Oracle aim-project-management-methodology

Oracle AIM Methodology Version 3.0

Sivakumar Ganesan
B.Sc, ACA, ICWA, PDIM, PMP

Disclaimer
The information in this document is the opinion of the
author, not of Oracle Corporation and PMI. Any
content, materials, information or software downloaded
or otherwise obtained through the use of the site is done
at your own discretion and risk. Oracle shall have no
responsibility for any damage to your computer system
or loss of data that results form the download of any
content, materials, information or software.

Oracle AIM Methodology
Oracle AIM Methodology provides the Project
Management methodology to be followed while
implementing Oracle E-Business Suite to Customers
AIM provides the Basic Outline with which the whole
Implementation Process needs to be handled after the
Contract to Implement the solution is signed with the
Customer
This has so many steps, documents and Templates and the
Implementing Company can decide on which are the
steps, documents and Templates to be used
There is No Hard and Fast rule you have to use all the
documents mentioned in AIM Methodology

Project Management as per PMI
Processes/ Initiation Planning Execution Controlling Closing
Knowledge Areas
Project Integration
Mgt
Project Scope Mgt
Project Time Mgt
Project Cost Mgt
Project Quality Mgt
Project HR Mgt
Project
Communication Mgt
Project Risk Mgt
Project Procurement
Mgt

Standard Oracle AIM Method
Processes
Phases

Oracle Recommended Implementation Activities
Definition Operation Analysis Solution Design Build Transition Production

PJM
Conduct
Gather Define Perform Perform Verify
Current
Business Application System Acceptance Production
Business
Reqmts Setups Testing Testing Readiness
Baseline
RD.050 BR.100 TE.110/120 TE.130 PM.070
RD.020

Develop Develop
Map Develop
High-Level Future Begin
Business System
Process Process Production
Reqmts Test Scripts
Design Model PM.080
BR.030 TE.040
BP.070 BP.080

Define &
Develop
Estimate
Unit/Link
Appl
Test Scripts
Extensions
TE.020/030
MD.020

Appl Create
Perform
Extension Appl
OK Unit/Link
Designs Extension
Testing
MD.050/060/070 Designs
TE.070/080
MD.100/110/120
NO Yes

Application and Technical Architecture (TA)

Modified Application Business Flow
Definition Elaboration Build Transition Production
Create and test
Project Prepare CRP 2 Prepare
Custom
Planning Environment Production
Extensions
Environment

Prepare for CRP 2 Prepare CRP 3
Workshop(s) Environment
Build Required
Assets Conduct CRP 2
Workshop(s) Convert and
Prepare for CRP 3 Verify Data
Workshop(s)

Conduct Business Design Conduct CRP 3
Architecture Extensions Workshop(s)
Workshops Verify
Production
Readiness
Prepare Perform Systems
Custom Integration
Prepare for CRP 1 Test Scripts Test
Workshop(s)

Conduct CRP 1 Solution Perform User
Workshop(s) Review & Acceptance Begin Maintain
Sign-Off Test Production System

Conduct Conduct Conduct Propose
Phase End Phase End Phase End Future
Review Review Review Direction

7

Standard AIM Project deliverables
The Standard AIM Project Deliverables are classified as
Core
Optional
The AIM Methodology is classified as follows
Phases – During a Project Phase, Your Project Team will simultaneously be executing
tasks from several Processes
Processes - A process is a series of tasks that results in one or more critical project
deliverables
Task - A task is a unit of work that results in the output of a single deliverable
Deliverables - Deliverables can have many formats, such as documents,
schedules, program code, or test results

In Standard AIM Methodology under each phases it is described which are Core
and Optional Tasks (Project Deliverables) and it is Implementer Choice to
decide what has been agreed in the Implementation Contract with the client
as Project Deliverable

You can download AIM 3.0 from the following link
http://download-east.oracle.com/partners/265498.EXE

Now AIM Version 3.1 was released which is NOT Free download and only Oracle
Partners has been given with limited access to my knowledge

