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Oracle AIM Methodology

An Overview
Presented By:-

Shivmohan Purohit

Agenda

What is Oracle AIM


Oracle AIM Structure
Oracle AIM Phases
Oracle AIM Processes
Oracle AIM Preview / Demo
Recommendations
Questions

Software Development
Methodology
Waterfall
Prototyping
Incremental
Rapid Application
Development
Rational Unified Process
Agile Unified Process

Project Management
Methods
Project Management
Institute PMBOK
PRINCE 2
Critical Chain Project
Management
Process based Project Mgmt
Agile Project Management
Before moving ahead, Lets capture
the Answers for some AIM Related
Questions !!

Oracle Methodologies
Oracle AIM 3.1 ( Application Implementation
Methodology)
Oracle EMM ( Easy Migration Methodology)
Oracle Unified Method ( OUM)

Our discussion is focus on Oracle


AIM, version 3.1 ( also known as AIM Advantage)

What Oracle says about AIM


AIM brings a proven process to the table for implementing
Oracle E-Business Suite Business Solutions with

Highest degree of quality


Quick return on investment
Short time to benefit

A Complete, Effective Toolkit


Deliverable Templates

All delivered in an easy-to-use, webbased interface

Pre-seeded Content and


Sample Data
Customizable Workplans
Project Management
Support
Detailed Task Description
On-line, Context Sensitive
Documentation

What is Oracle AIM

Oracle AIM
provides
templates for all
the tasks that
require them.
Oracle AIM is a methodology
showing what tasks are
required, what order they
should be completed in, and
what resources are required

The methodology is purpose


built for Oracle Applications
and the detailed
deliverables produced are
designed with the Oracle
Application products in

Oracle AIM - Advantages

Oracle's AIM is a proven approach for implementing packaged


applications. It comprises a set of well defined processes that
can be managed in several ways to guide you through an
application implementation project.

AIM provides the tools needed to effectively and efficiently


plan, conduct, and control project steps to successfully
implement business solutions.

AIM defines business needs at the beginning of the project and


maintains their visibility throughout the implementation.

It defines internal, external, and time sensitive business events


and maps each event to the responding business and system
processes.

Oracle AIM - Structure


A phase is a
chronological grouping
of tasks. It enables a
flexible way to organize
tasks, schedule major
deliverables, and
deliver projects.

A process is a closely
related group of
dependent tasks which
meets a major objective.
A process is usually based
on a common discipline.

A task is a unit of
work, which results
in a single
deliverable. I. e
reports, schedules,
code, or test results
for example.

Oracle AIM Project Phases


An AIM project is conducted in phases that provide quality and
control checkpoints to co-ordinate project activities that have a
common goal.
During a project phase, your project team will be executing
tasks from several processes
Oracle AIM Project Phases as follows ( 6 Phases )
Definitions
Operation Analysis
Solution Design
Build
Transition
Production

Oracle AIM Project Phases


Definition
Plan the project
Review the organization's business objectives
Evaluate the feasibility of meeting those objectives
under time, resource, and budget constraints
Emphasis is on building an achievable work plan and
introducing it with guidelines.
Strategies, objectives, and approaches are determined
for each AIM process

Operations Analysis
Project team develops Business Requirements
Assess the level of fit between the business
requirements and standard application
functionality.
Gaps are identified and corresponding solutions
developed.
Solutions for gaps evolve into detailed designs
during Solution Design.

Establishing scope early


in the implementation
gives the team a
common reference point
and an effective way to
communicate.

Oracle AIM Project Phases


Solution Design
Develop the detailed designs to meet the future business
requirements.
Project team members create detailed narratives of process
solutions developed during Operations Analysis
Supporting business requirements may require building
application extensions to standard features
The project team carefully scrutinizes these solutions and chooses
the most cost effective alternatives.

Build
coding and testing of all customizations and other custom
software
Coding & testing of enhancements, data conversions, and
interfaces
Policy and procedure changes relating to business process
modifications are developed.
Business system testing is performed to validate that the
developed solutions meet business requirements.

Oracle AIM Project Phases

Transition
Deploys the finished solution into the organisation
The project team trains the end users
Technical team configures the production environment and
converts data
Transition ends with the cutover to production, when end
users start performing their job duties using the new
system.
Production
It marks the last phase of the implementation, and the beginning
of the system support cycle.
The Information Systems (IS) personnel work quickly to stabilize
the system and begin regular maintenance.
Provide the ongoing support to the organisation for the remaining
life of the system.
Compare actual results to project objectives.

Oracle AIM Processes

A process in AIM represents a related set of


objectives, resource skill requirements,
inputs, and deliverable outputs.
A task can belong to only one process.
Project team members are usually assigned
to a process according to their
specialization and background.
12 Processes as referred in AIM

Project Management
Business Process architecture
Business Requirement Definition
Business requirement definition
Application & technical architecture
Module Design & Build
Data Conversion
Documentation
Business System Testing
Performance Testing
Adoption & Learning
Production migration.

