Being a part of number
of OBIA projects which also includes extensions of E-Business to support key areas
such as financial consolidation etc over the years I have came across different
methodologies to implement and manage E-Business Extensions and OBIA solutions.
Oracle Universal Method is the latest revamped methodology which is ideal for
implementing any project in general or packaged BI solution with E-Business
extension in particular.
The most clients/developers
ask number of questions around in a typical E-Business Extension and OBIA
project implementation what should be the list of document deliverable(s), its
contents, phase in which these documents should be delivered, list of
reviewers/roles, does it need sign off or not ? This blog is an attempt to list
down the phase, deliverable(s) and other attributes of the deliverable(s) which I
believe should be released during the E-Business Extension and OBIA project
execution.
Note – I have used
document reference which are been used by Oracle Consulting Standard Delivery
Documentation covering a mix of OUM and AIM methodologies. I have tried to
include everything possible but still the list may not be complete (For Project
Managers who believes in delivering documents (which nobody reads) only rather
than focusing on right and good solution.)
Pre-Project
Start
Task - Contract Review and
Sign Off
Key
Deliverable- Signed Contract
Primary
Responsibility/ Role – Client
Reviewers
Facilitated
Review(Y/N) - N
Sign off
- Client Sponsor
Definition
Phase
Reference
- CR.010
Task - Establish
Project Management Plan covering Scope, Objectives, and Approach
Key
Deliverable- Project Management Plan
Primary
Responsibility/ Role – Client Business Lead
Reviewers
- Implementer Project Manager
Facilitated
Review(Y/N) - N
Sign off
– Client PM
Reference
– D0.010
Task –
Published Documentation Standards
Key
Deliverable- Documentation Standards
Primary
Responsibility/ Role – Implementer’s Solution Architect
Reviewers
- Implementer Project Manager
Facilitated
Review(Y/N) - N
Sign off
– Client PM
Reference
– WM.020
Task – Establish
Work Plan
Key
Deliverable- Project Work Plan
Primary
Responsibility/ Role – Implementer Project Manager
Reviewers
– Client PM and PMO
Facilitated
Review(Y/N) - N
Sign
off – Project Management Team
Task –
Agree Business Flow Process Scope
Key
Deliverable- Spreadsheet flow scope coverage
Primary
Responsibility/ Role – Implementer Functional Lead
Facilitated
Review(Y/N) - N
Sign
off – Client Functional Lead
Reference
– PM.010
Task – Agree
Transition Strategy
Key
Deliverable- Transition Strategy Document
Primary
Responsibility/ Role – Client Technical Lead
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off – ???
Reference
– TA.060
Task –
Agree Reporting Strategy
Key
Deliverable- Reporting Strategy Document
Primary
Responsibility/ Role – Implementers BI Consultant
Reviewers
– Client/Implementer PM, Client BI Lead
Facilitated
Review(Y/N) - Y
Sign
off –??
