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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
– 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

1-4 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, pre-


designated directory structure on C:\Method, which you
have access to through an HTML user interface…

• Launching AIM for Business Flows Desktop Method


Pack:
1. Click “start”
2. Click “All Programs”
3. Place cursor on “Oracle Methods”
4. Slide cursor over to “AIM for Business Flows 1.4 and left
mouse click

1-6 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
• Does not restrict tailoring of Flows or system
configuration to satisfy client requirements

1-10 Copyright © Oracle, 2007. All rights reserved.


Approach Objectives

• 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

1-11 Copyright © Oracle, 2007. All rights reserved.


Approach Overview – Top Level Flow
Definition Elaboration Build Transition Production

Create and test


Project Prepare CRP 2 Prepare
Custom
Planning Environment Production
Extensions
Environment

Prepare for CRP 2 Prepare CRP 3


Workshop(s) Environment
Build Required
Assets Conduct CRP 2
Workshop(s) Convert and
Prepare for CRP 3 Verify Data
Workshop(s)

Conduct Business Design Conduct CRP 3


Architecture Extensions Workshop(s)
Workshops Verify
Production
Readiness
Prepare Perform Systems
Custom Integration
Prepare for CRP 1 Test Scripts Test
Workshop(s)

Conduct CRP 1 Solution Perform User


Workshop(s) Review & Acceptance Begin Maintain
Sign-Off Test Production System

Conduct Conduct Conduct Propose


Phase End Phase End Phase End Future
Review Review Review Direction

1-12 Copyright © Oracle, 2007. All rights reserved.


Method Structure Fundamentals

• 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.

1-13 Copyright © Oracle, 2007. All rights reserved.


Definition Phase

Elaboration Build Transition


Objectives:
Definition Production
• 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
Objectives:
Definition Elaboration Build Transition Production • 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
Objectives:
Definition Elaboration Build Transition Production • 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 Elaboration Build Transition Production

Create and test


Project Prepare CRP 2 Prepare
Custom
Planning Environment Production
Extensions
Environment

Prepare for CRP 2 Prepare CRP 3


Workshop(s) Environment
Build Required
Assets Conduct CRP 2
Workshop(s) Convert and
Prepare for CRP 3 Verify Data
Workshop(s)

Conduct Business Design Conduct CRP 3


Architecture Extensions Workshop(s)
Workshops Verify
Production
Readiness
Prepare Perform Systems
Custom Integration
Prepare for CRP 1 Test Scripts Test
Workshop(s)

Conduct CRP 1 Solution Perform User


Workshop(s) Review & Acceptance Begin Maintain
Sign-Off Test Production System

Conduct Conduct Conduct Propose


Phase End Phase End Phase End Future
Review Review Review Direction

1-24 Copyright © Oracle, 2007. All rights reserved.


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

* Performed in Project Startup


Phase when using PJM 4.1

1-25 Copyright © Oracle, 2007. All rights reserved.


Build Required Delivery Assets

• ABF is “aware of”and leverages pre-defined/pre-


seeded delivery assets to “accelerate” the
implementation
– 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

1-26 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:
– 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

1-27 Copyright © Oracle, 2007. All rights reserved.


Prepare for CRP 1 Workshops

• 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

1-28 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 pre-
configured 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
• Explicitly identifies any standard functionality that
will not be implemented

1-30 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
– Must Have
– Should Have
– Could Have
– Won’t Have
• Obtain client approval/signoff

1-31 Copyright © Oracle, 2007. All rights reserved.


Active Processes – Definition Phase

Definition Elaboration Build Transition Production

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.


Key Deliverables of the Definition Phase

• Skilled Project Team


• Mapped Business Data
• Preliminary Conceptual Architecture
• Project Readiness Roadmap
• CRP 1 Workshop Results
– Test Script results
– Change Catalog
– Updated Business Flows
– Updated Application Setups
– Updated Test Scripts/Scenarios
• Phase-End Review Results

1-33 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 Elaboration Build Transition Production
Create and test
Project Prepare CRP 2 Prepare
Custom
Planning Environment Production
Extensions
Environment

Prepare for CRP 2 Prepare CRP 3


Workshop(s) Environment
Build Required
Assets Conduct CRP 2
Workshop(s) Convert and
Prepare for CRP 3 Verify Data
Workshop(s)

Conduct Business Design Conduct CRP 3


Architecture Extensions Workshop(s)
Workshops Verify
Production
Readiness
Prepare Perform Systems
Custom Integration
Prepare for CRP 1 Test Scripts Test
Workshop(s)

Conduct CRP 1 Solution Perform User


Workshop(s) Review & Acceptance Begin Maintain
Sign-Off Test Production System

Conduct Conduct Conduct Propose


Phase End Phase End Phase End Future
Review Review Review Direction

1-36 Copyright © Oracle, 2007. All rights reserved.


Prepare CRP 2 Environment

• Begin with a freshly installed,unconfigured


Applications environment
– Hosted or Onsite
• Configure environment to incorporate:
– 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

1-37 Copyright © Oracle, 2007. All rights reserved.


Prepare for and Conduct CRP 2
Workshops

• Ensure Key Delivery Assets are updated with


changes, including:
– 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

1-38 Copyright © Oracle, 2007. All rights reserved.


Design Custom Extensions & Prepare Test
Scripts

• 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

1-39 Copyright © Oracle, 2007. All rights reserved.


Solution Review and Sign-Off

• 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.

1-40 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
• Obtain client approval/signoff

1-41 Copyright © Oracle, 2007. All rights reserved.


