oracle_aim_methodology

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    Oracle AIM MethodologyAn Overview

    Presented By:-

    Shivmohan Purohit

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    Agenda

    What is Oracle AIM

    Oracle AIM Structure

    Oracle AIM Phases Oracle AIM Processes

    Oracle AIM Preview / Demo

    Recommendations

    Questions

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    Software Development Methodology

    Waterfall

    Prototyping

    Incremental

    Rapid Application

    Development

    Rational Unified Process

    Agile Unified Process

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    Project Management Methods

    Project Management Institute

    PMBOK

    PRINCE 2

    Critical Chain Project Management

    Process based Project Mgmt

    Agile Project Management

    Before moving ahead, Lets capture the

    Answers for some AIM Related Questions !!

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    Oracle Methodologies

    Oracle AIM 3.1 ( Application Implementation Methodology)

    Oracle EMM ( Easy Migration Methodology)

    Oracle Unified Method ( OUM)

    Our discussion is focus on Oracle AIM, version3.1 ( also known as AIM Advantage)

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    What Oracle says about AIM

    AIM brings a proven process to the table for implementing Oracle E-

    Business Suite Business Solutions with

    Highest degree of quality

    Quick return on investment

    Short time to benefit

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    A Complete, Effective Toolkit

    Pre-seeded Content and

    Sample Data

    Deliverable Templates

    Customizable Workplans

    Project Management Support

    On-line, Context Sensitive

    Documentation

    All delivered in an easy-to-use, web-based

    interface

    Detailed Task Description

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    What is Oracle AIM

    Oracle AIM provides

    templates for all the

    tasks that require

    them.

    Oracle AIM is a methodology

    showing what tasks are required,

    what order they should be

    completed in, and what resources

    are required

    The methodology is purpose built

    for Oracle Applications and the

    detailed deliverables produced are

    designed with the Oracle

    Application products in mind.

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    Oracle AIM - Advantages Oracle's AIM is a proven approach for implementing packaged applications. It

    comprises a set of well defined processes that can be managed in several ways

    to guide you through an application implementation project.

    AIM provides the tools needed to effectively and efficiently plan, conduct, and

    control project steps to successfully implement business solutions.

    AIM defines business needs at the beginning of the project and maintains their

    visibility throughout the implementation.

    It defines internal, external, and time sensitive business events and maps each

    event to the responding business and system processes.

    Client gains an accurate understanding of the business requirements that need

    to be focused on during the course of the implementation.

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    Oracle AIM - Structure

    A task is a unit of work,

    which results in a single

    deliverable. I. e reports,

    schedules, code, or test

    results for example.

    A process is a closely related

    group of dependent tasks which

    meets a major objective. A

    process is usually based on a

    common discipline.

    A phase is a chronological

    grouping of tasks. It enables a

    flexible way to organize tasks,

    schedule major deliverables,

    and deliver projects.

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    Oracle AIM Project Phases

    An AIM project is conducted in phases that provide quality andcontrol checkpoints to co-ordinate project activities that have acommon goal.

    During a project phase, your project team will be executing tasks

    from several processes

    Oracle AIM Project Phases as follows ( 6 Phases )

    Definitions

    Operation Analysis

    Solution Design Build

    Transition

    Production

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    Oracle AIM Project Phases Definition

    Plan the project

    Review the organization's business objectives

    Evaluate the feasibility of meeting those objectives undertime, resource, and budget constraints

    Emphasis is on building an achievable work plan and

    introducing it with guidelines. Strategies, objectives, and approaches are determined for

    each AIM process

    Establishing scope early in theimplementation gives the

    team a common reference

    point and an effective way to

    communicate. Operations Analysis

    Project team develops Business Requirements

    Assess the level of fit between the business requirementsand standard application functionality.

    Gaps are identified and corresponding solutions developed.

    Solutions for gaps evolve into detailed designs during

    Solution Design.

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    Oracle AIM Project Phases Solution Design

    Develop the detailed designs to meet the future business requirements.