Reference
– TE.010
Task –
Agree Testing Strategy
Key
Deliverable- Testing Strategy Document
Primary
Responsibility/ Role – Client Technical Lead
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– MD.010
Task –
Agree strategy for Application Extensions
Key
Deliverable- Strategy for Application extensions
Primary
Responsibility/ Role – Implementer Technical Lead ( Application)
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Operations
Analysis
Reference
– RD.050
Task – Gather
Business Requirements (e.g. Financial Consolidation)
Key
Deliverable- Business Requirements Definitions
Primary
Responsibility/ Role – Client Business Analyst
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– BR.020
Task –
Prepare Mapping Environment
Key
Deliverable- Configured Environments (Test & development)
Primary
Responsibility/ Role – Client IT Production
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– BR.030
Task –
Map Business Requirements
Key
Deliverable- Gap Document
Primary
Responsibility/ Role – Client Reporting SME
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– BF.010
Task – Document
Applications Architecture Design
Key
Deliverable- Financial and Operating Structure
Primary
Responsibility/ Role – Solution Architect
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– BF.045
Task –
Application High Level Solution
Key
Deliverable- High Level Solution Design Document
Primary
Responsibility/ Role – Implementer Solution Architect
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– MD.020
Task – Estimates
for extensions and interfaces
Key
Deliverable- Application Extension Definition and Estimates
Primary
Responsibility/ Role – Implementer Technical Lead
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– MD.030
Task – Defined
Design Standards
Key
Deliverable- Design Standards
Primary
Responsibility/ Role - Implementer Technical Lead
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Solution
Design
Reference
– BR.100
Task – Define/Review
Application Setups
Key
Deliverable- Application Setup Documents
Primary
Responsibility/ Role – Functional Consultant
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– CV.010
Task – Agree
Data Conversion Requirements
Key
Deliverable- Data Conversion Requirements and Strategy
Primary
Responsibility/ Role – Technical Lead
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– CV.020
Task –
Document Conversion Standards
Key
Deliverable- Conversion Standards
Primary
Responsibility/ Role – Technical Lead
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– MD.040
Task –
Document Build Standards
Key Deliverable-
Build Standards
Primary
Responsibility/ Role – Technical Lead
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– TE.020
Task –
Compile Test Cases
Key
Deliverable- Test Case Document
Primary
Responsibility/ Role – Functional SME
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– TE.040
Task –
Develop/Review System Test Scripts
Key
Deliverable- System Test Cases
Primary
Responsibility/ Role – Functional SME
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– MD.050
Task – Define
functional specification based on Report/GAP
Key
Deliverable- Application Extensions Functional Design
Primary
Responsibility/ Role – Functional SME
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– MD.070
Task –
Define technical specification per MD.050 GAP/report
Key
Deliverable- Application Extensions Technical Design
Primary
Responsibility/ Role –Technical Lead
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– MD.120
Task – Document
Installation settings
Key
Deliverable- Installation Document
Primary
Responsibility/ Role –Technical Lead
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– CV.040
Task –
Define Data Mapping functional view
Key
Deliverable- Data Mapping Functional View
Primary
Responsibility/ Role –Functional Lead
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign off
–??
Reference
– CV.060
Task – Define
Data Mapping Technical view
Key
Deliverable- Data Mapping Technical View
Primary
Responsibility/ Role –Technical Lead
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– CV.070
Task –
Develop Data Conversion Test Plans
Key
Deliverable- Data Conversion Test Plans
Primary
Responsibility/ Role –Technical Lead
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– CV.080
Task –
Develop & Unit Test Conversion Programs
Key
Deliverable- Conversion Tool
Primary
Responsibility/ Role –Technical Lead
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– TE.110
Task – Perform
System Tests
Key
Deliverable- System Tested Applications
Primary
Responsibility/ Role –Functional Consultant
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– TE.120
Task –
Perform Process Integration Tests
Key
Deliverable- Integration Tested Applications
Primary
Responsibility/ Role –Functional Consultant
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– TE.130
Task –
Perform Process Acceptance Tests
Key
Deliverable- Accepted Test Systems
Primary
Responsibility/ Role –Technical Lead
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Transition
Reference
– PM.040
Task – Prepare
Production Environment
Key
Deliverable- Installed Application
Primary
Responsibility/ Role – IT Production
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– PM.050
Task –
Setup Applications in Production
Key
Deliverable- Configured Application
Primary
Responsibility/ Role –Functional Consultant
Reviewers
– Client/Implementer PM
Facilitated
Review(Y/N) - N
Sign
off –??
Reference
– PM.070
Task –
Verify Production Readiness
Key
Deliverable- Configured Application
Primary
Responsibility/ Role – Client Project Director
Reviewers
– Project Steering Committee
Facilitated
Review(Y/N) - N
Sign
off –??
Production
Reference
– PM.080
Task – Start
Production
Key
Deliverable- Production System
Primary
Responsibility/ Role – Client Business Lead
Reviewers
– Project Steering Committee
Facilitated
Review(Y/N) - N
Sign
off –??
I hope you find this information useful. I will cover remaining phases of the project in coming days. Your comments would be highly appreciated.