Project deliverables
Project Deliverables I have used in my Implementation in sequential order
CR010 – Project Management Plan / Project Plan (WM020)
OverviewTraining
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

Project deliverables
Project Deliverables I have used in my Implementation in sequential order
System Integration Testing
CV010 – Data conversion Strategy
CV060 – Data ConversionTemplates
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
You Need to get a Sign off from Client from Each of the above to Protect
Yourself that You have Configured the Oracle Application as per Contract
and as per Business Requirement of the client.
Note: As mentioned above this is NOT 100% fool proof method. I am sharing
only my experiences

Standard MYTHS about AIM Methodology
Many Consultants and Project Managers think it is too vast and NOT fit for
practical situations which is NOT true
Consultants think it is the responsibility of Project Manager alone to know
about the complete AIM Methodology and NOT required at Consultant
level
Too much of Documents and Template which is NOT required
AIM does not provide flexibility to suit various scenarios / industries.
Consultants unable to grasp easily the methodology
Consultants think only people with PMP knowledge can better understand
and execute the AIM methodology in proper manner
Consultants feel it is too difficult to understand themselves and making the
client to understand
Clients are reluctant to read the documents and sign off the Project
Deliverables

Actual Facts about AIM Methodology
AIM like any other Project Management tool advises the Project Managers
to take best possible decision and provides only a basic Framework
If you have taken PMP exam, the exam will start with ‘We are NOT looking
for correct answers. We are concerned with Best Judgement answers based
on the facts provided’ – AIM Methodology also is just giving a framework
for the implementer and provides a flexibility to choose according to the
client’s requirements based on best judgement assessment.
It is NOT mandatory to use all Templates. In some of the implementation
which are very small, we have submitted only BP080 (Future Business
Model) ,TE040 (Test Scripts) and BR100 (Application Set up)
AIM provides lot of flexibility and modify the templates to suit your
requirement and convince the client.
Consultants should go through the AIM documents and understand what
is the purpose of each template and which one will best fit to client based
on Business and Implementation approach (Big Bang orVanilla).
The Contract entered with Client should specifically mention what are the
Project Deliverables agreed as part of the Project

Discipline to be applied in Project Deliverables
1. Prepare the document in legible manner and easy to understand
2. Ensure the client is able to understand the purpose of documents
3. Follow the documentation principle like Preparer, reviewer with dates and
approvers with version controls details in all documents.
4. Place your company logo and client logo in all documents.
5. Try to avoid Word, Excel, PPT attachments to the templates.
6. Collect enough details from client to prepare the process flow.
7. Stick on to the Project schedule to submit the documents on time.
8. Ensure to fill the open and closed issues on all updates if any.
9. Follow the uniformity in using templates across all modules.
10. Use Flow charts tools like VISIO to draw the Process flow .
11. Flow charts should clearly depict the client Business flow.
12. Avoid providing internal intranet URL etc for reference.
13. Follow the Oracle Custom standards while preparing Technical Docs.
14. Documents prepared by one person must be reviewed by another before
submitting to Client.
15. Get a sign off from client and as well as from PM on all docs.

Overview of the Project Deliverables
CR010 – Project Management Plan
The essential content of CR010 are as follows
• Project Plan (mostly in Microsoft Projects) (WM020)
• Scope, Objectives, Approach
• Project Task, Deliverables & Milestones
• Control and Reporting
• Work Management
• Project Resources (Men, Hardware, Database management)
• Identified Risks & Mitigation Plan
• Change Request and Problem Report Log Management
• Minutes of Meeting
• Acceptance Certificate
• Project Team Contact Listing
• Key Task and Responsibilities of Implementation Team
Note: The Project Plan prepared in MS Projects have certain issues. The Client
would like to view the Resource Allocation till end of Project is not feasible.
Some Clients would like to have Joint Plan of Client Resource as well as
Implementer Team Resource which is not feasible. MS Project can be used
more of a Milestone chart, but there are companies in US and Europe region
where they use the Plan diligently to control Scope,Time and Cost

OverviewTraining
The OverviewTraining covers a Birds Eye view of
• Basic Modules of ERP
• Integration between Modules
• Menu, Sub Menu, Function
• Responsibilities and Users
• Icon Buttons
• Concurrent Processes
• Accounting
• Reports
• Workflow Notifications
• Database, Forms, Reports
• Different Instances
• Implementation Approach
Note: This training essentially helps to buy-in the confidence of the client that
the software will meet the requirements. This Training needs to be
conducted at High Level and not at End user level.

