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

    AIM for Business FlowsMethod Overview

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    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

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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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    1-4 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 materialsonly two c l icks away Tight integration between all method offering components

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    1-5 Copyright Oracle, 2007. All rights reserved.

    Installation Process

    Installing the AIM for Business Flows Desktop Method

    Pack is a three (3) step process:

    Step 1Obtain the self-extracting zip executable file

    Step 2Double-click on the ABF14.exe file

    Step 3Follow instructions displayed during installationNote the following tips during installation process

    Be patientlet the process complete

    It is okay to reinstallprefer this versus stopping process

    The method offering will display in your default browser

    For desktops with XP, you may need to adjust your Pop-upblocker settings

    (The install process will not complete until you close the browserwindow)

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    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 youhave access to through anHTML user interface

    Launching AIM for Business Flows Desktop MethodPack:

    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 leftmouse click

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    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 PhaseABF Project Flow: Transition Phase

    ABF Project Flow: Production Phase

    Planning an ABF Project

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    Online Walkthrough of the ABF Method

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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 PhaseABF Project Flow: Transition Phase

    ABF Project Flow: Production Phase

    Planning an ABF Project

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    What is AIM for Business Flows?

    Latest iteration of Oracle Consultings provenApplication 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

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    Approach Objectives

    Rapidly deploy an environment using StandardBusiness Flows, and pre-tested configurations

    Standard => Future Process Model

    Incorporate user involvement throughout the

    lifecycle using iterative conference room pilots

    (CRPs)

    Employ CRPs to map business flows to customer

    business processes and identify gaps

    Flows are reasonably good fit

    Customers willingness to adopt basic elementsof E-Business Suite best practices as described in

    flows

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    Definition Build ProductionTransitionElaboration

    ProjectPlanning

    DesignExtensions

    PrepareCustom

    Test Scripts

    Create and test

    CustomExtensions

    PrepareProductionEnvironment

    Convert andVerify Data

    BeginProduction

    MaintainSystem

    ProposeFuture

    Direction

    Perform SystemsIntegration

    Test

    VerifyProductionReadiness

    Prepare for CRP 1Workshop(s)

    Conduct CRP 1

    Workshop(s)

    Prepare for CRP 2Workshop(s)

    Conduct CRP 2Workshop(s)

    Perform User

    AcceptanceTest

    Build RequiredAssets

    ConductPhase End

    Review

    ConductPhase End

    Review

    Conduct BusinessArchitecture

    Workshops

    ConductPhase End

    Review

    Solution

    Review &Sign-Off

    Prepare for CRP 3Workshop(s)

    Conduct CRP 3Workshop(s)

    Prepare CRP 2Environment

    Prepare CRP 3Environment

    Approach OverviewTop Level Flow

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    Method Structure Fundamentals

    Ataskis a unit of work that results in output of a singlework product or revision of an existing work product

    (deliverable)

    A phaseis 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 processis a grouping of tasks within a method based on

    common functions or disciplines which lead to one or more

    key deliverables.

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    Definition Phase

    Objectives:

    Plan the project

    Familiarize customer with Flows

    Map Flows to the Business

    Identify potential changes

    Key Activities:

    Build/update Delivery AssetsPrepare 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)

    Definition Transition ProductionElaboration Build

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    Elaboration Phase

    Definition Transition ProductionElaboration Build

    Objectives:

    Validate COA, TCA, Multi-Org Setups

    Refine mapping of Flows

    Identify remaining changes

    Design Custom Extensions

    Determine/freeze scope of solution

    Key Activities:

    Prepare CRP 2 EnvironmentDesign custom extensions

    Conduct CRP 2

    Solution Review and Sign-off

    Outputs:

    Refined Configuration

    Approved designs for customizationsConversion Data Mapping

    Updated Test Scripts

    High-Level Solution Document

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    Build Phase

    Definition Transition ProductionElaboration Build

    Objectives:

    Develop, test, and accept custom softwarePropose a transition strategy

    Execute performance test

    Conduct a system test

    Finalize the solution

    Key Activities:

    Create & test custom extensionsPrepare 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

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    Transition Phase

    Definition Transition ProductionElaboration Build

    Objectives:

