of 82
8/11/2019 ABF Overview
1/82
1-1 Copyright Oracle, 2007. All rights reserved.
AIM for Business FlowsMethod Overview
8/11/2019 ABF Overview
2/82
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
8/11/2019 ABF Overview
3/82
1-3 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
8/11/2019 ABF Overview
4/82
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
8/11/2019 ABF Overview
5/82
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)
8/11/2019 ABF Overview
6/82
1-6 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 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
8/11/2019 ABF Overview
7/821-7 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 PhaseABF Project Flow: Transition Phase
ABF Project Flow: Production Phase
Planning an ABF Project
8/11/2019 ABF Overview
8/821-8 Copyright Oracle, 2007. All rights reserved.
Online Walkthrough of the ABF Method
8/11/2019 ABF Overview
9/821-9 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
8/11/2019 ABF Overview
10/821-10 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
11/821-11 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
12/821-12 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
13/821-13 Copyright Oracle, 2007. All rights reserved.
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.
8/11/2019 ABF Overview
14/821-14 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
15/821-15 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
16/821-16 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
17/821-17 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
18/821-18 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
19/821-19 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
20/821-20 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 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.
8/11/2019 ABF Overview
21/821-21 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 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.
8/11/2019 ABF Overview
22/821-22 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
8/11/2019 ABF Overview
23/821-23 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 andapproach
Familiarize Client with Business Flows
Perform initial mapping
Develop preliminary conceptual architecture Determine high-level requirements
Obtain Approval to proceed to next phase
8/11/2019 ABF Overview
24/821-24 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
25/82
1-25 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 StartupPhase when using PJM 4.1
*
8/11/2019 ABF Overview
26/82
1-26 Copyright Oracle, 2007. All rights reserved.
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.jpg8/11/2019 ABF Overview
27/82
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
8/11/2019 ABF Overview
28/82
1-28 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
8/11/2019 ABF Overview
29/82
1-29 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
30/82
1-30 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
http://rds.yahoo.com/_ylt=A9G_RtlpwdxE_BQBkxmJzbkF;_ylu=X3oDMTBjZGM1ZGE1BHBvcwM1BHNlYwNzcg--/SIG=1i5rrie15/EXP=1155404521/**http%3a//images.search.yahoo.com/search/images/view%3fback=http%253A%252F%252Fimages.search.yahoo.com%252Fsearch%252Fimages%253Fp%253DDocument%2526ei%253DUTF-8%2526fr%253DFP-tab-img-t-t500%2526x%253Dwrt%26w=520%26h=563%26imgurl=www.archives.gov.on.ca%252Fenglish%252Fexhibits%252Fpreservation%252Fpics%252Fdscn2708_document_520.jpg%26rurl=http%253A%252F%252Fwww.archives.gov.on.ca%252Ffrench%252Fexhibits%252Fpreservation%252Fbig%252Fbig_17_corp_record.htm%26size=123.8kB%26name=dscn2708_document_520.jpg%26p=Document%26type=jpeg%26no=5%26tt=21,819,291%26ei=UTF-88/11/2019 ABF Overview
31/82
1-31 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 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.JPG8/11/2019 ABF Overview
32/82
1-32 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
33/82
1-33 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
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-88/11/2019 ABF Overview
34/82
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
8/11/2019 ABF Overview
35/82
1-35 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
8/11/2019 ABF Overview
36/82
1-36 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
37/82
1-37 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:
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
8/11/2019 ABF Overview
38/82
1-38 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
Objectiveidentify all remaining changes so
scope can be frozen
8/11/2019 ABF Overview
39/82
1-39 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
8/11/2019 ABF Overview
40/82
1-40 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 solutionand approval to proceed.
8/11/2019 ABF Overview
41/82
1-41 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
42/82
1-42 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
43/82
1-43 Copyright Oracle, 2007. All rights reserved.
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-88/11/2019 ABF Overview
44/82
1-44 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
8/11/2019 ABF Overview
45/82
1-45 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
8/11/2019 ABF Overview
46/82
1-46 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
47/82
1-47 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 InterfaceModules (MD.110)
Create Installation Routines (MD.120)
Test:
Perform Unit Test (TE.070) Perform Link Test (TE.080)
Perform Installation Test (TE.090)
8/11/2019 ABF Overview
48/82
1-48 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
49/82
1-49 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)
ObjectiveSystem Test/Validate the system
8/11/2019 ABF Overview
50/82
1-50 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
51/82
1-51 Copyright Oracle, 2007. All rights reserved.
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)
8/11/2019 ABF Overview
52/82
1-52 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
8/11/2019 ABF Overview
53/82
1-53 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
54/82
1-54 Copyright Oracle, 2007. All rights reserved.
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-88/11/2019 ABF Overview
55/82
1-55 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
8/11/2019 ABF Overview
56/82
1-56 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
57/82
1-57 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
58/82
1-58 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 SetupDocuments is always an option
8/11/2019 ABF Overview
59/82
1-59 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
8/11/2019 ABF Overview
60/82
1-60 Copyright Oracle, 2007. All rights reserved.
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.
8/11/2019 ABF Overview
61/82
1-61 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
62/82
1-62 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
63/82
1-63 Copyright Oracle, 2007. All rights reserved.
Key DeliverablesTransition Phase
Converted and verified data
Skilled users
Production Support Infrastructure
Production System
8/11/2019 ABF Overview
64/82
1-64 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
8/11/2019 ABF Overview
65/82
1-65 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.
8/11/2019 ABF Overview
66/82
1-66 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
67/82
1-67 Copyright Oracle, 2007. All rights reserved.
Maintain System
Begin execution of System Management
Procedures
Focus on necessary and preventative actions
Regular backups
Defragment table spaces, etc.
8/11/2019 ABF Overview
68/82
1-68 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
69/82
1-69 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
70/82
1-70 Copyright Oracle, 2007. All rights reserved.
Key DeliverablesProduction Phase
Effectiveness Assessment
Business Direction Recommendations
Technical Direction Recommendations
8/11/2019 ABF Overview
71/82
1-71 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
8/11/2019 ABF Overview
72/82
1-72 Copyright Oracle, 2007. All rights reserved.
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.
8/11/2019 ABF Overview
73/82
1-73 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
74/82
1-74 Copyright Oracle, 2007. All rights reserved.
PJM 4.1 Structure
R l i hi f PJM 4 1 O l E i
8/11/2019 ABF Overview
75/82
1-75 Copyright Oracle, 2007. All rights reserved.
Relationship of PJM 4.1 to Oracles Execution
Methods (including ABF)
( )
8/11/2019 ABF Overview
76/82
1-76 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
77/82
1-77 Copyright Oracle, 2007. All rights reserved.
PMP in PJM 4.1
P j t W k l
8/11/2019 ABF Overview
78/82
1-78 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
79/82
1-79 Copyright Oracle, 2007. All rights reserved.
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
8/11/2019 ABF Overview
80/82
1-80 Copyright Oracle, 2007. All rights reserved.
Flow Through Estimating Process
Plan & Conduct
Interviews
Define
Scope, etc.
Prepare Risk
Analysis
Enter DataReview
Results
What If
Analysis
Generate
Workplan
8/11/2019 ABF Overview
81/82
1-81 Copyright Oracle, 2007. All rights reserved.
Online Walkthrough of the Estimation
Workbook
8/11/2019 ABF Overview
82/82