

Verify
Production
Readiness

Begin
Production

Copyright Oracle, 2007. All rights reserved.

Maintain
System

Propose
Future
Direction

Prepare CRP 2 Environment

Begin with a freshly installed,unconfigured


Applications environment
Hosted or Onsite

Configure environment to incorporate:

1-37

Clients Multi-Org structure


Clients Chart of Accounts (COA) Structure
Clients Trading Community Architecture (TCA)
Other changes identified during CRP 1

Oracle Accelerator Pre-Production instance with


Setup Tool an option

Copyright Oracle, 2007. All rights reserved.

Prepare for and Conduct CRP 2


Workshops

Ensure Key Delivery Assets are updated with


changes, including:

1-38

Business Flows
Test Scripts/Business Flow Scenarios
Application Setup Documents
Business Procedure Documentation (Tutor
Procedures)

Plan and schedule CRP 2 Workshops


Execute CRP 2 Test Scripts/Scenarios
Document needed changes
Objective identify all remaining changes so
scope can be frozen
Copyright Oracle, 2007. All rights reserved.

Design Custom Extensions & Prepare Test


Scripts

1-39

Define and Estimate Application Extensions and


Interfaces
Review alternative solutions with client and obtain
approval to proceed with selected option
Create Functional Design
Design Database Extensions
Create Technical Design
Review Functional and Technical Designs
Obtain client acceptance
Develop Unit Test Scripts
Develop Link Test Scripts
Copyright Oracle, 2007. All rights reserved.

Solution Review and Sign-Off

1-40

Finalize High-Level Solution Document


Review proposed business system with
client/Project Steering Committee
Obtain Client acceptance of the proposed solution
and approval to proceed.

Copyright Oracle, 2007. All rights reserved.

Conduct Phase-End Review

Review proposed business process


changes or other modifications

Document/present options for filling gaps

Prepare MoSCoW analysis of proposed


changes
Must Have
Should Have
Could Have
Wont Have

1-41

Obtain client approval/signoff


Copyright Oracle, 2007. All rights reserved.

Active Processes Elaboration Phase


Definition

Elaboration

Build

Business Process Mapping (BF)


Application & Technical Arch. (TA)
Module Design and Build (MD)
Data Conversion (CV)
Documentation (DO)
Business System Testing (TE)
Performance Testing (PT)
Adoption and Learning (AP)
Production Migration (PM)

1-42

Copyright Oracle, 2007. All rights reserved.

Transition

Production

Key Deliverables Elaboration Phase

1-43

CRP 2 Results
Conceptual Architecture
Application and Database Server Architecture
Platform and Network Architecture
Application Extension Definition and Estimates
Approved Designs Custom Extensions
Conversion Program Designs
Updated System Test Script
System Integration Test Script
User Learning Plan
High-Level Solution Document [Final]
Solution Acceptance & Signoff
Copyright Oracle, 2007. All rights reserved.

Agenda
Installing the ABF Desktop Method Pack
Navigating the ABF Method Pack
Method Overview
ABF Project Flow: Definition Phase
ABF Project Flow: Elaboration Phase
ABF Project Flow: Build Phase
ABF Project Flow: Transition Phase
ABF Project Flow: Production Phase
Planning an ABF Project

1-44

Copyright Oracle, 2007. All rights reserved.

Build Phase Objectives


Objectives of the Build Phase include:

1-45

Prepare the Development Environment


Develop, test and accept custom software
Create, test and accept database extension and
installation routines
Propose a transition strategy
Finalize the solution
Conduct CRP 3 (System Test)
Conduct Performance Test

Copyright Oracle, 2007. All rights reserved.

ABF V1.3 Top Level Flow


Definition
Project
Planning

Build Required
Assets

Conduct Business
Architecture
Workshops

Build

Prepare CRP 2
Environment

Create and test


Custom
Extensions

Prepare for CRP 2


Workshop(s)

Prepare CRP 3
Environment

Conduct CRP 2
Workshop(s)

Design
Extensions

Prepare for CRP 3


Workshop(s)

Transition

Production

Prepare
Production
Environment

Convert and
Verify Data

Conduct CRP 3
Workshop(s)

Prepare
Custom
Test Scripts

Perform Systems
Integration
Test

Conduct CRP 1
Workshop(s)

Solution
Review &
Sign-Of

Perform User
Acceptance
Test

Conduct
Phase End
Review

Conduct
Phase End
Review

Conduct
Phase End
Review

Prepare for CRP 1


Workshop(s)

1-46

Elaboration

Verify
Production
Readiness

Begin
Production

Copyright Oracle, 2007. All rights reserved.