RD010 – Organization Structure
The essential content of RD010 are as follows
• Interview organization management to obtain a clear understanding of current and proposed
entity structure.
• Develop a chart showing the current organization structure. - Organization Legal Entity
Structure Chart
• Develop a business organization overview and listing. - Business Organization Listing and
Overview
• Define and chart the Financial Operating environment. - Financial Operating Environment
• Define the financial and management reporting environment. - Financial and Management
Reporting Environment
• Review the Current Financial and Operating Structure with project management and secure
approval.
• Review the Current Financial and Operating Structure with appropriate organization
management and secure acceptance for the deliverable
Note: This is the most tough Task like Countries in Middle East where Legal
Registration of the Companies details are not provided in detail. You cannot
make this structure uniform as the Business Model varies for each and every
Business within the same industry.

• Schedule, confirm, and prepare for process definition sessions by business area.
• Identify the core business processes (level 1 if you are using Oracle Business Models) and
write a summary description of each process.
• Conduct interviews using the questionnaires and other sources of information to clarify
questions you have identified.
• Gather any other current business materials that may enhance team understanding and
documenting of current business process requirements.
• Identify any issues regarding the current business analysis.
• Review the Current Business Baseline with users and business area management.
• Secure acceptance of the Current Business Baseline from business area management.
• Secure acceptance of the Century Date compliance approach described
Note: The AIM Methodology Provides a Questionnaire for every module which
you have to modify to suit to your Business
You will find a Model Questionnaire for Financials in following URL
http://itsafeature.com/sample-operational-analysis-questionnaires/

• The AIM Methodology Provides a Questionnaire for every module which you have to modify
to suit to your Business
• Some Companies will have Clearly defined Processes and some companies DO NOT know
clearly what is the Process followed.
• The Consultant needs to be clever enough to question the client and extract the right
information
• In case if they DO NOT have the Processes, Documenting them is very important
• DO NOT use same Questionnaire for all clients as the Business Model will vary from client
to client in same industry.
• Client will try to include what they expect in the Oracle Applications also in this list – Try to
avoid or keep it separate as an expectation from the client
• Some Clients expects the same Solution in Oracle also which they current system is offering
– DO NOT admit if it is NOT Possible and it is a process of Change Management in the
whole implementation.

RD050/BR030 – Map Business Requirements
The essential content of RD050/BR030 are as follows
Assign preliminary research topics to team members and confirm that they complete all
research before the first design session begins
For each process step, document business requirements and indicate
the source of those requirements.
Assess initial fit of application functions to business requirements at
the elementary business function level. Make references to application documentation or
navigation and indicate where known gaps exist
Secure acceptance of the Business Requirements Scenarios
Review high-level gaps, and the approach to resolve these gaps.
Become familiar with Business Requirements Scenarios (RD.050) for the target process in
need of mapping
Conduct mapping sessions to assess detailed application fit and create or revise alternative to
business requirements. Map future business requirements to application features, programs,
reports, and other standard modules

RD050/BR030 – Map Business Requirements
The essential content of RD050/BR030 are as follows
Document major requirements
Fit issues into a Requirement Essay
Perform process research; look for and document alternatives
Identify current versus proposed process steps and assess the feasibility of proposed
alternatives
Document alternatives. Record possible alternative alternatives for application gaps
Document major operating and policy decisions
Secure acceptance of the Mapped Business Requirements

Note:This is the Critical Phase of an Implementation. If the Client Business
Processes and the available Oracle Solution alternatives are Not known, then
you will face issues in every stage like CRP, UAT and End User Training.

