Oracle Cloud Project

Management for Partners

Module 1: Oracle Cloud Project Management
and Delivery Framework: Introduction

Student Guide
S105465GC10

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Module 1 – Cloud Project Management and
Delivery Framework: Introduction
Oracle Cloud Project Management Training for Partners

Oracle Alliances & Channel

Safe harbor statement

The following is intended to outline our general product direction. It is intended for information
purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any
material, code, or functionality, and should not be relied upon in making purchasing decisions. The
development, release, timing, and pricing of any features or functionality described for Oracle’s
products may change and remains at the sole discretion of Oracle Corporation.
Statements in this presentation relating to Oracle’s future plans, expectations, beliefs, intentions and
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Oracle’s website at http://www.oracle.com/investor. All information in this presentation is current as of
September 2019 and Oracle undertakes no duty to update any statement in light of new information or
future events.

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 Sarkis Kerkezian, PMP, MBA, TOGAF

Director, Partner Implementation Advisory

Oracle Alliances & Channels

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Learning Objectives
Introduction to Cloud Project Management & Delivery Framework

By the end of this module, you should be able to:

• Describe the balancing act of project management
• List some cloud project challenges
• Identify the components of a successful cloud project
• Explain the difference between methodology and framework
• Identify the High Impact Cloud Knowledge areas
• Describe the cloud project delivery life cycles
• Contextualize the principles of Cloud Delivery Framework
• Identify the 7 habits of highly effective cloud projects

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Balancing Act of Project Management in the Context of Cloud
How long the project will last until its
completion or the duration of completing
intermediate project milestones

An uncertain Human resources (specific

event or disciplines, individual or in teams),
condition that work material, services, supplies
may occur. It can Expectations
cause a positive the hidden
or negative constraint
effect on the
project. Funds, working hours,
equipment and other resources
to complete the project

Set of services or
products that are
delivered as results In the context of Cloud Projects, the constraints
through the are the same. However, additional considerations
project and dependencies need to be factored in
The degree of because the level of expectations to succeed in
supplementing the projects has also increased due to the
inherent characteristics of subscription-based model of cloud business.
the project’s requirements

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 Cloud Project Manager’s Responsibility
Imperative for implementation success in light of customer advocacy and renewals

• Take full responsibility and

accountability for the cloud project. • Oversee cloud environments and
perform instance management.
• Apply lessons learned from recent
• Communicate project status to all
cloud projects.
stakeholders (client, management,
• Define project roles and project team).
responsibilities. • Drive decision-making to lowest
• Lead the project start-up activities. possible level.
• Manage the sales-to-delivery • Engage stakeholders effectively.
transition. • Encourage and support escalations.
• Perform project tracking. • Enforce effective change control.
• Adopt Cloud Project Management • Mentor project members.
best practices, tools, accelerators. • Promote good working
• Manage project priorities based on relationships.
business objectives and KPIs. • Manage margins.
• Perform cloud risk management. • Obtain customer references and
• Facilitate customer organizational success stories.
change management.

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Cloud Project Challenges
Symptoms of an Unsuccessful Cloud Project

Poor Expectation Setting

Improperly Defined Scope

Lack of Executive Sponsorship

Cloud Service Issues

Poor Objective & KPI Setting

Lack of Resources or Cloud Skills

Inappropriate Staffing

Lack of Change Management Plan

Low Executive Involvement

Lack of Cloud Advocacy

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Cloud Project Success
Components of a Successful Cloud Project

Proactive Communication • Steering committee, team meetings, status reports

Well Defined Scope • Agreed and signed off on by all decision makers

Effective Process Management • Defined escalation processes, change orders, effective documentation

Robust Framework/Method • A repeatable, predictable methodology that the client understands

Proactive Issue & Risk Tracking • No Surprises! A dependable method for tracking and resolving

Dependable Work Plan • A working document, updated and shared daily

Cloud Environments Mgmt. • Understanding and integrating cloud environment mgmt. in plan

Active Sponsorship • Point of escalation for clients through your company

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Project Management Framework

A framework focuses on the realization of the desired change in line with a chosen
methodological approach.
• The framework identifies and defines “how” to best manage change.
• A methodology serves as the “way” to systematically realize change in terms of time,
cost and quality.