    Prepare Production EnvironmentConvert 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 dataSkilled Users

    Production Support Infrastructure

    Production system ready

    GO-LIVE

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    Production Phase

    Definition Transition ProductionElaboration Build 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 RecommendationsTechnical Direction Recommendations

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    ABF Processes

    Aprocessis a grouping of tasks within a method based on common

    functions or disciplines which lead to one or more key deliverables

    BF Process

    TA Process

    MD Process

    CV Process

    DO Process

    TE Process

    PT Process

    AP Process

    PM Process

    Definition Transition ProductionElaboration Build

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    ABF Process Objectives

    [BF] Business Process Mapping:The goal of the BF process is

    to familiarize the Customer with Oracle Business Flows and conductthe initial mapping of flows to the clients business.

    [TA] Application and Technical Architecture: The goal of theTA process is to design an information system architecture that

    realizes the business vision.

    [MD] Module Design and Build: The MD process focuses onthe 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 newsystem.

    [DO] Documentation: The Documentation process augmentsOracle Applications manuals with information about custom

    extensions and business procedures.

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    ABF Process Objectives (Cont.)

    [TE] Business System Testing:The Business System Testing

    process has the goal of refining the business solution through iterativeConference Room Pilots and testing the quality of all elements of the

    application system.

    [PT] Performance Testing: The Performance Testing processinvolves 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 ProductionMigration (PM) process is to migrate the organization, systems, and

    people to the new enterprise system.

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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 PhaseABF Project Flow: Transition Phase

    ABF Project Flow: Production Phase

    Planning an ABF Project

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    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 andapproach

    Familiarize Client with Business Flows

    Perform initial mapping

    Develop preliminary conceptual architecture Determine high-level requirements

    Obtain Approval to proceed to next phase

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    Key ActivitiesDefinition Phase

    Definition Build ProductionTransitionElaboration

    ProjectPlanning

    DesignExtensions

    PrepareCustom

    Test Scripts

    Create and testCustom

    Extensions

    PrepareProduction

    Environment

    Convert andVerify Data

    BeginProduction

    MaintainSystem

    ProposeFuture

    Direction

    Perform SystemsIntegration

    Test

    VerifyProductionReadiness

    Prepare for CRP 1Workshop(s)

    Conduct CRP 1

    Workshop(s)

    Prepare for CRP 2Workshop(s)

    Conduct CRP 2Workshop(s)

    Perform User

    AcceptanceTest

    Build RequiredAssets

    ConductPhase End

    Review

    ConductPhase End

    Review

    Conduct BusinessArchitecture

    Workshops

    ConductPhase End

    Review

    Solution

    Review &Sign-Off

    Prepare for CRP 3Workshop(s)

    Conduct CRP 3Workshop(s)

    Prepare CRP 2Environment

    Prepare CRP 3Environment

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    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 StartupPhase when using PJM 4.1

    *

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    Build Required Delivery Assets

    ABF is aware ofand 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

    http://rds.yahoo.com/_ylt=A0Je5mwQxNxEjlIBwSWjzbkF;_ylu=X3oDMTA4NDgyNWN0BHNlYwNwcm9m/SIG=12v4078fc/EXP=1155405200/**http%3a//www.artatom.com/salt_lake_city_construction/images/construction2.jpg
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    1-27 Copyright Oracle, 2007. All rights reserved.

    Conduct Business Architecture

    Workshops

    Workshops for identifying key setup parametersthat 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

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    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

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    Conduct CRP 1 Workshops

    CRP 1 typical duration ~ 2 weeks

    Initial session to orient participants and familiarizeclient with baseline Flows

    Recommend assignment of facilitator and scribe,

    if possible

    Hands-On session day + Review results Execute test scripts as scheduled on the pre-

    configured system

    Familiarize client with Business Flows

    Map standard Flows to clients business

    Document potential changes needed (Change

    Catalog)

    Review all changes identified at end of each

    workshop session

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    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

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    Conduct Phase-End Review

