Oracle ®

Unified Method (OUM)

CAS OUM (Cloud Application Services OUM)
Presentation to [Insert Customer Name]

Presenter’s Name
Presenter’s Title
Organization, Division or Business Unit
Month 00, 2016

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Program Agenda

1 Introduction
2 Applicability
3 Benefits
4 Key Attributes
5 Approach Defined
6 OUM Cloud Toolkit

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Introduction

CAS OUM (Cloud Application Services OUM) is Oracle’s

lightweight approach for implementing applications running on a
cloud infrastructure.

It emphasizes out-of-the-box functionality and adoption of best

practices inherent in the application products as a foundational
element of the approach.

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Applicability

Supports
Supports fast,
fast, agile
agile implementation
implementation of all
of all Oracle
Oracle Cloud Cloud applications
applications such assuch
...
as ...

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Benefits of Oracle’s Cloud Method

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Key Attributes

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Proven Approach Designed for Cloud
Leverages Oracle’s Collective SaaS Experience…
…Minimizes implementation risks from the beginning

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Tailor-Made Approach for the Cloud
Solution Driven Approach To
Design
Configuration versus
Customization
Collaborative Project Team
Mindset
Rapid Time to Value
Iterative and Incremental
Optimization

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Solution-Driven Approach to Design
To move quickly we start from what
we have…
Core Product
Standard processes based
on best practice
Explain the options and
challenge deviations
Advising and configuring, not
documenting requirements to
deliver a custom build
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Configuration versus Customization
Keep it simple, and add complexity
later if you really need it…
Products are designed to
be inherently more
flexible
Solution is easier to adapt
while live
Core product evolves
rapidly and upgrades are
regular

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Collaborative Project Team Mindset
Compromise a positive in delivering
quick results and a sustainable
solution…
Early customer engagement
& clear responsibilities
Working together in
partnership
Finding joint solutions
Transferring knowledge

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Rapid Time to Value
1 Customer is introduced to
the product functionality and
asked to provide information
needed to configure the
software (e.g. via
questionnaires)
3 Standard processes are
explained and configuration
3 adjusted iteratively in
facilitated workshops
4 Data is uploaded,
training performed
and the system
goes LIVE
2 Oracle performs initial
configuration based on customer
input
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Iterative and Incremental Optimization
Doorway to Success…Building on an initial set of essential functionality over multiple releases

Incremental, Multi-Release Implementation

Incremental Release

Incremental Release Ongoing Solution

Initial Deployment Refinements
Additional
• Additional
Standard • Additional Modules, etc.
Functionality +
• Setups reports
• Bus. Rule Config. • New Release
• Integrations functionality
• Data Loads Advantages of Incremental Approach
• Localizations • Benefit from early access to essential functionality
• Incorporate complementary functions over time
• Continuous refinement increases ROI

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Project Management
Key difference from traditional approach is depth of management
detail…
• Principles of Good Project Management still apply
• Project Management scaled to reflect most significant
activities
• Adhere to standard operating procedures and practices
commensurate with size and complexity of the project

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Division of Responsibility
Collaboration Decreases Cost and Increases Post-Implementation
Self-Sufficiency

Oracle
Responsibility
Shared
Responsibility
Customer
Responsibility

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Approach Structure – Objectives by Phase
Project Design Configure Validate Transition Realization
• Confirm Scope • Perform Initial Setups • Adjust Test • Configure Production • Transition to Steady-
in Test Environment Environment Setups, Environment State Operations
• Plan Project if necessary
• Validate • Migrate Integrations • Post Go-Live Support
• Conduct Kickoff Configuration • Load, Reconcile and to Production
Meeting Validate Data (Full) • Accept System
• Load, Reconcile and • Load, Reconcile and
• Gather Setup Validate Data (Initial) • Conduct End-to-End Validate Data in
Information Review Production
• Implement and
• Define Data Load and Validate Integrations • Confirm Solution to • Final Validation
Integration be Migrated to
Approaches • Prepare Cutover Production • Verify Production
Strategy Readiness
• Train-the-Trainer
• Go Live