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Methodology Versus Framework
• A framework is a loose but incomplete structure that leaves room for
other practices and tools to be included, but provides much of the
process required.
• Whereas a methodology is a set of principles, tools and practices
that can be used to guide processes to achieve a particular goal.

Attribute Framework Methodology

Flexible Prescriptive
Structure (allows for creative (phases, tasks, methods,
adaptation) techniques and tools)

What, when, and how to

Standards What to do
do

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How a Framework Supports a Project

• At the center sits the Project Manager.

• This individual possesses their own
unique set of skills, experience, and
qualifications.
• They can use a framework like Prince2,
ISO, APM, PMI, Agile, or Scrum.
• Each organization has its set of rules
and guidelines.
• Guidelines are then supported by tools
and templates.
• Finally, a governance structure is in
place, within which the project must
operate.
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Why Focus on Framework and Not Methodology?
To deliver cloud projects most Oracle Partners have done the following:

• Adopted OUM* for Cloud Application Services and

enhanced/enriched it with their experience
• Developed their own in-house methodology based on
cloud projects experience from the ground up
• Been following Global SI standards and methodology
mandated by their PMO
• Been using an application/custom development
framework/methodology like Agile, Scrum, Kanban,
XP, Lean, and so on
• Used a waterfall methodology that is not fully
applicable for SaaS applications but is geared more for
analytics, integrations, and lift & shift use cases

* OUM last release was 6.4 in 2016 and since then it has not been updated or enhanced. Oracle
Consulting has evolved it and called TCM – True Cloud Method, which is their IP methodology.

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 Oracle Cloud Portfolio
B2B B2C Digital Real-Time Customer
CX Platform CX Content
AI Apps CX Marketing Campaign Personalization Actions Acquisition
CX B2C Service B2B Service
Intelligent
Field Service
For CX Marketing Automation Automation & Optimization (Infinity) (BlueKai) Service Advisor

CX
Sales Planning Partner Configure,
CX Sales Force B2B Service
& Performance
Subscription
DataFox CX Content
CX B2C B2B
CX Unity CX Industry CX Midsize Relationship Price & Commerce
Sales Automation Center Management Commerce Commerce
Cloud Applications

Management Management Quote

Profitability Financial Enterprise

Accounting Project Risk AI Apps for Account Tax Narrative
ERP Financials
Hub
Procurement
Management Management
NetSuite
ERP
ERP Midsize Planning & Cost
Reconciliation
Consolidation
Reporting Reporting
Data EPM
Management and Close Management

Product In-Memory Product Supply Chain

Supply Chain Transportation Global Trade Warehouse Inventory Order AI Apps
SCM Planning Management Management Management Management Management
Procurement Lifecycle Manufacturing Maintenance Cost Master Data Collaboration
for SCM
Management Management Management & Visibility

Human IoT IoT IoT IoT Service IoT

Talent Workforce Work life AI Apps for HCM IoT Asset IoT Fleet
HCM Resources Connected Production Connected Monitoring For
Management
Management Management Solutions
Worker
HCM Midsize Monitoring
Monitoring
Monitoring
Worker Connected Assets Apps

Construction Education
Consumer Financial Food and High Industrial Life Media and Public
Industry Automotive Communications &
Goods
and
Services Beverages
Healthcare
Technology
Hospitality
Manufacturing Sciences Entertainment Sector
Retail Utilities
Engineering Research

Application Container
Container Container Events Mobile Visual Digital Data Blockchain SOA
Engine for Functions Java Developer Apiary** Messaging
Development Kubernetes
Registry Pipelines Service Hub Builder Assistant Science Platform Cloud Service

Management IT Application
Resource Integration
and Monitoring Notifications
Manager
Tagging Audit Infrastructure Performance IT Analytics Log Analytics API Platform API Gateway
Cloud Integration
Governance Monitoring Monitoring
Cloud Infrastructure

Database Autonomous Autonomous Database Database Analytics

Exadata Exadata NoSQL Analytics Big Data SQL Big Data
Data Transaction Cloud Service Cloud Service Streaming
Management Warehouse Processing Bare Metal Virtual Machine
Cloud Service Cloud at Customer Database Cloud Cloud Service Cloud Service & Big Data

Networking, Microsoft Identity and Web Cloud Access Security,

Virtual Cloud Load Traffic Health Email Key Identity Database
Connectivity & Network
Azure
Balancing
FastConnect DNS
Management Checks Delivery
Access
Management
Application
Cloud Service
Security Broker
Security Identity,
Edge Services Interconnect Management Firewall (WAF) (CASB) Compliance