    Review proposed business process changes or

    other modifications

    Document/present options for filling gaps

    Prepare MoSCoWprioritization of proposedchanges

    Must Have

    Should Have

    Could Have

    Wont Have

    Obtain client approval/signoff

    http://rds.yahoo.com/_ylt=A9G_RqwxwdxEZhcA3LGjzbkF;_ylu=X3oDMTA4NDgyNWN0BHNlYwNwcm9m/SIG=122gpgq6e/EXP=1155404465/**http%3a//mjbryan.com/FosbergD/pics/Moscow_82.JPGhttp://rds.yahoo.com/_ylt=A9G_RqwxwdxEZhcA3LGjzbkF;_ylu=X3oDMTA4NDgyNWN0BHNlYwNwcm9m/SIG=122gpgq6e/EXP=1155404465/**http%3a//mjbryan.com/FosbergD/pics/Moscow_82.JPGhttp://rds.yahoo.com/_ylt=A9G_RqwxwdxEZhcA3LGjzbkF;_ylu=X3oDMTA4NDgyNWN0BHNlYwNwcm9m/SIG=122gpgq6e/EXP=1155404465/**http%3a//mjbryan.com/FosbergD/pics/Moscow_82.JPG
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    Active ProcessesDefinition Phase

    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)

    BuildDefinition ProductionTransitionElaboration

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    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

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    1-34 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 PhaseABF Project Flow: Transition Phase

    ABF Project Flow: Production Phase

    Planning an ABF Project

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    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

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    Key ActivitiesElaboration Phase

    ProductionDefinition Build TransitionElaboration

    ProjectPlanning

    DesignExtensions

    PrepareCustom

    Test Scripts

    Create and testCustom

    Extensions

    PrepareProduction

    Environment

    Convert andVerify Data

    Begin

    Production

    Maintain

    System

    ProposeFuture

    Direction

    Perform SystemsIntegration

    Test

    VerifyProductionReadiness

    Prepare for CRP 1Workshop(s)

    Conduct CRP 1Workshop(s)

    Prepare for CRP 2Workshop(s)

    Conduct CRP 2Workshop(s)

    Perform UserAcceptance

    Test

    Build RequiredAssets

    ConductPhase End

    Review

    ConductPhase End

    Review

    Conduct BusinessArchitecture

    Workshops

    ConductPhase End

    Review

    SolutionReview &Sign-Off

    Prepare for CRP 3Workshop(s)

    Conduct CRP 3Workshop(s)

    Prepare CRP 2Environment

    Prepare CRP 3Environment

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    Prepare CRP 2 Environment

    Begin with a freshly installed,unconfigured

    Applications environment

    Hosted or Onsite

    Configure environment to incorporate:

    Clients Multi-Org structure

    Clients Chart of Accounts (COA) Structure

    Clients Trading Community Architecture (TCA)

    Other changes identified during CRP 1

    Oracle Accelerator Pre-Production instance withSetup Tool an option

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    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

    Objectiveidentify all remaining changes so

    scope can be frozen

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    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

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    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 solutionand approval to proceed.

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    Conduct Phase-End Review

    Review proposed business processchanges or other modifications

    Document/present options for filling gaps

    Prepare MoSCoWanalysis of proposed

    changes

    Must Have

    Should Have

    Could Have Wont Have

    Obtain client approval/signoff

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    Active ProcessesElaboration Phase

    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)

    BuildDefinition ProductionTransitionElaboration

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    Key DeliverablesElaboration Phase

    CRP 2 Results Conceptual Architecture

    Application and Database Server Architecture

    Platform and Network Architecture

    Application Extension Definition and Estimates Approved DesignsCustom Extensions

    Conversion Program Designs

    Updated System Test Script

    System Integration Test Script User Learning Plan

    High-Level Solution Document [Final]