Project Management

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Approach Structure – Project Activities by Phase
Project Design
Plan Project
Conduct Kick-off Meeting
Schedule Workshops
Conduct Functional Design
Workshops
Conduct Technical Design Apply & Validate Extensions
Workshops
Conduct Design Review
Develop Security and
Validation Strategies & Plans
Conduct Implementation
Checkpoint
Configure Validate Transition Realization
Migrate Configuration to Manage Transition to
Setup Applications Update Setups
Production Steady-state Operations
Validate Configuration Migrate Integrations &
Prepare Validation Scripts Post Go-Live Support
Extensions to Production
Load & Validate Data Load, Reconcile & Validate
Load & Validate Data Handoff to Customer
Data in Production Relationship Manager
Build & Validate
Integrations
Conduct End-to-End Review Conduct Final Validation
Gain Acceptance
Review
and Extensible Items
Prepare for Training Verify Production &
Operational Readiness Close Project
Implement Security
Conduct Train-the-Trainer
Prepare Cutover Strategy Workshops Begin Production Use
Conduct Implementation Conduct Implementation Conduct Implementation
Checkpoint Checkpoint Checkpoint
Project Management
Oracle Shared Customer
Responsibility Responsibility Responsibility
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Approach Structure – Project Design Phase
Project Design Phase
- Approach Activities -
Plan Project
Conduct Kick-off Meeting
Schedule Workshops
Conduct Functional Design
Workshops
Conduct Technical Design
Workshops
Conduct Design Review
Develop Security and
Validation Strategies & Plans
Conduct Implementation
Checkpoint
Work Focus Key Work Products
• Statement of Work • Reviewed Contract, Scope, Workplan and
(reviewed and mutually
accepted) Budget
• Project Plan & • Confirmed Customer Readiness
Budget • Project Mgmt Plan and Project Infrastructure
(reviewed & accepted)
• Functional Design / Technical Designs
• Project Staffed &
Workshops • Strategy and Plan for Security & Validation
Scheduled
(kickoff workshop held)
• Functional Design /
Configuration
Settings (defined)
• Technical Designs
(prepared )
Implementer Shared Clustomer
Responsibility Responsibility Responsibility
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Approach Structure – Configuration Phase
Configure
- Approach Activities Work Focus Key Work Products
• Staging Environment
Setup Applications (initial setups performed) • Validated Configuration
• Configuration • Validated Data
Validate Configuration
(validated through
workshops) • Validated Integrations
Load & Validate Data
• Customer Data Load • Cutover Strategy
Build & Validate (Initial) (loaded,
Integrations reconciled & validated)
Apply & Validate Extensions
and Extensible Items
• Integrations &
Extensions
Implement Security (implemented &
validated where mutually
agreed in-scope )
Prepare Cutover Strategy
• Cutover Strategy
Conduct Implementation (prepared )
Checkpoint

Implementer Shared Customer

Responsibility Responsibility Responsibility

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Approach Structure – Validate Phase
Validate Phase
-Activities - Work Focus
Key Work Products
• Staging Environment (setup
Update Setups changes applied, if any)
• Validated Data
Prepare Validation Scripts
• Customer Data Load (Full) • End-to-end Review Results
(loaded, reconciled & validated)
• Trained Trainers
• Users
Load & Validate Data
(prepared for validation)

• End-to-End Review
Conduct End-to-End Review (solution confirmed & ready for
migration to production)
Prepare for Training • Training Preparations
(Materials prepared )
Conduct Train-the-Trainer
Workshops • Train-the-Trainer (session(s)
conducted)
Conduct Implementation
Checkpoint

Implementer Shared Customer

Responsibility Responsibility Responsibility

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Approach Structure – Transition Phase
Transition Phase Work Focus
- Activities -
• Production Environment
Key Work Products
Migrate Configuration to
Production (configured)

• Integrations & Extensions • Validated Production Environment

Migrate Integrations &
Extensions to Production (migrated to production) • Production Ready System
• Data • System in Production
Load, Reconcile & Validate
Data in Production (loaded, reconciled & validated in
production environment)
Conduct Final Validation
Review
• Final Validation
(review conducted)
Verify Production &
Operational Readiness
• Operational Readiness
(verified)

Begin Production Use • Production Use of System

(begun )
Conduct Implementation
Checkpoint

Implementer Shared Customer

Responsibility Responsibility Responsibility

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Approach Structure – Realization Phase
Realization Phase
- Activities - Work Focus

Manage Transition to
Key Work Products
Steady-state Operations • Steady-State Operations
(transition to)
• Steady-State Operations
Post Go-Live Support • Post Go-Live Support
(provided, as agreed) • Customer Relationship Manager Handoff
Handoff to Customer • Final Acceptance Certificate
Relationship Manager • Customer Relationship Manager
(handoff completed)

Gain Acceptance • Acceptance

(obtained)

Close Project • Contract & Processes

(closed )

Implementer Shared Customer

Responsibility Responsibility Responsibility

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OUM Cloud Toolkit

Questionnaires

Method Guidance

Templates

Core & Opt. Guidance

(enabling flexibility)
Training
(Oracle Learning Library)

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More Information
General Questions
Social Media Options
ominfo_us@oracle.com

oum-training_us@oracle.com OUM on LinkedIn (OUM group)

OUM on Twitter (#OUM_info)

OUM Blog (blogs.oracle.com/oum)

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Questions?

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