TA040 – Application Architecture Strategy
The essential content of TA040 are as follows
Establish a list of the sets of books needed for the implementation and map their
interrelationship
Establish a list of inventory organizations needed for the implementation and map their
interrelationship
Establish a list of human resources business groups and organizations needed for the
implementation and map their interrelationship
Create the integrated business architecture for the finance, manufacturing, distribution, and
human resources functions of the business
Map the integrated business architecture to the detailed business functions of finance,
manufacturing, distribution and human resources functions
Review application functional architecture with business analysts
Note: This is the Backbone of an Implementation. You need to Keep this document
with an Open issue stating this document is updateable at end of Project in the
last page. The reason being, I have seen in many Implementation, the
Organization Structure completely changed at the beginning and close of the
Project.

CRP Session I
The Conference Room Piloting Session I covers
Basic Understanding and mapping of the Client Business Processes
Explain the Flow of Transaction in Sequence
Portray the importance of Integration of Modules
How the Integrated System helps in Proper Decision making between Procurement,
Inventory, Manufacturing, Order Management, Projects, Payroll and Financials
Demonstrate the Link of CRM and Link to related Modules if it is in scope.
Ensure the Session covers at least 75% of Client Business Processes
Maintain an Issue Log to cover up the missed out areas in CRP II
Note: If the Client Business Requirement is not covered in the range of 60 to 75 %
in this Session, Client will have more suspicion about the Product and as well as
the Implementer. Hence Ensure before announcing the CRP session, You have a
Good understanding of Client Business, Organization Structure and Reporting
Patterns.

The essential content of BP080 are as follows
Review any documented future business requirements.
Identify and describe the events to which the business responds.
List each process and write a summary description of each, identifying the event to which it
responds and its main inputs and outputs.
Construct the top level of the hierarchy from information provided by interviews with senior
management and Current Business Baseline (RD.020) information
Identify the steps that make up each process, their sequence, any conditions that determine
alternative execution paths, and the agent responsible for each step; validate that each step
maps to an elementary business function
Construct process flow diagrams for processes with more than two steps or with conditional
steps showing the sequence of process steps and the flows between them. Show conditional
steps where appropriate
Break down the detailed Future Process Model into a list of the steps carried out by all
participants in the process (if your project includes process change)

The essential content of BP080 are as follows
Translate the to-be process design into the functions of the Oracle Application, and
determine high-level changes (if your project includes process change)
Construct the intermediate and lower levels from application reference material and other
required business functions
Review the Future Process Model with users and management
Secure approval of project and business line management
Note: This document will signify the Future Business Model and How Oracle
Applications will be mapped to suit Client Requirements. The Flow Model
should include the areas where Oracle Functionality is missing for which
Custom Extension has to be built.
Ex: If your Customer is a Service Oriented Organization and in the Purchasing
module, Your client wanted to Capture only inventory tracking and No need
for inventory accounting, then the flow diagram should clearly show how
expense asset items are tracked in Oracle Applications. No need to show the
Normal Inventory Procure to Pay cycle. Document only what is applicable for
your client

BR010 – GAP Analysis
The essential content of BR010 are as follows
Identify the major GAP between Client Requirements and Software capability
Check the possible workaround solution which will reduce the customization effort
Compare and evaluate the costs, benefits, and risks of the alternatives
Develop new solutions to determine an optimal set of options for the client
Document the proposed changes to the application and other software resulting from the selected
alternatives at a high-level
Evaluate differences between current process performance and Solution Options (if the project
includes process change)
Determine differences in operating costs between the current processes and Solution Options (if
the project includes process change)
Evaluate how practices would change if the Solution Options were implemented
Evaluate changes to staff numbers and costs, roles, and skills if the Solution Options were
implemented
Note: An issue might be identified as GAP due to Lack of Oracle Application
Knowledge of the Consultant. So a proper evaluation by an expert is must while
identifying the potential GAPS or which can be fixed through a workaround
solution.