    Solution Acceptance & Signoff

    http://rds.yahoo.com/_ylt=A9G_Rqtzv9xEhwQAI9eJzbkF;_ylu=X3oDMTBjMHZkMjZyBHBvcwMxBHNlYwNzcg--/SIG=1e7po4tk3/EXP=1155404019/**http%3a//images.search.yahoo.com/search/images/view%3fback=http%253A%252F%252Fimages.search.yahoo.com%252Fsearch%252Fimages%253Fp%253DKey%2526fr%253DFP-tab-img-t-t500%2526toggle%253D1%2526cop%253D%2526ei%253DUTF-8%26w=350%26h=175%26imgurl=www.betajournal.com%252Fimages%252Fpatch%252Fkey2.jpg%26rurl=http%253A%252F%252Fwww.betajournal.com%252Fpatch_81.htm%26size=4.2kB%26name=key2.jpg%26p=Key%26type=jpeg%26no=1%26tt=4,283,919%26ei=UTF-8
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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 PhaseABF Project Flow: Transition Phase

    ABF Project Flow: Production Phase

    Planning an ABF Project

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    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

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    ABF V1.3 Top Level Flow

    Definition Build ProductionTransitionElaboration

    ProjectPlanning

    DesignExtensions

    PrepareCustom

    Test Scripts

    Create and testCustom

    Extensions

    PrepareProduction

    Environment

    Convert andVerify Data

    Begin

    Production

    Maintain

    System

    ProposeFuture

    Direction

    Perform SystemsIntegration

    Test

    VerifyProductionReadiness

    Prepare for CRP 1Workshop(s)

    Conduct CRP 1Workshop(s)

    Prepare for CRP 2Workshop(s)

    Conduct CRP 2Workshop(s)

    Perform UserAcceptance

    Test

    Build RequiredAssets

    ConductPhase End

    Review

    ConductPhase End

    Review

    Conduct BusinessArchitecture

    Workshops

    ConductPhase End

    Review

    SolutionReview &

    Sign-Off

    Prepare for CRP 3Workshop(s)

    Conduct CRP 3Workshop(s)

    Prepare CRP 2Environment

    Prepare CRP 3Environment

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    Create and Test Custom Extensions

    Create:

    Prepare Development Environment (MD.090)

    Create Database Extensions (MD.100)

    Create Application Extension and InterfaceModules (MD.110)

    Create Installation Routines (MD.120)

    Test:

    Perform Unit Test (TE.070) Perform Link Test (TE.080)

    Perform Installation Test (TE.090)

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    Prepare CRP 3 Environment

    Begin with a freshly installed,unconfiguredApplications 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

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    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)

    ObjectiveSystem Test/Validate the system

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    Perform Systems Integration Test

    Test Oracle E-Business Suite integration withother application systems

    Conducted in a Production-like environment

    Objectivevalidate the operation of the business

    system across and between application systems Includes testing of operating routines and

    procedures, as well as programs

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    Perform User Acceptance Test

    Consulting Role is to support users in performingtheir 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 andprocedures established in Testing Requirements

    and Strategy (TE.010)

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    Conduct Phase-End Review

    Review results of:

    CRP 3

    Systems Integration Test

    User Acceptance Test

    Performance Test

    Obtain client approval/signoff

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    Active ProcessesBuild Phase

    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)

    BuildDefinition ProductionTransitionElaboration

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    Key DeliverablesBuild 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

    http://rds.yahoo.com/_ylt=A9G_Rqtzv9xEhwQAI9eJzbkF;_ylu=X3oDMTBjMHZkMjZyBHBvcwMxBHNlYwNzcg--/SIG=1e7po4tk3/EXP=1155404019/**http%3a//images.search.yahoo.com/search/images/view%3fback=http%253A%252F%252Fimages.search.yahoo.com%252Fsearch%252Fimages%253Fp%253DKey%2526fr%253DFP-tab-img-t-t500%2526toggle%253D1%2526cop%253D%2526ei%253DUTF-8%26w=350%26h=175%26imgurl=www.betajournal.com%252Fimages%252Fpatch%252Fkey2.jpg%26rurl=http%253A%252F%252Fwww.betajournal.com%252Fpatch_81.htm%26size=4.2kB%26name=key2.jpg%26p=Key%26type=jpeg%26no=1%26tt=4,283,919%26ei=UTF-8
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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 PhaseABF Project Flow: Transition Phase

    ABF Project Flow: Production Phase

    Planning an ABF Project

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    Transition Phase Objectives

    Objectives of the Transition Phase include:

    Install data conversion programs and automatedutilities

    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

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    Definition Build ProductionTransitionElaboration

