217555325 oracle aim methodology (1)

8/11/2019 217555325 Oracle AIM Methodology (1)

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Oracle AIM MethodologyAn Overview

Presented By:-

Shivmohan Purohit



Agenda

• What is Oracle AIM

• Oracle AIM – Structure

•

Oracle AIM – Phases• Oracle AIM – Processes

• Oracle AIM – Preview / Demo

• Recommendations• Questions



Software Development Methodology

•Waterfall

•Prototyping

•Incremental

•Rapid Application

Development

•

Rational Unified Process

•Agile Unified Process



Project Management Methods

•Project Management Institute –

PMBOK

•PRINCE 2

•Critical Chain Project Management

•Process based Project Mgmt

•Agile Project Management

Before moving ahead, Let’s capture theAnswers for some AIM Related Questions !!



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”, version

3.1 ( also known as AIM Advantage)



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



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



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.



Oracle AIM - Advantages•

Oracle's AIM is a proven approach for implementing packaged applications. Itcomprises 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 eachevent 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.



Oracle AIM - Structure

A task is a unit of work,

which results in a singledeliverable. I. e reports,

schedules, code, or test

results for example.

A process is a closely related

group of dependent tasks whichmeets a major objective. A

process is usually based on a

common discipline.

A phase is a chronological

grouping of tasks. It enables aflexible way to organize tasks,

schedule major deliverables,

and deliver projects.



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 tasksfrom several processes

• Oracle AIM Project Phases as follows ( 6 Phases )

– Definitions

– Operation Analysis

– Solution Design

– Build

– Transition

– Production



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 andintroducing it with guidelines.

– Strategies, objectives, and approaches are determined foreach AIM process

Establishing scope early in the

implementation 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 requirements

and standard application functionality.

– Gaps are identified and corresponding solutions developed.

– Solutions for gaps evolve into detailed designs during

Solution Design.




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.




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.



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.



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




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




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 reporting

requirements for the business

– Carefully document audit and controlrequirements to satisfy financial andquality policies.





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 throughdemonstration

• Identify gaps in the application

• Propose feasible bridges to gaps





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




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


Continue to Next Slide




Module Design & BuildRD050 – 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




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



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



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 ofdata conversion programs




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



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



Oracle AIM – Processes• Production Migration

– Task Code/ ID: PM

– To migrate the organization, systems, &people to the new enterprise system

– Assessing readiness for transition toproduction

– Executing cutover to the new system

– conducting post-production support



Oracle AIM - DEMO

• Oracle AIM Advantage 3.1 Demo

•

Templates

• Q&A

• Discussion



My Experience & Thoughts

• CR010 – Project Management Plan /Project Plan (WM020)

• Overview Training

• RD010 – Organization Structure

• RD020 – Business Requirement

Gathering• 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)

• Cutover and Production Migration

Plan

• End User Training (End User Manual)

• BR100 –Application Set up



A Sample Project Level Activities



Some Recommendations

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



Questions ?

Presented By:-Shivmohan Purohit