Virtual Machines Compute Bare Metal Compute

Block File Object Archive Storage Data
Compute Standard Dense IO High IO HPC
Virtual Machines GPU Bare Metal GPU
Volumes Storage Storage Storage Gateway Transfer Storage
Standard Dense IO

Solutions Oracle Applications Database Applications High Performance Computing Big Data DevOps Data Protection

Marketplace GoldenGate Data Integrator Identity Management Autonomous Linux Essbase MySQL WebLogic Server** Applications++ & more

Legend: ** Product is available, but the new naming & features are expected to be released soon
13 Copyright © 2020, Oracle and/or its affiliates. ++ More products in the same category
Different Instance Types Options
Can We Have a Delivery Framework for Oracle Cloud
(SaaS, PaaS, OCI) Projects?

ERPM SCM HCM

SaaS CX

Analytics Security Autonomous Application

OCI Integration
PaaS Database Development

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 Identified High-Impact, Key Influencing Cloud Knowledge Areas
Agnostic for All Oracle Cloud Products Portfolios (SaaS, PaaS, OCI)
Cloud Provisioning & Cloud Security,
Environments Identity & User
Management Management

Project Management Implementation

Plan & Delivery Approach for Cloud
Approach Solutions in Scope

Aligning Business Goals Cloud Risk

& Project Objectives Management

Continuous Testing Sustenance Plan &

Strategy & Plan Adoption Strategy

Cloud Architecture Data Management

Envisioning & Planning & Migration Plan

Organizational Change Training & Knowledge

Management in Cloud Transfer Strategy &
Projects Plan

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High-Impact Cloud Knowledge Areas: Goals

Cloud Provisioning & • To manage the different cloud environments provisioning, updates,
Environments service entitlement activities/processes and integrate with the
Management project plan and business operations

• To define and enable the different security rules at the specific

Cloud Security, Identity &
cloud layers (SaaS, PaaS, OCI) including role-based access controls
User Management and user management

Cloud Project • To plan how to manage the project based on the solution in scope
Management Plan & and accordingly determine the delivery approach for the overall
Delivery Approach project and for each component

• To understand the customer’s pain points and business drivers and

Aligning Business Goals &
define SMART project objectives and goals across business
Project Objectives functions

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High-Impact Cloud Knowledge Areas: Goals

Implementation Approach • To identify the implementation approach for the cloud solution
in scope (SaaS, PaaS, OCI) and determine the activities and tasks
for Cloud Solutions in to be included project plan and Work Breakdown Structure
Scope (WBS)

• To envision the cloud architecture roadmap and blueprint for

Cloud Architecture
business, data, technology, and applications to be deployed as
Envisioning & Planning part of the project

Data Management • To determine the data management model and the migration
& Migration Plan strategy and plan to retain historical and transactional data

Organizational Change • To prepare an effective change and communication plan that

addresses the client’s organizational change strategy by creating
Management in Cloud the needed momentum to increase buy-in and reduce
Projects resistance, thus reducing productivity losses.

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High-Impact Cloud Knowledge Areas: Goals

• To identify, document, track, agree on, and communicate cloud

Cloud Risk Management risks as they occur throughout the life cycle of a project

• To enable and build cloud capabilities and skills for the customer
Training & Knowledge super user, users community, and cloud administrators through
Transfer Strategy & Plan interactive and innovative training content in addition to interactive
workshops to transfer knowledge

Continuous Testing • To develop a continuous testing strategy and plan that goes
beyond the UAT validating and testing phase and incorporates
Strategy & Plan updates testing during and after the project completion

Sustainment Plan & • To plan for life after Go-Live with appropriate support SLAs and
help desk procedures, and ensure maximizing the adoption and
Adoption Strategy evolution of the solution implemented

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 High-Impact Cloud Knowledge Areas:
HICKA

Cloud Provisioning & Cloud Security, Core Project Management Framework

Environments Identity & User
Management Management
Processes

Project Management Implementation

Plan & Delivery Approach for Cloud Scope
Approach Solutions in Scope Integration Time