Maintain
System

Propose
Future
Direction

Create and Test Custom Extensions


Create:
Prepare Development Environment (MD.090)
Create Database Extensions (MD.100)
Create Application Extension and Interface
Modules (MD.110)
Create Installation Routines (MD.120)
Test:
Perform Unit Test (TE.070)
Perform Link Test (TE.080)
Perform Installation Test (TE.090)

1-47

Copyright Oracle, 2007. All rights reserved.

Prepare CRP 3 Environment

Begin with a freshly installed,unconfigured


Applications environment
Hosted or Onsite

Configure environment to incorporate:


All changes confirmed in CRP 2
New changes identified in CRP 2 and approved

1-48

Oracle Accelerator Pre-Production instance with


Setup Tool an option
Employ Data Conversion programs to load legacy
data
Employ installation routines to install custom
extensions

Copyright Oracle, 2007. All rights reserved.

Prepare for and Conduct CRP 3


Workshops

1-49

Ensure Key Delivery Assets are updated with


changes from CRP 2
Update Test Scripts to include business processes
involving custom extensions and converted legacy
data
Plan and schedule CRP 3 Workshops
Consider how best to integrate custom extensions
Execute CRP 3 (System Test) Scripts
Validate Business Procedure Documentation
Document needed changes (minor changes OK)
Objective System Test/Validate the system

Copyright Oracle, 2007. All rights reserved.

Perform Systems Integration Test

1-50

Test Oracle E-Business Suite integration with other


application systems
Conducted in a Production-like environment
Objective validate the operation of the business
system across and between application systems
Includes testing of operating routines and
procedures, as well as programs

Copyright Oracle, 2007. All rights reserved.

Perform User Acceptance Test

1-51

Consulting Role is to support users in performing


their acceptance test.
Also involves scheduling participants, resources,
support staff
Conducted in production-like environment
Scope dependent on acceptance criteria defined in
the Project Management Plan (PMP)
Scope may change if users are participating
substantially in CRP 3/Systems Integration Test
Conducted in accordance with standards and
procedures established in Testing Requirements
and Strategy (TE.010)

Copyright Oracle, 2007. All rights reserved.

Conduct Phase-End Review

Review results of:

1-52

CRP 3
Systems Integration Test
User Acceptance Test
Performance Test

Obtain client approval/signoff

Copyright Oracle, 2007. All rights reserved.

Active Processes Build Phase


Definition

Elaboration

Build

Business Process Mapping (BF)


Application & Technical Arch. (TA)
Module Design and Build (MD)
Data Conversion (CV)
Documentation (DO)
Business System Testing (TE)
Performance Testing (PT)
Adoption and Learning (AP)
Production Migration (PM)

1-53

Copyright Oracle, 2007. All rights reserved.

Transition

Production

Key Deliverables Build Phase

1-54

System-Tested Applications
Validation-Tested Conversion Programs
Link Tested custom modules
User Acceptance Test Results
Integration-Tested System
Performance Test Report
Transition and Contingency Plan

Copyright Oracle, 2007. All rights reserved.

Agenda
Installing the ABF Desktop Method Pack
Navigating the ABF Method Pack
Method Overview
ABF Project Flow: Definition Phase
ABF Project Flow: Elaboration Phase
ABF Project Flow: Build Phase
ABF Project Flow: Transition Phase
ABF Project Flow: Production Phase
Planning an ABF Project

1-55

Copyright Oracle, 2007. All rights reserved.

Transition Phase Objectives


Objectives of the Transition Phase include:
Install data conversion programs and automated
utilities
Convert and verify legacy data
Train user personnel
Prepare the Production environment and configure the
Applications
Implement the Production Support Infrastructure
Verify that all aspects of the system are ready for
transition
Begin Production use of the system

1-56

Copyright Oracle, 2007. All rights reserved.