CRP Session II
Conference Room Piloting Session (CRP) II
Ensure You have full understanding of Client Business and the Solution Demonstrated to the
Client Covers all Issues except the one identified in BR010 GAP Document
Ensure you have covered all Issues raised in CRP Session I is Addressed
Identify any further issues arisen in CRP II and the same needs System level Configuration or
an identified GAP which needs to be addressed through Workaround solution or
Customization.
Prepare PPT Handout and Material for the Business Users to identify and recall what was
shown in CRP I and How it is addressed in CRP II
Ensure the Client Business Requirement is met 80-90% by standard software and Balance
10% amounts to GAP which needs Customization or Workaround solutions.
Note: An issue might be identified as GAP due to Lack of Oracle Application
Knowledge of the Consultant. So a proper evaluation by an expert is must
while identifying the potential GAPS or which can be fixed through a
workaround solution.

MD050 – Functional Design
The essential content of MD050 are as follows
Review Mapped Business Requirements (BR.030).
Write the topical essay.
Document forms.
Document reports
Document concurrent programs.
Describe the technical approach.
Review the high-level design with analysts and key users.
Obtain approval for the Application Extensions Functional Design by the requester.
Note: Ex: A Standard Functionality does not exist and Workaround solution is not
acceptable to Client. DO NOT change the Base Tables of Oracle Applications while
preparing Customization / Extensions. Functional Design should be clear, Legible,
unambiguous and Purposeful
I have implemented Oracle Property Manager for a Client and Client wanted to
Manage those properties after Sales also. Client will be collecting Money from all
owners in a Building and provide maintenance services. Each Building is a Legal
Entity and only one Contract per Building for all Customers. There is NO standard
solution / workaround solution in Oracle to have One Contract for multiple
Customers. Hence we made a Customization without touching the base tables. The
Standard CAM Functionality does not meet Customer requirement.

MD070 – Technical Design
The essential content of MD070 are as follows
Review Application Extensions Functional Design (MD.050).
Describe the high-level approach.
Define detailed program logic for modules ( forms, reports, and programs).
Document integration issues. Integration Issues
List installation requirements.
Document any additional information that may be helpful during the
implementation of the customization.
Update Application Extensions Functional Design (MD.050), as needed.
Update Database Extensions Design (MD.060), as needed.
Note: The Technical Design Document to be in concurrence with what is required
in Functional design document and requires thorough testing, in System
Integration Testing, User Acceptance Testing before deployed to Production.
Minor Issues tend to come up that should not change the total design structure
and impairment to standard oracle functionalities

System Integration Testing (SIT)
SIT covers the following
SIT should be conducted after the Customization is Built and tested internally by the
Implementer.
The SIT should cover User Case with Test Scenarios and Integration of Related Modules.
Ensure the Customization does not hamper any of the Standard Functionality
The Test cases validate the technical Requirements and Specifications
The Test cases verify if the application/System meet the Business & Functional Requirements
specified
The Test cases may also verify if the System meets the performance standards
The SIT Test Script should be made ready before start of the session and Distributed to Users
Update the issue Log with identified Bugs
Involve Development to Fix the Bugs and get sign off from the Client
Note: The SIT involves Technical Development involvement to close any of the
Bugs and Enhancements that may arise out of Testing. Getting Sign off is very
Important in SIT to move to UAT.

CV010 – Data Conversion Strategy
The essential content of CV010 are as follows
Review existing materials and the Current Process Model and conduct interviews (if
needed).
Describe the purpose of the Data Conversion Requirements and Strategy
Document included and excluded conversion project scope and background information for
legacy systems.
List the objectives of conversion and critical success factors.
Describe the conversion approach, key inputs, resource requirements, organization, risks and
contingencies.
Describe the conversion approach you will follow to meet the conversion scope and
objectives.
Prepare Conversion Process Flows for each target application to which you are converting
legacy data.
List the tool and deliverable naming standards to be followed for conversion.
Identify the key business objects and data translations for data cleanup, as well as data
normalization and reduction requirements.
Describe the high-level conversion testing strategy.