Aligning Business Goals Cloud Risk

& Project Objectives Management Stake-
Project
Cost
holders Management
Body of
Continuous Testing Sustainment Plan &
Strategy & Plan Adoption Strategy Knowledge
Augmenting the core Project Procure- PMBOK® Quality
Management Framework ment
Cloud Architecture Data Management with High-Impact Cloud
Envisioning & Planning & Migration Plan Human Commun-
Knowledge Areas (HICKA) Resources ication
Risk
Organizational Change Training & Knowledge
Management in Cloud Transfer Strategy &
Projects Plan

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Expand the core project management processes and activities by focusing
on the key influencing High-Impact Cloud Knowledge Areas
Cloud Risk Sustainment Plan &
Management Adoption Strategy

Scope Continuous Testing

Data Management
Strategy & Plan
& Migration Plan Integration Time

Project Management
Stake- Cloud Security,
Plan & Delivery Cost
Approach holders Project Identity & User
Management
Management
Cloud Architecture Knowledge
Envisioning & Planning Procure- Areas Quality Aligning Business Goals
ment & Project Objectives

Cloud Provisioning & Human Commun-

Environments ication Training & Knowledge
Resources
Management Risk Transfer Strategy &
Plan

Implementation Organizational Change

Approach for Cloud Management in Cloud
Solutions in Scope Projects

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Cloud Project Lifecycle Stages/Milestones
Applicable for all types of cloud projects in scope (SaaS, PaaS, OCI)

Focus on cloud onboarding, preparation,
Analyze &
readiness, orientation, analysis for custom
Prepare
development work, which will be an input
to complete the detail planning.
Validate Perform comprehensive UAT testing for all the
& Test components of the solution. This includes unit,
performance, security, access and end to end
testing and more.

Major project planning activities

Plan & including architecture & solution design Transition Transitioning to cloud production
Design are carried out at this stage. The project & Go Live environments by configuration set up and
custom development transfer and data
delivery approach is set based on the
migration
scope of work with phases/releases.

The overall solution is developed, Focus on post Go-Live support,

Configure configured, and built both functionally Sustain maintenance, updates, enhancements
& Build and technically, including custom & Realize on the solution and adoption
development, extensions, integration, assessments to realize the benefits.
security, etc.

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How Will This Work Out?
Continue delivering cloud projects based on adopted
Project Management Framework Project Management Framework (PMBOK or PRINCE2)
with the needed rigor.

Methodology Adopt a methodology or enhance an existing method

that is aligned to deliver all types of cloud projects (SaaS,
PaaS, OCI).

Lifecycle Milestones Define the cloud project delivery life cycles and
milestones for all types of cloud projects.

Identify and explain the High-Impact Cloud Knowledge

Knowledge Areas/Processes areas that augment the project management processes
and process groups to be empowered in delivering cloud
projects.

Activities & Tasks Describe the key activities and considerations per cloud
life cycle for each of the High-Impact Cloud Knowledge
Areas to pave the way for successful planning and
delivery of cloud projects of any scope.
Partner to lead Inputs for Cloud Projects Delivery

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Putting Together Cloud Project Lifecycles Milestones and High-Impact
Cloud Knowledge Areas in a Framework

Analyze & Plan & Configure & Validate & Transition & Sustain &
Prepare Design Build Test Go Live Realize

High-Impact Cloud Knowledge Areas (HICKA)

Scope
Integration Time
Aligning Business Project Management
Cloud Risk
Goals & Project Plan & Delivery
Management
Objectives Approach
Stake-
Project
Cost
Implementation
holders Management
Continuous Testing Sustenance Plan &
Strategy & Plan Adoption Strategy
Approach for Cloud Body of
Solutions in Scope
Knowledge
Cloud Architecture Training & Cloud Provisioning &
Procure- PMBOK Quality
ment
Envisioning & Knowledge Transfer Environments
Planning Strategy & Plan Management
Human Commun-
Resources ication
Data Management Cloud Security, Organizational Risk
& Migration Plan Identity & User Change Management
Management in Cloud Projects

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Oracle Cloud Delivery Framework
Analyze & Plan & Configure & Validate & Transition & Sustain &
Prepare Design Build Test Go Live Realize

Project Management & Governance

Cloud Provisioning & Cloud Security,
Continuous Testing Sustainment Plan &
High-Impact Cloud

Environments Identity & User

Knowledge Areas

Management Management Strategy & Plan Adoption Strategy

Project Management Implementation

Cloud Architecture Data Management
Plan & Delivery Approach for Cloud
Envisioning & Planning & Migration Plan
Approach Solutions in Scope