ABF V1.3 Top Level Flow


Definition
Project
Planning

Build Required
Assets

Conduct Business
Architecture
Workshops

Build

Prepare CRP 2
Environment

Create and test


Custom
Extensions

Prepare for CRP 2


Workshop(s)

Prepare CRP 3
Environment

Conduct CRP 2
Workshop(s)

Design
Extensions

Prepare for CRP 3


Workshop(s)

Transition

Production

Prepare
Production
Environment

Convert and
Verify Data

Conduct CRP 3
Workshop(s)

Prepare
Custom
Test Scripts

Perform Systems
Integration
Test

Conduct CRP 1
Workshop(s)

Solution
Review &
Sign-Of

Perform User
Acceptance
Test

Conduct
Phase End
Review

Conduct
Phase End
Review

Conduct
Phase End
Review

Prepare for CRP 1


Workshop(s)

1-57

Elaboration

Verify
Production
Readiness

Begin
Production

Copyright Oracle, 2007. All rights reserved.

Maintain
System

Propose
Future
Direction

Prepare Production Environment

Install database and application software


Setup applications per System Tested
configuration
Oracle Accelerator Pre-Production environment
with Setup Tool an option
Consider extent of manual setups required
Backup/restore of pristine User Acceptance Test
environment is another option

1-58

Manual configuration using Application Setup


Documents is always an option

Copyright Oracle, 2007. All rights reserved.

Convert and Verify Data

Convert and migrate production legacy data to the


new applications environment
Verify legacy data cleanup completed
Define cutoff and cutover strategy
Define the data conversion and verification
sequence
Conversion order and pre and post conversion
activities are delineated in the Transition and
Contingency Plan (PM.030)
Verify and audit the converted data to ensure that
defined audit requirements are met

1-59

Copyright Oracle, 2007. All rights reserved.

Verify Production Readiness

1-60

Formal verification that clients systems, host


facilities, Networks, and people are ready for
production
Consists of checklists and (optionally) a quality
assurance review to verify production readiness
Production System test verifies setups and
connectivity of printers, etc.

Copyright Oracle, 2007. All rights reserved.

Begin Production

1-61

Confirm that all aspects of the system are


operational and production status is achieved
Employ the Production Schedule - First Week
component of the Transition and Contingency Plan
(PM.030) to provide focused attention on limited
areas until they are stabilized
Anticipate issues and quickly remedy them
Establish guidance for which problems should be
resolved first
Communicate to entire organization when
production status achieved

Copyright Oracle, 2007. All rights reserved.

Active Processes Transition Phase


Definition

Elaboration

Build

Business Process Mapping (BF)


Application & Technical Arch. (TA)
Module Design and Build (MD)
Data Conversion (CV)
Documentation (DO)
Business System Testing (TE)
Performance Testing (PT)
Adoption and Learning (AP)
Production Migration (PM)

1-62

Copyright Oracle, 2007. All rights reserved.

Transition

Production

Key Deliverables Transition Phase

1-63

Converted and verified data


Skilled users
Production Support Infrastructure
Production System

Copyright Oracle, 2007. All rights reserved.

Agenda
Installing the ABF Desktop Method Pack
Navigating the ABF Method Pack
Method Overview
ABF Project Flow: Definition Phase
ABF Project Flow: Elaboration Phase
ABF Project Flow: Build Phase
ABF Project Flow: Transition Phase
ABF Project Flow: Production Phase
Planning an ABF Project

1-64

Copyright Oracle, 2007. All rights reserved.

Production Phase Objectives


Objectives of the Production Phase include:
Provide agreed upon level of user support
Measure system performance and enhance system
Maintain the Production system
Decommission legacy systems
Propose and plan future business and technical
direction
Build upon and improve organizational knowledge and
skills for the new environment
Improve organizational effectiveness through
continuous improvement
Devote attention to post-implementation issues like
improving productivity, etc.

1-65

Copyright Oracle, 2007. All rights reserved.

