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 materials…only 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 patient…let the process complete
– It is okay to reinstall…prefer 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)
1-5
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 Consulting’s 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 CRP’s to map business flows to customer
business processes and identify gaps
Flows are reasonably “good fit”
Customer´s 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-Off
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
Objectives:
Definition
Elaboration
Build
Transition
Production
• 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 client’s 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-Off
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 of”and 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:
–
–
–
–
–
1-27
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 ½ day + Review results
Execute test scripts as scheduled on the preconfigured system
– Familiarize client with Business Flows
– Map standard Flows to client’s 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
Won’t 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-Off
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
Client’s Multi-Org structure
Client’s Chart of Accounts (COA) Structure
Client’s 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
– Won’t 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-Off
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 user’s 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-Off
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 client’s 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-Off
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
Copyright © Oracle, 2007. All rights reserved.
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
Copyright © Oracle, 2007. All rights reserved.
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
Copyright © Oracle, 2007. All rights reserved.
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
1-72
• Communication Mgmt.
• Quality Management
• Configuration Mgmt.
• Infrastructure Mgmt.
• Procurement Mgmt.
• Org. Change Mgmt.
Copyright © Oracle, 2007. All rights reserved.
What is Project Management Method
(PJM)?
Oracle’s 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
Copyright © Oracle, 2007. All rights reserved.
Relationship of PJM 4.1 to Oracle’s Execution
Methods (including ABF)
1-75
Copyright © Oracle, 2007. All rights reserved.
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
Copyright © Oracle, 2007. All rights reserved.
Project Workplan
The work plan shows:
• Project tasks organized within phases
• Dependencies
• Resource requirements and time allocations
Proposal
1-78
Project
Scope
Work Plan
Copyright © Oracle, 2007. All rights reserved.
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
Copyright © Oracle, 2007. All rights reserved.
Online Walkthrough of the Estimation
Workbook
1-81
Copyright © Oracle, 2007. All rights reserved.
1-82
Copyright © Oracle, 2007. All rights reserved.