Organizational Change Training & Knowledge

Aligning Business Goals Cloud Risk
Management in Cloud Transfer Strategy &
& Project Objectives Management
Projects Plan

Project Artifacts, Deliverables, & Milestones

SaaS PaaS OCI

24 Copyright © 2020, Oracle and/or its affiliates.
Oracle Cloud Delivery Framework
Analyze & Plan & Configure & Validate & Transition & Sustain &
Prepare Design Build Test Go Live Realize

Project Management & Governance

Cloud Provisioning & Cloud Security,
Continuous Testing Sustainment Plan &
High-Impact Cloud

Environments Identity & User

Knowledge Areas

Management Management Strategy & Plan Adoption Strategy

Project Management Implementation

Cloud Architecture Data Management
Plan & Delivery Approach for Cloud
Envisioning & Planning & Migration Plan
Approach Solutions in Scope*

Training & Knowledge

Aligning Business Goals Cloud Risk Organizational Change &
Transfer Strategy &
& Project Objectives Management Communication Mgmt.
Plan

Project Artifacts, Deliverables & Milestones

* * *

ERPM SCM HCM Analytics Security Autonomous Application

CX Integration
SaaS PaaS Database Development OCI

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 Just Enough…

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 Approach of the Training
Cloud Project Management with Just Enough Principles

Analyze &
Prepare For each Cloud Project Lifecycle stage

Implementation
Approach for Cloud
Solutions in Scope
Define the major activities, key
considerations, best practices, important
concepts, and know-how for each of the
high-impact cloud knowledge areas.

In view of the Cloud (SaaS,

PaaS, or OCI) specific services

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Oracle Cloud Delivery Framework
Mapping Each High-Impact Cloud Knowledge Area with the Cloud Project Life Cycles

Analyze & Plan & Configure & Validate & Transition & Sustain &
Prepare Design Build Test Go Live Realize

Project Management & Governance

• To manage the different cloud environments

Cloud
provisioning, updates, service entitlement
Provisioning &
Environments activities/processes and integrate with the
Management project plan and business operations

Project Artifacts, Deliverables, & Milestones

SaaS PaaS OCI

28 Copyright © 2020, Oracle and/or its affiliates.
Oracle Cloud Delivery Framework
Key Principles
> Augment Project Management frameworks (waterfall, agile, hybrid)
with Oracle Cloud SaaS, PaaS, OCI High-Impact Cloud Knowledge
Areas.
> Enable the deployment of Oracle cloud solutions using different
delivery approaches: Solution Driven, Requirement Driven, or
Innovation Driven, fit for purpose based on the scope.
> Allow adaptations: Flexible, loosely defined to include any
additional activities, practices, or tools.
> Integrate Cloud Environment management activities and services
with the project plan.
> Define the activities and considerations by cloud project life cycle.
> Aim for “what to do” to deliver a cloud project and bring change
instead of “when and how to do.”
> Focus on the impact of cloud projects on Organizational Change
Management.

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7 Habits of Highly Effective Cloud Projects
Break Projects into Smaller Increments
Use iterations and partitions to break up the project into manageable pieces.

Be Risk-Focused
• Attack the greatest risks in the early iterations.

Produce Something Tangible Every Iteration

• Demonstrate progress towards each phase milestone.

Integrate the Cloud Environments/Instances Management in Plan

• Ensure the cloud updates and the activities are reflected properly.

Continuously Engage Stakeholders & Manage Change

• Identify stakeholders, plan for change management, and take corrective action.

Keep an Eye on the Enterprise Goals & Objectives

• Get solutions that actually meet the business needs and agreed objectives.

Adjust the Plan Based on Lessons Learned

• Proactively incorporate feedback and evolve the plan as needed.

30 Copyright © 2020, Oracle and/or its affiliates.

Conclusion
Introduction to Cloud Project Management & Delivery Framework

Now that you have completed this module, you should be able to:
• Describe the balancing act of project management
• List some cloud project challenges
• Identify the components of a successful cloud project
• Explain the difference between methodology and framework
• Identify the High Impact Cloud Knowledge areas
• Describe the cloud project delivery life cycles
• Contextualize the principles of Cloud Delivery Framework
• Identify the 7 habits of highly effective cloud projects

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Thank You

Oracle Partners Network

Oracle Cloud Project Management Training

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