CV010 – Data Conversion Strategy
Outline the conversion project’s acceptance criteria used to measure the successful completion of
the defined conversion tasks
Describe the issue tracking system that will track and resolve conversion project issues.
Define the version control standards for conversion programs and other conversion deliverables.
Document how conversion project scope changes will be managed.
Inform the project team of the quality system that will govern this conversion project.
Define the conversion requirements at the application and business object level.
Document the specific selection criteria for each business object you are converting.
Review the Data Conversion Requirements and Strategy with the designated approver and secure
acceptance.
Identify any material changes to project scope and associated task estimates with the project
manager and update the Project Management Plan as appropriate.
Note: The Data Conversion Process should be carefully done to ensure it is as per the
terms of contract what is agreed upon. Some clients will request for all Historical
transactions to be loaded into oracle which should be avoided as most of the time
will be spent only in data migration and try to convince client only for loading
Open Transactions

Document any conversion assumptions that affect the design of the conversion programs.
Describe the Oracle tables that will be populated during the conversion, and the order in
which the tables need to be populated.
Document the processing rules to design in the conversion programs.
Document the translation rules that need to be designed into the conversion programs.
Document the filter rules to design in the conversion programs.
Document the foreign key rules to design in the conversion programs.
Document the derivation rules to design in the conversion programs.
Document the logic required for the download or extract program.
Document the logic required for the interface table creation program.
Document the logic required for the upload program logic.
Document the logic required for the translation program logic.
Document the logic required for the interface/validation program logic.

List the programs and any associated extract files created for each business object.
Secure acceptance that Conversion Program Designs include criteria for compliance with
Century Date standards.
Note: Please ensure if you have created separate set up for Transaction Type,
Dummy Payment method to load Open Transactions, etc., the same are end
dated and not available in LOV after POST GO LIVE. Discuss with client the
Modus Operandi (Mode of operation) of the data conversion Process and agree
upon with the client before progressing to actual Data Loading to Production
Instance and ensure it is as per agreed terms of Contract.

PM010 – Transition Strategy
The essential content of PM010 are as follows
Review the proposed system architecture, locations, and resources within locations.
Determine the migration priority of applications and critical business functions and organizations.
Derive the resources and tools required in support of migrating business systems, software, and
hardware.
Anticipate implementation contingency situations by reviewing similar implementation projects.
Review the business contingency requirements component of the Business Availability
Requirements
Define a Transition Support Strategy.
Update the schedule to reflect the need-by dates for receiving and installing production hardware
and software.
Review the draft deliverable with senior management and seek approval.
Identify any material changes to project scope and associated task estimates with the project
manager
Note: The Transition Plan and Cut over Plan will determine what data will be available
in Oracle and from which date the data will be entered in Oracle. Hence this
activity requires Proper Planning. Most of the cases the data may not be available
and client may not be willing to provide in the required Format.

TE040 – Test Scripts
The essential content of TE040 are as follows
Review the Business Mapping Test Results and map to test scenarios.
Review the Link Test Script
Develop the System Test Specifications
Develop the Data Profile for the system test.
Include a Defect Log to be used during testing.
Develop the System Test Sequences.
Validate the components of the System Test Script.
Secure acceptance that system test scripts include criteria for Century Date compliance
testing.
Note: The Test Scripts are prepared for Three (i) System Integration Testing, (ii)
User Acceptance Testing, (iii) End User Testing. The detail of the scripts need to
vary depending on the Test. It is must to get a Sign off from All users who has
participated and get a Feedback or Create a Issue Log/Defect Log to address
and close the issues to move forward to Production Set up.

BR110 – Security Profiles (Roles and Responsibility Matrix)
Identify user roles across all business functions and organizations.
Identify security requirements for each user role.
Map user roles onto application security structures.
Define application module access for each system user role.
Secure acceptance of the Security Profiles.
Check the user who Needs Read Only access and set the roles accordingly.
Ensure the Number of Licenses, Client has purchased for each module and it is within that
limits. In case of shortfall inform the Client to procure additional licenses before setup.
Note: Generally there is a Standard Excel sheet format in which you maintain the
Roles of Super user, Key User and End User details are mentioned and this
sheet is updated on weekly basis so that it reflects the current status. There
should be a proper mechanism and appropriate approval to grant access to
particular user of any function.