ABF V1.3 Top Level Flow


Definition
Project
Planning

Build Required
Assets

Conduct Business
Architecture
Workshops

Build

Prepare CRP 2
Environment

Create and test


Custom
Extensions

Prepare for CRP 2


Workshop(s)

Prepare CRP 3
Environment

Conduct CRP 2
Workshop(s)

Design
Extensions

Prepare for CRP 3


Workshop(s)

Transition

Production

Prepare
Production
Environment

Convert and
Verify Data

Conduct CRP 3
Workshop(s)

Prepare
Custom
Test Scripts

Perform Systems
Integration
Test

Conduct CRP 1
Workshop(s)

Solution
Review &
Sign-Of

Perform User
Acceptance
Test

Conduct
Phase End
Review

Conduct
Phase End
Review

Conduct
Phase End
Review

Prepare for CRP 1


Workshop(s)

1-66

Elaboration

Verify
Production
Readiness

Begin
Production

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Maintain
System

Propose
Future
Direction

Maintain System

Begin execution of System Management


Procedures
Focus on necessary and preventative actions
Regular backups
Defragment table spaces, etc.

1-67

Copyright Oracle, 2007. All rights reserved.

Propose Future Direction

Propose Future Business Direction


Future business improvement opportunities
Future upgrades
Industry trends

Propose Future Technical Direction


Identify innovations and advancements in software
and technology, which offer efficiencies and cost
savings

1-68

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Active Processes Production Phase


Definition

Elaboration

Build

Business Process Mapping (BF)


Application & Technical Arch. (TA)
Module Design and Build (MD)
Data Conversion (CV)
Documentation (DO)
Business System Testing (TE)
Performance Testing (PT)
Adoption and Learning (AP)
Production Migration (PM)

1-69

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Transition

Production

Key Deliverables Production Phase

1-70

Effectiveness Assessment
Business Direction Recommendations
Technical Direction Recommendations

Copyright Oracle, 2007. All rights reserved.

Agenda
Installing the ABF Desktop Method Pack
Navigating the ABF Method Pack
Method Overview
ABF Project Flow: Definition Phase
ABF Project Flow: Elaboration Phase
ABF Project Flow: Build Phase
ABF Project Flow: Transition Phase
ABF Project Flow: Production Phase
Planning an ABF Project

1-71

Copyright Oracle, 2007. All rights reserved.

Regarding this Lesson

The work products mentioned in the lesson are


included in the Project Management Method (PJM)
PJM includes tasks to define the strategy, policies,
and procedures for each of the 13 PJM processes,
including:
Bid Transition
Scope Management
Financial Management
Work Management
Risk Management
Issue/Problem Mgmt.
Staff Management

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Communication Mgmt.
Quality Management
Configuration Mgmt.
Infrastructure Mgmt.
Procurement Mgmt.
Org. Change Mgmt.

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What is Project Management Method


(PJM)?

Oracles Standard Approach to Project


Management

1-73

Standard global method for managing projects


Aligned with PMI and PM BOK
Appropriate for use on all types of Oracle
Consulting Engagements

Copyright Oracle, 2007. All rights reserved.

PJM 4.1 Structure

1-74

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Relationship of PJM 4.1 to Oracles Execution


Methods (including ABF)

1-75

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Project Management Plan (PMP)

Integrates all PJM Processes


Sets expectations and communicates how the
project will be conducted
Establishes guidelines for execution of all tasks on
the workplan
Requires acceptance and sign-off by the client

Perhaps the single most important


work product produced by the
project manager!

1-76

Copyright Oracle, 2007. All rights reserved.

PMP in PJM 4.1

1-77

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Project Workplan
The work plan shows:
Project tasks organized within phases
Dependencies
Resource requirements and time allocations
Proposal

1-78

Project
Scope

Work Plan

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Creating the Work Plan

1-79

Use Estimation Workbook as starting point


Identify ABF tasks required for project completion
Identify resources and teams
Assign resources to tasks
Determine time allocation to resources by tasks
Level tasks and resource commitment
Repeat procedure

Copyright Oracle, 2007. All rights reserved.

Flow Through Estimating Process


Plan & Conduct
Interviews

Define
Scope, etc.

Prepare Risk
Analysis

Enter Data

Review
Results

What If
Analysis

Generate
Workplan

1-80

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Online Walkthrough of the Estimation


Workbook

1-81

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1-82

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