Oracle AIM Methodology

An 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, Lets capture the Answers 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 EBusiness Suite Business Solutions with

Highest degree of quality

Quick return on investment Short time to benefit

A Complete, Effective Toolkit

Deliverable Templates
Pre-seeded Content and Sample Data Customizable Workplans Project Management Support All delivered in an easy-to-use, web-based interface

Detailed Task Description On-line, Context Sensitive Documentation

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. 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.

Oracle AIM - Structure

A phase is a chronological grouping of tasks. It enables a flexible way to organize tasks, schedule major deliverables, and deliver projects. 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 task is a unit of work, which results in a single deliverable. I. e reports, schedules, code, or test results for example.

Oracle AIM Project Phases

An AIM project is conducted in phases that provide quality and control checkpoints to co-ordinate project activities that have a common 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

Oracle AIM Project Phases

Definition
Plan the project Review the organization's business objectives Evaluate the feasibility of meeting those objectives under time, 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

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.

Establishing scope early in the implementation gives the team a common reference point and an effective way to communicate.

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.

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 and begin 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

Task ID

CR: Control & Reporting , WM: Work Management, RM: Resource Management QM: Quality Management, CM: Configuration Management

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

Oracle AIM Processes

Business Requirements Definition
Task Code/ ID: RD Defines the business needs that must be met by the implementation project. Develop a complete set of business requirements scenarios that can be used to map business requirements to application functionality. Analyze and identify the reporting requirements for the business Carefully document audit and control requirements to satisfy financial and quality policies.
Commonly used templates

Oracle AIM Processes

Business Requirements Mapping
Task Code/ ID: BR Ascertain the fitness for use of application features in satisfying detailed business requirements expressed at a business process step level.

Business Requirements Mapping encompasses the following areas:

Mapping Business system testing Application setups

Mapping is an iterative approach with the following objectives:

Prove business process designs through demonstration Identify gaps in the application Propose feasible bridges to gaps
Commonly used templates

Oracle AIM Processes

Application & Technical Architecture
Task Code/ ID: TA Design an information systems architecture to realize the business vision. This process divide into two areas:- 1. Application Architecture, 2. Technical Architecture The process takes the business and information systems requirements and develops a blueprint for deploying and configuring:
Oracle, third-party, and custom applications Supporting application server environments Critical interfaces and data distribution mechanisms between applications, servers, and sites Computing hardware, including servers and client desktop platforms Networks and communications infrastructure

Oracle AIM Processes

Module Design & Build
Task Code/ ID: MD Focus on the design and development of customizations to satisfy functionality gaps identified during Business Requirements Mapping (BR).

Modification changes to the base Oracle Applications code

Extension new forms, reports, programs, tables, interfaces and triggers that add functionality without changing the base application code Configurable Extension addition of functionality through flex fields, alerts, and other configuration options provided by the Applications

Continue to Next Slide

Commonly used templates

Oracle AIM Processes

Module Design & Build
RD050 GAPS- Requirements not supported by APPS

BR030- Mapping- Business Requirement Mapping for GAPS identified.

MD020- Analysis and select best approach. Effort Estimation. Review & Approval.

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

TE020 Technical Analyst prepare unit test script for each module

MD110 Code- Developer create Module Code i.e. procedure, form, alerts etc TE070 Testers perform a unit test

Oracle AIM Processes

Data Conversion
Task Code/ ID: CV Convert and test all necessary legacy data for the operation of the new system Conversion Approaches
Manual Conversions Programmatic Conversion with or w/o tools Automated Data Entry

Oracle AIM Processes

Documentation
Task Code/ ID: DO Reference that shows the users how to use application functionality Set of procedures for using the application in response to day-to-day business events Documents that describe the technical details of the application for the maintenance staff Produce a set of procedures for managing 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 of data conversion programs

Oracle AIM Processes

Performance Testing
Task Code/ ID: PT Enables you to define, build, and execute a performance test. To make decisions on whether the performance is acceptable for the business Propose tactical or strategic changes to address 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 and administrators to assume on the tasks of running the new application system Adoption and Learning impacts the following 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 to production 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 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.

Questions ?

Presented By:-

Shivmohan Purohit