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

Detailed Task Description

On-line, Context Sensitive
Documentation

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

interface

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 Mapping
Application & technical architecture
Module Design & Build
Data Conversion
Documentation
Business System Testing
Performance Testing
Adoption & Learning
Production migration.

Oracle AIM Processes

Project Management ( PJM)

Task
ID

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

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

MD050 Functional Design

MD070 Technical Design
System Integration Testing

RD010 Organization Structure

RD020 Business Requirement
Gathering
RD050 / BR030 MAP Business
Requirements
TA040 Application Architecture Strategy

CV010 Data conversion Strategy

CV060 Data Conversion Templates
PM010 Transition Strategy
TE040 Test Scripts
BR110 Security Profiles (Roles and
Responsibility Matrix)

CRP Session I
BP080 Future Business Model
BR010 GAP Analysis

CRP Session II

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