Oracle AIM Processes

Project Management ( PJM)


Project & Phase Planning, Execution, Control, Reporting &
Completion
Work Management & Resource Management
Quality Management & Configuration Management
Project Management itself is a comprehensive process and has
separate way to handle it, i.e. PMBOK , Oracle PJM etc

Tas
k
ID

CR: Control & Reporting , WM: Work Management, RM: Resource


Management
QM: Quality Management, CM: Configuration Management

Oracle AIM Processes

Business Process Architecture


Task Code/ID : BP
Provide the framework for
combining change in business
processes with implementation of
software applications
It focuses on high-level business
processes and operations generally
applicable to the organization
Make business focused decisions
either to change the current
processes to suit the application or
to customize the application.
Commonly used
templates

Oracle AIM Processes


Business Requirements Definition
Task Code/ ID: RD
Defines the business needs that must
be met by the implementation project.
Develop a complete set of business
requirements scenarios that can be
used to map business requirements to
application functionality.
Analyze and identify the reporting
requirements for the business
Carefully document audit and control
requirements to satisfy financial and
quality policies.
Commonly used
templates

Oracle AIM Processes


Business Requirements Mapping
Task Code/ ID: BR
Ascertain the fitness for use of application
features in satisfying detailed business
requirements expressed at a business
process step level.
Business Requirements Mapping
encompasses the following areas:
Mapping
Business system testing
Application setups

Mapping is an iterative approach with the


following objectives:
Prove business process designs through
demonstration
Identify gaps in the application
Propose feasible bridges to gaps

Commonly used
templates

Oracle AIM Processes


Application & Technical Architecture
Task Code/ ID: TA
Design an information systems architecture to
realize the business vision.
This process divide into two areas:- 1.
Application Architecture, 2. Technical
Architecture
The process takes the business and information
systems requirements and develops a blueprint
for deploying and configuring:
Oracle, third-party, and custom applications
Supporting application server environments
Critical interfaces and data distribution
mechanisms between applications, servers, and
sites
Computing hardware, including servers and client
desktop platforms
Networks and communications infrastructure

Oracle AIM Processes


Module Design & Build
Task Code/ ID: MD
Focus on the design and development of
customizations to satisfy functionality gaps
identified during Business Requirements
Mapping (BR).
Modification changes to the base Oracle
Applications code
Extension new forms, reports, programs,
tables, interfaces and triggers that add
functionality without changing the base
application code
Configurable Extension addition of
functionality through flex fields, alerts, and
other configuration options provided by the
Applications

Continue to Next
Slide
Commonly used
templates

Oracle AIM Processes

Module Design & Build

MD110 Code- Developer create Module Code


i.e. procedure, form, alerts etc
TE070 Testers perform a unit test

Oracle AIM Processes

Data Conversion
Task Code/ ID: CV
Convert and test all necessary legacy
data for the operation of the new
system
Conversion Approaches
Manual Conversions
Programmatic Conversion with or w/o
tools
Automated Data Entry

Oracle AIM Processes


Documentation
Task Code/ ID: DO
Reference that shows the users how
to use application functionality
Set of procedures for using the
application in response to day-to-day
business events
Documents that describe the
technical details of the application for
the maintenance staff
Produce a set of procedures for
managing the system

Oracle AIM Processes


Business System Testing
Task Code/ ID: TE
Three main aspects of Business Testing Planning, Early Introduction of Testing & CRP
Business System Testing does not address performance testing or the testing of data conversion programs

Oracle AIM Processes


Performance Testing
Task Code/ ID: PT
Enables you to define, build, and execute
a performance test.
To make decisions on whether the
performance is acceptable for the business
Propose tactical or strategic changes to
address the performance quality shortfall.
Automated V/s Manual
Types of Performance Testing
System Performance
Module/ Code Performance
Hardware and Networks

Oracle AIM Processes


Adoption & Learning
Task Code/ ID: AP
Training prepares both users and
administrators to assume on the tasks
of running the new application system
Adoption and Learning impacts the
following five major audiences:

Executives
Implementation project teams
Functional managers
Users
Information technology groups

Oracle AIM Processes


Production Migration
Task Code/ ID: PM
To migrate the organization, systems, & people to the new
enterprise system
Assessing readiness for transition to production
Executing cutover to the new system
conducting post-production support

Oracle AIM - DEMO


Oracle AIM Advantage 3.1
Demo
Templates
Q&A
Discussion

My Experience & Thoughts

CR010 Project Management


Plan / Project Plan (WM020)
Overview Training

MD050 Functional Design


MD070 Technical Design
System Integration Testing

RD010 Organization Structure


RD020 Business Requirement
Gathering
RD050 / BR030 MAP Business
Requirements
TA040 Application Architecture
Strategy

CV010 Data conversion


Strategy
CV060 Data Conversion
Templates
PM010 Transition Strategy
TE040 Test Scripts
BR110 Security Profiles (Roles
and Responsibility Matrix)

CRP Session I
BP080 Future Business Model
BR010 GAP Analysis
CRP Session II

User Acceptance Testing


(UAT)
Cutover and Production
Migration Plan
End User Training (End User
Manual)

A Sample Project Level


Activities

Some Recommendations
1. Follow the documentation principle like Preparer,
reviewer with dates and approvers with version controls
details in all documents.
2. Try to avoid Word, Excel, PPT attachments to the
templates.
3. Collect enough details from client to prepare the process
flow.
4. Stick on to the Project schedule to submit the documents
on time.
5. Ensure to fill the open and closed issues on all updates if
any.
6. Follow the uniformity in using templates across all
modules.
7. Avoid providing internal intranet URL etc for reference.

Questions

Presented By:-

Shivmohan Purohit

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