    Project team members create detailed narratives of process solutions

    developed during Operations Analysis

    Supporting business requirements may require building application

    extensions to standard features The project team carefully scrutinizes these solutions and chooses the

    most cost effective alternatives.

    Build

    coding and testing of all customizations and other custom software

    Coding & testing of enhancements, data conversions, and interfaces

    Policy and procedure changes relating to business process modifications are

    developed.

    Business system testing is performed to validate that the developed solutions

    meet business requirements.

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    Oracle AIM Project Phases Transition

    Deploys the finished solution into the organisation

    The project team trains the end users

    Technical team configures the production environment and converts data

    Transition ends with the cutover to production, when end users start

    performing their job duties using the new system.

    Production

    It marks the last phase of the implementation, and the beginning of the system

    support cycle.

    The Information Systems (IS) personnel work quickly to stabilise the system andbegin regular maintenance.

    Provide the ongoing support to the organisation for the remaining life of the

    system.

    Compare actual results to project objectives.

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    Oracle AIM Processes A process in AIM represents a related set of

    objectives, resource skill requirements, inputs, and

    deliverable outputs.

    A task can belong to only one process.

    Project team members are usually assigned to a

    process according to their specialization and

    background.

    12 Processes as referred in AIM

    Project Management

    Business Process architecture

    Business Requirement Definition

    Business requirement definition

    Application & technical architecture

    Module Design & Build

    Data Conversion

    Documentation

    Business System Testing

    Performance Testing

    Adoption & Learning Production migration.

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    Oracle AIM Processes Project Management ( PJM)

    Project & Phase Planning, Execution, Control, Reporting & Completion

    Work Management & Resource Management

    Quality Management & Configuration Management

    Project Management itself is a comprehensive process and has separate way to

    handle it, i.e. PMBOK , Oracle PJM etc

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

    QM: Quality Management, CM: Configuration Management

    Task

    ID

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    Oracle AIM Processes Business Process Architecture

    Task Code/ID : BP

    Provide the framework for combining

    change in business processes with

    implementation of software applications

    It focuses on high-level business

    processes and operations generally

    applicable to the organization

    Make business focused decisions either

    to change the current processes to suit

    the application or to customize the

    application.

    Commonly used templates

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    Oracle AIM Processes Business Requirements Definition

    Task Code/ ID: RD

    Defines the business needs that must bemet by the implementation project.

    Develop a complete set of businessrequirements scenarios that can be usedto map business requirements toapplication functionality.

    Analyze and identify the reportingrequirements for the business

    Carefully document audit and controlrequirements to satisfy financial andquality policies.

    Commonly used templates

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    Oracle AIM Processes Business Requirements Mapping

    Task Code/ ID: BR

    Ascertain the fitness for use of applicationfeatures in satisfying detailed businessrequirements expressed at a businessprocess step level.

    Business Requirements Mappingencompasses the following areas: Mapping

    Business system testing

    Application setups

    Mapping is an iterative approach with thefollowing objectives: Prove business process designs through

    demonstration

    Identify gaps in the application

    Propose feasible bridges to gaps

    Commonly used templates

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    Oracle AIM Processes Application & Technical Architecture

    Task Code/ ID: TA

    Design an information systems architecture torealize the business vision.

    This process divide into two areas:- 1.Application Architecture, 2. TechnicalArchitecture

    The process takes the business and informationsystems requirements and develops a blueprintfor deploying and configuring:

    Oracle, third-party, and custom applications Supporting application server environments

    Critical interfaces and data distributionmechanisms between applications, servers, andsites

    Computing hardware, including servers andclient desktop platforms

    Networks and communications infrastructure

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    Oracle AIM Processes Module Design & Build

    Task Code/ ID: MD

    Focus on the design and development ofcustomizations to satisfy functionality gapsidentified during Business RequirementsMapping (BR).