Active Processes – Elaboration Phase

Definition Elaboration Build Transition Production

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.


Key Deliverables – Elaboration Phase

• 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

1-43 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:


• 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

1-45 Copyright © Oracle, 2007. All rights reserved.


ABF V1.3 Top Level Flow
Definition Elaboration Build Transition Production
Create and test
Project Prepare CRP 2 Prepare
Custom
Planning Environment Production
Extensions
Environment

Prepare for CRP 2 Prepare CRP 3


Workshop(s) Environment
Build Required
Assets Conduct CRP 2
Workshop(s) Convert and
Prepare for CRP 3 Verify Data
Workshop(s)

Conduct Business Design Conduct CRP 3


Architecture Extensions Workshop(s)
Workshops Verify
Production
Readiness
Prepare Perform Systems
Custom Integration
Prepare for CRP 1 Test Scripts Test
Workshop(s)

Conduct CRP 1 Solution Perform User


Workshop(s) Review & Acceptance Begin Maintain
Sign-Off Test Production System

Conduct Conduct Conduct Propose


Phase End Phase End Phase End Future
Review Review Review Direction

1-46 Copyright © Oracle, 2007. All rights reserved.


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
• 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

1-48 Copyright © Oracle, 2007. All rights reserved.


Prepare for and Conduct CRP 3
Workshops
• 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

1-49 Copyright © Oracle, 2007. All rights reserved.


Perform Systems Integration Test

• 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

1-50 Copyright © Oracle, 2007. All rights reserved.


Perform User Acceptance Test

• 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)

1-51 Copyright © Oracle, 2007. All rights reserved.


Conduct Phase-End Review

• Review results of:


– CRP 3
– Systems Integration Test
– User Acceptance Test
– Performance Test
• Obtain client approval/signoff

1-52 Copyright © Oracle, 2007. All rights reserved.


Active Processes – Build Phase

Definition Elaboration Build Transition Production

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.


Key Deliverables – Build Phase

• 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

1-54 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 Elaboration Build Transition Production
Create and test
Project Prepare CRP 2 Prepare
Custom
Planning Environment Production
Extensions
Environment

Prepare for CRP 2 Prepare CRP 3


Workshop(s) Environment
Build Required
Assets Conduct CRP 2
Workshop(s) Convert and
Prepare for CRP 3 Verify Data
Workshop(s)

Conduct Business Design Conduct CRP 3


Architecture Extensions Workshop(s)
Workshops Verify
Production
Readiness
Prepare Perform Systems
Custom Integration
Prepare for CRP 1 Test Scripts Test
Workshop(s)

Conduct CRP 1 Solution Perform User


Workshop(s) Review & Acceptance Begin Maintain
Sign-Off Test Production System

Conduct Conduct Conduct Propose


Phase End Phase End Phase End Future
Review Review Review Direction

1-57 Copyright © Oracle, 2007. All rights reserved.


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
• Manual configuration using Application Setup
Documents is always an option

1-58 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

• 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.

1-60 Copyright © Oracle, 2007. All rights reserved.


Begin Production

• 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

1-61 Copyright © Oracle, 2007. All rights reserved.


Active Processes – Transition Phase

Definition Elaboration Build Transition Production

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.


Key Deliverables – Transition Phase

• Converted and verified data


• Skilled users
• Production Support Infrastructure
• Production System

1-63 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 Elaboration Build Transition Production
Create and test
Project Prepare CRP 2 Prepare
Custom
Planning Environment Production
Extensions
Environment

Prepare for CRP 2 Prepare CRP 3


Workshop(s) Environment
Build Required
Assets Conduct CRP 2
Workshop(s) Convert and
Prepare for CRP 3 Verify Data
Workshop(s)

Conduct Business Design Conduct CRP 3


Architecture Extensions Workshop(s)
Workshops Verify
Production
Readiness
Prepare Perform Systems
Custom Integration
Prepare for CRP 1 Test Scripts Test
Workshop(s)

Conduct CRP 1 Solution Perform User


Workshop(s) Review & Acceptance Begin Maintain
Sign-Off Test Production System

Conduct Conduct Conduct Propose


Phase End Phase End Phase End Future
Review Review Review Direction

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Maintain System

• Begin execution of System Management


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

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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

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Active Processes – Production Phase

Definition Elaboration Build Transition Production

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)

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Key Deliverables – Production Phase

• Effectiveness Assessment
• Business Direction Recommendations
• Technical Direction Recommendations

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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

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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 • Communication Mgmt.


• Scope Management • Quality Management
• Financial Management • Configuration Mgmt.
• Work Management • Infrastructure Mgmt.
• Risk Management • Procurement Mgmt.
• Issue/Problem Mgmt. • Org. Change Mgmt.
• Staff Management

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What is Project Management Method
(PJM)?

Oracle’s Standard Approach to Project


Management

• Standard global method for managing projects


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

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PJM 4.1 Structure

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Relationship of PJM 4.1 to Oracle’s Execution
Methods (including ABF)

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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!

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PMP in PJM 4.1

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Project Workplan

The work plan shows:


• Project tasks organized within phases
• Dependencies
• Resource requirements and time allocations

Proposal Project Work Plan


Scope

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Creating the Work Plan

• 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

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Flow Through Estimating Process

Plan & Conduct Define Prepare Risk


Interviews Scope, etc. Analysis

Review “What If”


Enter Data Analysis
Results

Generate
Workplan

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Online Walkthrough of the Estimation
Workbook

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