    ProjectPlanning

    DesignExtensions

    PrepareCustom

    Test Scripts

    Create and testCustom

    Extensions

    PrepareProduction

    Environment

    Convert andVerify Data

    Begin

    Production

    Maintain

    System

    ProposeFuture

    Direction

    Perform SystemsIntegration

    Test

    VerifyProductionReadiness

    Prepare for CRP 1Workshop(s)

    Conduct CRP 1Workshop(s)

    Prepare for CRP 2Workshop(s)

    Conduct CRP 2Workshop(s)

    Perform UserAcceptance

    Test

    Build RequiredAssets

    ConductPhase End

    Review

    ConductPhase End

    Review

    Conduct BusinessArchitecture

    Workshops

    ConductPhase End

    Review

    SolutionReview &

    Sign-Off

    Prepare for CRP 3Workshop(s)

    Conduct CRP 3Workshop(s)

    Prepare CRP 2Environment

    Prepare CRP 3Environment

    ABF V1.3 Top Level Flow

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    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 SetupDocuments is always an option

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    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

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    Verify Production Readiness

    Formal verification that clients systems, host

    facilities, Networks, and people are ready for

    production

    Consists of checklists and (optionally) a quality

    assurance review to verify production readiness

    Production System test verifies setups and

    connectivity of printers, etc.

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    Begin Production

    Confirm that all aspects of the system areoperational 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 whenproduction status achieved

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    Active ProcessesTransition Phase

    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)

    BuildDefinition ProductionTransitionElaboration

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    Key DeliverablesTransition Phase

    Converted and verified data

    Skilled users

    Production Support Infrastructure

    Production System

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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 PhaseABF Project Flow: Transition Phase

    ABF Project Flow: Production Phase

    Planning an ABF Project

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    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.

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    ABF V1.3 Top Level Flow

    Definition Build ProductionTransitionElaboration

    ProjectPlanning

    DesignExtensions

    PrepareCustom

    Test Scripts

    Create and testCustom

    Extensions

    PrepareProduction

    Environment

    Convert andVerify Data

    Begin

    Production

    Maintain

    System

    ProposeFuture

    Direction

    Perform SystemsIntegration

    Test

    VerifyProductionReadiness

    Prepare for CRP 1Workshop(s)

    Conduct CRP 1Workshop(s)

    Prepare for CRP 2Workshop(s)

    Conduct CRP 2Workshop(s)

    Perform UserAcceptance

    Test

    Build RequiredAssets

    ConductPhase End

    Review

    ConductPhase End

    Review

    Conduct BusinessArchitecture

    Workshops

    ConductPhase End

    Review

    SolutionReview &

    Sign-Off

    Prepare for CRP 3Workshop(s)

    Conduct CRP 3Workshop(s)

    Prepare CRP 2Environment

    Prepare CRP 3Environment

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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 ProcessesProduction Phase

    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)

    BuildDefinition ProductionTransitionElaboration

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    Key DeliverablesProduction 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 PhaseABF 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 areincluded 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 ManagementIssue/Problem Mgmt.

    Staff Management

    Communication Mgmt.

    Quality Management

    Configuration Mgmt.

    Infrastructure Mgmt.

    Procurement Mgmt.Org. Change Mgmt.

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    What is Project Management Method

    (PJM)?

    Oracles Standard Approach to Project

    Management

    Standard globalmethod 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

    R l i hi f PJM 4 1 O l E i

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    Relationship of PJM 4.1 to Oracles 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 theproject manager!

    PMP i PJM 4 1

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    PMP in PJM 4.1

    P j t W k l

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    Project Workplan

    The work plan shows:

    Project tasks organized within phases

    Dependencies

    Resource requirements and time allocations

    Project

    ScopeWork PlanProposal

    C ti th W k Pl

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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

    Fl Th h E ti ti P

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    Flow Through Estimating Process

    Plan & Conduct

    Interviews

    Define

    Scope, etc.

    Prepare Risk

    Analysis

    Enter DataReview

    Results

    What If

    Analysis

    Generate

    Workplan

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    Online Walkthrough of the Estimation

    Workbook

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