    Modification changes to the base OracleApplications code

    Extension new forms, reports,programs, tables, interfaces and triggers

    that add functionality without changingthe base application code

    Configurable Extension addition offunctionality through flex fields, alerts,and other configuration options providedby the Applications

    Commonly used templates

    Continue to Next Slide

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    Oracle AIM Processes Module Design & Build

    RD050 GAPS- Requirements not supported byAPPS

    BR030- Mapping- Business Requirement Mappingfor GAPS identified.

    MD020- Analysis and select best approach. EffortEstimation. Review & Approval.

    MD050 & MD070 Functional & Technical Design.One customization may include multiple modules

    TE020 Technical Analyst prepare unit test scriptfor each module

    MD110 Code- Developer create Module Code i.e.procedure, form, alerts etc

    TE070 Testers perform a unit test

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    Oracle AIM Processes Data Conversion

    Task Code/ ID: CV

    Convert and test all necessary legacydata for the operation of the newsystem

    Conversion Approaches

    Manual Conversions

    Programmatic Conversion with or w/otools

    Automated Data Entry

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    Oracle AIM Processes Documentation

    Task Code/ ID: DO

    Reference that shows the users how touse application functionality

    Set of procedures for using theapplication in response to day-to-daybusiness events

    Documents that describe the technicaldetails of the application for themaintenance staff

    Produce a set of procedures formanaging the system

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    Oracle AIM Processes Business System Testing

    Task Code/ ID: TE

    Three main aspects of Business Testing Planning, Early Introduction of Testing & CRP

    Business System Testing does not address performance testing or the testing of

    data conversion programs

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    Oracle AIM Processes Performance Testing

    Task Code/ ID: PT

    Enables you to define, build, and execute aperformance test.

    To make decisions on whether theperformance is acceptable for the business

    Propose tactical or strategic changes toaddress the performance quality shortfall.

    Automated V/s Manual

    Types of Performance Testing

    System Performance

    Module/ Code Performance

    Hardware and Networks

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    Oracle AIM Processes

    Adoption & Learning Task Code/ ID: AP

    Training prepares both users andadministrators to assume on the tasks ofrunning the new application system

    Adoption and Learning impacts thefollowing five major audiences:

    Executives

    Implementation project teams

    Functional managers

    Users Information technology groups

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    Oracle AIM - DEMO

    Oracle AIM Advantage 3.1 Demo

    Templates

    Q&A

    Discussion

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    My Experience & Thoughts

    CR010 Project Management Plan /

    Project Plan (WM020)

    Overview Training

    RD010 Organization Structure

    RD020 Business RequirementGathering

    RD050 / BR030 MAP Business

    Requirements

    TA040 Application Architecture Strategy

    CRP Session I

    BP080 Future Business Model

    BR010 GAP Analysis

    CRP Session II

    MD050 Functional Design MD070 Technical Design

    System Integration Testing

    CV010 Data conversion Strategy

    CV060 Data Conversion Templates PM010 Transition Strategy

    TE040 Test Scripts

    BR110 Security Profiles (Roles and

    Responsibility Matrix)

    User Acceptance Testing (UAT)

    Cutoverand Production Migration

    Plan

    EndUser Training (EndUser Manual)

    BR100 Application Set up

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    A Sample Project Level Activities

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    Some Recommendations

    1. Follow the documentation principle like Preparer, reviewer with dates

    and approvers with version controls details in all documents.

    2. Try to avoid Word, Excel, PPT attachments to the templates.

    3. Collect enough details from client to prepare the process flow.

    4. Stick on to the Project schedule to submit the documents on time.

    5. Ensure to fill the open and closed issues on all updates if any.

    6. Follow the uniformity in using templates across all modules.

    7. Avoid providing internal intranet URL etc for reference.8. Follow the Oracle Custom standards while preparing Technical Docs.

    9. Documents prepared by one person must be reviewed by another

    before submitting to Client.

    10.Get a sign off from client and as well as from PM on all docs.

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    Questions ?

    Presented By:-Shivmohan Purohit