User Acceptance Testing (UAT)
UAT covers the following
Ensure Client specific User Manuals are agreed in the Contract and prepare the same
Modify the Test Scripts to suit Client Business Process Requirements
Conduct Workshop to explain the purpose of User Manual and Test scripts and How it is
used?
Conduct UAT like a Workshop when all Users are present and they do it independently.
Some Implementers provide a Viewlet Demo and the user replicates and test the same cycle.
The Super Users/Key Users will perform the testing with permutation and combination and
has to come out with issues if any.
The Issue Log needs to be updated and close the issues Log by providing the required fix.

Note: The UAT serves as the acceptance criteria by the client whether the system
adequately meets the Business requirement or not. Hence this is a very crucial
and critical phase in any Oracle Implementation.

Cutover and Production Migration Plan
Cutover and Production Migration Plan covers the following
Check the Contract is there a parallel run agreed with legacy systems
My suggestion is never agree for a Parallel run. The Client will never change the mindset to
accept the new system and always try to compare Legacy with Oracle Applications.
Have Clear Cut off date to Move to the new system.
Plan for Period closure and adjustment entries in old system.
DO NOT accept data from multiple sources. Always ensure the production data provided needs
to be sent through one person from client side and all communication is routed through him.
Ensure the transition have minimal impact to the Business
Keep the Data received from client and the communication mails to ensure that the data provided
as final is what is loaded and matched in Oracle. This will help to avoid any discrepancy
Note: The Cutover and Migration is a critical Milestone and ensure to run the
diagnostic set up scripts for the modules which the client is using and You do not
miss any set up. Run the necessary Reports and confirm that the Legacy data
imported perfectly matched in Oracle

End User Training
End User Training covers the following
Ensure you have prepared the End user training Manual and Test scripts specific to User Roles
and Responsibilities
Conduct End User training according to the Roles and Responsibilities
Ex: If the AP Invoice User and Payment User are different, train them accordingly based on their
roles
Follow Train the Trainer Approach (i.e) The Super User conducts the training and you as an
implemented only guide them in the training
Depending on the geography you may have to conduct training in Local Language also like
Arabic, French and German
Ensure to get a sign off from the Users who participated in the training.
Note: The End User Training might raise some minor issues which needs to be
addressed through Set up change or workaround solution. The Biggest
challenge is user will not put in his concentration to do the testing. You need to
ensure stakeholders give proper instructions to the concerned people and it is
completed to meet the objective.

BR100 – Application Set up
Review the application configuration in the mapping environment.
Review business mapping decisions and documents.
Define the application setups intended for production.
Implement the application setups in the appropriate environments (if necessary).
Review and confirm configuration and impact of changes.
Secure acceptance of the Application Setup Documents.
Note: This is the Final Document which you should prepare as per Production
Instance Set up preferably with screenshots and get a sign off from Client. Any
modification to Production Set up after this has to be handled through Change
Request and Proper Approvals should be maintained for the same.
The Super Users/ Key User should Take ownership of the system and manage the
system independently without much intervention from the Implementer.
Most of the cases the Support period is also managed by Implementer and Super
Users not taking ownership of control causes failure of ERP Implementation.

References
The above presentation was prepared using following references
AIM 3.0 Methodologies Documents / Templates and related PDF Documents.
References from other sites as mentioned like (http://itsafeature.com/, www.oracle.com
www.pmi.org etc.,)
Based on my own Project Management Experiences with multiple Projects.

DISCLAIMER:
The information in this document is the opinion of the author, not of Oracle Corporation and
PMI. Any content, materials, information or software downloaded or otherwise obtained
through the use of the site is done at your own discretion and risk. Oracle shall have no
responsibility for any damage to your computer system or loss of data that results form the
download of any content, materials, information or software.

Your comments and feedback on the above are welcome to my E-mail id
sivakumar3009@gmail.com

The Pertinent Question is NOT how to do
things right — but how to find the right
things to do, and to concentrate resources
and efforts on them - Peter Drucker

Thank You

Oracle aim-project-management-methodology

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