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

Commonly used templates
Continue to Next Slide
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